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ESML vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESML vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESML achieves a 16.26% return, which is significantly lower than BNO's 90.47% return.


ESML

1D
-0.47%
1M
3.86%
YTD
16.26%
6M
15.99%
1Y
34.21%
3Y*
17.27%
5Y*
7.18%
10Y*

BNO

1D
1.99%
1M
-10.29%
YTD
90.47%
6M
86.00%
1Y
91.89%
3Y*
27.93%
5Y*
24.16%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESML vs. BNO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
16.26%10.62%12.01%17.27%-17.28%19.28%19.56%29.12%-10.89%
BNO
United States Brent Oil Fund LP
90.47%-5.44%9.67%-3.43%35.25%62.34%-38.23%36.01%-22.93%

Correlation

The correlation between ESML and BNO is -0.25, 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

-0.25

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

-0.01

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

0.12

Correlation (All Time)
Calculated using the full available price history since Apr 13, 2018

0.21

The correlation between ESML and BNO shifts across timeframes, from -0.25 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ESML vs. BNO — Risk / Return Rank

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

ESML
ESML Risk / Return Rank: 6666
Overall Rank
ESML Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ESML Sortino Ratio Rank: 6262
Sortino Ratio Rank
ESML Omega Ratio Rank: 5757
Omega Ratio Rank
ESML Calmar Ratio Rank: 7575
Calmar Ratio Rank
ESML Martin Ratio Rank: 7474
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 6565
Overall Rank
BNO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5656
Sortino Ratio Rank
BNO Omega Ratio Rank: 6060
Omega Ratio Rank
BNO Calmar Ratio Rank: 8888
Calmar Ratio Rank
BNO Martin Ratio Rank: 5555
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.

ESML vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI USA Small-Cap ETF (ESML) and United States Brent Oil Fund LP (BNO). 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.


ESMLBNODifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.35

1.38

-0.02

Calmar ratioReturn relative to maximum drawdown

3.80

5.17

-1.36

Martin ratioReturn relative to average drawdown

14.00

9.76

+4.24

ESML vs. BNO - Sharpe Ratio Comparison

The current ESML Sharpe Ratio is 2.07, which is comparable to the BNO Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of ESML and BNO, 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


ESMLBNODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

2.23

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.69

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.14

+0.32

Drawdowns

ESML vs. BNO - Drawdown Comparison

The maximum ESML drawdown since its inception was -41.97%, smaller than the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for ESML and BNO.


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Drawdown Indicators


ESMLBNODifference

Max Drawdown

Largest peak-to-trough decline

-41.97%

-87.06%

+45.09%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-17.87%

+8.83%

Max Drawdown (3Y)

Largest decline over 3 years

-26.68%

-23.75%

-2.93%

Max Drawdown (5Y)

Largest decline over 5 years

-28.61%

-33.70%

+5.09%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-0.47%

-10.29%

+9.82%

Average Drawdown

Average peak-to-trough decline

-8.97%

-40.17%

+31.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.45%

9.45%

-7.00%

Volatility

ESML vs. BNO - Volatility Comparison

The current volatility for iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is 4.25%, while United States Brent Oil Fund LP (BNO) has a volatility of 14.22%. This indicates that ESML experiences smaller price fluctuations and is considered to be less risky than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESMLBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

14.22%

-9.97%

Volatility (6M)

Calculated over the trailing 6-month period

11.67%

36.10%

-24.43%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

41.46%

-24.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.23%

35.38%

-14.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.40%

36.68%

-13.28%

ESML vs. BNO - Expense Ratio Comparison

ESML has a 0.17% expense ratio, which is lower than BNO's 0.90% expense ratio.


Dividends

ESML vs. BNO - Dividend Comparison

ESML's dividend yield for the trailing twelve months is around 0.95%, while BNO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
BNO
United States Brent Oil Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
0.95%1.08%1.22%1.31%1.46%0.94%0.99%1.10%1.07%

Frequently Asked Questions


ESML and BNO have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNO has higher volatility (14.22%) compared to ESML (4.25%). In terms of maximum drawdown, ESML dropped -41.97% vs BNO's -87.06%.

On 5-year performance, BNO leads with 24.16% vs 7.18% for ESML. On fees, ESML is cheaper at 0.17% per year. On volatility, ESML has been the lower-risk option at 4.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BNO has performed better with a 24.16% return vs 7.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ESML is cheaper with a 0.17% expense ratio, compared with 0.90% for BNO.

ESML has the higher dividend yield at 0.95%, compared with 0.00% for BNO.

ESML is categorized as Small Cap Growth Equities, while BNO is Oil & Gas. ESML tracks MSCI USA Small Cap Extended ESG Focus Index, while BNO tracks Front Month Brent Crude Oil. They also come from different issuers: iShares and Concierge Technologies. Their fees differ too: 0.17% for ESML and 0.90% for BNO.

BNO currently has the higher Sharpe Ratio (2.23 vs 2.07), 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.

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