ESGU Performance & Returns | iShares ESG Aware MSCI USA ETF

iShares ESG Aware MSCI USA ETF (ESGU)

95.33

-1.31 (-1.36%) USD | Jun 18, 20:00

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

View Category Returns. Upgrade now.

Name

YTD

10Y

15Y

Total Return (Price)

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of June 18, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

YTD

iShares ESG Aware MSCI USA ETF

21.07%

-4.22%

31.71%

22.54%

11.43%

S&P 500 Total Return

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

11.71%

SPDR® Portfolio S&P 500 ETF

1.21%

14.68%

33.17%

13.68%

1.16%

11.82%

21.30%

-4.77%

31.99%

18.52%

11.79%

SPDR® S&P 500 Fossil Fuel Rsrv Free ETF

10.50%

23.25%

-4.24%

31.61%

19.89%

11.27%

Franklin LibertyQ US Equity ETF

-2.80%

29.08%

10.70%

10.58%

Invesco PureBeta MSCI USA ETF

-4.76%

31.59%

21.77%

11.10%

As of June 18, 2021.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

iShares ESG Aware MSCI USA ETF

1.60%

6.75%

12.57%

37.66%

18.01%

18.00%

S&P 500 Total Return

1.08%

6.80%

13.16%

35.87%

16.67%

17.23%

14.92%

10.61%

8.51%

10.43%

SPDR® Portfolio S&P 500 ETF

1.05%

6.79%

13.21%

35.84%

16.67%

17.22%

14.65%

10.66%

10.40%

SPDR® S&P 500 Fossil Fuel Rsrv Free ETF

1.07%

6.73%

12.66%

35.90%

17.23%

17.72%

15.82%

Franklin LibertyQ US Equity ETF

0.36%

7.24%

10.96%

31.16%

13.92%

14.71%

Invesco PureBeta MSCI USA ETF

1.70%

6.99%

12.55%

38.22%

17.22%

17.26%

As of June 18, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

View Upside/Downside Capture Ratio. Upgrade now.

Name

10Y

15Y

Upside

Downside

Capture Ratio

As of May 31, 2021