EVUS vs SNPE

EVUSAiShares ESG Aware MSCI USA Value ETF

SNPEAXtrackers S&P 500 Scored & Screened ETF

In short

EVUS Most ESG funds hand you the whole market with the worst offenders trimmed. EVUS takes the value slice instead: roughly 220 cheaper-looking US large and mid caps, ESG-screened and re-weighted, for 0.18% a year.

SNPE The S&P 500 with roughly 200 names screened out, for 0.10% a year. SNPE keeps the plumbing of a plain core index fund and lets S&P's rules, not a stock picker, decide who stays in the basket.

Stated mandate

EVUS The Fund tracks an index of U.S. large- and mid-capitalization equities selected for value characteristics and positive ESG characteristics, with risk and return characteristics similar to the MSCI USA Value Index.

SNPE The fund seeks investment results that generally correspond, before fees and expenses, to the performance of its underlying index.

Why people hold it

• EVUS Rare combo: the ESG screen is applied inside the value sleeve rather than across the whole market, via MSCI's USA Value Extended ESG Focus Index.
• Cheap for the niche: 0.18% a year against a 0.25% median in its ESG-values peer group.
• The mandate is literal. It is built to keep risk and return close to the MSCI USA Value Index, and it reads as one of the more faithful implementations in its peer group.
• Straightforward plumbing: about 220 US large and mid caps, index-driven weights, cash paid quarterly, iShares running the desk.

• SNPE A 0.10% expense ratio puts it in the cheap seats of the screened-index crowd, alongside XVV (0.08%) and ESGV (0.09%) and well under the group's typical fee.
• Plain index plumbing: it aims to match the S&P 500 Scored & Screened Index before fees, and it has hugged that mandate closely.
• Roughly 300 stocks, so the screen actually bites. Around 200 S&P 500 members are cut outright rather than quietly trimmed.
• A multi-billion-dollar Xtrackers fund running since 2019 with steady daily volume and quarterly payouts. Not a thin, untested launch.

Worth knowing

• EVUS Thinly traded. On a larger order, the spread can cost more than a full year of the 0.18% fee.
• Launched in 2023, so the record is short and assets sit well below the family flagship, ESGU.
• Plain broad-market ESG funds run cheaper: XVV at 0.08%, ESGV at 0.09%. The value tilt is what costs extra.

• SNPE Cutting ~200 names concentrates what's left. The megacap leaders of the parent index end up carrying even more weight here.
• The screens are S&P's, not yours. They are rules-based and reapplied at each rebalance, so the roster can shift without warning.
• Not the outright cheapest option in the group: XVV and ESGV shave a basis point or two off the fee.

Full EVUS profile⁠

Full SNPE profile⁠