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iSharesLarge ValueEVUS · Cboe BZX

iShares ESG Aware MSCI USA Value ETF (EVUS)

Price
$36.97
11 Sept 2026
Assets
$397M
Total net assets
Expense ratio
0.18%
Category 0.85%
Yield
1.44%
Trailing distributions
3Y CAGR
16.9%-1.0%
Category 17.9%
5Y CAGR
Category 11.5%
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iShares ESG Aware MSCI USA Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.5%+5.3%+15.7%+16.3%+19.5%+16.9%+13.1%
Large Value average-1.1%3.4%13.6%15.6%20.2%17.9%11.5%12.3%12.8%
Difference+0.5%+1.9%+2.2%+0.7%-0.7%-1.0%+0.3%

Holdings

The 10 largest positions make up 29.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MSFTMicrosoft Corp10.60%
METAMeta Platforms Inc Class A3.58%
MUMicron Technology Inc3.17%
JPMJPMorgan Chase & Co2.68%
XOMExxonMobil Holdings Corp1.70%
JNJJohnson & Johnson1.62%
BRK-BBerkshire Hathaway Inc Class B1.55%
ABBVAbbVie Inc1.48%
CSCOCisco Systems Inc1.44%
INTCIntel Corp1.22%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.0
P/B
3.5
P/S
2.5
P/CF
14.3

Sector allocation

Share of the equity the fund holds.

25.6%Technology11 sectors
  1. Technology25.6%
  2. Financial services19.5%
  3. Health care13.6%
  4. Industrials8.4%
  5. Energy7.0%
  6. Consumer staples6.9%
  7. Communication services5.9%
  8. Consumer discretionary4.0%
  9. Utilities3.1%
  10. Real estate3.1%
  11. Materials2.9%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
iShares
Category
Equity · Large Value
Ticker
EVUS
Exchange
Cboe BZX
Inception
31 Jan 2023 (3.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.18% (category 0.85%)
Holdings turnover
35% (category 57%)
Distribution yield
1.44%
Beta, 3 years
0.79
Total net assets
$397M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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