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EVUS vs USXF

Ishares ESG Aware MSCI USA Value ETF vs iShares ESG Advanced MSCI USA ETF

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.08% less per year.
  • USXF is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

EVUSUSXF
Annual cost (TER)0.18%0.10%
Fund size (AUM)$309M$1.3B
Since20232020
Dividend yield1.59%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+33.3%
CAGR 3Y+16.1%+27.2%
CAGR 5YN/A+15.3%
Sharpe 3Y0.971.21
Volatility 1Y10.61%16.12%
Max drawdown-15.65%-29.54%

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

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