EGUS vs. FELG
Compare and contrast key facts about Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Fidelity Enhanced Large Cap Growth ETF (FELG).
EGUS and FELG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EGUS is a passively managed fund by iShares that tracks the performance of the MSCI USA Growth Extended ESG Focus Index. It was launched on Jan 31, 2023. FELG is an actively managed fund by Fidelity. It was launched on Nov 20, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGUS or FELG.
Correlation
The correlation between EGUS and FELG 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
EGUS vs. FELG - Performance Comparison
Key characteristics
EGUS:
1.46
FELG:
1.62
EGUS:
1.98
FELG:
2.16
EGUS:
1.27
FELG:
1.29
EGUS:
1.96
FELG:
2.18
EGUS:
7.17
FELG:
8.25
EGUS:
3.72%
FELG:
3.51%
EGUS:
18.22%
FELG:
17.93%
EGUS:
-13.64%
FELG:
-13.29%
EGUS:
-1.95%
FELG:
-1.12%
Returns By Period
In the year-to-date period, EGUS achieves a 2.22% return, which is significantly lower than FELG's 2.86% return.
EGUS
2.22%
0.15%
13.22%
28.59%
N/A
N/A
FELG
2.86%
0.72%
13.26%
30.56%
N/A
N/A
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EGUS vs. FELG - Expense Ratio Comparison
Both EGUS and FELG have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
EGUS vs. FELG — Risk-Adjusted Performance Rank
EGUS
FELG
EGUS vs. FELG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Fidelity Enhanced Large Cap Growth ETF (FELG). 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.
Dividends
EGUS vs. FELG - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.25%, less than FELG's 0.43% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.25% | 0.25% | 0.36% |
FELG Fidelity Enhanced Large Cap Growth ETF | 0.43% | 0.44% | 0.11% |
Drawdowns
EGUS vs. FELG - Drawdown Comparison
The maximum EGUS drawdown since its inception was -13.64%, roughly equal to the maximum FELG drawdown of -13.29%. Use the drawdown chart below to compare losses from any high point for EGUS and FELG. For additional features, visit the drawdowns tool.
Volatility
EGUS vs. FELG - Volatility Comparison
Ishares ESG Aware MSCI USA Growth ETF (EGUS) has a higher volatility of 5.64% compared to Fidelity Enhanced Large Cap Growth ETF (FELG) at 4.81%. This indicates that EGUS's price experiences larger fluctuations and is considered to be riskier than FELG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.