IShares ESG Competition

Etfs . Canada . 
Etf . iShares ESG Equity
GEQT Etf  CAD 65.50  0.25  0.38%   
iShares ESG Equity competes with Guardian, CI Global, CI Enhanced, IShares Canadian, and PHN Multi; as well as few others. Analyzing IShares ESG competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of IShares ESG to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out IShares ESG Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of IShares ESG competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
64.8165.5066.19
Details
Intrinsic
Valuation
LowRealHigh
63.8564.5472.05
Details
Naive
Forecast
LowNextHigh
64.9165.6066.29
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
62.5764.2565.93
Details

IShares ESG Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares ESG and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares ESG Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
0P0000OXA6
+ 0.87
GIQG
ZUAG-U
+ 0.72
FSB
XHB
+ 0.64
GIQG
0P0000OXA6
+ 0.63
XHB
XHB
+ 0.62
CGRA
SOLR
+ 0.53
ZUAG-U
  
High negative correlations   
0P0000OXA6
- 0.83
ZUAG-U
ZUAG-U
- 0.62
GIQG
0P0000OXA6
- 0.6
SOLR
ALA-PA
- 0.54
XHB
0P0000OXA6
- 0.54
FSB
SOLR
- 0.53
GIQG

IShares ESG Constituents Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares ESG ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares ESG's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GIQG  0.71  0.04 (0.03) 0.22  1.05 
(0.73)
 1.59 
(2.18)
 5.46 
CGRA  0.30  0.08 (0.03) 0.85  0.06 
(0.93)
 1.33 
(0.62)
 4.44 
FSB  0.11 (0.01) 0.00  0.74  0.00 
 0.00 
 0.21 
(0.21)
 0.93 
ZUAG-U  0.14 (0.02) 0.00  1.43  0.00 
 0.00 
 0.46 
(0.46)
 2.35 
XHB  0.19  0.02 (0.46)(0.76) 0.09 
(0.25)
 0.46 
(0.31)
 1.07 
EDGF  0.82 (0.01)(0.06) 0.07  1.13 
(1.20)
 2.20 
(1.86)
 6.42 
SOLR  6.23  0.15  0.01  0.21  8.17 
(26.04)
 25.00 
(20.00)
 50.00 
0P0000OXA6  0.51  0.10 (0.01) 1.01  0.50 
(0.54)
 1.07 
(1.18)
 4.34 
ALA-PA  0.51  0.01 (0.17) 0.04  0.66 
(0.61)
 1.15 
(1.45)
 3.73 
ECO  1.49 (0.03)(0.06) 0.02  1.88 
(1.71)
 3.84 
(3.00)
 11.63 
All Fundamental Data

IShares ESG Competitive Analysis

The better you understand IShares ESG competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares ESG's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares ESG's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
GEQT GIQG CGRA FSB ZUAG-U XHB EDGF SOLR 0P0000OXA6 ALA-PA
 0.38 
 65.50 
IShares
 0.88 
 29.76 
Guardian
 0.13 
 23.15 
CGRA
 0.21 
 9.65 
FSB
 0.87 
 30.29 
BMO
 0.05 
 19.64 
IShares
 1.22 
 10.53 
Brompton
 33.33 
 0.04 
Solar
 0.00 
 28.37 
PHN
 0.42 
 19.33 
Altagas
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
OK
OK
Very Weak
Very Weak
Good
Very Weak
Weak
Solid
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
About Average
Low
About Average
Very High
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Cautious Hold
Strong Buy
Sell
Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
Net Asset
43.26 M
N/A
127.08 M
N/A
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.0107
N/A
0.0239
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(762.93 K)
N/A
1.14 B
Price To Book
N/A
N/A
1.53
N/A
N/A
N/A
N/A
93.97
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.7
N/A
0.0733
Current Valuation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10.37 M
N/A
N/A
Five Year Return
N/A
N/A
N/A
2.4
N/A
2.8
N/A
N/A
8.42
N/A
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(68.87 M)
N/A
N/A
One Year Return
34.7
38.5
24.6
6.2
N/A
12.1
N/A
N/A
-0.8
N/A
Beta
1.08
1.41
0.92
0.2
N/A
0.94
0.95
1.32
N/A
1.32
Equity Positions Weight
99.47
N/A
99.28
0.06
N/A
N/A
N/A
N/A
98.42
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.58
N/A
Number Of Employees
N/A
N/A
1
N/A
N/A
1
N/A
N/A
N/A
2.93 K
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
N/A
N/A
294.19 M
N/A
N/A
Three Year Return
10.8
4.1
4.4
2.4
N/A
2.5
N/A
N/A
5.68
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
N/A
N/A
97.33 K
N/A
738 M
Annual Yield
N/A
N/A
2.53
0.0378
N/A
N/A
N/A
N/A
N/A
0.0524
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
137.5 K
N/A
7.68 B
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-6.84
N/A
0.0477
Bond Positions Weight
N/A
N/A
N/A
35.89
N/A
97.03
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
16.53
N/A
N/A
30.71
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.25
N/A
0.0273
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.21 K
N/A
8.1 K
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.007
N/A
24.88
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
500
N/A
Total Asset
43.26 M
N/A
N/A
N/A
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
Last Dividend Paid
N/A
N/A
N/A
0.02
N/A
0.065
N/A
N/A
N/A
1.05
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.58
N/A
1.62
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.15
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
52.87
Market Capitalization
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10.3 M
N/A
N/A
Price To Earning
N/A
N/A
18.41
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
5.82
N/A
N/A
N/A
N/A
1.39
N/A
N/A
Net Income
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(1.81 M)
N/A
283 M
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.89
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
42.24
N/A
N/A
Year To Date Return
N/A
N/A
-4.16
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.47 M
N/A
10.57 B
Ten Year Return
N/A
N/A
N/A
N/A
N/A
3.4
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(2.31 M)
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
N/A
403.2 K
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
N/A
N/A
663.58 K
N/A
2.87 B
Day Typical Price
65.46
29.76
23.15
9.65
30.29
19.65
10.59
0.0367
28.37
19.35
Accumulation Distribution
0.0018
N/A
4.0E-4
0.0052
N/A
0.0036
0.0159
0.25
N/A
0.0113
Market Facilitation Index
0.12
N/A
0.01
0.05
N/A
0.07
0.17
0.01
N/A
0.22
Daily Balance Of Power
2.083333
9.2 T
(3.00)
0.4
9.2 T
0.1429
(0.76)
1.0
0.0
0.3636
Period Momentum Indicator
0.25
0.26
(0.03)
0.02
0.26
0.01
(0.13)
0.01
N/A
0.08
Rate Of Daily Change
1.0
1.01
1.0
1.0
1.01
1.0
0.99
1.33
1.0
1.0
Day Median Price
65.44
29.76
23.16
9.65
30.29
19.66
10.61
0.035
28.37
19.36
Price Action Indicator
0.19
0.13
(0.02)
0.015
0.13
(0.01)
(0.15)
0.01
N/A
0.01
Relative Strength Index
49.14
77.4
11.11
42.7
3.62
37.04
32.12
57.78
63.39
34.17
Coefficient Of Variation
520.63
1119.0
633.85
(3,391)
(2,242)
943.19
4992.19
3383.91
596.81
12617.14
Mean Deviation
0.5405
0.7125
0.3005
0.1126
0.1444
0.1878
0.8176
6.23
0.5051
0.5095
Jensen Alpha
0.0716
0.0385
0.0766
(0.01)
(0.02)
0.0176
(0.01)
0.151
0.0982
0.0096
Total Risk Alpha
0.0137
(0.08)
(0.01)
(0.04)
(0.07)
(0.02)
(0.18)
(1.54)
(0)
(0.12)
Sortino Ratio
0.0017
(0.03)
(0.03)
N/A
N/A
(0.46)
(0.06)
0.0102
(0.01)
(0.17)
Downside Variance
0.4058
1.75
1.11
N/A
N/A
0.0516
2.86
478.13
0.5125
0.5698
Standard Deviation
0.6846
1.05
0.6293
0.1554
0.3129
0.2374
1.26
11.96
0.725
0.7055
Kurtosis
(0.03)
1.79
11.5
1.19
12.27
0.1549
1.26
1.43
4.05
1.01
Potential Upside
1.19
1.59
1.33
0.2073
0.4568
0.4606
2.2
25.0
1.07
1.15
Treynor Ratio
0.2934
0.2235
0.8479
0.7441
1.43
(0.76)
0.0748
0.2148
1.01
0.038
Maximum Drawdown
2.83
5.46
4.44
0.9315
2.35
1.07
6.42
50.0
4.34
3.73
Variance
0.4687
1.09
0.396
0.0242
0.0979
0.0564
1.58
143.12
0.5256
0.4977
Market Risk Adjusted Performance
0.3034
0.2335
0.8579
0.7541
1.44
(0.75)
0.0848
0.2248
1.02
0.048
Risk Adjusted Performance
0.1457
0.071
0.1185
(0.06)
(0.05)
0.0589
0.0192
0.032
0.1276
0.0052
Skewness
(0.07)
(0.65)
2.29
(0.31)
(1.99)
0.525
(0.40)
0.5274
0.6287
(0.18)
Semi Deviation
0.4119
1.05
0.0594
N/A
N/A
0.09
1.13
8.17
0.4994
0.6639
Information Ratio
0.0016
(0.04)
(0.05)
(0.87)
(0.46)
(0.44)
(0.08)
0.0187
(0.01)
(0.18)
Value At Risk
(1.25)
(2.18)
(0.62)
(0.21)
(0.46)
(0.31)
(1.86)
(20.00)
(1.18)
(1.45)
Expected Short fall
(0.66)
(0.73)
(0.93)
N/A
N/A
(0.25)
(1.20)
(26.04)
(0.54)
(0.61)
Downside Deviation
0.637
1.32
1.05
N/A
N/A
0.2271
1.69
21.87
0.7159
0.7548
Semi Variance
0.1697
1.09
0.0035
N/A
N/A
0.0081
1.27
66.75
0.2494
0.4408

IShares ESG Competition Performance Charts

Five steps to successful analysis of IShares ESG Competition

IShares ESG's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares ESG Equity in relation to its competition. IShares ESG's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of IShares ESG in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares ESG's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares ESG Equity, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your IShares ESG position

In addition to having IShares ESG in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Communication Thematic Idea Now

Communication
Communication Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Theme or any other thematic opportunities.
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Other Information on Investing in IShares Etf

IShares ESG financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares ESG security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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