EUSA vs SPY
Comparison between ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EUSA, delivering a return of +13.2% compared to +7.7%
EUSA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUSA
$1.70B
Winner
SPY
$784B
Expense Ratio
EUSA
0.09%
SPY
0.09%
Max Drawdown
Winner
EUSA
39.16%
SPY
56.47%
Sharpe Ratio
EUSA
1.13
Winner
SPY
1.54
5Y Beta
Winner
EUSA
0.82
SPY
1.00
P/E Ratio
Winner
EUSA
25.79
SPY
27.62
Forward P/E
Winner
EUSA
17.56
SPY
21.11
5Y Dividends CAGR
Winner
EUSA
11.46%
SPY
6.00%
5Y EPS CAGR
EUSA
12.34%
Winner
SPY
25.30%
Debt to Equity
Winner
EUSA
19.85%
SPY
31.11%
P/S Ratio
Winner
EUSA
2.05
SPY
3.49
P/B Ratio
Winner
EUSA
3.46
SPY
5.30
EUSA vs SPY - Holdings Comparison
EUSA and SPY have 447 common holdings. Overlap is 42.53%
EUSA's top 25 holdings weight is 6.59%. SPY's top 25 holdings weight is 51.24%.
| Rank | EUSA | SPY |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | n/a (DELL) - 0.33% | APPLE INC (AAPL) - 6.81% |
| #3 | MARVELL TECHNOLOGY INC (MRVL) - 0.30% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | WESTERN DIGITAL CORP (WDC) - 0.29% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MICRON TECHNOLOGY INC (MU) - 0.28% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ASTERA LABS INC (ALAB) - 0.28% | BROADCOM INC (AVGO) - 2.77% |
| #7 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.27% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | APPLIED MATERIALS INC (AMAT) - 0.27% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.27% | TESLA INC (TSLA) - 1.76% |
| #11 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | KLA CORP (KLAC) - 0.25% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | LAM RESEARCH CORP (LRCX) - 0.25% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | AMPHENOL CORP CLASS A (APH) - 0.25% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SHARKNINJA INC (SN) - 0.24% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TERADYNE INC (TER) - 0.24% | VISA INC CLASS A (V) - 0.87% |
| #18 | NETAPP INC (NTAP) - 0.24% | INTEL CORP (INTC) - 0.85% |
| #19 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.24% | WALMART INC (WMT) - 0.82% |
| #20 | ENTEGRIS INC (ENTG) - 0.24% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | OKTA INC CLASS A (OKTA) - 0.24% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | WILLIAMS-SONOMA INC (WSM) - 0.24% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SMURFIT WESTROCK PLC (SW) - 0.23% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | INTERNATIONAL PAPER CO (IP) - 0.23% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | HYATT HOTELS CORP CLASS A (H) - 0.23% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 530 | 505 |
EUSA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EUSA
+1.15%
SPY
-1.37%
3M
EUSA
+10.05%
Winner
SPY
+12.22%
6M
Winner
EUSA
+7.93%
SPY
+7.20%
1Y
EUSA
+17.10%
Winner
SPY
+23.58%
5Y(CAGR)
EUSA
+7.71%
Winner
SPY
+13.19%
10Y(CAGR)
EUSA
+11.46%
Winner
SPY
+15.12%
Max(CAGR)
Winner
EUSA
+12.06%
SPY
+8.44%
EUSA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EUSA | SPY |
|---|---|---|
| 2026 | +8.26% | +7.95% |
| 2025 | +10.51% | +18.00% |
| 2024 | +15.10% | +25.59% |
| 2023 | +17.98% | +26.72% |
| 2022 | -17.00% | -18.64% |
| 2021 | +27.66% | +30.52% |
| 2020 | +14.76% | +17.28% |
| 2019 | +30.16% | +31.09% |
| 2018 | -9.19% | -5.24% |
| 2017 | +18.05% | +20.78% |
| 2016 | +16.33% | +13.59% |
| 2015 | -2.10% | +1.31% |
| 2014 | +14.92% | +14.56% |
| 2013 | +28.94% | +29.00% |
| 2012 | +13.92% | +14.17% |
| 2011 | +2.25% | +0.85% |
| 2010 | +15.55% | +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% |
EUSA vs SPY Drawdown Comparison
The maximum drawdown for EUSA was -39.16%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EUSA drawdown is -1.58%. The current SPY drawdown is -3.18%.
| Rank | EUSA | SPY |
|---|---|---|
| #1 | -39.16% Feb 20, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.23% Nov 16, 2021 - Feb 29, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.76% Sep 20, 2018 - Apr 12, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.67% May 21, 2015 - Jul 11, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.23% May 10, 2011 - Feb 16, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.20% Nov 29, 2024 - Jul 22, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.27% May 13, 2010 - Oct 15, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.00% Mar 27, 2012 - Aug 17, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.17% Jan 26, 2018 - Aug 20, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.08% Sep 19, 2014 - Oct 31, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.82% Feb 26, 2026 - Apr 17, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.75% Sep 14, 2012 - Jan 2, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.26% Jul 24, 2019 - Oct 28, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.81% Apr 30, 2019 - Jun 20, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.21% Mar 28, 2024 - Jul 15, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EUSA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
EUSA vs SPY dividend yield comparison.
| Year | EUSA | SPY |
|---|---|---|
| 2026 | 0.59% | 0.50% |
| 2025 | 1.63% | 1.07% |
| 2024 | 1.47% | 1.21% |
| 2023 | 1.53% | 1.40% |
| 2022 | 1.73% | 1.65% |
| 2021 | 1.23% | 1.20% |
| 2020 | 1.45% | 1.52% |
| 2019 | 1.49% | 1.75% |
| 2018 | 2.01% | 2.04% |
| 2017 | 1.50% | 1.80% |
| 2016 | 1.59% | 2.03% |
| 2015 | 2.21% | 2.06% |
| 2014 | 1.91% | 1.87% |
| 2013 | 1.97% | 1.81% |
| 2012 | 2.07% | 2.18% |
| 2011 | 1.10% | 2.05% |
| 2010 | 1.48% | 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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