SUB vs ESGV

Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).

5-Year PerformanceESGV has outperformed SUB, delivering a return of +12.0% compared to +1.4%

SUB vs ESGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUB(ETF)	ESGV(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.09%
Max Drawdown	11.72%	33.86%
Sharpe Ratio	-0.24	1.87
5Y Beta	0.00	1.05
P/E Ratio	N/A	27.59
Forward P/E	N/A	20.68
5Y Dividends CAGR	19.17%	12.06%
5Y EPS CAGR	N/A	25.82%
Debt to Equity	N/A	12.22%
P/S Ratio	N/A	3.30
P/B Ratio	N/A	5.11

Net Assets

SUB

$11B

Winner

ESGV

$11B

Expense Ratio

Winner

SUB

0.07%

ESGV

0.09%

Max Drawdown

Winner

SUB

11.72%

ESGV

33.86%

Sharpe Ratio

SUB

-0.24

Winner

ESGV

1.87

5Y Beta

Winner

SUB

0.00

ESGV

1.05

P/E Ratio

SUB

N/A

ESGV

27.59

Forward P/E

SUB

N/A

ESGV

20.68

5Y Dividends CAGR

Winner

SUB

19.17%

ESGV

12.06%

5Y EPS CAGR

SUB

N/A

ESGV

25.82%

Debt to Equity

SUB

N/A

ESGV

12.22%

P/S Ratio

SUB

N/A

ESGV

3.30

P/B Ratio

SUB

N/A

ESGV

5.11

SUB vs ESGV - Historical Returns

Returns include dividend reinvestment.

Period	SUB	ESGV
1 month	+0.05%	+11.04%
3 months	-0.17%	+7.57%
6 months	+1.24%	+10.00%
1 year	+3.43%	+32.00%
5 years(CAGR)	+1.43%	+12.04%
10 years(CAGR)	+1.45%	N/A
Max(CAGR)	+1.58%	+14.56%

SUB

+0.05%

Winner

ESGV

+11.04%

SUB

-0.17%

Winner

ESGV

+7.57%

SUB

+1.24%

Winner

ESGV

+10.00%

SUB

+3.43%

Winner

ESGV

+32.00%

5Y(CAGR)

SUB

+1.43%

Winner

ESGV

+12.04%

10Y(CAGR)

SUB

+1.45%

ESGV

N/A

Max(CAGR)

SUB

+1.58%

Winner

ESGV

+14.56%

SUB vs ESGV - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SUB	ESGV
2026	+0.51%	+7.85%
2025	+3.55%	+16.78%
2024	+2.26%	+25.78%
2023	+2.83%	+31.30%
2022	-2.02%	-24.39%
2021	+0.17%	+28.15%
2020	+2.58%	+24.59%
2019	+3.00%	+33.24%
2018	+1.88%	-14.58%
2017	+0.83%	N/A
2016	+0.01%	N/A
2015	+0.71%	N/A
2014	+0.54%	N/A
2013	+0.77%	N/A
2012	+0.41%	N/A
2011	+3.85%	N/A
2010	+0.55%	N/A
2009	+4.28%	N/A
2008	+1.68%	N/A

SUB vs ESGV Drawdown Comparison

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current SUB drawdown is -0.35%.

Rank	SUB	ESGV
#1	-9.46% Mar 6, 2020 - May 19, 2020	-33.67% Feb 19, 2020 - Jul 22, 2020
#2	-6.40% Jan 16, 2009 - Sep 12, 2011	-28.81% Dec 27, 2021 - Jan 19, 2024
#3	-4.92% Jan 13, 2009 - Jan 16, 2009	-20.41% Feb 19, 2025 - Jun 27, 2025
#4	-4.35% Jul 22, 2021 - Dec 13, 2023	-19.89% Sep 20, 2018 - Apr 8, 2019
#5	-2.43% Mar 1, 2013 - Oct 24, 2013	-11.60% Jan 12, 2026 - Apr 17, 2026
#6	-1.71% Aug 24, 2016 - May 23, 2017	-9.63% Sep 2, 2020 - Nov 11, 2020
#7	-1.46% Jan 17, 2012 - Mar 1, 2013	-9.31% Jul 16, 2024 - Sep 19, 2024
#8	-1.25% Sep 7, 2017 - Nov 29, 2018	-7.03% May 3, 2019 - Jun 20, 2019
#9	-1.23% Apr 4, 2025 - May 29, 2025	-6.38% Mar 28, 2024 - May 15, 2024
#10	-0.92% Oct 2, 2024 - Jan 27, 2025	-6.26% Jul 26, 2019 - Oct 25, 2019
#11	-0.87% Jan 30, 2015 - Oct 2, 2015	-5.94% Oct 28, 2025 - Dec 23, 2025
#12	-0.80% Feb 23, 2026 - Mar 24, 2026	-5.83% Sep 3, 2021 - Oct 21, 2021
#13	-0.77% Aug 15, 2019 - Nov 27, 2019	-5.79% Feb 12, 2021 - Apr 1, 2021
#14	-0.75% Sep 12, 2011 - Dec 2, 2011	-4.82% Nov 16, 2021 - Dec 27, 2021
#15	-0.68% Dec 27, 2023 - May 8, 2024	-4.59% Apr 29, 2021 - Jun 10, 2021

Correlation

Correlation between SUB and ESGV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2008 - 2026)

SUB vs ESGV dividend yield comparison.

Year	SUB	ESGV
2026	0.85%	0.23%
2025	2.42%	0.91%
2024	2.10%	1.04%
2023	1.73%	1.16%
2022	0.86%	1.42%
2021	0.72%	0.95%
2020	1.23%	1.11%
2019	1.58%	1.27%
2018	1.32%	0.28%
2017	0.95%	0.00%
2016	0.75%	0.00%
2015	0.77%	0.00%
2014	0.76%	0.00%
2013	0.84%	0.00%
2012	0.99%	0.00%
2011	1.27%	0.00%
2010	1.28%	0.00%
2009	1.44%	0.00%
2008	0.33%	0.00%