iShares MSCI United Kingdom ETF (EWU)
EWU is a passive ETF by iShares tracking the investment results of the MSCI United Kingdom Index. EWU launched on Mar 12, 1996 and has a 0.50% expense ratio.
ETF Info
US4642866994
46435G334
Mar 12, 1996
North America (U.S.)
1x
MSCI United Kingdom Index
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI United Kingdom ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI United Kingdom ETF had a return of 7.79% year-to-date (YTD) and 13.59% in the last 12 months. Over the past 10 years, iShares MSCI United Kingdom ETF had an annualized return of 2.97%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares MSCI United Kingdom ETF did not perform as well as the benchmark.
EWU
7.79%
-4.40%
-1.31%
13.59%
5.17%
2.97%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of EWU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.88% | 0.99% | 4.46% | 1.43% | 4.67% | -2.11% | 3.96% | 3.50% | -0.32% | -4.97% | 7.79% | ||
| 2023 | 6.23% | -0.89% | -0.06% | 5.18% | -5.98% | 3.38% | 2.94% | -3.90% | -1.12% | -3.60% | 6.20% | 4.37% | 12.40% |
| 2022 | 2.26% | -1.18% | 0.45% | -3.98% | 2.69% | -8.05% | 3.17% | -6.47% | -9.34% | 6.98% | 12.45% | -1.29% | -4.39% |
| 2021 | -0.24% | 3.94% | 3.09% | 3.90% | 3.87% | -1.58% | 0.27% | 0.67% | -2.30% | 4.43% | -4.87% | 6.25% | 18.19% |
| 2020 | -4.28% | -10.23% | -18.50% | 5.74% | 1.90% | 1.65% | 0.66% | 2.74% | -4.32% | -4.51% | 16.11% | 4.83% | -11.80% |
| 2019 | 7.29% | 3.43% | 1.35% | 2.27% | -6.13% | 4.60% | -2.41% | -3.80% | 3.59% | 3.50% | 1.23% | 5.40% | 21.29% |
| 2018 | 3.74% | -6.70% | 0.23% | 4.32% | -0.61% | -1.19% | 0.95% | -4.39% | 1.64% | -6.77% | -1.19% | -4.58% | -14.30% |
| 2017 | 2.48% | 1.46% | 2.01% | 1.69% | 4.56% | -1.57% | 2.37% | -0.82% | 2.98% | 0.60% | -0.11% | 4.21% | 21.54% |
| 2016 | -4.83% | -3.13% | 5.38% | 4.02% | -1.16% | -2.28% | 1.50% | 1.09% | 0.44% | -5.30% | 0.20% | 3.51% | -1.21% |
| 2015 | 0.06% | 5.88% | -5.71% | 6.66% | 0.62% | -3.87% | 1.59% | -7.98% | -3.93% | 6.59% | -1.66% | -4.17% | -7.02% |
| 2014 | -4.65% | 6.78% | -3.15% | 4.52% | 0.98% | 0.81% | -2.39% | 0.79% | -5.65% | -1.91% | 0.11% | -3.36% | -7.60% |
| 2013 | 2.95% | -2.71% | 1.67% | 2.85% | -0.11% | -4.52% | 6.37% | -0.72% | 5.20% | 3.72% | 0.79% | 3.03% | 19.53% |
Expense Ratio
EWU features an expense ratio of 0.50%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EWU is 40, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI United Kingdom ETF (EWU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI United Kingdom ETF provided a 4.09% dividend yield over the last twelve months, with an annual payout of $1.43 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.43 | $1.37 | $1.05 | $1.44 | $0.73 | $1.41 | $1.46 | $1.40 | $1.22 | $1.33 | $2.74 | $1.00 |
Dividend yield | 4.09% | 4.14% | 3.42% | 4.35% | 2.48% | 4.13% | 4.98% | 3.91% | 3.97% | 4.11% | 7.59% | 2.39% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI United Kingdom ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $1.37 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $1.05 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $1.44 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.73 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $1.41 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $1.46 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $1.40 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $1.22 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $1.33 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $2.74 |
| 2013 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $1.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI United Kingdom ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI United Kingdom ETF was 63.99%, occurring on Mar 9, 2009. Recovery took 1295 trading sessions.
The current iShares MSCI United Kingdom ETF drawdown is 7.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.99% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1295 | Apr 30, 2014 | 1634 |
| -46.79% | Jan 4, 2000 | 799 | Mar 12, 2003 | 486 | Feb 14, 2005 | 1285 |
| -43.33% | Jan 29, 2018 | 541 | Mar 23, 2020 | 284 | May 7, 2021 | 825 |
| -29.34% | Jul 7, 2014 | 405 | Feb 11, 2016 | 486 | Jan 17, 2018 | 891 |
| -24.91% | Feb 10, 2022 | 158 | Sep 27, 2022 | 136 | Apr 13, 2023 | 294 |
Volatility
Volatility Chart
The current iShares MSCI United Kingdom ETF volatility is 3.83%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.