- ISIN
- US4642866994
- CUSIP
- 46435G334
- Issuer
- iShares
- Inception Date
- Mar 12, 1996
- Region
- North America (U.S.)
- Category
- Europe Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI United Kingdom Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $4B
Share Price Chart
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Performance
EWU Performance Chart
iShares MSCI United Kingdom ETF (EWU) is up 4.9% since the beginning of the year. EWU is currently trading at $45 per share. Investors who bought $1,000 worth of EWU shares 5 years ago would now be looking at an investment worth $1,706.
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Returns By Period
iShares MSCI United Kingdom ETF (EWU) has returned 4.85% so far this year and 20.83% over the past 12 months. Over the last ten years, EWU has returned 7.70% per year, falling short of the S&P 500 Index benchmark, which averaged 13.54% annually.
iShares MSCI United Kingdom ETF
- 1D
- -1.00%
- 1M
- -2.60%
- YTD
- 4.85%
- 6M
- 5.91%
- 1Y
- 20.83%
- 3Y*
- 15.69%
- 5Y*
- 11.27%
- 10Y*
- 7.70%
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
EWU Monthly Returns History
Based on dividend-adjusted daily data since Apr 1, 1996, EWU's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.
Historically, 60% of months were positive and 40% were negative. The best month was May 2009 with a return of +17.1%, while the worst month was Oct 2008 at -19.8%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 7 months.
On a daily basis, EWU closed higher 51% of trading days. The best single day was Oct 28, 2008 with a return of +17.1%, while the worst single day was Sep 29, 2008 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.96% | 5.46% | -6.41% | 3.49% | -0.47% | -1.74% | 4.85% | ||||||
| 2025 | 5.04% | 4.02% | 1.16% | 1.68% | 4.78% | 1.54% | 0.23% | 4.14% | 1.23% | 1.67% | 1.12% | 3.89% | 34.95% |
| 2024 | -1.88% | 0.99% | 4.46% | 1.43% | 4.67% | -2.11% | 3.96% | 3.50% | -0.32% | -4.97% | 0.70% | -3.32% | 6.74% |
| 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% | 3.10% | 3.90% | 3.87% | -1.58% | 0.28% | 0.67% | -2.30% | 4.43% | -4.87% | 6.25% | 18.19% |
Benchmark Metrics
iShares MSCI United Kingdom ETF has an annualized alpha of -0.43%, beta of 0.88, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since April 01, 1996.
- This ETF participated in 91.56% of S&P 500 Index downside but only 80.67% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.88 and R2 of 0.56, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.43%
- Beta
- 0.88
- R²
- 0.56
- Upside Capture
- 80.67%
- Downside Capture
- 91.56%
Expense Ratio
EWU has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EWU ranks 40 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI United Kingdom ETF (EWU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EWU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.66 | -0.65 |
| Martin ratioReturn relative to average drawdown | 6.95 | 11.86 | -4.91 |
Dividends
Dividend History
iShares MSCI United Kingdom ETF provided a 3.29% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.64 | $1.41 | $1.37 | $1.05 | $1.44 | $0.73 | $1.41 | $1.46 | $1.40 | $1.22 | $1.33 |
Dividend yield | 3.29% | 3.73% | 4.16% | 4.14% | 3.43% | 4.35% | 2.48% | 4.13% | 4.98% | 3.91% | 3.97% | 4.11% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.64 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $1.41 |
| 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 |
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.
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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 5.28%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -63.99%Mar 2009 | 1y 4mo | 5y 1mo | 6y 6moNov 2007 - Apr 2014 |
2003 bear market2003 | -46.80%Mar 2003 | 3y 2mo | 1y 11mo | 5y 2moJan 2000 - Mar 2005 |
COVID crash2020 | -43.33%Mar 2020 | 2y 1mo | 1y 1mo | 3y 3moJan 2018 - May 2021 |
2016 bear market2016 | -29.34%Feb 2016 | 1y 7mo | 1y 11mo | 3y 6moJul 2014 - Jan 2018 |
Bear market2022 | -24.91%Sep 2022 | 7mo 19d | 6mo 18d | 1y 2moFeb 2022 - Apr 2023 |
Drawdown Indicators
| EWU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.99% | -56.78% | -7.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -9.10% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -12.63% | -18.90% | +6.27% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -25.43% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -43.33% | -33.92% | -9.41% |
Current DrawdownCurrent decline from peak | -5.28% | -2.49% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -10.72% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.03% | +0.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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