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 +13.3% compared to +7.3%
EUSA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUSA
$1.50B
Winner
SPY
$652B
Expense Ratio
EUSA
0.09%
SPY
0.09%
Max Drawdown
Winner
EUSA
39.16%
SPY
56.47%
Sharpe Ratio
EUSA
1.23
Winner
SPY
2.07
5Y Beta
Winner
EUSA
0.82
SPY
1.00
P/E Ratio
Winner
EUSA
26.40
SPY
28.24
Forward P/E
Winner
EUSA
16.45
SPY
21.85
5Y Dividends CAGR
Winner
EUSA
14.26%
SPY
5.43%
5Y EPS CAGR
EUSA
11.96%
Winner
SPY
25.79%
Debt to Equity
EUSA
38.63%
Winner
SPY
22.35%
P/S Ratio
Winner
EUSA
2.11
SPY
3.55
P/B Ratio
Winner
EUSA
3.24
SPY
5.29
EUSA vs SPY - Holdings Comparison
EUSA and SPY have 413 common holdings. Overlap is 39.60%
EUSA's top 25 holdings weight is 9.89%. SPY's top 25 holdings weight is 51.32%.
| Rank | EUSA | SPY |
|---|---|---|
| #1 | UNITED THERAPEUTICS CORP (UTHR) - 0.44% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NETFLIX INC (NFLX) - 0.44% | APPLE INC (AAPL) - 6.48% |
| #3 | TEXAS INSTRUMENTS INC (TXN) - 0.44% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SYNOPSYS INC (SNPS) - 0.44% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | NUCOR CORP (NUE) - 0.44% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | NVIDIA CORP (NVDA) - 0.44% | BROADCOM INC (AVGO) - 3.09% |
| #7 | STEEL DYNAMICS INC (STLD) - 0.44% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | STATE STREET CORP (STT) - 0.44% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | QUANTA SERVICES INC (PWR) - 0.44% | TESLA INC (TSLA) - 1.73% |
| #10 | ROCKET LAB CORP (RKLB) - 0.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | GARMIN LTD (GRMN) - 0.44% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MARVELL TECHNOLOGY INC (MRVL) - 0.37% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.36% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ALTRIA GROUP INC (MO) - 0.36% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AMETEK INC (AME) - 0.36% | WALMART INC (WMT) - 0.91% |
| #16 | BLACKROCK INC (BLK) - 0.36% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.36% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.36% | VISA INC CLASS A (V) - 0.85% |
| #19 | AFLAC INC (AFL) - 0.36% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | VERALTO CORP (VLTO) - 0.36% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AMERICAN WATER WORKS CO INC (AWK) - 0.36% | INTEL CORP (INTC) - 0.65% |
| #22 | VENTAS INC (VTR) - 0.36% | NETFLIX INC (NFLX) - 0.64% |
| #23 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 0.36% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FISERV INC (FISV) - 0.36% | CHEVRON CORP (CVX) - 0.58% |
| #25 | EDISON INTERNATIONAL (EIX) - 0.36% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 490 | 505 |
EUSA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EUSA
+4.04%
Winner
SPY
+9.11%
3M
EUSA
+1.92%
Winner
SPY
+6.59%
6M
EUSA
+8.07%
Winner
SPY
+10.56%
1Y
EUSA
+18.68%
Winner
SPY
+32.04%
5Y(CAGR)
EUSA
+7.25%
Winner
SPY
+13.35%
10Y(CAGR)
EUSA
+11.60%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EUSA
+11.97%
SPY
+8.50%
EUSA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EUSA | SPY |
|---|---|---|
| 2026 | +5.40% | +8.27% |
| 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 -0.82%.
| 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 | 0.32% | 0.24% |
| 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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