EVUS vs. SONY
Compare and contrast key facts about Ishares ESG Aware MSCI USA Value ETF (EVUS) and Sony Group Corporation (SONY).
EVUS is a passively managed fund by iShares that tracks the performance of the MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross. It was launched on Jan 31, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVUS or SONY.
Correlation
The correlation between EVUS and SONY is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EVUS vs. SONY - Performance Comparison
Key characteristics
EVUS:
0.24
SONY:
1.56
EVUS:
0.45
SONY:
2.20
EVUS:
1.06
SONY:
1.29
EVUS:
0.24
SONY:
1.30
EVUS:
0.96
SONY:
8.32
EVUS:
3.90%
SONY:
5.90%
EVUS:
15.60%
SONY:
31.56%
EVUS:
-15.65%
SONY:
-91.85%
EVUS:
-12.83%
SONY:
-5.11%
Returns By Period
In the year-to-date period, EVUS achieves a -6.42% return, which is significantly lower than SONY's 14.98% return.
EVUS
-6.42%
-7.68%
-10.14%
3.14%
N/A
N/A
SONY
14.98%
-3.57%
36.00%
49.67%
16.30%
16.43%
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Risk-Adjusted Performance
EVUS vs. SONY — Risk-Adjusted Performance Rank
EVUS
SONY
EVUS vs. SONY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Value ETF (EVUS) and Sony Group Corporation (SONY). 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
EVUS vs. SONY - Dividend Comparison
EVUS's dividend yield for the trailing twelve months is around 2.01%, more than SONY's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 2.01% | 1.99% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SONY Sony Group Corporation | 0.27% | 0.58% | 0.59% | 0.69% | 0.43% | 0.46% | 0.54% | 0.56% | 0.49% | 0.76% | 0.39% | 0.72% |
Drawdowns
EVUS vs. SONY - Drawdown Comparison
The maximum EVUS drawdown since its inception was -15.65%, smaller than the maximum SONY drawdown of -91.85%. Use the drawdown chart below to compare losses from any high point for EVUS and SONY. For additional features, visit the drawdowns tool.
Volatility
EVUS vs. SONY - Volatility Comparison
The current volatility for Ishares ESG Aware MSCI USA Value ETF (EVUS) is 11.15%, while Sony Group Corporation (SONY) has a volatility of 13.70%. This indicates that EVUS experiences smaller price fluctuations and is considered to be less risky than SONY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.