EVUS vs VTI
EVUS vs VTI
ishares ESG Aware MSCI USA Value ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EVUS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $362M | $663.5B | |
| Dividend Yield | 1.52% | 1.07% | |
| Holdings | 226 | 3,543 | |
| YTD Return | +14.90% | +13.57% | |
| 1Y Return | +23.70% | +24.23% | |
| 3Y Return (annualized) | +15.73% | +20.73% | |
| 5Y Return (annualized) | - | +12.24% | |
| Volatility (annualized) | 12.3% | 15.3% | |
| Max Drawdown | -15.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | May 24, 2001 |
EVUS vs VTI Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EVUS returned +23.70% while VTI returned +24.23%. Year to date, EVUS is up 14.90% versus a gain of 13.57% for VTI.
Over three years, EVUS compounded at +15.73% per year against +20.73% for VTI. Across the full 4-year window we track, EVUS has the edge at +13.28% annualized vs +8.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS charges 0.18% per year while VTI 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 1.52% against 1.07% for VTI.
Holdings Overlap
EVUS and VTI share 211 holdings out of 2795 unique holdings combined, representing a 34.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVUS | Weight in VTI | Difference |
|---|---|---|---|
| MSFT | 7.43% | 3.81% | 3.62% |
| META | 3.66% | 1.70% | 1.96% |
| MU | 3.21% | 1.79% | 1.42% |
| JPM | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
See all 10 holdings EVUS shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EVUS or VTI?
EVUS has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EVUS or VTI?
Over the past year EVUS returned +23.70% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +13.28% vs +8.12% for VTI. Past performance does not guarantee future results.
Which is riskier, EVUS or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs VTI -56.6%.
Should I hold both EVUS and VTI?
EVUS and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVUS and VTI?
EVUS and VTI share 211 common holdings with a 34.0% weight overlap. Combined, they hold 2795 unique securities.
Which pays a higher dividend, EVUS or VTI?
EVUS yields 1.52% while VTI yields 1.07%, so EVUS currently pays the higher dividend yield.
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