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SHRYvsEVUSETF Comparison
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 Communication Services. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.18% for EVUS. SHRY is up 4.76% year-to-date (YTD) with +$28K in YTD flows. EVUS performs worse with 2.16% YTD performance, and +$24M 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.
SHRY vs EVUS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY EVUS | -1.35%-3.37% | +4.32%+1.46% | +4.76%+2.16% | +9.49%+15.55% | +55.12%+49.76% | +61.09%n/a |
| Flows | SHRY EVUS | -+$15M | +$28K+$26M | +$28K+$24M | -$2M+$243M | -$6M+$261M | -$14M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY EVUS | +10.88%+10.55% | +15.79%+15.07% | +13.28%+12.65% | +15.94%n/a |
| Max drawdown | SHRY EVUS | -3.28%-3.49% | -11.75%-11.44% | -15.23%-15.29% | -23.88%n/a |
| Max drawdown duration | SHRY EVUS | 8d30d | 37d43d | 208d253d | 717dn/a |
SHRY | EVUS | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $32.73 |
| Previous close 03/11/2026 | $43.85 | $32.80 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | EVUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | EVUS | |
|---|---|---|
| Last price | $43.79 | $32.73 |
| 1D performance | -0.13% | -0.20% |
| AuM | $17.55 M | $278.79 M |
| E/R | 0.6% | 0.18% |
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 | 225 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | January 31, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SHRY and EVUS ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while EVUS has returned 2.16%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or EVUS?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to +$24M for EVUS.
Which ETF is more volatile: SHRY or EVUS?
Over the past year, SHRY had a volatility of 15.79%, while EVUS experienced 15.07%.
Which ETF is bigger: SHRY or EVUS?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while EVUS manages $278.79 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 Communication Services.
What are the top holdings of the SHRY ETF and EVUS ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. 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 51.26% of its assets in the top 15. EVUS has 234 securities and a top 15 weight of 29.9%.
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