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