(ESGU) iShares ESG Aware MSCI - Performance 10.2% in 12m
ESGU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
67.28%
#74 in Peer-Group
Rel. Strength
57.64%
#3223 in Stock-Universe
Total Return 12m
10.19%
#85 in Peer-Group
Total Return 5y
101.62%
#63 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 133.94 USD |
| 52 Week Low | 108.06 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.80 |
| Buy/Sell Signal +-5 | -0.81 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ESGU (10.2%) vs QQQ (9.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
1.48% | 20.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.71% | 9.46% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.39% | 8.05% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
0.77% | 13.5% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.56% | 13.2% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-0.17% | 15.4% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.36% | 12% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
-0.1% | 8.64% | 116% | - | - | - | - | - |
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 | 0.93% | 1.48% | 1.11% |
| 3 Months | 5.70% | 9.32% | 5.58% |
| 12 Months | 10.19% | 9.30% | 10.51% |
| 5 Years | 101.62% | 127.76% | 109.12% |
| Trend Score (consistency of price movement) | ESGU | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 67.9% | 76.2% | 69.9% |
| 3 Months | 69.4% | 76.2% | 69.3% |
| 12 Months | 38.2% | 37.2% | 43.2% |
| 5 Years | 78.8% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #131 | -0.55% | -0.18% |
| 3 Month | #156 | -3.31% | 0.12% |
| 12 Month | #42 | 0.81% | -0.29% |
| 5 Years | #156 | -11.47% | -3.58% |
FAQs
Does iShares ESG Aware MSCI (ESGU) outperform the market?
Yes,
over the last 12 months ESGU made 10.19%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.30%.
Over the last 3 months ESGU made 5.70%, while QQQ made 9.32%.
Performance Comparison ESGU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ESGU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -0.2% | -0.8% | -0% |
| US NASDAQ 100 | QQQ | 0.1% | -0.6% | -0% | 1% |
| German DAX 40 | DAX | 2.1% | 1.7% | -17.2% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | 1.9% | -2.6% | -1% |
| Hongkong Hang Seng | HSI | -0.7% | -4.1% | -19.8% | -17% |
| India NIFTY 50 | INDA | 1.6% | 2.3% | 0.2% | 12% |
| Brasil Bovespa | EWZ | -2.5% | 0.5% | -21% | 1% |
ESGU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.2% | -0.5% | -3.6% | -13% |
| Consumer Discretionary | XLY | 0.4% | 2.7% | 9.1% | -8% |
| Consumer Staples | XLP | 0.2% | 1.2% | -2.3% | 3% |
| Energy | XLE | -6% | -2% | -4.4% | 7% |
| Financial | XLF | 1.4% | 3.5% | -3.6% | -14% |
| Health Care | XLV | -2.1% | -3.4% | -0.4% | 15% |
| Industrial | XLI | 0.9% | 0.6% | -6.4% | -8% |
| Materials | XLB | 0.5% | -0.5% | -1.6% | 11% |
| Real Estate | XLRE | -0.7% | -0% | -1.8% | -3% |
| Technology | XLK | -0.5% | -1.1% | -1.2% | 6% |
| Utilities | XLU | -1.5% | 0.4% | -9.2% | -11% |
| Aerospace & Defense | XAR | 0.9% | -4.8% | -17.8% | -32% |
| Biotech | XBI | 0.2% | -6.8% | 10% | 18% |
| Homebuilder | XHB | 1.5% | 6% | 14.6% | 20% |
| Retail | XRT | 3.8% | 1.1% | 7.1% | 9% |
ESGU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.9% | -17.8% | -10.7% | 7% |
| Natural Gas | UNG | 0.6% | 3.6% | -19.1% | 25% |
| Gold | GLD | -3.8% | -5.3% | -31% | -37% |
| Silver | SLV | 0.7% | -10.4% | -20.4% | -12% |
| Copper | CPER | 2.4% | -0.8% | -15.7% | 2% |
ESGU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | 0.3% | 0.6% | 14% |
| iShares High Yield Corp. Bond | HYG | -0.6% | 0.4% | -4.5% | 1% |