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ESGU vs. GQGU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ESGU vs. GQGU

Last updated Apr 2, 2026

Compare and contrast key facts about iShares ESG MSCI USA ETF (ESGU) and GQG US Equity ETF (GQGU).

ESGU and GQGU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGU is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Focus Index. It was launched on Dec 1, 2016. GQGU is an actively managed fund by GQG Partners. It was launched on Jul 14, 2025.

Performance

ESGU vs. GQGU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG MSCI USA ETF (ESGU) and GQG US Equity ETF (GQGU). The values are adjusted to include any dividend payments, if applicable.

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ESGU vs. GQGU - Yearly Performance Comparison

2026 (YTD)2025
ESGU
iShares ESG MSCI USA ETF		-4.15%9.88%
GQGU
GQG US Equity ETF		8.19%-1.14%

Returns By Period

In the year-to-date period, ESGU achieves a -4.15% return, which is significantly lower than GQGU's 8.19% return.

ESGU

1D
0.72%
1M
-4.33%
YTD
-4.15%
6M
-1.98%
1Y
17.59%
3Y*
17.76%
5Y*
10.58%
10Y*
—

GQGU

1D
-1.30%
1M
-3.10%
YTD
8.19%
6M
6.64%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares ESG MSCI USA ETF

GQG US Equity ETF

Often compared with ESGU:
ESGU vs. ESGVESGU vs. SPYESGU vs. ESGEESGU vs. ESGDESGU vs. SUSAESGU vs. VOOESGU vs. IVV
Often compared with GQGU:
GQGU vs. SCHGGQGU vs. QQQMGQGU vs. VUGGQGU vs. ACWIGQGU vs. BBUSGQGU vs. TOPTGQGU vs. BAMG

ESGU vs. GQGU - Expense Ratio Comparison

ESGU has a 0.15% expense ratio, which is lower than GQGU's 0.49% expense ratio.

GQGU
GQG US Equity ETF
ESGU
iShares ESG MSCI USA ETF

Return for Risk

ESGU vs. GQGU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ESGU
ESGU Risk / Return Rank: 5656
Overall Rank
ESGU Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
ESGU Sortino Ratio Rank: 5353
Sortino Ratio Rank
ESGU Omega Ratio Rank: 5656
Omega Ratio Rank
ESGU Calmar Ratio Rank: 5555
Calmar Ratio Rank
ESGU Martin Ratio Rank: 6565
Martin Ratio Rank
GQGU
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.

ESGU vs. GQGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA ETF (ESGU) and GQG US Equity ETF (GQGU). 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.

ESGUGQGUDifference

Sharpe ratio

Return per unit of total volatility

0.94

—

—

Sortino ratio

Return per unit of downside risk

1.45

—

—

Omega ratio

Gain probability vs. loss probability

1.22

—

—

Calmar ratio

Return relative to maximum drawdown

1.46

—

—

Martin ratio

Return relative to average drawdown

6.77

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ESGU vs. GQGU - Sharpe Ratio Comparison

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Sharpe Ratios by Period

ESGUGQGUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

1.02

-0.27

Correlation

The correlation between ESGU and GQGU is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

ESGU vs. GQGU - Dividend Comparison

ESGU's dividend yield for the trailing twelve months is around 1.06%, more than GQGU's 0.94% yield.

TTM202520242023202220212020201920182017
ESGU
iShares ESG MSCI USA ETF		1.06%0.99%1.18%1.43%1.58%1.06%1.27%1.32%1.73%1.82%
GQGU
GQG US Equity ETF		0.94%1.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ESGU vs. GQGU - Drawdown Comparison

The maximum ESGU drawdown since its inception was -33.87%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for ESGU and GQGU.

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Drawdown Indicators

ESGUGQGUDifference

Max Drawdown

Largest peak-to-trough decline

-33.87%

-6.65%

-27.22%

Max Drawdown (1Y)

Largest decline over 1 year

-12.35%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-26.15%

—

—

Current Drawdown

Current decline from peak

-5.92%

-3.24%

-2.68%

Average Drawdown

Average peak-to-trough decline

-4.97%

-2.21%

-2.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

—

—

Volatility

ESGU vs. GQGU - Volatility Comparison

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Volatility by Period

ESGUGQGUDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

9.79%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

18.75%

9.66%

+9.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.33%

9.66%

+7.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.70%

9.66%

+9.04%