EVUS vs VYM
ishares ESG Aware MSCI USA Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EVUS delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | EVUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $381M | $81.6B | |
| Dividend Yield | 1.48% | 2.24% | |
| Holdings | 226 | 616 | |
| YTD Return | +16.21% | +14.84% | |
| 1Y Return | +21.44% | +20.88% | |
| 3Y Return (annualized) | +16.77% | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 12.3% | 14.6% | |
| Max Drawdown | -15.7% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Nov 10, 2006 |
EVUS vs VYM Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EVUS returned +21.44% while VYM returned +20.88%. Year to date, EVUS is up 16.21% versus a gain of 14.84% for VYM.
Over three years, EVUS compounded at +16.77% per year against +18.34% for VYM. Across the full 4-year window we track, EVUS has the edge at +13.39% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EVUS charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, EVUS currently yields 1.48% against 2.24% for VYM.
Holdings Overlap
EVUS and VYM share 136 holdings out of 690 unique holdings combined, representing a 47.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVUS or VYM?
EVUS has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, EVUS or VYM?
Over the past year EVUS returned +21.44% vs +20.88% for VYM, so EVUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +13.39% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, EVUS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs VYM -58.8%.
Should I hold both EVUS and VYM?
EVUS and VYM have a monthly-return correlation of 0.97, 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 EVUS and VYM?
EVUS and VYM share 136 common holdings with a 47.3% weight overlap. Combined, they hold 690 unique securities.
Which pays a higher dividend, EVUS or VYM?
EVUS yields 1.48% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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