EVUS vs. VLUE
Compare and contrast key facts about Ishares ESG Aware MSCI USA Value ETF (EVUS) and iShares Edge MSCI USA Value Factor ETF (VLUE).
EVUS and VLUE 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. VLUE is a passively managed fund by iShares that tracks the performance of the MSCI USA Value Weighted Index. It was launched on Apr 16, 2013. Both EVUS and VLUE 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 VLUE.
Correlation
The correlation between EVUS and VLUE is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EVUS vs. VLUE - Performance Comparison
Key characteristics
EVUS:
0.38
VLUE:
0.26
EVUS:
0.72
VLUE:
0.55
EVUS:
1.10
VLUE:
1.08
EVUS:
0.44
VLUE:
0.31
EVUS:
1.56
VLUE:
1.06
EVUS:
4.40%
VLUE:
5.34%
EVUS:
15.80%
VLUE:
18.39%
EVUS:
-15.65%
VLUE:
-39.47%
EVUS:
-7.50%
VLUE:
-7.73%
Returns By Period
In the year-to-date period, EVUS achieves a -0.69% return, which is significantly lower than VLUE's 0.12% return.
EVUS
-0.69%
2.52%
-6.02%
5.88%
N/A
N/A
VLUE
0.12%
4.25%
-5.51%
4.72%
11.61%
7.42%
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EVUS vs. VLUE - Expense Ratio Comparison
EVUS has a 0.18% expense ratio, which is higher than VLUE's 0.15% 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. VLUE — Risk-Adjusted Performance Rank
EVUS
VLUE
EVUS vs. VLUE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Value ETF (EVUS) and iShares Edge MSCI USA Value Factor ETF (VLUE). 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. VLUE - Dividend Comparison
EVUS's dividend yield for the trailing twelve months is around 1.89%, less than VLUE's 2.73% 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% |
VLUE iShares Edge MSCI USA Value Factor ETF | 2.73% | 2.73% | 2.66% | 3.19% | 2.22% | 2.42% | 2.60% | 2.70% | 2.14% | 2.07% | 2.39% | 1.64% |
Drawdowns
EVUS vs. VLUE - Drawdown Comparison
The maximum EVUS drawdown since its inception was -15.65%, smaller than the maximum VLUE drawdown of -39.47%. Use the drawdown chart below to compare losses from any high point for EVUS and VLUE. For additional features, visit the drawdowns tool.
Volatility
EVUS vs. VLUE - Volatility Comparison
The current volatility for Ishares ESG Aware MSCI USA Value ETF (EVUS) is 5.37%, while iShares Edge MSCI USA Value Factor ETF (VLUE) has a volatility of 6.10%. This indicates that EVUS experiences smaller price fluctuations and is considered to be less risky than VLUE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.