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EGUS vs XVV

Ishares ESG Aware MSCI USA Growth ETF vs iShares ESG Select Screened S&P 500 ETF

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • XVV costs 0.10% less per year.
  • XVV is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.

Side-by-side comparison

EGUSXVV
Annual cost (TER)0.18%0.08%
Fund size (AUM)$26M$636M
Since20232020
Dividend yield0.21%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.8%+27.7%
CAGR 3Y+28.1%+23.1%
CAGR 5YN/A+13.6%
Sharpe 3Y1.201.18
Volatility 1Y16.43%12.84%
Max drawdown-24.87%-27.20%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EGUS and XVV