XAR vs ESGE
Comparison between SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF (XAR, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
5-Year PerformanceXAR has outperformed ESGE, delivering a return of +16.5% compared to +6.8%
XAR vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAR
$5.80B
Winner
ESGE
$5.90B
Expense Ratio
XAR
0.35%
Winner
ESGE
0.25%
Max Drawdown
XAR
46.72%
Winner
ESGE
43.02%
Sharpe Ratio
XAR
1.60
Winner
ESGE
2.24
5Y Beta
XAR
1.07
Winner
ESGE
0.79
P/E Ratio
XAR
93.34
ESGE
N/A
Forward P/E
XAR
30.13
ESGE
N/A
5Y Dividends CAGR
XAR
-4.79%
Winner
ESGE
6.30%
5Y EPS CAGR
XAR
14.84%
ESGE
N/A
Debt to Equity
XAR
83.03%
ESGE
N/A
P/S Ratio
XAR
3.18
ESGE
N/A
P/B Ratio
XAR
4.73
ESGE
N/A
XAR vs ESGE - Holdings Comparison
XAR and ESGE have 1 common holdings. Overlap is -0.16%
XAR's top 25 holdings weight is 77.05%. ESGE's top 25 holdings weight is 45.94%.
| Rank | XAR | ESGE |
|---|---|---|
| #1 | ROCKET LAB CORP (RKLB) - 3.61% | n/a (n/a) - 15.52% |
| #2 | HEXCEL CORP (HXL) - 3.61% | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.31% |
| #3 | BWX TECHNOLOGIES INC (BWXT) - 3.58% | SK HYNIX INC (n/a) - 4.32% |
| #4 | BOEING CO (BA) - 3.53% | TENCENT HOLDINGS LTD (n/a) - 3.20% |
| #5 | CURTISS-WRIGHT CORP (CW) - 3.39% | n/a (n/a) - 2.26% |
| #6 | CARPENTER TECHNOLOGY CORP (CRS) - 3.36% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.36% |
| #7 | TEXTRON INC (TXT) - 3.25% | DELTA ELECTRONICS INC (n/a) - 1.30% |
| #8 | GENERAL DYNAMICS CORP (GD) - 3.23% | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% |
| #9 | HOWMET AEROSPACE INC (HWM) - 3.17% | HDFC BANK LTD (n/a) - 0.98% |
| #10 | WOODWARD INC (WWD) - 3.15% | MEDIATEK INC (n/a) - 0.90% |
| #11 | ATI INC (ATI) - 3.13% | AL RAJHI BANK (n/a) - 0.89% |
| #12 | TRANSDIGM GROUP INC (TDG) - 3.06% | n/a (n/a) - 0.84% |
| #13 | MOOG INC CLASS A (MOG-A) - 2.98% | n/a (n/a) - 0.82% |
| #14 | L3HARRIS TECHNOLOGIES INC (LHX) - 2.98% | RELIANCE INDUSTRIES LTD (n/a) - 0.74% |
| #15 | AEROVIRONMENT INC (AVAV) - 2.98% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.67% |
| #16 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.95% | BYD CO LTD CLASS H (n/a) - 0.61% |
| #17 | GE AEROSPACE (GE) - 2.94% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.60% |
| #18 | ARCHER AVIATION INC CLASS A (ACHR) - 2.94% | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.59% |
| #19 | STANDARDAERO INC (SARO) - 2.88% | XIAOMI CORP CLASS B (n/a) - 0.58% |
| #20 | HEICO CORP (HEI) - 2.87% | GOLD FIELDS LTD (n/a) - 0.58% |
| #21 | RTX CORP (RTX) - 2.81% | DOOSAN ENERBILITY CO LTD (n/a) - 0.35% |
| #22 | FTAI AVIATION LTD (FTAI) - 2.76% | MAHINDRA & MAHINDRA LTD (n/a) - 0.35% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 2.65% | AXIS BANK LTD (n/a) - 0.35% |
| #24 | NORTHROP GRUMMAN CORP (NOC) - 2.63% | HINDUSTAN UNILEVER LTD (n/a) - 0.35% |
| #25 | AXON ENTERPRISE INC (AXON) - 2.61% | BAIDU INC (n/a) - 0.34% |
| Total Holdings | 42 | 271 |
XAR vs ESGE - Historical Returns
Returns include dividend reinvestment.
1M
XAR
-2.32%
Winner
ESGE
+12.24%
3M
XAR
-3.95%
Winner
ESGE
+11.64%
6M
XAR
+13.36%
Winner
ESGE
+25.05%
1Y
XAR
+49.06%
Winner
ESGE
+55.71%
5Y(CAGR)
Winner
XAR
+16.50%
ESGE
+6.82%
10Y(CAGR)
Winner
XAR
+18.07%
ESGE
+9.61%
Max(CAGR)
Winner
XAR
+18.76%
ESGE
+9.61%
XAR vs ESGE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XAR | ESGE |
|---|---|---|
| 2026 | +6.04% | +19.65% |
| 2025 | +46.54% | +36.02% |
| 2024 | +25.05% | +8.19% |
| 2023 | +23.93% | +8.71% |
| 2022 | -5.79% | -22.85% |
| 2021 | +6.62% | -3.53% |
| 2020 | +3.64% | +16.63% |
| 2019 | +38.67% | +20.03% |
| 2018 | -4.76% | -16.97% |
| 2017 | +31.17% | +38.88% |
| 2016 | +22.76% | -0.73% |
| 2015 | +0.03% | N/A |
| 2014 | +12.84% | N/A |
| 2013 | +55.35% | N/A |
| 2012 | +13.14% | N/A |
| 2011 | +11.59% | N/A |
XAR vs ESGE Drawdown Comparison
The maximum drawdown for XAR was -46.36%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current XAR drawdown is -9.30%.
| Rank | XAR | ESGE |
|---|---|---|
| #1 | -46.36% Feb 12, 2020 - Jan 14, 2021 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -32.40% Jun 25, 2021 - Dec 19, 2023 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -25.92% Sep 18, 2018 - Jun 5, 2019 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -22.11% Apr 10, 2015 - Aug 5, 2016 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #5 | -19.73% Jan 23, 2025 - May 13, 2025 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -17.22% Jan 16, 2026 - Mar 30, 2026 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #7 | -12.93% Oct 27, 2025 - Jan 5, 2026 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #8 | -11.31% Mar 16, 2012 - Oct 5, 2012 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -11.05% Mar 4, 2014 - Nov 18, 2014 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #10 | -8.85% Apr 19, 2018 - Jun 8, 2018 | -2.99% May 16, 2017 - May 26, 2017 |
| #11 | -8.75% Jan 29, 2018 - Mar 9, 2018 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #12 | -8.49% Oct 27, 2011 - Dec 23, 2011 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
| #13 | -8.07% Sep 17, 2019 - Nov 15, 2019 | -2.69% Nov 27, 2020 - Dec 3, 2020 |
| #14 | -8.03% Nov 29, 2024 - Jan 21, 2025 | -2.68% Feb 23, 2017 - Mar 15, 2017 |
| #15 | -7.50% Jan 20, 2021 - Feb 4, 2021 | -2.52% Mar 20, 2017 - Apr 25, 2017 |
Correlation
Correlation between XAR and ESGE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
XAR vs ESGE dividend yield comparison.
| Year | XAR | ESGE |
|---|---|---|
| 2026 | 0.04% | 0.00% |
| 2025 | 0.40% | 2.50% |
| 2024 | 0.66% | 2.41% |
| 2023 | 0.54% | 2.65% |
| 2022 | 0.50% | 2.68% |
| 2021 | 0.83% | 2.66% |
| 2020 | 0.63% | 1.31% |
| 2019 | 0.75% | 2.59% |
| 2018 | 1.19% | 2.19% |
| 2017 | 0.76% | 1.86% |
| 2016 | 1.09% | 0.27% |
| 2015 | 2.31% | 0.00% |
| 2014 | 1.07% | 0.00% |
| 2013 | 1.96% | 0.00% |
| 2012 | 1.75% | 0.00% |
| 2011 | 0.28% | 0.00% |
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