EUSA vs BNDW

Comparison between ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA, ETF) and VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF).

5-Year PerformanceEUSA has outperformed BNDW, delivering a return of +7.3% compared to +0.3%

EUSA vs BNDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSA(ETF)	BNDW(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.09%	0.05%
Max Drawdown	39.16%	20.94%
Sharpe Ratio	1.23	-0.07
5Y Beta	0.82	0.03
P/E Ratio	26.40	N/A
Forward P/E	16.45	N/A
5Y Dividends CAGR	14.26%	20.36%
5Y EPS CAGR	11.96%	N/A
Debt to Equity	38.63%	N/A
P/S Ratio	2.11	N/A
P/B Ratio	3.24	N/A

Net Assets

EUSA

$1.50B

Winner

BNDW

$1.60B

Expense Ratio

EUSA

0.09%

Winner

BNDW

0.05%

Max Drawdown

EUSA

39.16%

Winner

BNDW

20.94%

Sharpe Ratio

Winner

EUSA

1.23

BNDW

-0.07

5Y Beta

EUSA

0.82

Winner

BNDW

0.03

P/E Ratio

EUSA

26.40

BNDW

N/A

Forward P/E

EUSA

16.45

BNDW

N/A

5Y Dividends CAGR

EUSA

14.26%

Winner

BNDW

20.36%

5Y EPS CAGR

EUSA

11.96%

BNDW

N/A

Debt to Equity

EUSA

38.63%

BNDW

N/A

P/S Ratio

EUSA

2.11

BNDW

N/A

P/B Ratio

EUSA

3.24

BNDW

N/A

EUSA vs BNDW - Holdings Comparison

EUSA and BNDW have 0 common holdings. Overlap is 0.00%

EUSA's top 25 holdings weight is 9.89%. BNDW's top 25 holdings weight is 99.99%.

Rank	EUSA	BNDW
#1	UNITED THERAPEUTICS CORP (UTHR) - 0.44%	VANGUARD TOTAL BOND MARKET ETF (BND) - 51.76%
#2	NETFLIX INC (NFLX) - 0.44%	VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 48.23%
#3	TEXAS INSTRUMENTS INC (TXN) - 0.44%	N/A
#4	SYNOPSYS INC (SNPS) - 0.44%	N/A
#5	NUCOR CORP (NUE) - 0.44%	N/A
#6	NVIDIA CORP (NVDA) - 0.44%	N/A
#7	STEEL DYNAMICS INC (STLD) - 0.44%	N/A
#8	STATE STREET CORP (STT) - 0.44%	N/A
#9	QUANTA SERVICES INC (PWR) - 0.44%	N/A
#10	ROCKET LAB CORP (RKLB) - 0.44%	N/A
#11	GARMIN LTD (GRMN) - 0.44%	N/A
#12	MARVELL TECHNOLOGY INC (MRVL) - 0.37%	N/A
#13	ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.36%	N/A
#14	ALTRIA GROUP INC (MO) - 0.36%	N/A
#15	AMETEK INC (AME) - 0.36%	N/A
#16	BLACKROCK INC (BLK) - 0.36%	N/A
#17	JACK HENRY & ASSOCIATES INC (JKHY) - 0.36%	N/A
#18	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.36%	N/A
#19	AFLAC INC (AFL) - 0.36%	N/A
#20	VERALTO CORP (VLTO) - 0.36%	N/A
#21	AMERICAN WATER WORKS CO INC (AWK) - 0.36%	N/A
#22	VENTAS INC (VTR) - 0.36%	N/A
#23	FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 0.36%	N/A
#24	FISERV INC (FISV) - 0.36%	N/A
#25	EDISON INTERNATIONAL (EIX) - 0.36%	N/A
Total Holdings	490	2

EUSA vs BNDW - Historical Returns

Returns include dividend reinvestment.

Period	EUSA	BNDW
1 month	+4.04%	-0.02%
3 months	+1.92%	-0.10%
6 months	+8.07%	+0.49%
1 year	+18.68%	+3.89%
5 years(CAGR)	+7.25%	+0.29%
10 years(CAGR)	+11.60%	N/A
Max(CAGR)	+11.97%	+1.86%

Winner

EUSA

+4.04%

BNDW

-0.02%

Winner

EUSA

+1.92%

BNDW

-0.10%

Winner

EUSA

+8.07%

BNDW

+0.49%

Winner

EUSA

+18.68%

BNDW

+3.89%

5Y(CAGR)

Winner

EUSA

+7.25%

BNDW

+0.29%

10Y(CAGR)

EUSA

+11.60%

BNDW

N/A

Max(CAGR)

Winner

EUSA

+11.97%

BNDW

+1.86%

EUSA vs BNDW - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EUSA	BNDW
2026	+5.40%	+0.58%
2025	+10.51%	+4.92%
2024	+15.10%	+2.81%
2023	+17.98%	+6.52%
2022	-17.00%	-12.52%
2021	+27.66%	-2.04%
2020	+14.76%	+6.03%
2019	+30.16%	+8.13%
2018	-9.19%	+1.21%
2017	+18.05%	N/A
2016	+16.33%	N/A
2015	-2.10%	N/A
2014	+14.92%	N/A
2013	+28.94%	N/A
2012	+13.92%	N/A
2011	+2.25%	N/A
2010	+15.55%	N/A

EUSA vs BNDW Drawdown Comparison

The maximum drawdown for EUSA was -39.16%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

The current EUSA drawdown is -0.82%. The current BNDW drawdown is -1.40%.

Rank	EUSA	BNDW
#1	-39.16% Feb 20, 2020 - Nov 9, 2020	-17.22% Dec 31, 2020 - Feb 26, 2026
#2	-25.23% Nov 16, 2021 - Feb 29, 2024	-7.55% Mar 6, 2020 - Jun 29, 2020
#3	-20.76% Sep 20, 2018 - Apr 12, 2019	-2.69% Feb 27, 2026 - Mar 27, 2026
#4	-18.67% May 21, 2015 - Jul 11, 2016	-1.96% Sep 3, 2019 - Jan 24, 2020
#5	-18.23% May 10, 2011 - Feb 16, 2012	-1.28% Sep 6, 2018 - Dec 4, 2018
#6	-18.20% Nov 29, 2024 - Jul 22, 2025	-1.14% Aug 4, 2020 - Nov 30, 2020
#7	-10.27% May 13, 2010 - Oct 15, 2010	-0.72% Jul 3, 2019 - Jul 24, 2019
#8	-10.00% Mar 27, 2012 - Aug 17, 2012	-0.64% Mar 27, 2019 - May 7, 2019
#9	-9.17% Jan 26, 2018 - Aug 20, 2018	-0.57% Jan 3, 2019 - Jan 23, 2019
#10	-8.08% Sep 19, 2014 - Oct 31, 2014	-0.47% Feb 3, 2020 - Feb 18, 2020
#11	-7.82% Feb 26, 2026 - Apr 17, 2026	-0.47% Feb 22, 2019 - Mar 7, 2019
#12	-7.75% Sep 14, 2012 - Jan 2, 2013	-0.46% Aug 15, 2019 - Aug 27, 2019
#13	-7.26% Jul 24, 2019 - Oct 28, 2019	-0.42% Nov 30, 2020 - Dec 11, 2020
#14	-6.81% Apr 30, 2019 - Jun 20, 2019	-0.25% Jun 20, 2019 - Jun 28, 2019
#15	-6.21% Mar 28, 2024 - Jul 15, 2024	-0.22% Aug 7, 2019 - Aug 12, 2019

Correlation

Correlation between EUSA and BNDW is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2010 - 2026)

EUSA vs BNDW dividend yield comparison.

Year	EUSA	BNDW
2026	0.32%	1.11%
2025	1.63%	4.12%
2024	1.47%	3.90%
2023	1.53%	3.73%
2022	1.73%	2.02%
2021	1.23%	2.58%
2020	1.45%	1.56%
2019	1.49%	3.05%
2018	2.01%	1.66%
2017	1.50%	0.00%
2016	1.59%	0.00%
2015	2.21%	0.00%
2014	1.91%	0.00%
2013	1.97%	0.00%
2012	2.07%	0.00%
2011	1.10%	0.00%
2010	1.48%	0.00%