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SUSA vs EVUS

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

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • EVUS costs 0.07% less per year.
  • SUSA is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SUSA has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUSAEVUS
Annual cost (TER)0.25%0.18%
Fund size (AUM)$3.8B$309M
Since20052023
Dividend yield0.88%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+23.3%
CAGR 3Y+21.3%+16.1%
CAGR 5Y+11.9%N/A
Sharpe 3Y1.130.97
Volatility 1Y12.47%10.61%
Max drawdown-32.93%-15.65%

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

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