EGUS vs SPY
Comparison between ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EGUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EGUS
$28M
Winner
SPY
$781B
Expense Ratio
EGUS
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
EGUS
24.97%
SPY
56.47%
Sharpe Ratio
EGUS
0.84
Winner
SPY
1.12
5Y Beta
EGUS
1.18
Winner
SPY
1.00
P/E Ratio
EGUS
41.44
Winner
SPY
28.53
Forward P/E
EGUS
30.20
Winner
SPY
21.47
PEG Ratio
EGUS
0.53
SPY
N/A
5Y Dividends CAGR
EGUS
N/A
SPY
6.00%
5Y EPS CAGR
Winner
EGUS
37.34%
SPY
25.58%
Debt to Equity
Winner
EGUS
3.65%
SPY
32.09%
P/S Ratio
EGUS
7.65
Winner
SPY
3.75
P/B Ratio
EGUS
13.96
Winner
SPY
5.64
EGUS vs SPY - Holdings Comparison
EGUS and SPY have 79 common holdings. Overlap is 45.70%
EGUS's top 25 holdings weight is 79.03%. SPY's top 25 holdings weight is 51.74%.
| Rank | EGUS | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.41% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | APPLE INC (AAPL) - 12.55% | APPLE INC (AAPL) - 7.37% |
| #3 | AMAZON.COM INC (AMZN) - 6.50% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.38% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | BROADCOM INC (AVGO) - 5.25% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.88% | BROADCOM INC (AVGO) - 2.86% |
| #7 | TESLA INC (TSLA) - 3.56% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.11% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | ELI LILLY AND CO (LLY) - 2.76% | TESLA INC (TSLA) - 1.70% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.50% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | LAM RESEARCH CORP (LRCX) - 2.39% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | VISA INC CLASS A (V) - 1.99% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | CUMMINS INC (CMI) - 1.27% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.25% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | MARVELL TECHNOLOGY INC (MRVL) - 1.15% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | W.W. GRAINGER INC (GWW) - 1.09% | VISA INC CLASS A (V) - 0.90% |
| #18 | GE VERNOVA INC (GEV) - 1.08% | WALMART INC (WMT) - 0.76% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.06% | INTEL CORP (INTC) - 0.75% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.98% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | CATERPILLAR INC (CAT) - 0.91% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | KLA CORP (KLAC) - 0.86% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | GE AEROSPACE (GE) - 0.83% | ABBVIE INC (ABBV) - 0.66% |
| #24 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 0.78% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ECOLAB INC (ECL) - 0.77% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 96 | 505 |
EGUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EGUS
+0.16%
Winner
SPY
+0.63%
3M
Winner
EGUS
+5.82%
SPY
+4.46%
6M
Winner
EGUS
+8.73%
SPY
+7.67%
1Y
Winner
EGUS
+18.02%
SPY
+17.68%
5Y(CAGR)
EGUS
N/A
SPY
+12.42%
10Y(CAGR)
EGUS
N/A
SPY
+14.84%
Max(CAGR)
Winner
EGUS
+24.76%
SPY
+8.44%
EGUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EGUS | SPY |
|---|---|---|
| 2026 | +7.72% | +8.63% |
| 2025 | +19.27% | +18.00% |
| 2024 | +35.23% | +25.59% |
| 2023 | +27.00% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EGUS vs SPY Drawdown Comparison
The maximum drawdown for EGUS was -24.87%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EGUS drawdown is -5.32%. The current SPY drawdown is -2.57%.
| Rank | EGUS | SPY |
|---|---|---|
| #1 | -24.87% Dec 16, 2024 - Jun 27, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.66% Nov 3, 2025 - Apr 27, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.64% Jul 10, 2024 - Oct 29, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.48% Jul 19, 2023 - Nov 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.94% Feb 2, 2023 - Mar 31, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.36% Mar 22, 2024 - May 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.05% Jun 2, 2026 - Jun 10, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.68% Dec 28, 2023 - Jan 18, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.51% Oct 8, 2025 - Oct 24, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.11% Oct 29, 2024 - Nov 6, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.87% Feb 9, 2024 - Feb 22, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.74% Nov 12, 2024 - Dec 2, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.73% Jun 15, 2023 - Jun 30, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.65% May 14, 2026 - May 28, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.62% Jul 28, 2025 - Aug 8, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EGUS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
EGUS vs SPY dividend yield comparison.
| Year | EGUS | SPY |
|---|---|---|
| 2026 | 0.10% | 0.50% |
| 2025 | 0.22% | 1.07% |
| 2024 | 0.25% | 1.21% |
| 2023 | 0.36% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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