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GGRO.TO vs. ESGG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GGRO.TO vs. ESGG - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares ESG Growth ETF Portfolio (GGRO.TO) and FlexShares STOXX Global ESG Select Index Fund (ESGG). The values are adjusted to include any dividend payments, if applicable.

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GGRO.TO vs. ESGG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GGRO.TO
iShares ESG Growth ETF Portfolio
-1.81%14.24%20.48%19.18%-14.11%15.52%7.20%
ESGG
FlexShares STOXX Global ESG Select Index Fund
-1.14%18.32%24.31%22.81%-12.86%22.64%8.87%
Different Trading Currencies

GGRO.TO is traded in CAD, while ESGG is traded in USD. To make them comparable, the ESGG values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, GGRO.TO achieves a -1.81% return, which is significantly lower than ESGG's -1.14% return.


GGRO.TO

1D
2.25%
1M
-4.24%
YTD
-1.81%
6M
-2.16%
1Y
13.35%
3Y*
14.58%
5Y*
8.97%
10Y*

ESGG

1D
2.70%
1M
-3.72%
YTD
-1.14%
6M
1.78%
1Y
15.51%
3Y*
17.90%
5Y*
12.75%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GGRO.TO vs. ESGG - Expense Ratio Comparison

GGRO.TO has a 0.25% expense ratio, which is lower than ESGG's 0.42% expense ratio.


Return for Risk

GGRO.TO vs. ESGG — Risk / Return Rank

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

GGRO.TO
GGRO.TO Risk / Return Rank: 5858
Overall Rank
GGRO.TO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
GGRO.TO Sortino Ratio Rank: 5454
Sortino Ratio Rank
GGRO.TO Omega Ratio Rank: 5353
Omega Ratio Rank
GGRO.TO Calmar Ratio Rank: 6464
Calmar Ratio Rank
GGRO.TO Martin Ratio Rank: 6262
Martin Ratio Rank

ESGG
ESGG Risk / Return Rank: 6969
Overall Rank
ESGG Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ESGG Sortino Ratio Rank: 7070
Sortino Ratio Rank
ESGG Omega Ratio Rank: 7070
Omega Ratio Rank
ESGG Calmar Ratio Rank: 6565
Calmar Ratio Rank
ESGG Martin Ratio Rank: 7676
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.

GGRO.TO vs. ESGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Growth ETF Portfolio (GGRO.TO) and FlexShares STOXX Global ESG Select Index Fund (ESGG). 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.


GGRO.TOESGGDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.94

+0.05

Sortino ratio

Return per unit of downside risk

1.39

1.39

0.00

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.02

Calmar ratio

Return relative to maximum drawdown

1.59

1.34

+0.24

Martin ratio

Return relative to average drawdown

5.96

5.97

-0.01

GGRO.TO vs. ESGG - Sharpe Ratio Comparison

The current GGRO.TO Sharpe Ratio is 0.99, which is comparable to the ESGG Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of GGRO.TO and ESGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GGRO.TOESGGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.94

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.93

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.92

-0.03

Correlation

The correlation between GGRO.TO and ESGG is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GGRO.TO vs. ESGG - Dividend Comparison

GGRO.TO's dividend yield for the trailing twelve months is around 1.57%, more than ESGG's 1.43% yield.


TTM2025202420232022202120202019201820172016
GGRO.TO
iShares ESG Growth ETF Portfolio
1.57%1.51%1.62%1.89%1.69%1.43%0.83%0.00%0.00%0.00%0.00%
ESGG
FlexShares STOXX Global ESG Select Index Fund
1.43%1.39%1.84%1.73%1.83%1.34%1.36%1.94%2.12%1.71%0.87%

Drawdowns

GGRO.TO vs. ESGG - Drawdown Comparison

The maximum GGRO.TO drawdown since its inception was -22.13%, smaller than the maximum ESGG drawdown of -25.95%. Use the drawdown chart below to compare losses from any high point for GGRO.TO and ESGG.


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Drawdown Indicators


GGRO.TOESGGDifference

Max Drawdown

Largest peak-to-trough decline

-22.13%

-32.31%

+10.18%

Max Drawdown (1Y)

Largest decline over 1 year

-8.65%

-12.21%

+3.56%

Max Drawdown (5Y)

Largest decline over 5 years

-22.13%

-27.57%

+5.44%

Current Drawdown

Current decline from peak

-5.13%

-6.61%

+1.48%

Average Drawdown

Average peak-to-trough decline

-5.10%

-4.73%

-0.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

2.51%

-0.21%

Volatility

GGRO.TO vs. ESGG - Volatility Comparison

iShares ESG Growth ETF Portfolio (GGRO.TO) has a higher volatility of 5.77% compared to FlexShares STOXX Global ESG Select Index Fund (ESGG) at 5.47%. This indicates that GGRO.TO's price experiences larger fluctuations and is considered to be riskier than ESGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GGRO.TOESGGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

5.47%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.71%

9.12%

+0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

13.52%

16.62%

-3.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.60%

13.72%

-2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.53%

14.65%

-3.12%