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iShares MSCI Brazil Small-Cap ETF (EWZS)

ETF · Currency in USD · Last updated Dec 2, 2023

EWZS is a passive ETF by iShares tracking the investment results of the MSCI Brazil Small Cap Index. EWZS launched on Sep 28, 2010 and has a 0.59% expense ratio.

Summary

ETF Info

ISINUS4642891315
CUSIP464289131
IssueriShares
Inception DateSep 28, 2010
RegionLatin America (Brazil)
CategoryLatin America Equities
Index TrackedMSCI Brazil Small Cap Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

The iShares MSCI Brazil Small-Cap ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.


0.59%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in iShares MSCI Brazil Small-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
-17.03%
301.37%
EWZS (iShares MSCI Brazil Small-Cap ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with EWZS

iShares MSCI Brazil Small-Cap ETF

Popular comparisons: EWZS vs. EWZ, EWZS vs. IJR, EWZS vs. BRF, EWZS vs. EWUS, EWZS vs. BTEK, EWZS vs. FNDA, EWZS vs. EIRL, EWZS vs. VTI, EWZS vs. IDEV, EWZS vs. ECH

Return

iShares MSCI Brazil Small-Cap ETF had a return of 26.36% year-to-date (YTD) and 20.23% in the last 12 months. Over the past 10 years, iShares MSCI Brazil Small-Cap ETF had an annualized return of 0.29%, while the S&P 500 had an annualized return of 9.87%, indicating that iShares MSCI Brazil Small-Cap ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date26.36%19.67%
1 month15.44%8.42%
6 months4.85%7.29%
1 year20.23%12.71%
5 years (annualized)3.26%10.75%
10 years (annualized)0.29%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202310.05%14.06%3.45%-11.04%-3.68%-7.19%14.45%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil Small-Cap ETF (EWZS) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
EWZS
iShares MSCI Brazil Small-Cap ETF
0.63
^GSPC
S&P 500
0.91

Sharpe Ratio

The current iShares MSCI Brazil Small-Cap ETF Sharpe ratio is 0.63. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.63
0.91
EWZS (iShares MSCI Brazil Small-Cap ETF)
Benchmark (^GSPC)

Dividend History

iShares MSCI Brazil Small-Cap ETF granted a 3.36% dividend yield in the last twelve months. The annual payout for that period amounted to $0.49 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.49$0.54$0.62$0.19$0.37$0.68$0.55$0.39$0.29$0.43$0.37$0.72

Dividend yield

3.36%4.61%4.49%1.14%1.75%4.72%3.36%3.56%4.29%3.00%1.85%2.59%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI Brazil Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.32
2021$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.37
2020$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.11
2019$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.15
2018$0.00$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00$0.00$0.37
2017$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.38
2016$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.25
2015$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.06
2014$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.15
2013$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.10
2012$0.40$0.00$0.00$0.00$0.00$0.00$0.32

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-32.44%
-4.21%
EWZS (iShares MSCI Brazil Small-Cap ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI Brazil 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 Brazil Small-Cap ETF was 79.25%, occurring on Jan 21, 2016. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.25%Apr 27, 20111192Jan 21, 2016
-9.69%Jan 19, 201117Feb 10, 201136Apr 4, 201153
-8.18%Nov 5, 20108Nov 16, 201032Jan 3, 201140
-4.01%Oct 14, 20104Oct 19, 201010Nov 2, 201014
-2.59%Apr 11, 20116Apr 18, 20112Apr 20, 20118

Volatility Chart

The current iShares MSCI Brazil Small-Cap ETF volatility is 7.79%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.79%
2.79%
EWZS (iShares MSCI Brazil Small-Cap ETF)
Benchmark (^GSPC)