EVUS vs. SPY
Compare and contrast key facts about Ishares ESG Aware MSCI USA Value ETF (EVUS) and SPDR S&P 500 ETF (SPY).
EVUS and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both EVUS and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVUS or SPY.
Correlation
The correlation between EVUS and SPY is 0.62, 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. SPY - Performance Comparison
Key characteristics
EVUS:
1.71
SPY:
1.87
EVUS:
2.41
SPY:
2.52
EVUS:
1.30
SPY:
1.35
EVUS:
2.43
SPY:
2.81
EVUS:
7.08
SPY:
11.69
EVUS:
2.66%
SPY:
2.02%
EVUS:
10.98%
SPY:
12.65%
EVUS:
-11.18%
SPY:
-55.19%
EVUS:
-1.84%
SPY:
0.00%
Returns By Period
In the year-to-date period, EVUS achieves a 5.38% return, which is significantly higher than SPY's 4.58% return.
EVUS
5.38%
2.08%
6.27%
18.12%
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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EVUS vs. SPY - Expense Ratio Comparison
EVUS has a 0.18% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EVUS vs. SPY — Risk-Adjusted Performance Rank
EVUS
SPY
EVUS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Value ETF (EVUS) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
EVUS's dividend yield for the trailing twelve months is around 1.89%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 1.89% | 1.99% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EVUS vs. SPY - Drawdown Comparison
The maximum EVUS drawdown since its inception was -11.18%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EVUS and SPY. For additional features, visit the drawdowns tool.
Volatility
EVUS vs. SPY - Volatility Comparison
The current volatility for Ishares ESG Aware MSCI USA Value ETF (EVUS) is 2.75%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that EVUS experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.