EVUS vs VIG

AEVUS

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%VIG · $145 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common44.7%EVUS and VIG

iShares ESG Aware MSCI USA Value ETF · $398MVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,978 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.40%12-mo yield$140 · $145 on $10k

Cards for this view

EVUS

iShares ESG Aware MSCI USA Value

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureEVUSVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.40%1.45%

5 years, per year[…]+10.7%

3 years, per year+19.3%+18.9%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y11.3%11.0%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk	0.18%	1.40%	−0.4%	+18.8%	+20.6%	+19.3%	new	−7.7%	$398M

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk	0.18%	1.40%	−0.4%	+18.8%	+20.6%	+19.3%	new	−7.7%	$398M

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