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SHRYvsEVUSETF Comparison

ETF 1

SHRY

First Trust Bloomberg Shareholder Yield ETF

This fund is part of

US High Dividend

-0.31%

Full SHRY fund page

VS

ETF 2

EVUS

iShares ESG Aware MSCI USA Value ETF

This fund is part of

US Large Cap Value

-0.09%

Full EVUS fund page

First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the US High Dividend segment. iShares ESG Aware MSCI USA Value ETF (EVUS) is part of the US Large Cap Value segment. SHRY's top 3 sector exposures are Financials, Information Technology and Energy. In contrast, EVUS's top sector exposures are Financials, Information Technology and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.18% for EVUS. SHRY is up 5.05% year-to-date (YTD) with +$2K in YTD flows. EVUS performs better with 5.81% YTD performance, and +$39M in YTD flows. Run a side-by-side ETF comparison of SHRY and EVUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SHRY vs EVUS performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SHRY EVUS	+1.07%+5.82%	+1.56%+2.11%	+5.05%+5.81%	+13.69%+23.09%	+49.20%+47.02%	+50.22%n/a
Flows	SHRY EVUS	-$26K+$13M	-$26K+$31M	+$2K+$39M	-$2M+$258M	-$6M+$276M	-$16M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SHRY EVUS	+10.90%+12.70%	+11.40%+11.09%	+13.15%+12.68%	+15.90%n/a
Max drawdown	SHRY EVUS	-5.10%-7.61%	-7.16%-7.61%	-15.23%-15.29%	-23.88%n/a
Max drawdown duration	SHRY EVUS	53d66d	99d66d	208d253d	717dn/a

Trading data

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	SHRY	EVUS
Last sale 4/27/2026 at 1:30 PM	$43.80	$33.77
Previous close 04/24/2026	$43.89	$33.75
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	SHRY	EVUS
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	SHRY	EVUS
Last price	$43.80	$33.77
1D performance	-0.21%	+0.06%
AuM	$17.56 M	$303.77 M
E/R	0.6%	0.18%

Characteristics

	SHRY	EVUS
Management strategy	Passive	Passive
Provider	First Trust	iShares
Benchmark	Bloomberg Shareholder Yield Index	MSCI USA Value Extended ESG Focus Index
N° of holdings	50	222
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 20, 2017	January 31, 2023
ESG	No	Yes

More SHRY data on Trackinsight

More EVUS data on Trackinsight

Exposure

Countries

SHRY

USA

96.26%

Other

3.74%

EVUS

USA

94.8%

Other

5.2%

Sectors

SHRY

Financials

19%

Information Techn.

17.55%

Energy

16.67%

Communication Ser.

12.75%

Consumer Staples

11.06%

Health Care

8.23%

Other

14.74%

EVUS

Financials

18.76%

Information Techn.

13.74%

Health Care

12.84%

Communication Ser.

11.97%

Industrials

10.44%

Energy

7.38%

Other

24.86%

Diversification

SHRY

Total weight of top 15 holdings out of 15

52.33%

EVUS

Total weight of top 15 holdings out of 15

27.91%

Top 15 holdings

Data as of March 31, 2026

SHRY

CHARTER COMMUNICATIONS INC(NEW)

5.14%

CONOCOPHILLIPS

4.87%

COMCAST

4.65%

CHENIERE ENERGY

4.25%

SYNCHRONY FINANCIAL

4.06%

ALTRIA GROUP

3.82%

CHEVRON TEXACO

3.68%

METLIFE

3.29%

PAYPAL HOLDINGS

3.21%

CIGNA

2.80%

FISERV

2.76%

UNION PACIFIC U

2.64%

KIMBERLY CLARK

2.48%

AFLAC

2.43%

COLGATE-PALMOLIVE CO

2.25%

EVUS

ALPHABET INC-CL

5.46%

META PLATFORMS

3.90%

JPMORGAN CHASE

2.57%

EXXON

1.91%

JOHNSON&JOHNSON

1.59%

BERKSHIRE HATHWAY

1.54%

ABBVIE

1.46%

HOME DEPOT

1.32%

PROCTERGAMBLE

1.29%

MICRON TECHNOLOGY

1.23%

APPLIED MATERIAL

1.20%

CISCO-T

1.18%

COCA-COLA

1.18%

THE GOLDMAN SACHS GROUP

1.09%

BK OF AMERICA CO

0.98%

Frequently asked questions about SHRY and EVUS

How have the SHRY and EVUS ETFs performed in 2026?

As of April 24, 2026, SHRY is up 5.05% year-to-date (YTD), while EVUS has returned 5.81%. That puts EVUS better performer ahead so far this year.

Which ETF is attracting more investor money: SHRY or EVUS?

Year-to-date, the SHRY ETF saw +$2K in flows, compared to +$39M for EVUS.

Which ETF is more volatile: SHRY or EVUS?

Over the past year, SHRY had a volatility of 11.4%, while EVUS experienced 11.09%.

Which ETF is bigger: SHRY or EVUS?

As of April 24, 2026, SHRY holds $17.56 M in assets under management (AUM), while EVUS manages $303.77 M.

What sectors do the SHRY and EVUS ETFs invest in?

SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, EVUS focuses on Financials, Information Technology and Health Care.

What are the top holdings of the SHRY ETF and EVUS ETF?

SHRY top holdings include CHARTER COMMUNICATIONS INC(NEW), CONOCOPHILLIPS and COMCAST. EVUS holds in its top three: ALPHABET INC-CL, META PLATFORMS and JPMORGAN CHASE.

Which ETF is more diversified: SHRY or EVUS?

SHRY holds 50 securities with 52.33% of its assets in the top 15. EVUS has 232 securities and a top 15 weight of 27.91%.

BlackRock's Newest ETFs: Metaverse to Emerging Markets

March 23, 2023

EVUS

SHRYvsEVUSETF Comparison

First Trust Bloomberg Shareholder Yield ETF

iShares ESG Aware MSCI USA Value ETF

SHRY vs EVUS performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SHRY and EVUS ETFs performed in 2026?

As of April 24, 2026, SHRY is up 5.05% year-to-date (YTD), while EVUS has returned 5.81%. That puts EVUS better performer ahead so far this year.

Which ETF is attracting more investor money: SHRY or EVUS?

Year-to-date, the SHRY ETF saw +$2K in flows, compared to +$39M for EVUS.

Which ETF is more volatile: SHRY or EVUS?

Over the past year, SHRY had a volatility of 11.4%, while EVUS experienced 11.09%.

Which ETF is bigger: SHRY or EVUS?

As of April 24, 2026, SHRY holds $17.56 M in assets under management (AUM), while EVUS manages $303.77 M.

What sectors do the SHRY and EVUS ETFs invest in?

SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, EVUS focuses on Financials, Information Technology and Health Care.

What are the top holdings of the SHRY ETF and EVUS ETF?

SHRY top holdings include CHARTER COMMUNICATIONS INC(NEW), CONOCOPHILLIPS and COMCAST. EVUS holds in its top three: ALPHABET INC-CL, META PLATFORMS and JPMORGAN CHASE.

Which ETF is more diversified: SHRY or EVUS?

SHRY holds 50 securities with 52.33% of its assets in the top 15. EVUS has 232 securities and a top 15 weight of 27.91%.

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