Skip to content
Beacon
Screener

SIZE vs EVUS

iShares MSCI USA Size Factor ETF vs Ishares ESG Aware MSCI USA Value ETF

SIZE

iShares MSCI USA Size Factor ETF

iShares

Annual cost

0.15%

Fund size

$409M

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • SIZE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SIZEEVUS
Annual cost (TER)0.15%0.18%
Fund size (AUM)$409M$309M
Since20132023
Dividend yield1.46%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.9%+23.3%
CAGR 3Y+16.4%+16.1%
CAGR 5Y+8.3%N/A
Sharpe 3Y0.840.97
Volatility 1Y12.83%10.61%
Max drawdown-39.15%-15.65%

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

Similar to SIZE and EVUS