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ETFs

iShares ESG Aware MSCI USA Value ETF

EVUS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jan 31 2023
Expense Ratio
0.18%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$6,290
AUM
$3,842,958
Associated Index
MSCI USA Value Extended ESG Focus Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

UNH
Unitedhealth Group Inc
2.95%
JPM
JPMorgan Chase & Co.
2.34%
KO
Coca-Cola Co
2.25%
HD
Home Depot, Inc.
1.99%
PG
Procter & Gamble Co.
1.93%
JNJ
Johnson & Johnson
1.83%
MRK
Merck & Co Inc
1.75%
PEP
PepsiCo Inc
1.72%
AVGO
Broadcom Inc
1.70%
CVX
Chevron Corp.
1.60%
Invest with EVUS

What is EVUS?

The iShares ESG Aware MSCI USA Value ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization equities that exhibit value characteristics as well as positive environmental, social, and governance characteristics, as identified by the index provider, and risk and return characteristics similar to those of the parent index. The Fund seeks to track the investment results of the MSCI USA Value Extended ESG Focus Index (the "Underlying Index"). The Underlying Index is an optimized equity index designed to reflect the equity performance of U.S. companies that exhibit value characteristics as well as positive environmental, social, and governance ("ESG") characteristics, as determined by the Index Provider, and risk and return characteristics similar to those of the MSCI USA Value Index (the "Parent Index"). The Parent Index includes U.S. large and mid-capitalization stocks that generally represent approximately 50% of the free float-adjusted market capitalization of the MSCI USA Index.

ETFs related toEVUS

ETFs correlated to EVUS include SCHV, VTV, IWD

EVUS
iShares Trust - iShares ESG Aware MSCI USA Value ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VTV
Vanguard Group, Inc. - Vanguard Value ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
NULV
Nuveen Fund Advisors LLC - Nuveen ESG Large-Cap Value ETF
VONV
Vanguard Group, Inc. - Vanguard Russell 1000 Value Index ETF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
JPUS
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Equity ETF
DIVB
BlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toEVUS

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic trading strategy with EVUS using Composer

FAQ

EVUS is a US Equities ETF. The iShares ESG Aware MSCI USA Value ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization equities that exhibit value characteristics as well as positive environmental, social, and governance characteristics, as identified by the index provider, and risk and return characteristics similar to those of the parent index. The Fund seeks to track the investment results of the MSCI USA Value Extended ESG Focus Index (the "Underlying Index"). The Underlying Index is an optimized equity index designed to reflect the equity performance of U.S. companies that exhibit value characteristics as well as positive environmental, social, and governance ("ESG") characteristics, as determined by the Index Provider, and risk and return characteristics similar to those of the MSCI USA Value Index (the "Parent Index"). The Parent Index includes U.S. large and mid-capitalization stocks that generally represent approximately 50% of the free float-adjusted market capitalization of the MSCI USA Index.

EVUS tracks the MSCI USA Value Extended ESG Focus Index.

No, EVUS is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, EVUS is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EVUS is -0.0105%. This is the percent change in the value of EVUS over the most recent 1-month period. The 3-month return on EVUS is 0.001%. This is the percent change in the value of EVUS over the most recent 3-month period.

ETFs similar to EVUS include SPHQ, DSI, and QUAL.

ETFs correlated to EVUS include SCHV, VTV, and IWD.

ETFs that are inversely correlated to EVUS include DOG, DXD, and SDOW.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.