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EGUS
+2.33 · +4.67%
$52.15 · BATS

iShares Trust - iShares ESG Aware MSCI USA Growth ETF (EGUS) ETF Analysis | Large Growth

iShares · USA
AUM:$22.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is EGUS?

The underlying index is an optimized equity index designed to reflect the equity performance of U. companies that exhibit growth characteristics as well as positive ESG characteristics.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EGUS returned 14.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 65.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$22.2M
Expense Ratio0.18%
Dividend Yield0.22%
Holdings10
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.20
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would EGUS affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.7%
1Y
+17.9%
3Y
+89.8%
5Y
+122.6%
OpenBook InsightIf you had invested £10,000 in EGUS 5 years ago, it would have grown to £22,256 — a gain of £12,256.

Annual Returns

Calendar year performance

EGUS delivered positive returns in 4 of the last 4 calendar years.
YearEGUS
2026 YTD+11.3%
2025+19.3%
2024+35.2%
2023+27.0%
CAGR 3yr+27.0%
4/4 positive yearsAvg return: +23.2%Worst year: +11.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.2%
Low
Momentum
+2.1%
30-day change
Support Level
57.80
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.