EUSA vs. UNH
Compare and contrast key facts about iShares MSCI USA Equal Weighted ETF (EUSA) and UnitedHealth Group Incorporated (UNH).
EUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA Index. It was launched on May 5, 2010.
Performance
EUSA vs. UNH - Performance Comparison
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EUSA vs. UNH - 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% |
UNH UnitedHealth Group Incorporated | -16.36% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Returns By Period
In the year-to-date period, EUSA achieves a -0.88% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, EUSA has outperformed UNH with an annualized return of 10.84%, while UNH has yielded a comparatively lower 9.53% 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%
UNH
- 1D
- 1.25%
- 1M
- -6.38%
- YTD
- -16.36%
- 6M
- -20.19%
- 1Y
- -46.15%
- 3Y*
- -14.96%
- 5Y*
- -4.05%
- 10Y*
- 9.53%
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Return for Risk
EUSA vs. UNH — Risk / Return Rank
EUSA
UNH
EUSA vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and UnitedHealth Group Incorporated (UNH). 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 | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | -0.91 | +1.53 |
Sortino ratioReturn per unit of downside risk | 1.01 | -1.12 | +2.12 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.82 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.77 | +1.65 |
Martin ratioReturn relative to average drawdown | 4.05 | -1.02 | +5.07 |
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 | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | -0.91 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.13 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.32 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.61 | +0.06 |
Correlation
The correlation between EUSA and UNH is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EUSA vs. UNH - Dividend Comparison
EUSA's dividend yield for the trailing twelve months is around 1.68%, less than UNH's 3.23% 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% |
UNH UnitedHealth Group Incorporated | 3.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
EUSA vs. UNH - Drawdown Comparison
The maximum EUSA drawdown since its inception was -39.16%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for EUSA and UNH.
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Drawdown Indicators
| EUSA | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -74.37% | +35.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.37% | -60.06% | +47.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -61.39% | +36.15% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -61.39% | +22.23% |
Current DrawdownCurrent decline from peak | -5.38% | -54.58% | +49.20% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -14.63% | +10.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 45.53% | -42.83% |
Volatility
EUSA vs. UNH - Volatility Comparison
The current volatility for iShares MSCI USA Equal Weighted ETF (EUSA) is 4.68%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.69%. This indicates that EUSA experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUSA | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 7.69% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 29.38% | -20.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 51.09% | -33.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 31.26% | -14.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 29.84% | -11.51% |