PABU vs. ESGV
Compare and contrast key facts about iShares Paris-Aligned Climate MSCI USA ETF (PABU) and Vanguard ESG U.S. Stock ETF (ESGV).
PABU and ESGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PABU is a passively managed fund by iShares that tracks the performance of the MSCI USA Climate Paris Aligned Benchmark Extended Select Index. It was launched on Feb 8, 2022. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018. Both PABU and ESGV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PABU or ESGV.
Correlation
The correlation between PABU and ESGV is 0.98, 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.
Performance
PABU vs. ESGV - Performance Comparison
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Key characteristics
PABU:
0.49
ESGV:
0.46
PABU:
0.83
ESGV:
0.81
PABU:
1.12
ESGV:
1.12
PABU:
0.49
ESGV:
0.48
PABU:
1.82
ESGV:
1.78
PABU:
5.64%
ESGV:
5.54%
PABU:
20.58%
ESGV:
20.56%
PABU:
-20.85%
ESGV:
-33.66%
PABU:
-8.91%
ESGV:
-8.87%
Returns By Period
In the year-to-date period, PABU achieves a -5.72% return, which is significantly lower than ESGV's -4.85% return.
PABU
-5.72%
8.42%
-6.53%
9.71%
N/A
N/A
ESGV
-4.85%
8.08%
-6.14%
9.27%
14.94%
N/A
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PABU vs. ESGV - Expense Ratio Comparison
PABU has a 0.10% expense ratio, which is higher than ESGV's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PABU vs. ESGV — Risk-Adjusted Performance Rank
PABU
ESGV
PABU vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Paris-Aligned Climate MSCI USA ETF (PABU) and Vanguard ESG U.S. Stock ETF (ESGV). 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.
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Dividends
PABU vs. ESGV - Dividend Comparison
PABU's dividend yield for the trailing twelve months is around 1.03%, less than ESGV's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PABU iShares Paris-Aligned Climate MSCI USA ETF | 1.03% | 1.01% | 1.06% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ESGV Vanguard ESG U.S. Stock ETF | 1.15% | 1.05% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Drawdowns
PABU vs. ESGV - Drawdown Comparison
The maximum PABU drawdown since its inception was -20.85%, smaller than the maximum ESGV drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for PABU and ESGV. For additional features, visit the drawdowns tool.
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Volatility
PABU vs. ESGV - Volatility Comparison
iShares Paris-Aligned Climate MSCI USA ETF (PABU) and Vanguard ESG U.S. Stock ETF (ESGV) have volatilities of 7.21% and 7.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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