EUSB vs VLU

Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF).

5-Year PerformanceVLU has outperformed EUSB, delivering a return of +11.8% compared to +0.3%

EUSB vs VLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSB(ETF)	VLU(ETF)
Net Assets	$691M	$693M
Expense Ratio	0.12%	0.12%
Max Drawdown	21.72%	37.91%
Sharpe Ratio	0.16	2.07
5Y Beta	0.04	0.79
P/E Ratio	N/A	21.70
Forward P/E	N/A	15.27
5Y Dividends CAGR	29.73%	8.76%
5Y EPS CAGR	N/A	13.73%
Debt to Equity	N/A	32.45%
P/S Ratio	N/A	1.37
P/B Ratio	N/A	2.66

Net Assets

EUSB

$691M

Winner

VLU

$693M

Expense Ratio

EUSB

0.12%

VLU

0.12%

Max Drawdown

Winner

EUSB

21.72%

VLU

37.91%

Sharpe Ratio

EUSB

0.16

Winner

VLU

2.07

5Y Beta

Winner

EUSB

0.04

VLU

0.79

P/E Ratio

EUSB

N/A

VLU

21.70

Forward P/E

EUSB

N/A

VLU

15.27

5Y Dividends CAGR

Winner

EUSB

29.73%

VLU

8.76%

5Y EPS CAGR

EUSB

N/A

VLU

13.73%

Debt to Equity

EUSB

N/A

VLU

32.45%

P/S Ratio

EUSB

N/A

VLU

1.37

P/B Ratio

EUSB

N/A

VLU

2.66

EUSB vs VLU - Historical Returns

Returns include dividend reinvestment.

Period	EUSB	VLU
1 month	-0.22%	+1.94%
3 months	-0.92%	+7.33%
6 months	+0.20%	+12.99%
1 year	+4.42%	+29.65%
5 years(CAGR)	+0.28%	+11.81%
10 years(CAGR)	N/A	+13.95%
Max(CAGR)	+0.19%	+13.71%

EUSB

-0.22%

Winner

VLU

+1.94%

EUSB

-0.92%

Winner

VLU

+7.33%

EUSB

+0.20%

Winner

VLU

+12.99%

EUSB

+4.42%

Winner

VLU

+29.65%

5Y(CAGR)

EUSB

+0.28%

Winner

VLU

+11.81%

10Y(CAGR)

EUSB

N/A

VLU

+13.95%

Max(CAGR)

EUSB

+0.19%

Winner

VLU

+13.71%

EUSB vs VLU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EUSB	VLU
2026	-0.02%	+11.77%
2025	+7.35%	+16.93%
2024	+2.26%	+17.18%
2023	+5.24%	+17.26%
2022	-12.12%	-9.01%
2021	-1.19%	+32.52%
2020	+1.68%	+9.22%
2019	N/A	+25.72%
2018	N/A	-7.87%
2017	N/A	+16.99%
2016	N/A	+18.60%
2015	N/A	-0.88%
2014	N/A	+14.49%
2013	N/A	+34.60%
2012	N/A	+2.14%

EUSB vs VLU Drawdown Comparison

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current EUSB drawdown is -1.65%. The current VLU drawdown is -1.15%.

Rank	EUSB	VLU
#1	-17.87% Aug 4, 2020 - Feb 12, 2026	-37.36% Feb 12, 2020 - Nov 16, 2020
#2	-2.48% Feb 27, 2026 - May 19, 2026	-20.21% Sep 24, 2018 - Oct 25, 2019
#3	-0.24% Jul 23, 2020 - Jul 30, 2020	-19.56% Jan 11, 2022 - Jul 28, 2023
#4	-0.16% Jul 9, 2020 - Jul 16, 2020	-16.23% Feb 19, 2025 - Jul 1, 2025
#5	-0.11% Feb 13, 2026 - Feb 23, 2026	-15.95% May 19, 2015 - Jul 25, 2016
#6	-0.07% Jun 26, 2020 - Jul 2, 2020	-10.57% Jan 26, 2018 - Aug 21, 2018
#7	-0.05% Jul 7, 2020 - Jul 9, 2020	-10.55% Jul 31, 2023 - Dec 11, 2023
#8	-0.04% Jul 2, 2020 - Jul 7, 2020	-7.43% Sep 4, 2014 - Nov 5, 2014
#9	-0.03% Feb 23, 2026 - Feb 26, 2026	-6.63% Jan 15, 2014 - Feb 24, 2014
#10	-0.01% Jul 30, 2020 - Aug 3, 2020	-6.34% Feb 11, 2026 - Apr 14, 2026
#11	N/A	-6.21% Nov 29, 2024 - Feb 19, 2025
#12	N/A	-5.99% Jul 17, 2024 - Aug 23, 2024
#13	N/A	-5.76% Nov 8, 2021 - Dec 27, 2021
#14	N/A	-5.32% Oct 31, 2012 - Dec 11, 2012
#15	N/A	-5.16% May 31, 2013 - Jul 9, 2013

Correlation

Correlation between EUSB and VLU is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2012 - 2026)

EUSB vs VLU dividend yield comparison.

Year	EUSB	VLU
2026	1.65%	0.39%
2025	3.84%	1.82%
2024	3.67%	2.00%
2023	3.08%	2.02%
2022	2.21%	2.16%
2021	1.10%	1.86%
2020	0.57%	1.98%
2019	0.00%	2.19%
2018	0.00%	2.57%
2017	0.00%	1.96%
2016	0.00%	2.14%
2015	0.00%	6.37%
2014	0.00%	5.42%
2013	0.00%	3.41%
2012	0.00%	0.55%