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QUS vs EVUS

State Street SPDR MSCI USA StrategicFactors ETF vs Ishares ESG Aware MSCI USA Value ETF

QUS

State Street SPDR MSCI USA StrategicFactors ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$1.5B

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • QUS is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QUS has delivered higher annualized returns.
  • QUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QUSEVUS
Annual cost (TER)0.15%0.18%
Fund size (AUM)$1.5B$309M
Since20152023
Dividend yield1.32%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.6%+23.3%
CAGR 3Y+18.6%+16.1%
CAGR 5Y+11.5%N/A
Sharpe 3Y1.200.97
Volatility 1Y9.24%10.61%
Max drawdown-33.78%-15.65%

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

Similar to QUS and EVUS