EUSA vs REW Fund Comparison

A comparison between EUSA and REW based on their expense ratio, growth, holdings and how well they match their benchmark performance.

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Minafi's Take on EUSA vs REW

Here's an in depth look at the differences between iShares MSCI USA Equal Weighted ETF($EUSA) and ProShares UltraShort Technology($REW).

To start off, here's a look at the basics of each fund. Keep an eye on the FI Score. That's a custom score from 0 to 100 that we generate based on how good this fund is for the casual investor. Most investors only need a handful of total funds in their portfolio. The higher the score, the more likely this is one of those few. Score alone isn't enough! Keep reading on to see how different (or perhaps similar) these two funds are.

  • eusa
  • ETF
  • US Stocks
  • Large Blend

iShares MSCI USA Equal Weighted ETF

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

  • rew
  • ETF
  • Alternative
  • Inverse

ProShares UltraShort Technology

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Both $EUSA and $REW are categorized as ETFs. ETFs have an added bonus over mutual funds of being more widely available. Mutual funds are often limited to only the issuing investment brokerage. Since these are both ETFs, you may be able to find these at a wider number of investment apps and websites.

The biggest disadvantage of ETFs is that some platforms only allow you to purchase ETFs in whole shares. So if an ETF is going for $75, you may need to invest in increments of $75. Most 401(k)'s allow for investing down to the penny, but you'll want to verify your platform allows for "fractional ETF Shares".

To learn more about the difference between these two, you can read about the difference between ETFs and Mutual Funds.

When evaluating a fund, the first things I look at are:

  • What it invests in
  • How much it charges in fees
  • How large the fund is

Let's look into these criteria one by one and see if either of these funds stands out.

Fund Holdings Comparison

Minafi's FI Score algorithm takes into account the category and market. The more niche a fund is, the lower the score. This doesn't mean it's a worse fund, but it does mean you should stop and make sure this a fund you need to diversify your portfolio.

EUSAREW
Market Score 3.1 /10 2.8 /10
Category Score 10.0 /10 0.0 /10
Total13.12.8

A score of 10 means this is a solid market and category that almost every investor will want to have investments in. The lower the score, the more specific the investment. These scores are based on when most investors would add these funds to their portfolio. A score of 10 means that this fund (or one like it) belongs in a three-fund portfolio. The lower the score, the farther down in your portfolio a fund would go.

Winner: $EUSA

Fee Comparison

Fees are one of the biggest killers of portfolio growth. The difference between a 2% fee and a 0.04% fee over 30 years can result in your portfolio having half the total value!

If you're just getting started investing and learning how fees impact your portfolio, I'd encourage you to read through my free investment course (specifically '2.2 - All About Fees') where I go over all the different types of fees you can be charged and how to lower them.

For these two funds, EUSA has an expense ratio of 0.15% while REW has an expense ratio of 0.95%.

Winner: $EUSA

Fund Size Comparison

Both EUSA and REW have a similar number of assets under management. EUSA has 206 Million in assets under management, while REW has 4.86 Million.

Minafi categorizes both of these funds as small funds. Fund size is a good indication of how many other investors trust this fund. A large fund by itself doesn't mean it's a good fund, but it is one thing to consider when figuring out how to choose the right fund.

Winner: tie

Which Should You Choose? EUSA or REW?

Comparing these two funds isn't an apples to apples comparison. EUSA is a US StocksLarge Blend fund, while REW is a AlternativeInverse fund.

If you're aiming to build a diversified, low-fee, tax-optimized portfolio you likely won't be choosing between these two funds since they're different enough.

Running both of these funds through Minafi's FI Score algorithm, gives EUSA a score of 63 and REW a score of 23.

Winner: Neither, I'd research more funds if you're looking to invest for retirement.

$EUSA

iShares MSCI USA Equal Weighted ETF

63

Read More
Ratings
Rating TypeRating
Diversification Score4/10
Expense Ratio Score9/10
Expense Rating9/10
Market Score3/10
Category Score10/10
Overview
OverviewDetails
Fund TypeETF
Inception DateMay-5-2010
ExchangeNYSE ARCA
Expense Ratio0.150%
Net Assets206 Million
Yield1.92%
Holdings
DescriptionInfo
MarketUS Stocks
CategoryLarge Blend
Sectors
  • Basic Materials 4.10%
  • Communication Services 6.02%
  • Consumer Cyclicals 10.41%
  • Consumer Defensive 6.10%
  • Energy 3.60%
  • Financial Services 15.78%
  • Healthcare 12.13%
  • Industrials 13.37%
  • Real Estate 7.14%
  • Technology 16.17%
  • Utilities 5.19%
Regions
  • Asia Developed 0.16%
  • Asia Emerging 0.35%
  • Europe Developed 0.51%
  • Latin America 0.17%
  • North America 98.03%
  • United Kingdom 0.78%

$REW

ProShares UltraShort Technology

23

Read More
Ratings
Rating TypeRating
Expense Ratio Score5/10
Expense Rating1/10
Market Score3/10
Category Score0/10
Overview
OverviewDetails
Fund TypeETF
Inception DateApr-30-2018
ExchangeNYSE ARCA
Expense Ratio0.950%
Net Assets4.86 Million
Yield2.22%
Holdings
DescriptionInfo
MarketAlternative
CategoryInverse
Sectors
  • Basic Materials 0.00%
  • Communication Services 0.00%
  • Consumer Cyclicals 0.00%
  • Consumer Defensive 0.00%
  • Energy 0.00%
  • Financial Services 0.00%
  • Healthcare 0.00%
  • Industrials 0.00%
  • Real Estate 0.00%
  • Technology 0.00%
  • Utilities 0.00%

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