CARK vs EVUS
Comparison between CASTLEARK LARGE GROWTH ETF (CARK, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).
CARK vs EVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CARK
$309M
EVUS
$309M
Expense Ratio
CARK
0.54%
Winner
EVUS
0.18%
Max Drawdown
CARK
25.24%
Winner
EVUS
16.43%
Sharpe Ratio
CARK
0.80
Winner
EVUS
1.57
5Y Beta
CARK
1.21
Winner
EVUS
0.70
P/E Ratio
CARK
36.14
Winner
EVUS
22.81
Forward P/E
CARK
27.47
Winner
EVUS
17.40
PEG Ratio
CARK
0.48
Winner
EVUS
0.41
5Y EPS CAGR
Winner
CARK
43.83%
EVUS
14.64%
Debt to Equity
CARK
43.19%
Winner
EVUS
34.30%
P/S Ratio
CARK
9.80
Winner
EVUS
2.29
P/B Ratio
CARK
14.11
Winner
EVUS
3.69
CARK vs EVUS - Holdings Comparison
CARK and EVUS have 7 common holdings. Overlap is 11.44%
CARK's top 25 holdings weight is 97.84%. EVUS's top 25 holdings weight is 39.58%.
| Rank | CARK | EVUS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.78% | ALPHABET INC CLASS A (GOOGL) - 6.65% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 11.07% | META PLATFORMS INC CLASS A (META) - 3.80% |
| #3 | APPLE INC (AAPL) - 7.18% | MICRON TECHNOLOGY INC (MU) - 2.51% |
| #4 | MICROSOFT CORP (MSFT) - 6.71% | JPMORGAN CHASE & CO (JPM) - 2.45% |
| #5 | LAM RESEARCH CORP (LRCX) - 5.92% | INTEL CORP (INTC) - 1.77% |
| #6 | CASH (n/a) - 5.09% | CISCO SYSTEMS INC (CSCO) - 1.68% |
| #7 | ELI LILLY AND CO (LLY) - 4.98% | EXXON MOBIL CORP (XOM) - 1.59% |
| #8 | BROADCOM INC (AVGO) - 4.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #9 | ARISTA NETWORKS INC (ANET) - 4.19% | APPLIED MATERIALS INC (AMAT) - 1.39% |
| #10 | VISA INC CLASS A (V) - 3.79% | JOHNSON & JOHNSON (JNJ) - 1.39% |
| #11 | AMAZON.COM INC (AMZN) - 3.77% | ABBVIE INC (ABBV) - 1.32% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.06% | PROCTER & GAMBLE CO (PG) - 1.18% |
| #13 | GE VERNOVA INC (GEV) - 2.59% | THE GOLDMAN SACHS GROUP INC (GS) - 1.17% |
| #14 | MASTERCARD INC CLASS A (MA) - 2.35% | THE HOME DEPOT INC (HD) - 1.15% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.16% | COCA-COLA CO (KO) - 1.15% |
| #16 | SERVICENOW INC (NOW) - 1.97% | MORGAN STANLEY (MS) - 0.98% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.91% | CATERPILLAR INC (CAT) - 0.97% |
| #18 | TAPESTRY INC (TPR) - 1.91% | BANK OF AMERICA CORP (BAC) - 0.96% |
| #19 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.45% | TEXAS INSTRUMENTS INC (TXN) - 0.92% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.32% | MERCK & CO INC (MRK) - 0.91% |
| #21 | ULTA BEAUTY INC (ULTA) - 1.25% | UNITEDHEALTH GROUP INC (UNH) - 0.90% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 1.19% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 1.12% | HONEYWELL INTERNATIONAL INC (HON) - 0.83% |
| #24 | AUTODESK INC (ADSK) - 0.96% | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.81% |
| #25 | ANALOG DEVICES INC (ADI) - 0.80% | VERIZON COMMUNICATIONS INC (VZ) - 0.78% |
| Total Holdings | 29 | 235 |
CARK vs EVUS - Historical Returns
Returns include dividend reinvestment.
1M
CARK
+1.23%
Winner
EVUS
+1.60%
3M
Winner
CARK
+8.69%
EVUS
+5.68%
6M
CARK
+4.88%
Winner
EVUS
+9.55%
1Y
CARK
+17.50%
Winner
EVUS
+22.04%
Max(CAGR)
Winner
CARK
+18.27%
EVUS
+12.13%
CARK vs EVUS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CARK | EVUS |
|---|---|---|
| 2026 | +4.53% | +8.73% |
| 2025 | +10.53% | +13.46% |
| 2024 | +28.67% | +13.75% |
| 2023 | +3.57% | +3.47% |
CARK vs EVUS Drawdown Comparison
The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current CARK drawdown is -4.93%. The current EVUS drawdown is -1.52%.
| Rank | CARK | EVUS |
|---|---|---|
| #1 | -25.22% Dec 11, 2024 - Jul 28, 2025 | -15.65% Nov 29, 2024 - Aug 13, 2025 |
| #2 | -16.50% Oct 29, 2025 - May 6, 2026 | -11.17% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -14.79% Jul 10, 2024 - Dec 2, 2024 | -9.40% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -7.76% Mar 21, 2024 - May 21, 2024 | -7.72% Feb 9, 2026 - Apr 17, 2026 |
| #5 | -4.93% Jun 1, 2026 - Jun 5, 2026 | -5.44% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -3.36% Feb 9, 2024 - Feb 22, 2024 | -4.89% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -3.31% Oct 9, 2025 - Oct 27, 2025 | -4.41% Oct 27, 2025 - Dec 4, 2025 |
| #8 | -2.92% Dec 28, 2023 - Jan 10, 2024 | -3.51% Oct 16, 2024 - Nov 6, 2024 |
| #9 | -2.69% May 14, 2026 - May 28, 2026 | -3.11% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -2.64% Sep 22, 2025 - Oct 6, 2025 | -2.56% Oct 3, 2025 - Oct 20, 2025 |
| #11 | -2.58% Jun 18, 2024 - Jul 2, 2024 | -2.05% Jul 17, 2024 - Jul 30, 2024 |
| #12 | -2.53% Aug 14, 2025 - Aug 28, 2025 | -1.96% Jan 8, 2024 - Jan 25, 2024 |
| #13 | -2.42% Jul 28, 2025 - Aug 6, 2025 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #14 | -2.30% May 28, 2024 - Jun 5, 2024 | -1.72% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -2.24% Aug 28, 2025 - Sep 9, 2025 | -1.52% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between CARK and EVUS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
CARK vs EVUS dividend yield comparison.
| Year | CARK | EVUS |
|---|---|---|
| 2026 | 0.00% | 0.39% |
| 2025 | 0.01% | 1.62% |
| 2024 | 0.02% | 1.99% |
| 2023 | 0.00% | 2.31% |
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