Compare · 2 funds side by side · dividends reinvested

EVUS and SPY

EVUSiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

EVUS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Value ETFUS Stock Styles · Value0.18%1.42%+16.7%+20.9%+19.6%[…]−7.7%11.2%$402M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EVUS 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Value ETF · $402M[…]

EVUS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 44.3% in common

EVUSMeasureSPY

+16.7%Year to dateJan 1 → Nov 5+8.3%

+20.9%1 yearTotal return+9.7%

+19.6%3 years · per year$10,000 became $17,108 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

1.42%Trailing 12-mo yield$142 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

EVUSSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2EVUS wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVUS vs SPY: Top 5 Holdings

Today

EVUS

22.0%in top 5

SPY

in top 527.7%

EVUSStockSPY

11.3%MSFT6.2%

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5AMZN3.9%

3.8%METAnot top 5

2.6%JPMnot top 5

2.6%MUnot top 5

not top 5GOOGL2.6%

1.7%XOMnot top 5

Held in common44.3%

End-of-day Nov 5, 2026 · share of each fund

EVUS vs SPY Returns, Every Period

iSharesEVUS

+20.9%

past year

SPYSPDR

+9.7%

past year

EVUSSPYFaded: behind in that period

2–1EVUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EVUS vs SPY

YTD

iSharesEVUS

+16.7%

SPYSPDR

+8.3%

+16.7%Year to date+8.3%

−7.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

1.4%Yield1.0%

$402MAssets$805B

4–0EVUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVUS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EVUS0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVUS, SPY

1.42%highest, EVUS

FundTrailing yieldYield$10k

EVUS1.42%$142

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, EVUS

EVUS$142 − $18 = $124

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVUS, SPY

Today

44.3%most shared, EVUS and SPY

EVUSSPY

EVUS—44.3%

SPY44.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%EVUS, at 11.2% volatility

EVUSWorst drop−7.7%11.2% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EVUSSPY

+16.7%Year to date+8.3%

1.4%Yield1.0%

+20.9%Past year+9.7%

0.18%Fee0.09%

3–1EVUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026