Screener
ERET vs EVUS
Ishares Environmentally Aware Real Estate ETF vs Ishares ESG Aware MSCI USA Value ETF
Key differences
- EVUS costs 0.12% less per year.
- EVUS is significantly larger than ERET — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EVUS has delivered higher annualized returns.
Side-by-side comparison
| ERET | EVUS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.18% |
| Fund size (AUM) | $14M | $309M |
| Since | 2022 | 2023 |
| Dividend yield | 3.49% | 1.59% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.1% | +25.3% |
| CAGR 3Y | +10.2% | +16.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.48 | 0.98 |
| Volatility 1Y | 11.94% | 10.61% |
| Max drawdown | -20.29% | -15.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ERET and EVUS
Explore further