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 0.31, 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:
1.68
SONY:
0.99
EVUS:
2.37
SONY:
1.58
EVUS:
1.29
SONY:
1.19
EVUS:
2.40
SONY:
0.75
EVUS:
6.98
SONY:
4.18
EVUS:
2.65%
SONY:
6.81%
EVUS:
11.02%
SONY:
28.49%
EVUS:
-11.18%
SONY:
-91.85%
EVUS:
-2.83%
SONY:
-0.15%
Returns By Period
In the year-to-date period, EVUS achieves a 4.32% return, which is significantly lower than SONY's 14.08% return.
EVUS
4.32%
1.05%
6.09%
16.75%
N/A
N/A
SONY
14.08%
16.96%
34.22%
38.63%
14.54%
17.93%
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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 1.91%, more than SONY's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 1.91% | 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 | 1.46% | 1.67% | 1.80% | 2.09% | 0.43% | 2.31% | 1.62% | 1.70% | 2.29% | 0.76% | 0.39% | 3.10% |
Drawdowns
EVUS vs. SONY - Drawdown Comparison
The maximum EVUS drawdown since its inception was -11.18%, 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 2.78%, while Sony Group Corporation (SONY) has a volatility of 9.54%. 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.