(ESGU) Invesco MSCI USA ESG - Performance 2.5% in 12m
Compare ESGU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.49%
#56 in Group
Rel. Strength
52.53%
#3677 in Universe
Total Return 12m
2.51%
#83 in Group
Total Return 5y
113.76%
#64 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: ESGU (2.5%) vs SPY (4.6%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-12.8% | 3.4% | 129% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-12.9% | 3.29% | 128% | - | - | - | - | - |
| SXR8 XETRA iShares Core SP500 USD |
-7.88% | 9.03% | 130% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-12.8% | 1.88% | 132% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13% | 3.16% | 119% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-13% | 2% | 124% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-12.9% | 3.17% | 119% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-12.9% | 3.21% | 119% | - | - | - | - | - |
Performance Comparison: ESGU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ESGU
| Total Return (including Dividends) | ESGU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.14% | -7.79% | -7.79% |
| 3 Months | -14.21% | -9.06% | -9.06% |
| 12 Months | 2.51% | 4.64% | 4.64% |
| 5 Years | 113.76% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | ESGU | SPY | S&P 500 |
| 1 Month | -6.0% | -5.5% | -5.5% |
| 3 Months | -68.6% | -61.9% | -61.9% |
| 12 Months | 82.5% | 82.8% | 82.8% |
| 5 Years | 89.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #122 | -5.80% | -5.80% |
| 3 Month | #76 | -5.66% | -5.66% |
| 12 Month | #83 | -2.04% | -2.04% |
| 5 Years | #85 | -1.92% | -1.92% |
FAQs
Does ESGU Invesco MSCI USA ESG outperforms the market?
No,
over the last 12 months ESGU made 2.51%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months ESGU made -14.21%, while SPY made -9.06%.
Over the last 3 months ESGU made -14.21%, while SPY made -9.06%.
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 | -1.45% | -5.35% | -0.04% | -2.13% |
| US NASDAQ 100 | QQQ | -0.38% | -3.94% | 1.21% | -0.05% |
| US Dow Jones Industrial 30 | DIA | -2.62% | -7.10% | -2.14% | -2.74% |
| German DAX 40 | DAX | -2.57% | -6.82% | -19.0% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.17% | -12.3% | 10.2% | -5.59% |
| Hongkong Hang Seng | HSI | -4.96% | -14.1% | 3.50% | -14.0% |
| India NIFTY 50 | INDA | -5.63% | -20.2% | 5.16% | 2.76% |
| Brasil Bovespa | EWZ | -6.81% | -22.2% | 0.80% | 13.8% |
ESGU vs. Sectors ESGU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.61% | -5.04% | -8.44% | -10.5% |
| Consumer Discretionary | XLY | -0.75% | -3.51% | -3.05% | -4.59% |
| Consumer Staples | XLP | -8.31% | -11.9% | -7.24% | -10.4% |
| Energy | XLE | -0.21% | -12.7% | -0.40% | 10.2% |
| Financial | XLF | -1.85% | -5.65% | -12.0% | -13.8% |
| Health Care | XLV | -5.54% | -9.20% | -0.18% | 1.53% |
| Industrial | XLI | -1.51% | -7.07% | 0.80% | 0.37% |
| Materials | XLB | -2.70% | -9.11% | 6.48% | 11.3% |
| Real Estate | XLRE | -5.34% | -7.54% | 0.30% | -7.40% |
| Technology | XLK | 0.89% | -2.58% | 7.16% | 7.72% |
| Utilities | XLU | -8.76% | -13.3% | -3.32% | -22.4% |
| Aerospace & Defense | XAR | -1.83% | -9.75% | -4.98% | -12.7% |
| Biotech | XBI | 1.83% | -4.43% | 14.2% | 16.6% |
| Homebuilder | XHB | 0.24% | -6.20% | 20.0% | 17.4% |
| Retail | XRT | -0.40% | -4.61% | 6.65% | 14.1% |