- ISIN
- US46429B4169
- CUSIP
- 46429B416
- Issuer
- iShares
- Inception Date
- Jan 25, 2012
- Region
- Developed Europe (Broad)
- Category
- Europe Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI United Kingdom Small Cap Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Value
- Assets Under Management
- $40M
Share Price Chart
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Performance
EWUS Performance Chart
iShares MSCI United Kingdom Small-Cap ETF (EWUS) is up 1.2% since the beginning of the year. EWUS is currently trading at $42 per share. Investors who bought $1,000 worth of EWUS shares 5 years ago would now be looking at an investment worth $1,033.
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Returns By Period
iShares MSCI United Kingdom Small-Cap ETF (EWUS) has returned 1.24% so far this year and 9.06% over the past 12 months. Over the last ten years, EWUS has returned 5.13% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares MSCI United Kingdom Small-Cap ETF
- 1D
- -0.09%
- 1M
- -1.53%
- YTD
- 1.24%
- 6M
- 1.65%
- 1Y
- 9.06%
- 3Y*
- 13.37%
- 5Y*
- 0.65%
- 10Y*
- 5.13%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EWUS Monthly Returns History
Based on dividend-adjusted daily data since Jan 26, 2012, EWUS's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +16.9%, while the worst month was Mar 2020 at -27.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, EWUS closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +10.4%, while the worst single day was Jun 24, 2016 at -15.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.52% | 0.51% | -11.10% | 6.75% | 2.59% | -1.95% | 1.24% | ||||||
| 2025 | 2.08% | -1.30% | -0.50% | 6.12% | 9.58% | 4.75% | -3.60% | -0.05% | 2.49% | -1.21% | 1.07% | 3.93% | 25.13% |
| 2024 | -3.08% | -0.70% | 5.27% | -1.92% | 8.88% | -4.38% | 9.02% | 0.42% | 1.66% | -7.33% | 1.13% | -4.04% | 3.55% |
| 2023 | 8.42% | -1.67% | -2.46% | 5.42% | -4.51% | 0.64% | 5.52% | -3.74% | -5.03% | -6.97% | 11.47% | 9.52% | 15.41% |
| 2022 | -7.36% | -6.27% | -2.00% | -6.74% | -0.56% | -11.49% | 8.03% | -11.06% | -14.54% | 7.90% | 13.58% | -2.11% | -31.19% |
| 2021 | -0.99% | 6.24% | 2.63% | 5.09% | 3.44% | -4.89% | 2.51% | 4.31% | -7.04% | 2.02% | -6.15% | 5.94% | 12.55% |
Benchmark Metrics
iShares MSCI United Kingdom Small-Cap ETF has an annualized alpha of -2.39%, beta of 0.81, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since January 26, 2012.
- This ETF participated in 121.04% of S&P 500 Index downside but only 90.57% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.40 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -2.39%
- Beta
- 0.81
- R²
- 0.40
- Upside Capture
- 90.57%
- Downside Capture
- 121.04%
Expense Ratio
EWUS has an expense ratio of 0.59%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EWUS ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI United Kingdom Small-Cap ETF (EWUS) 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.
| EWUS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.78 | -2.19 |
| Martin ratioReturn relative to average drawdown | 1.89 | 12.44 | -10.54 |
Dividends
Dividend History
iShares MSCI United Kingdom Small-Cap ETF provided a 3.25% dividend yield over the last twelve months, with an annual payout of $1.36 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 | $1.36 | $1.50 | $1.27 | $1.00 | $0.63 | $1.62 | $0.83 | $1.15 | $1.19 | $1.14 | $1.08 | $1.13 |
Dividend yield | 3.25% | 3.59% | 3.67% | 2.88% | 2.03% | 3.54% | 1.97% | 2.59% | 3.53% | 2.61% | 3.18% | 2.85% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI United Kingdom Small-Cap 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 | $0.54 | $0.54 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $1.50 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $1.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $1.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.63 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $1.62 |
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 Small-Cap 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 Small-Cap ETF was 49.33%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.
The current iShares MSCI United Kingdom Small-Cap ETF drawdown is 5.91%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -49.33%Mar 2020 | 3mo 7d | 10mo 19d | 1y 1moDec 2019 - Feb 2021 |
Bear market2022 | -48.14%Oct 2022 | 1y 1mo | 3y 3mo | 4y 4moSep 2021 - Jan 2026 |
2016 bear market2016 | -27.09%Jun 2016 | 1y 4d | 1y 2mo | 2y 2moJun 2015 - Sep 2017 |
Rate-hike selloffLate 2018 | -26.50%Dec 2018 | 6mo 15d | 11mo 24d | 1y 6moJun 2018 - Dec 2019 |
2014 bear market2014 | -21.30%Oct 2014 | 7mo 16d | 7mo 1d | 1y 2moMar 2014 - May 2015 |
Drawdown Indicators
| EWUS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.33% | -56.78% | +7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -9.10% | -6.11% |
Max Drawdown (3Y)Largest decline over 3 years | -19.84% | -18.90% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -48.14% | -25.43% | -22.71% |
Max Drawdown (10Y)Largest decline over 10 years | -49.33% | -33.92% | -15.41% |
Current DrawdownCurrent decline from peak | -5.91% | -1.80% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -10.71% | -2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 2.03% | +2.77% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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