(ESGU) iShares ESG Aware MSCI - Performance 8% in 12m
Compare ESGU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.80%
#70 in Group
Rel. Strength
61.63%
#2946 in Universe
Total Return 12m
7.96%
#87 in Group
Total Return 5y
136.08%
#54 in Group
12m Total Return: ESGU (8%) vs QQQ (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: ESGU vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for ESGU
| Total Return (including Dividends) | ESGU | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -3.83% | -4.76% | -3.62% |
| 3 Months | -4.57% | -7.22% | -3.76% |
| 12 Months | 7.96% | 6.89% | 8.80% |
| 5 Years | 136.08% | 166.01% | 143.09% |
| Trend Score (consistency of price movement) | ESGU | QQQ | S&P 500 |
| 1 Month | -19.2% | -32.9% | -17.5% |
| 3 Months | -59.9% | -60.7% | -55.3% |
| 12 Months | 83.1% | 76.4% | 84.8% |
| 5 Years | 79.1% | 77.1% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #54 | 0.98% | -0.22% |
| 3 Month | #53 | 2.85% | -0.85% |
| 12 Month | #41 | 1.0% | -0.77% |
| 5 Years | #162 | -11.3% | -2.89% |
FAQs
Does ESGU iShares ESG Aware MSCI outperforms the market?
Yes,
over the last 12 months ESGU made 7.96%, while its related Sector, the Invesco QQQ Trust (QQQ) made 6.89%.
Over the last 3 months ESGU made -4.57%, while QQQ made -7.22%.
Over the last 3 months ESGU made -4.57%, while QQQ made -7.22%.
Performance Comparison ESGU vs Indeces and Sectors
ESGU vs. Indices ESGU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.07% | -0.21% | -0.75% | -0.84% |
| US NASDAQ 100 | QQQ | 1.62% | 0.93% | 0.01% | 1.07% |
| US Dow Jones Industrial 30 | DIA | -1.13% | -1.12% | -1.78% | 0.10% |
| German DAX 40 | DAX | 0.01% | -1.02% | -18.5% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.06% | -4.10% | 7.46% | -1.12% |
| Hongkong Hang Seng | HSI | -2.87% | -6.31% | 3.64% | -10.2% |
| India NIFTY 50 | INDA | -0.69% | -10.6% | 10.2% | 8.10% |
| Brasil Bovespa | EWZ | -1.53% | -12.1% | 5.85% | 19.2% |
ESGU vs. Sectors ESGU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.84% | 0.31% | -8.74% | -10.6% |
| Consumer Discretionary | XLY | 0.52% | 1.79% | -1.92% | -2.33% |
| Consumer Staples | XLP | -6.54% | -2.28% | -1.62% | -2.82% |
| Energy | XLE | -3.42% | -11.7% | -7.85% | 5.88% |
| Financial | XLF | -1.24% | -0.33% | -12.7% | -12.7% |
| Health Care | XLV | -1.26% | -0.03% | 4.18% | 8.52% |
| Industrial | XLI | -0.60% | -2.21% | 0.47% | 0.94% |
| Materials | XLB | -2.34% | -3.52% | 7.87% | 13.0% |
| Real Estate | XLRE | -3.95% | -0.68% | 2.58% | -3.61% |
| Technology | XLK | 2.15% | 0.89% | 3.78% | 7.68% |
| Utilities | XLU | -5.36% | -4.18% | -0.05% | -16.9% |
| Aerospace & Defense | XAR | 2.27% | -3.52% | -3.85% | -9.30% |
| Biotech | XBI | 7.65% | 4.86% | 18.7% | 24.6% |
| Homebuilder | XHB | -0.17% | -2.34% | 20.0% | 19.1% |
| Retail | XRT | -1.65% | -1.18% | 6.02% | 17.4% |