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ESGD vs. YCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESGD vs. YCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware MSCI EAFE ETF (ESGD) and ProShares UltraShort Yen (YCS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESGD achieves a 8.31% return, which is significantly higher than YCS's 7.17% return.


ESGD

1D
-0.81%
1M
3.52%
YTD
8.31%
6M
10.53%
1Y
20.25%
3Y*
15.89%
5Y*
7.90%
10Y*

YCS

1D
0.17%
1M
4.42%
YTD
7.17%
6M
10.05%
1Y
32.82%
3Y*
19.84%
5Y*
23.54%
10Y*
12.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGD vs. YCS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ESGD
iShares ESG Aware MSCI EAFE ETF
8.31%29.63%3.95%18.53%-15.17%11.79%8.20%23.12%-13.33%25.10%
YCS
ProShares UltraShort Yen
7.17%9.04%35.41%28.70%29.09%22.38%-11.18%3.37%-1.49%-6.57%

Correlation

The correlation between ESGD and YCS is -0.45, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.45

Correlation (3Y)
Calculated over the trailing 3-year period

-0.29

Correlation (5Y)
Calculated over the trailing 5-year period

-0.24

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2016

-0.08

Over the past year, the inverse relationship between ESGD and YCS has strengthened: their correlation has moved from -0.08 to -0.45, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

ESGD vs. YCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESGD
ESGD Risk / Return Rank: 3737
Overall Rank
ESGD Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
ESGD Sortino Ratio Rank: 3737
Sortino Ratio Rank
ESGD Omega Ratio Rank: 3636
Omega Ratio Rank
ESGD Calmar Ratio Rank: 3535
Calmar Ratio Rank
ESGD Martin Ratio Rank: 4141
Martin Ratio Rank

YCS
YCS Risk / Return Rank: 6161
Overall Rank
YCS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
YCS Sortino Ratio Rank: 4949
Sortino Ratio Rank
YCS Omega Ratio Rank: 5656
Omega Ratio Rank
YCS Calmar Ratio Rank: 7878
Calmar Ratio Rank
YCS Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESGD vs. YCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI EAFE ETF (ESGD) and ProShares UltraShort Yen (YCS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ESGDYCSDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-0.49

Omega ratioGain probability vs. loss probability

1.24

1.35

-0.11

Calmar ratioReturn relative to maximum drawdown

1.74

3.97

-2.23

Martin ratioReturn relative to average drawdown

6.53

12.40

-5.87

ESGD vs. YCS - Sharpe Ratio Comparison

The current ESGD Sharpe Ratio is 1.34, which is lower than the YCS Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of ESGD and YCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ESGDYCSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

1.92

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

1.12

-0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.33

+0.24

Drawdowns

ESGD vs. YCS - Drawdown Comparison

The maximum ESGD drawdown since its inception was -33.70%, smaller than the maximum YCS drawdown of -49.56%. Use the drawdown chart below to compare losses from any high point for ESGD and YCS.


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Drawdown Indicators


ESGDYCSDifference

Max Drawdown

Largest peak-to-trough decline

-33.70%

-49.56%

+15.86%

Max Drawdown (1Y)

Largest decline over 1 year

-11.68%

-8.30%

-3.38%

Max Drawdown (3Y)

Largest decline over 3 years

-13.86%

-23.05%

+9.19%

Max Drawdown (5Y)

Largest decline over 5 years

-30.03%

-27.32%

-2.71%

Max Drawdown (10Y)

Largest decline over 10 years

-27.32%

Current Drawdown

Current decline from peak

-1.36%

0.00%

-1.36%

Average Drawdown

Average peak-to-trough decline

-6.19%

-19.93%

+13.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

2.66%

+0.45%

Volatility

ESGD vs. YCS - Volatility Comparison

iShares ESG Aware MSCI EAFE ETF (ESGD) has a higher volatility of 4.88% compared to ProShares UltraShort Yen (YCS) at 2.75%. This indicates that ESGD's price experiences larger fluctuations and is considered to be riskier than YCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESGDYCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.88%

2.75%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

12.59%

12.32%

+0.27%

Volatility (1Y)

Calculated over the trailing 1-year period

15.22%

17.27%

-2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.61%

21.10%

-4.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.97%

19.01%

-2.04%

ESGD vs. YCS - Expense Ratio Comparison

ESGD has a 0.20% expense ratio, which is lower than YCS's 1.00% expense ratio.


Dividends

ESGD vs. YCS - Dividend Comparison

ESGD's dividend yield for the trailing twelve months is around 3.33%, while YCS has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
ESGD
iShares ESG Aware MSCI EAFE ETF
3.33%3.60%3.23%3.02%2.59%2.75%1.63%2.57%2.69%2.65%0.09%
YCS
ProShares UltraShort Yen
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ESGD and YCS have a correlation of -0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ESGD has higher volatility (4.88%) compared to YCS (2.75%). In terms of maximum drawdown, ESGD dropped -33.70% vs YCS's -49.56%.

On 5-year performance, YCS leads with 23.54% vs 7.90% for ESGD. On fees, ESGD is cheaper at 0.20% per year. On volatility, YCS has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, YCS has performed better with a 23.54% return vs 7.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ESGD is cheaper with a 0.20% expense ratio, compared with 1.00% for YCS.

ESGD has the higher dividend yield at 3.33%, compared with 0.00% for YCS.

ESGD is categorized as Foreign Large Cap Equities, while YCS is Leveraged Currency. ESGD tracks MSCI EAFE Extended ESG Focus Index, while YCS tracks USD/JPY Exchange Rate (-200%). They also come from different issuers: iShares and ProShares. Their fees differ too: 0.20% for ESGD and 1.00% for YCS.

YCS currently has the higher Sharpe Ratio (1.92 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ESGD and YCS

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