PortfoliosLab logoPortfoliosLab logo
005935.KS vs. EWY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

005935.KS vs. EWY - Performance Comparison

The chart below illustrates the hypothetical performance of a ₩10,000 investment in Samsung Electronics Co Pref (005935.KS) and iShares MSCI South Korea ETF (EWY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

005935.KS is traded in KRW, while EWY is traded in USD. To make them comparable, the EWY values have been converted to KRW using the latest available exchange rates.

Returns By Period

In the year-to-date period, 005935.KS achieves a 147.37% return, which is significantly higher than EWY's 95.00% return. Over the past 10 years, 005935.KS has outperformed EWY with an annualized return of 31.40%, while EWY has yielded a comparatively lower 18.42% annualized return.


005935.KS

1D
-4.97%
1M
16.22%
YTD
147.37%
6M
177.24%
1Y
363.87%
3Y*
58.24%
5Y*
27.40%
10Y*
31.40%

EWY

1D
-12.65%
1M
3.81%
YTD
95.00%
6M
100.97%
1Y
215.40%
3Y*
50.98%
5Y*
23.82%
10Y*
18.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

005935.KS vs. EWY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
005935.KS
Samsung Electronics Co Pref
147.37%107.26%-27.18%26.54%-27.14%-1.33%70.45%48.20%66.54%4.38%
EWY
iShares MSCI South Korea ETF
95.00%90.84%-9.34%22.45%-22.44%1.25%31.25%12.06%-16.93%28.09%

Correlation

The correlation between 005935.KS and EWY is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2007

0.29

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

005935.KS vs. EWY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

005935.KS
005935.KS Risk / Return Rank: 9999
Overall Rank
005935.KS Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
005935.KS Sortino Ratio Rank: 9898
Sortino Ratio Rank
005935.KS Omega Ratio Rank: 9898
Omega Ratio Rank
005935.KS Calmar Ratio Rank: 9999
Calmar Ratio Rank
005935.KS Martin Ratio Rank: 9999
Martin Ratio Rank

EWY
EWY Risk / Return Rank: 9292
Overall Rank
EWY Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
EWY Sortino Ratio Rank: 8686
Sortino Ratio Rank
EWY Omega Ratio Rank: 8989
Omega Ratio Rank
EWY Calmar Ratio Rank: 9595
Calmar Ratio Rank
EWY Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

005935.KS vs. EWY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Samsung Electronics Co Pref (005935.KS) and iShares MSCI South Korea ETF (EWY). 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.


005935.KSEWYDifference
Sharpe ratioReturn per unit of total volatility

+2.15

Sortino ratioReturn per unit of downside risk

+0.85

Omega ratioGain probability vs. loss probability

1.80

1.74

+0.06

Calmar ratioReturn relative to maximum drawdown

17.23

11.44

+5.79

Martin ratioReturn relative to average drawdown

63.58

44.12

+19.46

005935.KS vs. EWY - Sharpe Ratio Comparison

The current 005935.KS Sharpe Ratio is 7.61, which is higher than the EWY Sharpe Ratio of 5.46. The chart below compares the historical Sharpe Ratios of 005935.KS and EWY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


005935.KSEWYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.61

5.46

+2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.98

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.81

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.37

+0.08

Drawdowns

005935.KS vs. EWY - Drawdown Comparison

The maximum 005935.KS drawdown since its inception was -85.02%, which is greater than EWY's maximum drawdown of -57.04%. Use the drawdown chart below to compare losses from any high point for 005935.KS and EWY.


Loading charts...

Drawdown Indicators


005935.KSEWYDifference

Max Drawdown

Largest peak-to-trough decline

-85.02%

-57.04%

-27.98%

Max Drawdown (1Y)

Largest decline over 1 year

-23.32%

-18.95%

-4.37%

Max Drawdown (3Y)

Largest decline over 3 years

-39.21%

-21.76%

-17.45%

Max Drawdown (5Y)

Largest decline over 5 years

-39.28%

-34.25%

-5.03%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

-39.73%

-3.35%

Current Drawdown

Current decline from peak

-4.97%

-16.65%

+11.68%

Average Drawdown

Average peak-to-trough decline

-20.09%

-13.38%

-6.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.21%

4.90%

+1.31%

Volatility

005935.KS vs. EWY - Volatility Comparison

Samsung Electronics Co Pref (005935.KS) and iShares MSCI South Korea ETF (EWY) have volatilities of 23.28% and 23.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


005935.KSEWYDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.28%

23.70%

-0.42%

Volatility (6M)

Calculated over the trailing 6-month period

45.78%

36.40%

+9.38%

Volatility (1Y)

Calculated over the trailing 1-year period

52.80%

39.73%

+13.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.25%

24.46%

+7.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.66%

22.71%

+18.95%

Dividends

005935.KS vs. EWY - Dividend Comparison

005935.KS's dividend yield for the trailing twelve months is around 0.76%, less than EWY's 1.16% yield.


PositionTTM20252024202320222021202020192018201720162015
005935.KS
Samsung Electronics Co Pref
0.76%1.87%3.27%2.32%2.86%2.03%4.07%3.12%4.46%4.25%2.86%2.11%
EWY
iShares MSCI South Korea ETF
1.16%2.10%2.55%2.52%1.23%2.16%0.73%2.10%1.34%2.90%1.21%2.42%

Frequently Asked Questions


005935.KS and EWY have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for 005935.KS and EWY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer