EVUS vs VYM
ishares ESG Aware MSCI USA Value ETF vs Vanguard High Dividend Yield ETF
Which is better, EVUS or VYM?
Nearly the same fund. VYM costs less.
VYM has a lower expense ratio. EVUS led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 29.0%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.18% | 0.04%Best |
| AUM | $383M | $81.6B |
| Dividend Yield | 1.44% | 2.22% |
| Holdings | 226 | 613 |
| YTD Return | +14.78%Best | +10.96% |
| 1Y Return | +18.49%Best | +15.42% |
| 3Y Return (annualized) | +17.47% | +17.78%Best |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 12.2% | 11.4%Best |
| Max Drawdown | -15.7% | -14.5%Best |
| $10,000 over 3.6 years | $15,399 | $15,736Best |
| Top 10 Weight | 29.0% | 26.1%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jan 31, 2023 | Nov 10, 2006 |
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 22, 2026 (3.6 years).
EVUS vs VYM 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 VYM Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EVUS returned +18.49% while VYM returned +15.42%. Year to date, EVUS is up 14.78% versus a gain of 10.96% for VYM.
Over three years, EVUS compounded at +17.47% per year against +17.78% for VYM. Across the full 4-year window we track, VYM has the edge at +13.42% annualized vs +12.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 11.4% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. 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 1.44% against 2.22% for VYM.
Holdings Overlap
58.7% of EVUS's money is in holdings VYM also owns. 64.0% of VYM's money is in holdings EVUS also owns.
The two portfolios partly overlap.
142 positions in common, counted across the 224 positions we hold weights for in EVUS and 557 in VYM, against full books of 226 and 613.
What only one of them owns
Our book lists 387 positions for VYM that do not appear in our book for EVUS (33.4% of the fund), and 76 for EVUS that do not appear in VYM (40.3%).
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 VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 2.68% | 3.82% | 1.14% |
| XOMExxon Mobil Corp. | 1.70% | 2.63% | 0.93% |
| JNJJohnson & Johnson - Common | 1.62% | 2.51% | 0.89% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.44% | 1.86% | 0.42% |
| ABBVAbbvie Inc. | 1.48% | 1.80% | 0.32% |
| BACBank of America Corp.: Financials | 1.07% | 1.66% | 0.59% |
| KOCoca Cola Co. | 1.18% | 1.38% | 0.20% |
| PGProcter & Gamble Company | 1.11% | 1.37% | 0.26% |
| HDHome Depot Inc/The | 1.13% | 1.34% | 0.21% |
| UNHUnitedhealth Group Incorporated | 0.90% | 1.52% | 0.62% |
64.0% of VYM is already inside EVUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $14 a year on a $10,000 investment.
Which performed better, EVUS or VYM?
Over the past year EVUS returned +18.49% vs +15.42% for VYM, so EVUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +12.74% vs +13.42% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVUS or VYM?
EVUS has been the more volatile fund at 12.2% annualized versus 11.4% for VYM. Worst drawdown: EVUS -15.7% vs VYM -14.5%.
Should I hold both EVUS and VYM?
EVUS and VYM have a monthly-return correlation of 0.96, 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 EVUS and VYM?
64.0% of VYM's money is in holdings EVUS also owns. 64.0% of VYM's is in holdings EVUS also owns. They hold 142 positions in common, counted across the 224 positions we hold weights for in EVUS and 557 in VYM.
Which pays a higher dividend, EVUS or VYM?
EVUS yields 1.44% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EVUS?
VYM has a lower expense ratio. EVUS led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 29.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.