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XVV vs EGUS

iShares ESG Select Screened S&P 500 ETF vs Ishares ESG Aware MSCI USA Growth ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • XVV costs 0.10% less per year.
  • XVV is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.

Side-by-side comparison

XVVEGUS
Annual cost (TER)0.08%0.18%
Fund size (AUM)$636M$26M
Since20202023
Dividend yield0.92%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+32.8%
CAGR 3Y+23.1%+28.1%
CAGR 5Y+13.6%N/A
Sharpe 3Y1.181.20
Volatility 1Y12.84%16.43%
Max drawdown-27.20%-24.87%

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

Similar to XVV and EGUS