iShares ESG Aware MSCI USA Growth ETF (EGUS) Performance
EGUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.0% since Dec 31, 2025
- 1 year
- +9.6% total return
- 3 years
- +25.2% a year
- Since first price
- +23.1% a year since 2023
EGUS trailing returns vs SPY, QQQ, AGG
| Period | EGUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.4% | −3.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.7% | +0.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +6.5% | +7.8% | +8.4% | −1.5% |
| YTD | +8.0% | +7.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.6% | +9.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +96.1%+25.2%/yr | +94.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionFeb 2, 2023 | +116.9%+23.1%/yr | +114.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EGUS vs SPY
From Feb 2, 2023: EGUS grew to $21,693, SPY to $19,117.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EGUS returns by calendar year
2 of 2 full years positive. Best 2024 (+32.9%), worst 2025 (+19.0%). 2026 is year to date.
EGUS annual returns table
| Year | EGUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.0% | −13.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.0% | −24.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +32.9% | −13.6% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EGUS largest drawdowns
Now 6.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 16, 2024 | −24.9% | Apr 8, 2025 | Jun 27, 2025 | 4 months | 6 months |
| Nov 3, 2025 | −15.7% | Mar 30, 2026 | Apr 27, 2026 | 5 months | 6 months |
| Jul 10, 2024 | −13.6% | Aug 5, 2024 | Oct 29, 2024 | 26 days | 4 months |
| Jul 19, 2023 | −10.5% | Oct 26, 2023 | Nov 14, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EGUS risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +26.4% | +27.4% |
| Volatility (annualized) | 17.0% | 16.7% |
| Sharpe ratio | 1.22 | 1.28 |
| Sortino ratio | 2.56 | 2.63 |
| Best month | +13.9% | +13.9% |
| Worst month | −8.9% | −8.9% |
| Best 12 months | +43.1% | +47.4% |
| Worst 12 months | +6.0% | +6.0% |
| Positive months | 64% | 65% |
| Beta vs S&P 500 | 1.25 | — |
| Correlation with S&P 500 | 0.92 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EGUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 33 | +5.3% | +24.6% | +47.4% | 100% |
| 3-year (a year) | 9 | +21.5% | +25.8% | +27.8% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
EGUS performance overview
iShares ESG Aware MSCI USA Growth ETF (EGUS) returned +9.6% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +23.1% a year, turning $10,000 into about $21,693. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.9%, from Dec 16, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 16.7% a year.
Related: EGUS chart, EGUS dividends. See the EGUS overview for the latest quote and fund facts.
EGUS performance FAQ
What is the EGUS return over the past year?
EGUS returned +9.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.3%.
How much would $10,000 invested in EGUS be worth?
$10,000 invested in EGUS at its first recorded close on February 2, 2023 would be worth about $21,693 on October 23, 2026 with distributions reinvested.
What was the worst year for EGUS?
The worst calendar year was 2025, with a total return of +19.0%. The best was 2024 at +32.9%.
What is the biggest drawdown of EGUS?
The largest peak-to-trough decline was −24.9% between December 16, 2024 and April 8, 2025. It recovered to the old high on June 27, 2025, 3 months after the bottom.
How volatile is EGUS?
Over the past 3 years EGUS had an annualized volatility of 17.0% and a Sharpe ratio of 1.22 (excess return over 1–3 month T-bills per unit of risk).