EVUS vs FIDI
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).
EVUS vs FIDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVUS
$326M
FIDI
$325M
Expense Ratio
EVUS
0.18%
FIDI
0.18%
Max Drawdown
Winner
EVUS
16.43%
FIDI
50.61%
Sharpe Ratio
EVUS
1.32
Winner
FIDI
1.66
5Y Beta
EVUS
0.70
Winner
FIDI
0.52
P/E Ratio
EVUS
22.60
FIDI
N/A
Forward P/E
EVUS
16.61
FIDI
N/A
PEG Ratio
EVUS
0.26
FIDI
N/A
5Y Dividends CAGR
EVUS
N/A
FIDI
14.41%
5Y EPS CAGR
EVUS
13.49%
FIDI
N/A
Debt to Equity
EVUS
8.21%
FIDI
N/A
P/S Ratio
EVUS
2.37
FIDI
N/A
P/B Ratio
EVUS
3.65
FIDI
N/A
EVUS vs FIDI - Holdings Comparison
EVUS and FIDI have 1 common holdings. Overlap is 0.00%
EVUS's top 25 holdings weight is 41.18%. FIDI's top 25 holdings weight is 54.74%.
| Rank | EVUS | FIDI |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.44% | EQUINOR ASA (n/a) - 3.37% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.77% | TOTALENERGIES SE (TTE:XPAR) - 3.21% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.40% | ENBRIDGE INC (n/a) - 2.77% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.63% | KLEPIERRE (n/a) - 2.71% |
| #5 | INTEL CORP (INTC) - 1.85% | NESTLE SA (n/a) - 2.71% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.61% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.62% |
| #7 | ABBVIE INC (ABBV) - 1.52% | ENEL SPA (n/a) - 2.58% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.49% | LINK REAL ESTATE INVESTMENT TRUST (n/a) - 2.43% |
| #9 | EXXON MOBIL CORP (XOM) - 1.38% | ENGIE SA (n/a) - 2.39% |
| #10 | THE HOME DEPOT INC (HD) - 1.27% | DAITO TRUST CONSTRUCTION CO LTD (n/a) - 2.36% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24% | NATURGY ENERGY GROUP SA (n/a) - 2.30% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | WOODSIDE ENERGY GROUP LTD (n/a) - 2.24% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% | CAPITAL POWER CORP (n/a) - 2.23% |
| #14 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.18% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.08% |
| #15 | COCA-COLA CO (KO) - 1.13% | JAPAN TOBACCO INC (n/a) - 2.01% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.06% | ORIGIN ENERGY LTD (n/a) - 1.87% |
| #17 | MORGAN STANLEY (MS) - 1.02% | TOYOTA MOTOR CORP (n/a) - 1.81% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% | WESFARMERS LTD (n/a) - 1.80% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 0.97% | CARREFOUR (n/a) - 1.79% |
| #20 | MERCK & CO INC (MRK) - 0.92% | COLES GROUP LTD (n/a) - 1.77% |
| #21 | TEXAS INSTRUMENTS INC (TXN) - 0.88% | FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 1.66% |
| #22 | PROGRESSIVE CORP (PGR) - 0.82% | HSBC HOLDINGS PLC (n/a) - 1.55% |
| #23 | WILLIAMS COMPANIES INC (WMB) - 0.79% | IMPERIAL BRANDS PLC (n/a) - 1.51% |
| #24 | ANALOG DEVICES INC (ADI) - 0.74% | RENAULT SA (n/a) - 1.49% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.72% | MERCEDES-BENZ GROUP AG (n/a) - 1.48% |
| Total Holdings | 225 | 117 |
EVUS vs FIDI - Historical Returns
Returns include dividend reinvestment.
1M
EVUS
+1.56%
Winner
FIDI
+4.67%
3M
Winner
EVUS
+5.60%
FIDI
+3.14%
6M
EVUS
+8.24%
Winner
FIDI
+8.75%
1Y
EVUS
+17.92%
Winner
FIDI
+23.24%
5Y(CAGR)
EVUS
N/A
FIDI
+12.22%
10Y(CAGR)
EVUS
N/A
FIDI
+6.11%
Max(CAGR)
Winner
EVUS
+12.26%
FIDI
+6.11%
EVUS vs FIDI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | FIDI |
|---|---|---|
| 2026 | +10.84% | +11.45% |
| 2025 | +13.46% | +39.31% |
| 2024 | +13.75% | +0.60% |
| 2023 | +3.47% | +15.81% |
| 2022 | N/A | -5.45% |
| 2021 | N/A | +16.76% |
| 2020 | N/A | -12.62% |
| 2019 | N/A | +16.38% |
| 2018 | N/A | -20.15% |
EVUS vs FIDI Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.
The current EVUS drawdown is -0.87%. The current FIDI drawdown is -0.94%.
| Rank | EVUS | FIDI |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -46.34% Jan 26, 2018 - Jan 13, 2022 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -26.03% Feb 9, 2022 - Dec 14, 2023 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -12.08% Mar 19, 2025 - Apr 24, 2025 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -10.83% Sep 27, 2024 - Mar 5, 2025 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -7.34% May 20, 2024 - Aug 23, 2024 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -6.93% Feb 26, 2026 - Apr 13, 2026 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -4.96% Jan 8, 2024 - Mar 6, 2024 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -4.64% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -4.28% Apr 9, 2024 - May 9, 2024 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -3.93% Apr 14, 2026 - Jul 14, 2026 |
| #11 | -2.30% Jun 4, 2026 - Jul 1, 2026 | -3.67% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -3.24% Jan 14, 2022 - Feb 8, 2022 |
| #13 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -2.94% Aug 22, 2025 - Oct 3, 2025 |
| #14 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -2.86% Aug 30, 2024 - Sep 16, 2024 |
| #15 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -2.68% Jun 12, 2025 - Jun 30, 2025 |
Correlation
Correlation between EVUS and FIDI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2018 - 2026)
EVUS vs FIDI dividend yield comparison.
| Year | EVUS | FIDI |
|---|---|---|
| 2026 | 0.73% | 2.41% |
| 2025 | 1.62% | 4.33% |
| 2024 | 1.99% | 5.72% |
| 2023 | 2.31% | 4.80% |
| 2022 | 0.00% | 5.09% |
| 2021 | 0.00% | 4.00% |
| 2020 | 0.00% | 3.36% |
| 2019 | 0.00% | 4.26% |
| 2018 | 0.00% | 4.37% |
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