EVUS vs CARK
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and CASTLEARK LARGE GROWTH ETF (CARK, ETF).
EVUS vs CARK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVUS
$309M
Winner
CARK
$309M
Expense Ratio
Winner
EVUS
0.18%
CARK
0.54%
Max Drawdown
Winner
EVUS
16.43%
CARK
25.24%
Sharpe Ratio
Winner
EVUS
1.57
CARK
0.80
5Y Beta
Winner
EVUS
0.70
CARK
1.21
P/E Ratio
Winner
EVUS
22.81
CARK
36.14
Forward P/E
Winner
EVUS
17.40
CARK
27.47
PEG Ratio
Winner
EVUS
0.41
CARK
0.48
5Y EPS CAGR
EVUS
14.64%
Winner
CARK
43.83%
Debt to Equity
Winner
EVUS
34.30%
CARK
43.19%
P/S Ratio
Winner
EVUS
2.29
CARK
9.80
P/B Ratio
Winner
EVUS
3.69
CARK
14.11
EVUS vs CARK - Holdings Comparison
EVUS and CARK have 7 common holdings. Overlap is 11.44%
EVUS's top 25 holdings weight is 39.58%. CARK's top 25 holdings weight is 97.84%.
| Rank | EVUS | CARK |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.65% | NVIDIA CORP (NVDA) - 16.78% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.80% | ALPHABET INC CLASS A (GOOGL) - 11.07% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.51% | APPLE INC (AAPL) - 7.18% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.45% | MICROSOFT CORP (MSFT) - 6.71% |
| #5 | INTEL CORP (INTC) - 1.77% | LAM RESEARCH CORP (LRCX) - 5.92% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.68% | CASH (n/a) - 5.09% |
| #7 | EXXON MOBIL CORP (XOM) - 1.59% | ELI LILLY AND CO (LLY) - 4.98% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | BROADCOM INC (AVGO) - 4.32% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.39% | ARISTA NETWORKS INC (ANET) - 4.19% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.39% | VISA INC CLASS A (V) - 3.79% |
| #11 | ABBVIE INC (ABBV) - 1.32% | AMAZON.COM INC (AMZN) - 3.77% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | META PLATFORMS INC CLASS A (META) - 3.06% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.17% | GE VERNOVA INC (GEV) - 2.59% |
| #14 | THE HOME DEPOT INC (HD) - 1.15% | MASTERCARD INC CLASS A (MA) - 2.35% |
| #15 | COCA-COLA CO (KO) - 1.15% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.16% |
| #16 | MORGAN STANLEY (MS) - 0.98% | SERVICENOW INC (NOW) - 1.97% |
| #17 | CATERPILLAR INC (CAT) - 0.97% | GILEAD SCIENCES INC (GILD) - 1.91% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.96% | TAPESTRY INC (TPR) - 1.91% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 0.92% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.45% |
| #20 | MERCK & CO INC (MRK) - 0.91% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 0.90% | ULTA BEAUTY INC (ULTA) - 1.25% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% | BOOKING HOLDINGS INC (BKNG) - 1.19% |
| #23 | HONEYWELL INTERNATIONAL INC (HON) - 0.83% | CHARLES SCHWAB CORP (SCHW) - 1.12% |
| #24 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.81% | AUTODESK INC (ADSK) - 0.96% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.78% | ANALOG DEVICES INC (ADI) - 0.80% |
| Total Holdings | 235 | 29 |
EVUS vs CARK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVUS
+1.60%
CARK
+1.23%
3M
EVUS
+5.68%
Winner
CARK
+8.69%
6M
Winner
EVUS
+9.55%
CARK
+4.88%
1Y
Winner
EVUS
+22.04%
CARK
+17.50%
Max(CAGR)
EVUS
+12.13%
Winner
CARK
+18.27%
EVUS vs CARK - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | CARK |
|---|---|---|
| 2026 | +8.73% | +4.53% |
| 2025 | +13.46% | +10.53% |
| 2024 | +13.75% | +28.67% |
| 2023 | +3.47% | +3.57% |
EVUS vs CARK Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.
The current EVUS drawdown is -1.52%. The current CARK drawdown is -4.93%.
| Rank | EVUS | CARK |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -25.22% Dec 11, 2024 - Jul 28, 2025 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -16.50% Oct 29, 2025 - May 6, 2026 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -14.79% Jul 10, 2024 - Dec 2, 2024 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -7.76% Mar 21, 2024 - May 21, 2024 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -4.93% Jun 1, 2026 - Jun 5, 2026 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -3.36% Feb 9, 2024 - Feb 22, 2024 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -3.31% Oct 9, 2025 - Oct 27, 2025 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -2.92% Dec 28, 2023 - Jan 10, 2024 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -2.69% May 14, 2026 - May 28, 2026 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -2.64% Sep 22, 2025 - Oct 6, 2025 |
| #11 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -2.58% Jun 18, 2024 - Jul 2, 2024 |
| #12 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -2.53% Aug 14, 2025 - Aug 28, 2025 |
| #13 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -2.42% Jul 28, 2025 - Aug 6, 2025 |
| #14 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -2.30% May 28, 2024 - Jun 5, 2024 |
| #15 | -1.52% Jun 4, 2026 - Jun 5, 2026 | -2.24% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between EVUS and CARK is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
EVUS vs CARK dividend yield comparison.
| Year | EVUS | CARK |
|---|---|---|
| 2026 | 0.39% | 0.00% |
| 2025 | 1.62% | 0.01% |
| 2024 | 1.99% | 0.02% |
| 2023 | 2.31% | 0.00% |
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