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USCA vs EVUS

Xtrackers MSCI USA Climate Action Equity ETF vs Ishares ESG Aware MSCI USA Value ETF

USCA

Xtrackers MSCI USA Climate Action Equity ETF

Xtrackers

Annual cost

0.07%

Fund size

$3.1B

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • USCA costs 0.11% less per year.
  • USCA is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USCA has delivered higher annualized returns.

Side-by-side comparison

USCAEVUS
Annual cost (TER)0.07%0.18%
Fund size (AUM)$3.1B$309M
Since20232023
Dividend yield1.13%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+23.3%
CAGR 3Y+21.7%+16.1%
CAGR 5YN/AN/A
Sharpe 3Y1.160.97
Volatility 1Y12.20%10.61%
Max drawdown-19.14%-15.65%

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

Similar to USCA and EVUS