BBD vs. EWZ
Compare and contrast key facts about Banco Bradesco S.A. (BBD) and iShares MSCI Brazil ETF (EWZ).
EWZ is a passively managed fund by iShares that tracks the performance of the MSCI Brazil 25/50 Index. It was launched on Jul 10, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBD or EWZ.
Correlation
The correlation between BBD and EWZ is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBD vs. EWZ - Performance Comparison
Key characteristics
BBD:
-0.47
EWZ:
-0.65
BBD:
-0.51
EWZ:
-0.78
BBD:
0.94
EWZ:
0.91
BBD:
-0.21
EWZ:
-0.27
BBD:
-0.86
EWZ:
-0.95
BBD:
17.14%
EWZ:
15.22%
BBD:
30.98%
EWZ:
22.41%
BBD:
-70.65%
EWZ:
-77.25%
BBD:
-64.30%
EWZ:
-45.53%
Returns By Period
In the year-to-date period, BBD achieves a 14.67% return, which is significantly lower than EWZ's 16.39% return. Over the past 10 years, BBD has underperformed EWZ with an annualized return of -3.51%, while EWZ has yielded a comparatively higher 2.09% annualized return.
BBD
14.67%
8.83%
-20.33%
-17.47%
-13.68%
-3.51%
EWZ
16.39%
9.90%
-7.89%
-15.95%
-2.40%
2.09%
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Risk-Adjusted Performance
BBD vs. EWZ — Risk-Adjusted Performance Rank
BBD
EWZ
BBD vs. EWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Bradesco S.A. (BBD) and iShares MSCI Brazil ETF (EWZ). 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.
Dividends
BBD vs. EWZ - Dividend Comparison
BBD's dividend yield for the trailing twelve months is around 9.40%, more than EWZ's 7.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBD Banco Bradesco S.A. | 9.40% | 8.07% | 9.66% | 2.98% | 6.37% | 2.99% | 6.74% | 3.73% | 4.89% | 6.09% | 11.46% | 6.20% |
EWZ iShares MSCI Brazil ETF | 7.66% | 8.91% | 5.66% | 12.59% | 9.87% | 1.71% | 2.54% | 2.89% | 1.71% | 1.81% | 4.08% | 3.78% |
Drawdowns
BBD vs. EWZ - Drawdown Comparison
The maximum BBD drawdown since its inception was -70.65%, smaller than the maximum EWZ drawdown of -77.25%. Use the drawdown chart below to compare losses from any high point for BBD and EWZ. For additional features, visit the drawdowns tool.
Volatility
BBD vs. EWZ - Volatility Comparison
Banco Bradesco S.A. (BBD) has a higher volatility of 11.33% compared to iShares MSCI Brazil ETF (EWZ) at 6.00%. This indicates that BBD's price experiences larger fluctuations and is considered to be riskier than EWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.