EGUS vs. FXAIX
Compare and contrast key facts about Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Fidelity 500 Index Fund (FXAIX).
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. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGUS or FXAIX.
Correlation
The correlation between EGUS and FXAIX is 0.93, 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. FXAIX - Performance Comparison
Key characteristics
EGUS:
1.46
FXAIX:
1.87
EGUS:
1.98
FXAIX:
2.52
EGUS:
1.27
FXAIX:
1.34
EGUS:
1.96
FXAIX:
2.83
EGUS:
7.17
FXAIX:
11.72
EGUS:
3.72%
FXAIX:
2.04%
EGUS:
18.22%
FXAIX:
12.76%
EGUS:
-13.64%
FXAIX:
-33.79%
EGUS:
-1.95%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, EGUS achieves a 2.22% return, which is significantly lower than FXAIX's 4.19% return.
EGUS
2.22%
0.15%
13.22%
28.59%
N/A
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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EGUS vs. FXAIX - Expense Ratio Comparison
EGUS has a 0.18% expense ratio, which is higher than FXAIX's 0.02% 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
EGUS vs. FXAIX — Risk-Adjusted Performance Rank
EGUS
FXAIX
EGUS vs. FXAIX - 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 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.25%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.25% | 0.25% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
EGUS vs. FXAIX - Drawdown Comparison
The maximum EGUS drawdown since its inception was -13.64%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for EGUS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
EGUS vs. FXAIX - Volatility Comparison
Ishares ESG Aware MSCI USA Growth ETF (EGUS) has a higher volatility of 5.64% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that EGUS's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.