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VLUE vs EVUS

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

VLUE

iShares MSCI USA Value Factor ETF

iShares

Annual cost

0.15%

Fund size

$12.0B

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

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

Side-by-side comparison

VLUEEVUS
Annual cost (TER)0.15%0.18%
Fund size (AUM)$12.0B$309M
Since20132023
Dividend yield1.70%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+79.1%+23.3%
CAGR 3Y+31.4%+16.1%
CAGR 5Y+15.0%N/A
Sharpe 3Y1.540.97
Volatility 1Y16.92%10.61%
Max drawdown-39.47%-15.65%

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

Similar to VLUE and EVUS