EVX vs. EPU
Compare and contrast key facts about VanEck Vectors Environmental Services ETF (EVX) and iShares MSCI Peru ETF (EPU).
EVX and EPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EVX is a passively managed fund by VanEck that tracks the performance of the NYSE Arca Environmental Services Index. It was launched on Oct 16, 2006. EPU is a passively managed fund by iShares that tracks the performance of the MSCI All Peru Capped Index. It was launched on Jun 19, 2009. Both EVX and EPU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EVX vs. EPU - Performance Comparison
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EVX vs. EPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVX VanEck Vectors Environmental Services ETF | 2.88% | 11.72% | 12.99% | 12.97% | -10.58% | 27.47% | 13.28% | 28.41% | -3.82% | 16.05% |
EPU iShares MSCI Peru ETF | 14.25% | 86.87% | 21.73% | 25.34% | 2.05% | -11.81% | -4.31% | 7.30% | -12.17% | 29.70% |
Returns By Period
In the year-to-date period, EVX achieves a 2.88% return, which is significantly lower than EPU's 14.25% return. Over the past 10 years, EVX has underperformed EPU with an annualized return of 12.31%, while EPU has yielded a comparatively higher 15.87% annualized return.
EVX
- 1D
- 1.58%
- 1M
- -6.51%
- YTD
- 2.88%
- 6M
- 1.94%
- 1Y
- 10.73%
- 3Y*
- 11.15%
- 5Y*
- 8.33%
- 10Y*
- 12.31%
EPU
- 1D
- 2.42%
- 1M
- -11.48%
- YTD
- 14.25%
- 6M
- 35.96%
- 1Y
- 89.75%
- 3Y*
- 45.24%
- 5Y*
- 24.03%
- 10Y*
- 15.87%
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EVX vs. EPU - Expense Ratio Comparison
EVX has a 0.55% expense ratio, which is lower than EPU's 0.59% expense ratio.
Return for Risk
EVX vs. EPU — Risk / Return Rank
EVX
EPU
EVX vs. EPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Environmental Services ETF (EVX) and iShares MSCI Peru ETF (EPU). 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.
| EVX | EPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 3.07 | -2.43 |
Sortino ratioReturn per unit of downside risk | 1.00 | 3.41 | -2.41 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.49 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 4.44 | -3.47 |
Martin ratioReturn relative to average drawdown | 2.79 | 18.15 | -15.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVX | EPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 3.07 | -2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.96 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.67 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.45 | -0.02 |
Correlation
The correlation between EVX and EPU is 0.40, 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.
Dividends
EVX vs. EPU - Dividend Comparison
EVX's dividend yield for the trailing twelve months is around 0.18%, less than EPU's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVX VanEck Vectors Environmental Services ETF | 0.18% | 0.19% | 0.46% | 0.95% | 0.41% | 0.24% | 0.32% | 0.38% | 0.38% | 0.89% | 0.70% | 1.16% |
EPU iShares MSCI Peru ETF | 1.43% | 1.63% | 5.78% | 4.17% | 5.56% | 3.13% | 1.91% | 2.67% | 1.53% | 3.30% | 0.85% | 1.90% |
Drawdowns
EVX vs. EPU - Drawdown Comparison
The maximum EVX drawdown since its inception was -55.91%, smaller than the maximum EPU drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for EVX and EPU.
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Drawdown Indicators
| EVX | EPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.91% | -60.62% | +4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -20.85% | +9.32% |
Max Drawdown (5Y)Largest decline over 5 years | -21.45% | -35.59% | +14.14% |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | -50.97% | +9.96% |
Current DrawdownCurrent decline from peak | -7.06% | -11.91% | +4.85% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -18.90% | +10.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 5.11% | -1.09% |
Volatility
EVX vs. EPU - Volatility Comparison
The current volatility for VanEck Vectors Environmental Services ETF (EVX) is 5.33%, while iShares MSCI Peru ETF (EPU) has a volatility of 13.10%. This indicates that EVX experiences smaller price fluctuations and is considered to be less risky than EPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVX | EPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 13.10% | -7.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 24.12% | -13.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 29.37% | -12.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 25.09% | -7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 23.63% | -3.39% |