ESGR vs. ESGE
Compare and contrast key facts about Enstar Group Limited (ESGR) and iShares ESG Aware MSCI EM ETF (ESGE).
ESGE is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Focus Index. It was launched on Jun 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGR or ESGE.
Correlation
The correlation between ESGR and ESGE is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ESGR vs. ESGE - Performance Comparison
Key characteristics
ESGR:
0.95
ESGE:
1.09
ESGR:
1.47
ESGE:
1.61
ESGR:
1.21
ESGE:
1.20
ESGR:
1.56
ESGE:
0.59
ESGR:
2.90
ESGE:
3.46
ESGR:
5.91%
ESGE:
4.90%
ESGR:
17.94%
ESGE:
15.55%
ESGR:
-70.67%
ESGE:
-41.07%
ESGR:
-4.75%
ESGE:
-15.13%
Returns By Period
In the year-to-date period, ESGR achieves a 3.02% return, which is significantly lower than ESGE's 8.42% return.
ESGR
3.02%
1.42%
2.68%
12.03%
11.19%
9.29%
ESGE
8.42%
6.28%
7.71%
16.54%
3.11%
N/A
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Risk-Adjusted Performance
ESGR vs. ESGE — Risk-Adjusted Performance Rank
ESGR
ESGE
ESGR vs. ESGE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Enstar Group Limited (ESGR) and iShares ESG Aware MSCI EM ETF (ESGE). 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.
Dividends
ESGR vs. ESGE - Dividend Comparison
ESGR has not paid dividends to shareholders, while ESGE's dividend yield for the trailing twelve months is around 2.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESGR Enstar Group Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ESGE iShares ESG Aware MSCI EM ETF | 2.22% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% |
Drawdowns
ESGR vs. ESGE - Drawdown Comparison
The maximum ESGR drawdown since its inception was -70.67%, which is greater than ESGE's maximum drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for ESGR and ESGE. For additional features, visit the drawdowns tool.
Volatility
ESGR vs. ESGE - Volatility Comparison
The current volatility for Enstar Group Limited (ESGR) is 0.80%, while iShares ESG Aware MSCI EM ETF (ESGE) has a volatility of 4.10%. This indicates that ESGR experiences smaller price fluctuations and is considered to be less risky than ESGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.