EVUS vs LRGE
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and CLEARBRIDGE LARGE CAP GROWTH SELECT ETF (LRGE, ETF).
EVUS vs LRGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVUS
$365M
Winner
LRGE
$365M
Expense Ratio
Winner
EVUS
0.18%
LRGE
0.48%
Max Drawdown
Winner
EVUS
16.43%
LRGE
37.78%
Sharpe Ratio
Winner
EVUS
1.65
LRGE
0.43
5Y Beta
Winner
EVUS
0.70
LRGE
1.08
P/E Ratio
Winner
EVUS
22.59
LRGE
26.84
Forward P/E
Winner
EVUS
17.12
LRGE
24.12
PEG Ratio
Winner
EVUS
-1.58
LRGE
0.37
5Y Dividends CAGR
EVUS
N/A
LRGE
11.03%
5Y EPS CAGR
EVUS
13.02%
Winner
LRGE
34.13%
Debt to Equity
EVUS
101.62%
LRGE
N/A
P/S Ratio
Winner
EVUS
2.38
LRGE
5.15
P/B Ratio
Winner
EVUS
3.71
LRGE
7.93
EVUS vs LRGE - Holdings Comparison
EVUS and LRGE have 19 common holdings. Overlap is 16.77%
EVUS's top 25 holdings weight is 40.87%. LRGE's top 25 holdings weight is 85.63%.
| Rank | EVUS | LRGE |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.64% | NET CURRENT ASSETS USD (n/a) - 22.38% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.93% | NVIDIA CORP (NVDA) - 9.21% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.17% | MICROSOFT CORP (MSFT) - 6.40% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.70% | AMAZON.COM INC (AMZN) - 5.73% |
| #5 | ABBVIE INC (ABBV) - 1.54% | META PLATFORMS INC CLASS A (META) - 4.80% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.53% | APPLE INC (AAPL) - 3.82% |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.53% | VISA INC CLASS A (V) - 3.45% |
| #8 | INTEL CORP (INTC) - 1.52% | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.46% | NETFLIX INC (NFLX) - 3.03% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% | ALPHABET INC CLASS A (GOOGL) - 1.96% |
| #11 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.24% | SYNOPSYS INC (SNPS) - 1.95% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.21% | EATON CORP PLC (ETN) - 1.93% |
| #13 | THE HOME DEPOT INC (HD) - 1.19% | PALO ALTO NETWORKS INC (PANW) - 1.78% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.18% | INTUIT INC (INTU) - 1.75% |
| #15 | COCA-COLA CO (KO) - 1.13% | TESLA INC (TSLA) - 1.70% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.10% | INTUITIVE SURGICAL INC (ISRG) - 1.52% |
| #17 | MORGAN STANLEY (MS) - 1.03% | W.W. GRAINGER INC (GWW) - 1.42% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 0.98% | UBER TECHNOLOGIES INC (UBER) - 1.25% |
| #19 | MERCK & CO INC (MRK) - 0.92% | S&P GLOBAL INC (SPGI) - 1.24% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.85% | SHERWIN-WILLIAMS CO (SHW) - 1.21% |
| #21 | WILLIAMS COMPANIES INC (WMB) - 0.79% | WORKDAY INC CLASS A (WDAY) - 1.20% |
| #22 | BANK OF NEW YORK MELLON CORP (BNY) - 0.76% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% |
| #23 | UNION PACIFIC CORP (UNP) - 0.75% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% |
| #24 | PROGRESSIVE CORP (PGR) - 0.74% | BROADCOM INC (AVGO) - 1.12% |
| #25 | ANALOG DEVICES INC (ADI) - 0.73% | ASML HOLDING NV ADR (ASML) - 1.10% |
| Total Holdings | 224 | 43 |
EVUS vs LRGE - Historical Returns
Returns include dividend reinvestment.
1M
EVUS
+4.38%
Winner
LRGE
+4.63%
3M
Winner
EVUS
+6.79%
LRGE
+0.97%
6M
Winner
EVUS
+11.41%
LRGE
+10.30%
1Y
Winner
EVUS
+21.99%
LRGE
+8.61%
5Y(CAGR)
EVUS
N/A
LRGE
+9.20%
10Y(CAGR)
EVUS
N/A
LRGE
+15.10%
Max(CAGR)
EVUS
+13.45%
Winner
LRGE
+15.10%
EVUS vs LRGE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | LRGE |
|---|---|---|
| 2026 | +16.24% | +6.13% |
| 2025 | +13.46% | +9.49% |
| 2024 | +13.75% | +28.06% |
| 2023 | +3.47% | +45.97% |
| 2022 | N/A | -31.43% |
| 2021 | N/A | +24.40% |
| 2020 | N/A | +30.62% |
| 2019 | N/A | +33.80% |
| 2018 | N/A | -0.66% |
| 2017 | N/A | +16.00% |
EVUS vs LRGE Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The current EVUS drawdown is -0.51%. The current LRGE drawdown is -3.26%.
| Rank | EVUS | LRGE |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -37.04% Nov 19, 2021 - Jan 19, 2024 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -29.31% Feb 19, 2020 - Jul 1, 2020 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -20.26% Jan 23, 2025 - Jun 27, 2025 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -19.19% Oct 1, 2018 - Mar 21, 2019 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -16.32% Oct 28, 2025 - May 14, 2026 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -10.20% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -9.43% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -9.25% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -8.35% Jun 1, 2026 - Aug 12, 2026 |
| #11 | -2.30% Jun 4, 2026 - Jul 1, 2026 | -7.72% Feb 12, 2021 - Apr 5, 2021 |
| #12 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -7.37% Jul 26, 2019 - Nov 8, 2019 |
| #13 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -7.03% Mar 21, 2024 - Jun 5, 2024 |
| #14 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -6.54% Sep 3, 2021 - Oct 21, 2021 |
| #15 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -5.57% Apr 29, 2021 - Jun 10, 2021 |
Correlation
Correlation between EVUS and LRGE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
EVUS vs LRGE dividend yield comparison.
| Year | EVUS | LRGE |
|---|---|---|
| 2026 | 0.70% | 0.00% |
| 2025 | 1.62% | 0.13% |
| 2024 | 1.99% | 0.17% |
| 2023 | 2.31% | 0.11% |
| 2022 | 0.00% | 2.02% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 0.37% |
| 2019 | 0.00% | 0.37% |
| 2018 | 0.00% | 2.10% |
| 2017 | 0.00% | 0.37% |
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