EGUS vs VOO
ishares ESG Aware MSCI USA Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EGUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $27M | $979.0B | |
| Dividend Yield | 0.21% | 1.09% | |
| Holdings | 97 | 509 | |
| YTD Return | +11.73% | +13.44% | |
| 1Y Return | +20.33% | +22.62% | |
| 3Y Return (annualized) | +24.61% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 16.9% | 14.1% | |
| Max Drawdown | -24.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Sep 7, 2010 |
EGUS vs VOO Performance
ishares ESG Aware MSCI USA Growth ETF (EGUS) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EGUS returned +20.33% while VOO returned +22.62%. Year to date, EGUS is up 11.73% versus a gain of 13.44% for VOO.
Over three years, EGUS compounded at +24.61% per year against +21.47% for VOO. Across the full 4-year window we track, EGUS has the edge at +25.66% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGUS has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.09% for VOO.
Holdings Overlap
EGUS and VOO share 78 holdings out of 521 unique holdings combined, representing a 45.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EGUS or VOO?
Over the past year EGUS returned +20.33% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EGUS annualized +25.66% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EGUS or VOO?
EGUS has been the more volatile fund at 16.9% annualized versus 14.1% for VOO. Worst drawdown: EGUS -24.9% vs VOO -34.3%.
Should I hold both EGUS and VOO?
EGUS and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EGUS and VOO?
EGUS and VOO share 78 common holdings with a 45.5% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, EGUS or VOO?
EGUS yields 0.21% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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