EGUS vs DIVY
Comparison between ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS, ETF) and SOUND EQUITY DIVIDEND INCOME ETF (DIVY, ETF).
EGUS vs DIVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EGUS
$28M
Winner
DIVY
$28M
Expense Ratio
Winner
EGUS
0.18%
DIVY
0.45%
Max Drawdown
Winner
EGUS
24.97%
DIVY
50.03%
Sharpe Ratio
Winner
EGUS
1.25
DIVY
1.14
5Y Beta
EGUS
1.18
Winner
DIVY
0.65
P/E Ratio
Winner
EGUS
39.93
DIVY
58.74
Forward P/E
EGUS
30.33
Winner
DIVY
10.86
PEG Ratio
EGUS
0.54
Winner
DIVY
-0.03
5Y EPS CAGR
Winner
EGUS
38.79%
DIVY
2.54%
Debt to Equity
Winner
EGUS
6.79%
DIVY
72.09%
P/S Ratio
EGUS
7.58
Winner
DIVY
1.22
P/B Ratio
EGUS
13.85
Winner
DIVY
1.78
EGUS vs DIVY - Holdings Comparison
EGUS and DIVY have 1 common holdings. Overlap is -2.00%
EGUS's top 25 holdings weight is 80.78%. DIVY's top 25 holdings weight is 81.30%.
| Rank | EGUS | DIVY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.86% | CISCO SYSTEMS INC (CSCO) - 4.71% |
| #2 | APPLE INC (AAPL) - 13.04% | OMNICOM GROUP INC (OMC) - 4.30% |
| #3 | AMAZON.COM INC (AMZN) - 7.00% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.85% |
| #4 | BROADCOM INC (AVGO) - 6.27% | EVERSOURCE ENERGY (ES) - 3.68% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.57% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.64% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.05% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 3.58% |
| #7 | TESLA INC (TSLA) - 3.46% | TOTALENERGIES SE (TTE:XPAR) - 3.46% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.69% | GSK PLC ADR (GSK) - 3.37% |
| #9 | ELI LILLY AND CO (LLY) - 2.45% | PERRIGO CO PLC (PRGO) - 3.31% |
| #10 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20% | HF SINCLAIR CORP (DINO) - 3.29% |
| #11 | VISA INC CLASS A (V) - 1.84% | FRANKLIN RESOURCES INC (BEN) - 3.29% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.72% | SONOCO PRODUCTS CO (SON) - 3.22% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.56% | COREBRIDGE FINANCIAL INC (CRBG) - 3.10% |
| #14 | PALO ALTO NETWORKS INC (PANW) - 1.49% | CITIGROUP INC (C) - 3.07% |
| #15 | ORACLE CORP (ORCL) - 1.20% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.04% |
| #16 | CUMMINS INC (CMI) - 1.12% | M&T BANK CORP (MTB) - 2.99% |
| #17 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.12% | AVISTA CORP (AVA) - 2.98% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.01% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 2.96% |
| #19 | SERVICENOW INC (NOW) - 0.99% | AT&T INC (T) - 2.94% |
| #20 | W.W. GRAINGER INC (GWW) - 0.97% | ENBRIDGE INC (ENB) - 2.92% |
| #21 | GE VERNOVA INC (GEV) - 0.86% | PFIZER INC (PFE) - 2.86% |
| #22 | AUTODESK INC (ADSK) - 0.85% | ONEOK INC (OKE) - 2.79% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.83% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 2.71% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.82% | ACCENTURE PLC CLASS A (ACN) - 2.64% |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.81% | JM SMUCKER CO (SJM) - 2.60% |
| Total Holdings | 96 | 38 |
EGUS vs DIVY - Historical Returns
Returns include dividend reinvestment.
1M
EGUS
+0.23%
Winner
DIVY
+4.89%
3M
Winner
EGUS
+15.61%
DIVY
+9.87%
6M
EGUS
+8.68%
Winner
DIVY
+12.13%
1Y
Winner
EGUS
+26.12%
DIVY
+19.24%
5Y(CAGR)
EGUS
N/A
DIVY
+6.63%
10Y(CAGR)
EGUS
N/A
DIVY
+3.62%
Max(CAGR)
Winner
EGUS
+25.88%
DIVY
+3.56%
EGUS vs DIVY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EGUS | DIVY |
|---|---|---|
| 2026 | +8.29% | +11.62% |
| 2025 | +19.27% | +7.52% |
| 2024 | +35.23% | +3.53% |
| 2023 | +27.00% | N/A |
| 2020 | N/A | -17.43% |
| 2019 | N/A | +8.66% |
| 2018 | N/A | -2.49% |
| 2017 | N/A | +3.78% |
| 2016 | N/A | +8.94% |
| 2015 | N/A | +0.14% |
| 2014 | N/A | +2.80% |
EGUS vs DIVY Drawdown Comparison
The maximum drawdown for EGUS was -24.87%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The maximum drawdown for DIVY was -48.27%, occurring on Apr 1, 2020. Recovery took 213 trading sessions.
The current EGUS drawdown is -4.81%.
| Rank | EGUS | DIVY |
|---|---|---|
| #1 | -24.87% Dec 16, 2024 - Jun 27, 2025 | -48.27% Jan 22, 2020 - Aug 23, 2024 |
| #2 | -15.66% Nov 3, 2025 - Apr 27, 2026 | -18.35% Nov 29, 2024 - Jul 23, 2025 |
| #3 | -13.64% Jul 10, 2024 - Oct 29, 2024 | -9.07% Feb 20, 2026 - Jun 11, 2026 |
| #4 | -10.48% Jul 19, 2023 - Nov 14, 2023 | -8.40% Mar 13, 2018 - Jul 18, 2019 |
| #5 | -7.94% Feb 2, 2023 - Mar 31, 2023 | -6.04% Jul 23, 2025 - Dec 10, 2025 |
| #6 | -7.36% Mar 22, 2024 - May 15, 2024 | -5.39% Mar 2, 2017 - Jan 9, 2018 |
| #7 | -7.05% Jun 2, 2026 - Jun 10, 2026 | -5.25% Dec 23, 2014 - Jun 23, 2016 |
| #8 | -3.68% Dec 28, 2023 - Jan 18, 2024 | -4.38% Jul 18, 2019 - Nov 11, 2019 |
| #9 | -3.51% Oct 8, 2025 - Oct 24, 2025 | -4.34% Oct 18, 2024 - Nov 25, 2024 |
| #10 | -3.11% Oct 29, 2024 - Nov 6, 2024 | -2.52% Jan 12, 2018 - Feb 21, 2018 |
| #11 | -2.87% Feb 9, 2024 - Feb 22, 2024 | -2.47% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -2.74% Nov 12, 2024 - Dec 2, 2024 | -2.35% Nov 11, 2019 - Nov 20, 2019 |
| #13 | -2.73% Jun 15, 2023 - Jun 30, 2023 | -2.17% Dec 31, 2019 - Jan 22, 2020 |
| #14 | -2.65% May 14, 2026 - May 28, 2026 | -1.90% Dec 6, 2019 - Dec 31, 2019 |
| #15 | -2.62% Jul 28, 2025 - Aug 8, 2025 | -1.83% Sep 19, 2024 - Oct 16, 2024 |
Correlation
Correlation between EGUS and DIVY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2015 - 2026)
EGUS vs DIVY dividend yield comparison.
| Year | EGUS | DIVY |
|---|---|---|
| 2026 | 0.04% | 1.03% |
| 2025 | 0.22% | 3.68% |
| 2024 | 0.25% | 2.94% |
| 2023 | 0.36% | 0.00% |
| 2019 | 0.00% | 3.63% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 0.85% |
| 2016 | 0.00% | 0.44% |
| 2015 | 0.00% | 1.98% |
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