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EVX vs SUSA

VanEck Environmental Services ETF vs iShares ESG Optimized MSCI USA ETF

EVX

VanEck Environmental Services ETF

VanEck

Annual cost

0.55%

Fund size

$98M

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • SUSA costs 0.30% less per year.
  • SUSA is significantly larger than EVX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SUSA has delivered higher annualized returns.

Side-by-side comparison

EVXSUSA
Annual cost (TER)0.55%0.25%
Fund size (AUM)$98M$3.8B
Since20062005
Dividend yield0.18%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+26.3%
CAGR 3Y+10.3%+21.3%
CAGR 5Y+7.1%+11.9%
Sharpe 3Y0.491.13
Volatility 1Y13.59%12.47%
Max drawdown-41.01%-32.93%

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

Similar to EVX and SUSA