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EVUS
+1.75 · +5.63%
$32.90 · BATS

iShares ESG Aware MSCI USA Value ETF (EVUS) ETF Analysis | Large Value

iShares · United States
AUM:$273.3M
#– of – in Large Value 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 13.9% over the past year, showing positive momentum.

Cost Efficiency

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

What is EVUS?

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

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EVUS returned 13.9% 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.
Broadly Diversified
Top 10 holdings represent just 23.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$273.3M
Expense Ratio0.18%
Dividend Yield1.56%
Holdings233
Inception DateJan 2023
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.86
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would EVUS 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
+10.6%
1Y
+21.4%
3Y
+59.2%
5Y
+56.6%
OpenBook InsightIf you had invested £10,000 in EVUS 5 years ago, it would have grown to £15,659 — a gain of £5,659.

Annual Returns

Calendar year performance

EVUS delivered positive returns in 4 of the last 4 calendar years.
YearEVUS
2026 YTD+16.2%
2025+13.5%
2024+13.7%
2023+3.5%
CAGR 3yr+10.1%
4/4 positive yearsAvg return: +11.7%Worst year: +3.5% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.8%
Low
Momentum
+5.4%
30-day change
Support Level
36.43
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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