(ESGU) iShares ESG Aware MSCI - Performance 12.1% in 12m
Compare ESGU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.41%
#79 in Group
Rel. Strength
64.21%
#2856 in Universe
Total Return 12m
12.07%
#89 in Group
Total Return 5y
104.71%
#63 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ESGU (12.1%) vs QQQ (15%)
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.74% | 27.5% | 157% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-0.6% | 15.6% | 121% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.48% | 15.9% | 95.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.92% | 14% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.11% | 9.89% | 125% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.47% | 17.5% | 117% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-1.37% | 8.5% | 121% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-0.6% | 12.4% | 121% | - | - | - | - | - |
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 | -0.57% | 1.90% | -0.45% |
| 3 Months | -7.11% | -6.89% | -6.29% |
| 12 Months | 12.07% | 14.97% | 13.04% |
| 5 Years | 104.71% | 130.95% | 111.82% |
| Trend Score (consistency of price movement) | ESGU | QQQ | S&P 500 |
| 1 Month | 47.8% | 51.7% | 47.5% |
| 3 Months | -87.7% | -84.2% | -87.3% |
| 12 Months | 50.5% | 42.1% | 54.3% |
| 5 Years | 78.9% | 76.8% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #176 | -2.43% | -0.13% |
| 3 Month | #106 | -0.23% | -0.87% |
| 12 Month | #131 | -2.53% | -0.86% |
| 5 Years | #167 | -11.4% | -3.35% |
FAQs
Does ESGU iShares ESG Aware MSCI outperforms the market?
No,
over the last 12 months ESGU made 12.07%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.97%.
Over the last 3 months ESGU made -7.11%, while QQQ made -6.89%.
Over the last 3 months ESGU made -7.11%, while QQQ made -6.89%.
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 | 0.06% | -0.12% | -0.79% | -0.97% |
| US NASDAQ 100 | QQQ | -0.86% | -2.47% | -1.50% | -2.90% |
| US Dow Jones Industrial 30 | DIA | 0.60% | 2.28% | -0.03% | 2.80% |
| German DAX 40 | DAX | 0.42% | -0.35% | -18.9% | -12.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.71% | 2.64% | 2.91% | 7.10% |
| Hongkong Hang Seng | HSI | 0.46% | 0.95% | -1.32% | -0.86% |
| India NIFTY 50 | INDA | 2.58% | -5.45% | -0.67% | 9.17% |
| Brasil Bovespa | EWZ | 1.69% | -3.40% | -6.49% | 18.8% |
ESGU vs. Sectors ESGU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.09% | 0.03% | -6.77% | -11.4% |
| Consumer Discretionary | XLY | 0.03% | 0.02% | -1.96% | -2.60% |
| Consumer Staples | XLP | 2.12% | 0.25% | -4.89% | 1.13% |
| Energy | XLE | 4.32% | 13.5% | 4.35% | 21.4% |
| Financial | XLF | 1.17% | 1.44% | -7.72% | -10.6% |
| Health Care | XLV | 2.76% | 4.10% | 4.37% | 13.3% |
| Industrial | XLI | -0.26% | -0.87% | -1.83% | 1.38% |
| Materials | XLB | 1.87% | 2.65% | 7.05% | 16.5% |
| Real Estate | XLRE | 0.17% | 0.53% | -0.95% | -6.29% |
| Technology | XLK | -1.50% | -3.0% | 2.16% | 1.63% |
| Utilities | XLU | 1.34% | -0.67% | -5.21% | -8.72% |
| Aerospace & Defense | XAR | -0.97% | -7.55% | -14.7% | -15.4% |
| Biotech | XBI | 0.22% | -6.12% | 14.5% | 17.5% |
| Homebuilder | XHB | 1.33% | 1.51% | 14.2% | 18.2% |
| Retail | XRT | 1.30% | 0.59% | 5.17% | 13.6% |