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EVUSIshares ESG Aware MSCI USA Value ETF

Grow my money#626 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. large- and mid-capitalization equities that exhibit value characteristics.

iShares · Since 2023 (3 years)

Annual Cost

0.18%

#725 out of 5,332 ETFs

Fund Size

$282M

#1850 out of 5,332 ETFs

Dividend Yield

1.71%

Track Record

3 years

#3009 out of 5,332 ETFs

Performance

1 Year

+23.4%

3 Years

+15.2%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
value
Focus
ESG

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
19.3%
Technology
13.9%
Healthcare
13.3%
Communication
12.0%
Industrials
11.2%
Consumer Defensive
7.5%
Energy
7.4%
Consumer Cyclical
5.2%
Other
10.2%

Top holdings

Alphabet Inc Class AGOOGL5.5%
Meta Platforms Inc Class AMETA3.9%
JPMorgan Chase & CoJPM2.6%
Exxon Mobil CorpXOM1.9%
Johnson & JohnsonJNJ1.6%
Berkshire Hathaway Inc Class BBRK-B1.5%
AbbVie IncABBV1.5%
The Home Depot IncHD1.3%
Procter & Gamble CoPG1.3%
Micron Technology IncMU1.2%

Risk profile

Volatility (1Y)

11.0%

Moderate

Max drawdown

-15.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.90

Decent risk-adjusted returns

Sortino (3Y)

1.32

Good downside protection

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Data updated on 2026-05-05