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EVUS vs XVV

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

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

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.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

EVUSXVV
Annual cost (TER)0.18%0.08%
Fund size (AUM)$309M$636M
Since20232020
Dividend yield1.59%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+27.7%
CAGR 3Y+16.1%+23.1%
CAGR 5YN/A+13.6%
Sharpe 3Y0.971.18
Volatility 1Y10.61%12.84%
Max drawdown-15.65%-27.20%

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

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