EGUS vs VOO
ishares ESG Aware MSCI USA Growth ETF vs Vanguard S&P 500 ETF
Which is better, EGUS or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. EGUS led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 62.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EGUS | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $28M | $997.4B |
| Dividend Yield | 0.21% | 1.04% |
| Holdings | 97 | 509 |
| YTD Return | +10.93% | +12.37%Best |
| 1Y Return | +14.45% | +16.61%Best |
| 3Y Return (annualized) | +24.30%Best | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 16.8% | 12.4%Best |
| Max Drawdown | -24.9% | -18.7%Best |
| $10,000 over 3.6 years | $22,073Best | $19,128 |
| Top 10 Weight | 62.5% | 37.6%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jan 31, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 2, 2023 to Sep 18, 2026 (3.6 years).
EGUS vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
EGUS vs VOO Performance
ishares ESG Aware MSCI USA Growth ETF (EGUS) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EGUS returned +14.45% while VOO returned +16.61%. Year to date, EGUS is up 10.93% versus a gain of 12.37% for VOO.
Over three years, EGUS compounded at +24.30% per year against +21.37% for VOO. Across the full 4-year window we track, EGUS has the edge at +24.60% annualized vs +19.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGUS has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 12.4% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.9% for EGUS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EGUS charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EGUS currently yields 0.21% against 1.04% for VOO.
Holdings Overlap
96.1% of EGUS's money is in holdings VOO also owns. 46.6% of VOO's money is in holdings EGUS also owns.
Most of EGUS is already inside VOO. Owning both mostly buys the same companies twice.
87 positions in common, counted across the 107 positions we hold weights for in EGUS and 494 in VOO, against full books of 97 and 509.
What only one of them owns
Our book lists 400 positions for VOO that do not appear in our book for EGUS (52.6% of the fund), and 19 for EGUS that do not appear in VOO (3.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EGUS | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.44% | 7.55% | 7.89% |
| AAPLApple, Inc | 13.75% | 7.05% | 6.70% |
| AMZNAmazon.Com Inc | 7.31% | 4.13% | 3.18% |
| GOOGLAlphabet Inc,class A | 5.85% | 3.24% | 2.61% |
| AVGOBroadcom Inc | 4.92% | 2.86% | 2.06% |
| GOOGAlphabet Inc | 4.63% | 2.62% | 2.01% |
| TSLATesla Inc | 3.10% | 1.36% | 1.74% |
| LLYEli Lilly & Co. | 2.62% | 1.41% | 1.21% |
| AMDAdvanced Micro Devices Inc | 2.38% | 1.21% | 1.17% |
| VVisa Inc Class A | 2.47% | 0.93% | 1.54% |
96.1% of EGUS is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EGUS or VOO?
EGUS has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, EGUS or VOO?
Over the past year EGUS returned +14.45% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EGUS annualized +24.60% vs +19.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGUS or VOO?
EGUS has been the more volatile fund at 16.8% annualized versus 12.4% for VOO. Worst drawdown: EGUS -24.9% vs VOO -18.7%.
Should I hold both EGUS and VOO?
EGUS and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between EGUS and VOO?
96.1% of EGUS's money is in holdings VOO also owns. 46.6% of VOO's is in holdings EGUS also owns. They hold 87 positions in common, counted across the 107 positions we hold weights for in EGUS and 494 in VOO.
Which pays a higher dividend, EGUS or VOO?
EGUS yields 0.21% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than EGUS?
VOO has a lower expense ratio. EGUS led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 62.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.