EUSA vs SPGM
Comparison between ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed EUSA, delivering a return of +11.5% compared to +7.9%
EUSA vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUSA
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
EUSA
0.09%
SPGM
0.09%
Max Drawdown
EUSA
39.16%
Winner
SPGM
33.97%
Sharpe Ratio
EUSA
1.16
Winner
SPGM
1.52
5Y Beta
Winner
EUSA
0.81
SPGM
0.91
P/E Ratio
Winner
EUSA
25.34
SPGM
26.13
Forward P/E
Winner
EUSA
18.10
SPGM
19.82
5Y Dividends CAGR
EUSA
11.46%
Winner
SPGM
13.19%
5Y EPS CAGR
EUSA
12.28%
Winner
SPGM
24.24%
Debt to Equity
EUSA
23.29%
SPGM
N/A
P/S Ratio
EUSA
2.10
Winner
SPGM
0.20
P/B Ratio
Winner
EUSA
3.46
SPGM
4.83
EUSA vs SPGM - Holdings Comparison
EUSA and SPGM have 291 common holdings. Overlap is 28.66%
EUSA's top 25 holdings weight is 6.25%. SPGM's top 25 holdings weight is 29.28%.
| Rank | EUSA | SPGM |
|---|---|---|
| #1 | n/a (DELL) - 0.31% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | OKTA INC CLASS A (OKTA) - 0.30% | APPLE INC (AAPL) - 3.64% |
| #3 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.29% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | SHARKNINJA INC (SN) - 0.26% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | PALO ALTO NETWORKS INC (PANW) - 0.26% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.26% | BROADCOM INC (AVGO) - 1.40% |
| #8 | BEST BUY CO INC (BBY) - 0.26% | n/a (TSM) - 1.38% |
| #9 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.25% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | NETAPP INC (NTAP) - 0.25% | TESLA INC (TSLA) - 1.06% |
| #11 | NATERA INC (NTRA) - 0.25% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | ILLUMINA INC (ILMN) - 0.25% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.25% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | APPLIED MATERIALS INC (AMAT) - 0.25% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | DOLLAR TREE INC (DLTR) - 0.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.24% | VISA INC CLASS A (V) - 0.58% |
| #17 | TOAST INC CLASS A (TOST) - 0.24% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 0.24% | CHEVRON CORP (CVX) - 0.53% |
| #19 | GENUINE PARTS CO (GPC) - 0.24% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.24% | WALMART INC (WMT) - 0.51% |
| #21 | DATADOG INC CLASS A (DDOG) - 0.22% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.22% | CHUBB LTD (CB) - 0.50% |
| #23 | COREBRIDGE FINANCIAL INC (CRBG) - 0.22% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | ARTHUR J. GALLAGHER & CO (AJG) - 0.22% | NESTLE SA (n/a) - 0.50% |
| #25 | ABBVIE INC (ABBV) - 0.22% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 492 | 2333 |
EUSA vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
EUSA
+1.15%
Winner
SPGM
+1.51%
3M
Winner
EUSA
+6.22%
SPGM
+3.54%
6M
EUSA
+9.46%
Winner
SPGM
+10.24%
1Y
EUSA
+18.59%
Winner
SPGM
+26.34%
5Y(CAGR)
EUSA
+7.92%
Winner
SPGM
+11.54%
10Y(CAGR)
EUSA
+11.65%
Winner
SPGM
+12.75%
Max(CAGR)
Winner
EUSA
+12.25%
SPGM
+11.42%
EUSA vs SPGM - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EUSA | SPGM |
|---|---|---|
| 2026 | +12.88% | +13.82% |
| 2025 | +10.51% | +23.70% |
| 2024 | +15.10% | +17.65% |
| 2023 | +17.98% | +21.33% |
| 2022 | -17.00% | -17.95% |
| 2021 | +27.66% | +20.77% |
| 2020 | +14.76% | +14.24% |
| 2019 | +30.16% | +26.23% |
| 2018 | -9.19% | -10.47% |
| 2017 | +18.05% | +22.11% |
| 2016 | +16.33% | +10.39% |
| 2015 | -2.10% | -2.10% |
| 2014 | +14.92% | +11.58% |
| 2013 | +28.94% | +20.65% |
| 2012 | +13.92% | +1.33% |
| 2011 | +2.25% | N/A |
| 2010 | +15.55% | N/A |
EUSA vs SPGM Drawdown Comparison
The maximum drawdown for EUSA was -39.16%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current EUSA drawdown is -0.78%. The current SPGM drawdown is -0.29%.
| Rank | EUSA | SPGM |
|---|---|---|
| #1 | -39.16% Feb 20, 2020 - Nov 9, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -25.23% Nov 16, 2021 - Feb 29, 2024 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -20.76% Sep 20, 2018 - Apr 12, 2019 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -18.67% May 21, 2015 - Jul 11, 2016 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -18.23% May 10, 2011 - Feb 16, 2012 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -18.20% Nov 29, 2024 - Jul 22, 2025 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -10.27% May 13, 2010 - Oct 15, 2010 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -10.00% Mar 27, 2012 - Aug 17, 2012 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -9.17% Jan 26, 2018 - Aug 20, 2018 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -8.08% Sep 19, 2014 - Oct 31, 2014 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -7.82% Feb 26, 2026 - Apr 17, 2026 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -7.75% Sep 14, 2012 - Jan 2, 2013 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -7.26% Jul 24, 2019 - Oct 28, 2019 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -6.81% Apr 30, 2019 - Jun 20, 2019 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -6.21% Mar 28, 2024 - Jul 15, 2024 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between EUSA and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2010 - 2026)
EUSA vs SPGM dividend yield comparison.
| Year | EUSA | SPGM |
|---|---|---|
| 2026 | 0.57% | 0.76% |
| 2025 | 1.63% | 1.89% |
| 2024 | 1.47% | 1.98% |
| 2023 | 1.53% | 2.09% |
| 2022 | 1.73% | 2.37% |
| 2021 | 1.23% | 1.94% |
| 2020 | 1.45% | 1.45% |
| 2019 | 1.49% | 2.46% |
| 2018 | 2.01% | 1.89% |
| 2017 | 1.50% | 2.29% |
| 2016 | 1.59% | 1.87% |
| 2015 | 2.21% | 3.70% |
| 2014 | 1.91% | 2.18% |
| 2013 | 1.97% | 1.75% |
| 2012 | 2.07% | 2.26% |
| 2011 | 1.10% | 0.00% |
| 2010 | 1.48% | 0.00% |
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