iShares MSCI USA Equal Weighted ETF (EUSA) Performance
EUSA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.1% since Dec 31, 2025
- 1 year
- +12.5% total return
- 5 years
- +6.9% a year
- 10 years
- +11.6% a year
- Since first price
- +12.0% a year since 2010
EUSA trailing returns vs SPY, QQQ, AGG
| Period | EUSA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.2% | +1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +6.0% | +7.8% | +8.4% | −1.5% |
| YTD | +12.1% | +11.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.5% | +10.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +66.5%+18.5%/yr | +59.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +39.8%+6.9%/yr | +29.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +198.8%+11.6%/yr | +154.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +473.8%+12.4%/yr | +342.8% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionMay 7, 2010 | +544.6%+12.0%/yr | +385.2% | — | — | — |
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: EUSA vs SPY
From May 7, 2010: EUSA grew to $64,461, SPY to $91,377.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EUSA returns by calendar year
12 of 15 full years positive. Best 2013 (+32.0%), worst 2022 (−17.1%). 2026 is year to date.
EUSA annual returns table
| Year | EUSA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.1% | −7.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.2% | −16.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.6% | −7.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.7% | −13.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.1% | −24.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.6% | −7.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +15.0% | −39.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.6% | −7.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.6% | −20.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +19.0% | −3.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +14.0% | −11.9% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.8% | −12.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.1% | −8.1% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.0% | −5.6% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.2% | −10.0% | +16.0% | +18.1% | +3.8% |
| 2011 | +2.2% | −18.2% | +1.9% | +3.4% | +7.7% |
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.
EUSA largest drawdowns
Now 3.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −39.2% | Mar 23, 2020 | Nov 9, 2020 | 32 days | 9 months |
| Nov 16, 2021 | −25.2% | Sep 30, 2022 | Feb 29, 2024 | 10 months | 2.3 years |
| Sep 21, 2018 | −20.8% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 7 months |
| May 21, 2015 | −18.7% | Feb 11, 2016 | Jul 11, 2016 | 9 months | 1.1 years |
| May 10, 2011 | −18.2% | Aug 9, 2011 | Feb 16, 2012 | 3 months | 9 months |
| Nov 29, 2024 | −18.2% | Apr 8, 2025 | Jul 22, 2025 | 4 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EUSA risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +15.7% | +7.6% | +11.0% | +12.2% |
| Volatility (annualized) | 13.4% | 16.4% | 17.0% | 15.4% |
| Sharpe ratio | 0.84 | 0.31 | 0.57 | 0.74 |
| Sortino ratio | 1.41 | 0.46 | 0.85 | 1.15 |
| Best month | +9.8% | +9.8% | +14.3% | +14.3% |
| Worst month | −6.3% | −9.7% | −18.5% | −18.5% |
| Best 12 months | +33.7% | +33.7% | +70.5% | +70.5% |
| Worst 12 months | +2.9% | −18.9% | −18.9% | −18.9% |
| Positive months | 67% | 57% | 64% | 65% |
| Beta vs S&P 500 | 0.92 | 0.97 | 1.05 | — |
| Correlation with S&P 500 | 0.86 | 0.92 | 0.95 | — |
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.
EUSA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 186 | −18.9% | +12.9% | +70.5% | 85% |
| 3-year (a year) | 162 | −0.4% | +11.2% | +23.6% | 99% |
| 5-year (a year) | 138 | +2.8% | +11.2% | +17.3% | 100% |
| 10-year (a year) | 78 | +8.5% | +11.2% | +15.2% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
EUSA performance overview
iShares MSCI USA Equal Weighted ETF (EUSA) returned +12.5% over the past year and +11.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +12.0% a year, turning $10,000 into about $64,461. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −39.2%, from Feb 20, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. EUSA finished 12 of its 15 full calendar years with a gain; the best year was 2013 (+32.0%) and the worst 2022 (−17.1%). Volatility has been 15.4% a year.
Related: EUSA chart, EUSA holdings, EUSA dividends, EUSA valuation. See the EUSA overview for the latest quote and fund facts.
EUSA performance FAQ
What is the EUSA return over the past year?
EUSA returned +12.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.8%.
What is the average annual return of EUSA?
EUSA has returned +6.9% a year over 5 years, +11.6% a year over 10 years, +12.0% a year since May 7, 2010 (total return, distributions reinvested).
How much would $10,000 invested in EUSA be worth?
$10,000 invested in EUSA at its first recorded close on May 7, 2010 would be worth about $64,461 on October 23, 2026 with distributions reinvested.
What was the worst year for EUSA?
The worst calendar year was 2022, with a total return of −17.1%. The best was 2013 at +32.0%.
What is the biggest drawdown of EUSA?
The largest peak-to-trough decline was −39.2% between February 20, 2020 and March 23, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is EUSA?
Over the past 3 years EUSA had an annualized volatility of 13.4% and a Sharpe ratio of 0.84 (excess return over 1–3 month T-bills per unit of risk).