EUSA vs. DVY
Compare and contrast key facts about iShares MSCI USA Equal Weighted ETF (EUSA) and iShares Select Dividend ETF (DVY).
EUSA and DVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA Index. It was launched on May 5, 2010. DVY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Nov 3, 2003. Both EUSA and DVY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EUSA vs. DVY - Performance Comparison
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EUSA vs. DVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUSA iShares MSCI USA Equal Weighted ETF | -0.88% | 10.24% | 14.64% | 17.72% | -17.13% | 25.60% | 15.03% | 30.56% | -8.58% | 19.02% |
DVY iShares Select Dividend ETF | 7.83% | 11.60% | 16.24% | 1.12% | 1.80% | 31.70% | -4.91% | 22.62% | -6.36% | 14.82% |
Returns By Period
In the year-to-date period, EUSA achieves a -0.88% return, which is significantly lower than DVY's 7.83% return. Over the past 10 years, EUSA has outperformed DVY with an annualized return of 10.84%, while DVY has yielded a comparatively lower 10.16% annualized return.
EUSA
- 1D
- 0.33%
- 1M
- -5.30%
- YTD
- -0.88%
- 6M
- -0.11%
- 1Y
- 10.76%
- 3Y*
- 12.34%
- 5Y*
- 6.88%
- 10Y*
- 10.84%
DVY
- 1D
- -0.25%
- 1M
- -2.41%
- YTD
- 7.83%
- 6M
- 8.13%
- 1Y
- 16.82%
- 3Y*
- 13.00%
- 5Y*
- 9.51%
- 10Y*
- 10.16%
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EUSA vs. DVY - Expense Ratio Comparison
EUSA has a 0.15% expense ratio, which is lower than DVY's 0.39% expense ratio.
Return for Risk
EUSA vs. DVY — Risk / Return Rank
EUSA
DVY
EUSA vs. DVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and iShares Select Dividend ETF (DVY). 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.
| EUSA | DVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.07 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.55 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.37 | -0.48 |
Martin ratioReturn relative to average drawdown | 4.05 | 5.88 | -1.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EUSA | DVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.07 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.62 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.57 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.20 |
Correlation
The correlation between EUSA and DVY is 0.75, 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
EUSA vs. DVY - Dividend Comparison
EUSA's dividend yield for the trailing twelve months is around 1.68%, less than DVY's 3.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUSA iShares MSCI USA Equal Weighted ETF | 1.68% | 1.63% | 1.47% | 1.53% | 1.73% | 1.23% | 1.45% | 1.49% | 2.01% | 1.50% | 1.59% | 2.21% |
DVY iShares Select Dividend ETF | 3.47% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
Drawdowns
EUSA vs. DVY - Drawdown Comparison
The maximum EUSA drawdown since its inception was -39.16%, smaller than the maximum DVY drawdown of -62.59%. Use the drawdown chart below to compare losses from any high point for EUSA and DVY.
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Drawdown Indicators
| EUSA | DVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -62.59% | +23.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.37% | -12.23% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -17.54% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -41.59% | +2.43% |
Current DrawdownCurrent decline from peak | -5.38% | -3.64% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -8.84% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.85% | -0.15% |
Volatility
EUSA vs. DVY - Volatility Comparison
iShares MSCI USA Equal Weighted ETF (EUSA) has a higher volatility of 4.68% compared to iShares Select Dividend ETF (DVY) at 3.32%. This indicates that EUSA's price experiences larger fluctuations and is considered to be riskier than DVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUSA | DVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 3.32% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 8.21% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 15.72% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 15.28% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 18.02% | +0.31% |