EVUS vs VOO
ishares ESG Aware MSCI USA Value ETF vs Vanguard S&P 500 ETF
Which is better, EVUS or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. EVUS led over 1Y, VOO over 3Y and the full window. EVUS is less concentrated, with 29.0% of the fund in its ten largest positions against 37.6%.
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 | EVUS | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $383M | $997.4B |
| Dividend Yield | 1.44% | 1.04% |
| Holdings | 226 | 509 |
| YTD Return | +13.81%Best | +12.37% |
| 1Y Return | +17.54%Best | +16.61% |
| 3Y Return (annualized) | +16.42% | +21.37%Best |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 12.3%Best | 12.4% |
| Max Drawdown | -15.7%Best | -18.7% |
| $10,000 over 3.6 years | $15,291 | $19,128Best |
| Top 10 Weight | 29.0%Best | 37.6% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | 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).
EVUS 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.
EVUS vs VOO Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) 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 EVUS returned +17.54% while VOO returned +16.61%. Year to date, EVUS is up 13.81% versus a gain of 12.37% for VOO.
Over three years, EVUS compounded at +16.42% per year against +21.37% for VOO. Across the full 4-year window we track, VOO has the edge at +19.74% annualized vs +12.52%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 12.3% for EVUS. 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 -15.7% for EVUS 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS 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, EVUS currently yields 1.44% against 1.04% for VOO.
Holdings Overlap
98.0% of EVUS's money is in holdings VOO also owns. 42.6% of VOO's money is in holdings EVUS also owns.
Most of EVUS is already inside VOO. Owning both mostly buys the same companies twice.
211 positions in common, counted across the 224 positions we hold weights for in EVUS and 494 in VOO, against full books of 226 and 509.
What only one of them owns
Our book lists 280 positions for VOO that do not appear in our book for EVUS (56.8% of the fund), and 11 for EVUS that do not appear in VOO (1.8%).
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 EVUS | Weight in VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 10.60% | 5.36% | 5.24% |
| METAMeta Platforms Inc | 3.58% | 1.90% | 1.68% |
| MUMicron Technology, Inc. | 3.17% | 1.44% | 1.73% |
| JPMJpmorgan Chase | 2.68% | 1.46% | 1.22% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.55% | 1.46% | 0.09% |
| XOMExxon Mobil Corp. | 1.70% | 1.00% | 0.70% |
| JNJJohnson & Johnson - Common | 1.62% | 0.96% | 0.66% |
| ABBVAbbvie Inc. | 1.48% | 0.69% | 0.79% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.44% | 0.71% | 0.73% |
| INTCIntel Corporation | 1.22% | 0.66% | 0.56% |
98.0% of EVUS 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, EVUS or VOO?
EVUS 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, EVUS or VOO?
Over the past year EVUS returned +17.54% vs +16.61% for VOO, so EVUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +12.52% vs +19.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVUS or VOO?
VOO has been the more volatile fund at 12.4% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs VOO -18.7%.
Should I hold both EVUS and VOO?
EVUS and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EVUS and VOO?
98.0% of EVUS's money is in holdings VOO also owns. 42.6% of VOO's is in holdings EVUS also owns. They hold 211 positions in common, counted across the 224 positions we hold weights for in EVUS and 494 in VOO.
Which pays a higher dividend, EVUS or VOO?
EVUS yields 1.44% while VOO yields 1.04%, so EVUS currently pays the higher dividend yield.
Is VOO better than EVUS?
VOO has a lower expense ratio. EVUS led over 1Y, VOO over 3Y and the full window. EVUS is less concentrated, with 29.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.