ETF overview
The iShares ESG Aware MSCI USA Value ETF (EVUS) is structured to replicate the investment performance of a specific index. This index consists of a curated selection of large and mid-sized American companies, chosen for exhibiting both value-oriented characteristics and strong environmental, social, and governance (ESG) qualities, according to the index provider's assessment. The fund aims to deliver a risk and return profile that aligns closely with its overarching benchmark index.
Fund facts
- Expense ratio
- 0.18%
- Fund assets
- 389.84M USD (all share classes)
- Issuer
- iShares
- Inception date
- Jan 31, 2023
- Number of holdings
- 221
Breakdown
Holdings (221)
| Name | Ticker | Weight |
|---|---|---|
| MICROSOFT | MSFT | 11.23% |
| META PLATFORMS CLASS A | META | 4.59% |
| MICRON TECHNOLOGY | MU | 3.07% |
| JPMORGAN CHASE & CO | JPM | 2.51% |
| EXXONMOBIL HOLDINGS CORP | XOM | 1.84% |
| ABBVIE | ABBV | 1.63% |
| BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 1.61% |
| JOHNSON & JOHNSON | JNJ | 1.54% |
| CISCO SYSTEMS INC | CSCO | 1.43% |
| INTEL CORPORATION | INTC | 1.29% |
| and 208 more | ||
Similar ETFs
- UBS MSCI USA Value UCITS ETF USD disUBU5.DE · Overlap 76% · Expense ratio 0.20%
- iShares Morningstar Value ETFILCV · Overlap 62% · Expense ratio 0.04%
- Vanguard Morningstar Value ETFVTV · Overlap 61% · Expense ratio 0.03%
- iShares Russell Top 200 Value ETFIWX · Overlap 57% · Expense ratio 0.20%
- iShares Russell 1000 Value ETFIWD · Overlap 57% · Expense ratio 0.18%
- Goldman Sachs MarketBeta Russell 1000 Value Equity ETFGVUS · Overlap 56% · Expense ratio 0.12%
- Vanguard Russell 1000 Value ETFVONV · Overlap 56% · Expense ratio 0.06%
- WisdomTree U.S. LargeCap Dividend FundDLN · Overlap 55% · Expense ratio 0.28%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.18%
- Fund assets
- 389.84M USD (all share classes)
- Issuer
- iShares
- Inception date
- Jan 31, 2023
- Number of holdings
- 221
| Name | Ticker | Weight |
|---|---|---|
| MICROSOFT | MSFT | 11.23% |
| META PLATFORMS CLASS A | META | 4.59% |
| MICRON TECHNOLOGY | MU | 3.07% |
| JPMORGAN CHASE & CO | JPM | 2.51% |
| EXXONMOBIL HOLDINGS CORP | XOM | 1.84% |
| ABBVIE | ABBV | 1.63% |
| BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 1.61% |
| JOHNSON & JOHNSON | JNJ | 1.54% |
| CISCO SYSTEMS INC | CSCO | 1.43% |
| INTEL CORPORATION | INTC | 1.29% |
| and 208 more | ||
The iShares ESG Aware MSCI USA Value ETF (EVUS) is structured to replicate the investment performance of a specific index. This index consists of a curated selection of large and mid-sized American companies, chosen for exhibiting both value-oriented characteristics and strong environmental, social, and governance (ESG) qualities, according to the index provider's assessment. The fund aims to deliver a risk and return profile that aligns closely with its overarching benchmark index.
- UBS MSCI USA Value UCITS ETF USD disUBU5.DE · Overlap 76% · Expense ratio 0.20%
- iShares Morningstar Value ETFILCV · Overlap 62% · Expense ratio 0.04%
- Vanguard Morningstar Value ETFVTV · Overlap 61% · Expense ratio 0.03%
- iShares Russell Top 200 Value ETFIWX · Overlap 57% · Expense ratio 0.20%
- iShares Russell 1000 Value ETFIWD · Overlap 57% · Expense ratio 0.18%
- Goldman Sachs MarketBeta Russell 1000 Value Equity ETFGVUS · Overlap 56% · Expense ratio 0.12%
- Vanguard Russell 1000 Value ETFVONV · Overlap 56% · Expense ratio 0.06%
- WisdomTree U.S. LargeCap Dividend FundDLN · Overlap 55% · Expense ratio 0.28%
Overlap is the share of assets the two funds hold in common.
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