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 0.30, 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.
Performance
EVUS vs. SONY - Performance Comparison
Key characteristics
EVUS:
1.51
SONY:
0.10
EVUS:
2.12
SONY:
0.35
EVUS:
1.27
SONY:
1.04
EVUS:
2.13
SONY:
0.07
EVUS:
6.64
SONY:
0.25
EVUS:
2.49%
SONY:
11.20%
EVUS:
11.02%
SONY:
27.16%
EVUS:
-11.18%
SONY:
-90.84%
EVUS:
-6.11%
SONY:
-18.85%
Returns By Period
In the year-to-date period, EVUS achieves a 0.80% return, which is significantly higher than SONY's -6.05% return.
EVUS
0.80%
-2.30%
2.92%
15.56%
N/A
N/A
SONY
-6.05%
-8.34%
3.76%
0.33%
8.34%
19.17%
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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 1.97%, more than SONY's 1.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 1.97% | 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 | 1.78% | 1.67% | 2.95% | 3.44% | 1.29% | 2.31% | 1.62% | 0.56% | 1.48% | 0.76% | 0.39% | 0.72% |
Drawdowns
EVUS vs. SONY - Drawdown Comparison
The maximum EVUS drawdown since its inception was -11.18%, smaller than the maximum SONY drawdown of -90.84%. 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 3.91%, while Sony Group Corporation (SONY) has a volatility of 6.72%. 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.