(ESGE) iShares ESG Aware MSCI - Performance 19.9% in 12m
ESGE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
14.53%
#43 in Peer-Group
Rel. Strength
66.82%
#2461 in Stock-Universe
Total Return 12m
19.87%
#8 in Peer-Group
Total Return 5y
32.88%
#32 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 39.17 USD |
| 52 Week Low | 30.57 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 88.97 |
| Buy/Sell Signal +-5 | 1.44 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ESGE (19.9%) vs QQQ (15.1%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Emerging Mkts
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 |
|---|---|---|---|---|---|---|---|---|
| EDIV NYSE ARCA SPDR S&P Emerging Markets |
2.66% | 12.6% | 83.8% | - | - | - | - | - |
| EELV NYSE ARCA Invesco S&P Emerging |
3.37% | 16.8% | 60.8% | - | - | - | - | - |
| FRDM BATS Freedom 100 Emerging |
6.39% | 17.8% | 87.6% | - | - | - | - | - |
| DEM NYSE ARCA WisdomTree Emerging Markets |
4.46% | 9.61% | 64.2% | - | - | - | - | - |
| PXH NYSE ARCA Invesco FTSE RAFI Emerging |
5.34% | 19.9% | 63.4% | - | - | - | - | - |
| DGS NYSE ARCA WisdomTree Emerging Markets |
4.72% | 10.2% | 68.2% | - | - | - | - | - |
| JPEM NYSE ARCA JPMorgan Diversified Return |
3.4% | 9.9% | 49.4% | - | - | - | - | - |
| EEMS NYSE ARCA iShares MSCI Emerging |
5.81% | 8.77% | 81.1% | - | - | - | - | - |
Performance Comparison: ESGE vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for ESGE
| Total Return (including Dividends) | ESGE | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 7.00% | 5.55% | 4.55% |
| 3 Months | 13.18% | 17.77% | 10.78% |
| 12 Months | 19.87% | 15.11% | 14.71% |
| 5 Years | 32.88% | 125.58% | 112.53% |
| Trend Score (consistency of price movement) | ESGE | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 82.9% | 75.6% | 79.2% |
| 3 Months | 94.1% | 94.8% | 92.9% |
| 12 Months | 59.3% | 42.4% | 44.2% |
| 5 Years | -25.1% | 76.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th63.46 | 1.37% | 2.34% |
| 3 Month | %th11.54 | -3.90% | 2.17% |
| 12 Month | %th88.46 | 4.14% | 4.50% |
| 5 Years | %th13.46 | -41.09% | -37.47% |
FAQs
Does iShares ESG Aware MSCI (ESGE) outperform the market?
Yes,
over the last 12 months ESGE made 19.87%, while its related Sector, the Invesco QQQ Trust (QQQ) made 15.11%.
Over the last 3 months ESGE made 13.18%, while QQQ made 17.77%.
Performance Comparison ESGE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ESGE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 2.5% | 12.4% | 5% |
| US NASDAQ 100 | QQQ | -0.4% | 1.5% | 10.3% | 5% |
| German DAX 40 | DAX | 0.6% | 7% | -0.5% | -10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | 2.8% | 14.4% | 2% |
| Hongkong Hang Seng | HSI | 0.8% | 1.2% | -3.3% | -16% |
| India NIFTY 50 | INDA | 0.8% | 4.9% | 12.7% | 20% |
| Brasil Bovespa | EWZ | -1% | -0.8% | -12.1% | 7% |
ESGE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | 0.2% | 5.8% | -9% |
| Consumer Discretionary | XLY | 2% | 5.4% | 21.1% | 0% |
| Consumer Staples | XLP | 3.9% | 8.6% | 14.2% | 11% |
| Energy | XLE | 4.8% | 3.5% | 17.9% | 24% |
| Financial | XLF | 0.3% | 3.9% | 9.3% | -9% |
| Health Care | XLV | 1.4% | 5% | 19.6% | 25% |
| Industrial | XLI | 0.8% | 3.3% | 5.8% | -4% |
| Materials | XLB | 2.4% | 5.4% | 13.1% | 17% |
| Real Estate | XLRE | 4.9% | 7% | 15.1% | 7% |
| Technology | XLK | -0.9% | -1.9% | 9.2% | 8% |
| Utilities | XLU | 2.8% | 6.9% | 9.1% | -4% |
| Aerospace & Defense | XAR | -1.5% | -2.9% | -9% | -33% |
| Biotech | XBI | 2.6% | 4.9% | 26.4% | 31% |
| Homebuilder | XHB | 2.2% | 0.9% | 23.7% | 19% |
| Retail | XRT | 3.5% | 5.6% | 21.1% | 14% |
ESGE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 7.7% | 1.88% | 21.7% | 30% |
| Natural Gas | UNG | 12.6% | 16.4% | 27.6% | 28% |
| Gold | GLD | 5.4% | 9.2% | -7.4% | -22% |
| Silver | SLV | 3.8% | 3.1% | -6.1% | -2% |
| Copper | CPER | 0.1% | 2.8% | -7.3% | 5% |
ESGE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.6% | 3.4% | 15.6% | 18% |
| iShares High Yield Corp. Bond | HYG | 2.5% | 5.1% | 13.4% | 9% |