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:
-0.21
EWZ:
-0.38
BBD:
-0.08
EWZ:
-0.37
BBD:
0.99
EWZ:
0.95
BBD:
-0.10
EWZ:
-0.18
BBD:
-0.39
EWZ:
-0.70
BBD:
18.30%
EWZ:
13.47%
BBD:
33.58%
EWZ:
24.68%
BBD:
-70.86%
EWZ:
-77.25%
BBD:
-62.01%
EWZ:
-47.57%
Returns By Period
In the year-to-date period, BBD achieves a 22.05% return, which is significantly higher than EWZ's 12.04% return. Over the past 10 years, BBD has underperformed EWZ with an annualized return of -2.76%, while EWZ has yielded a comparatively higher 1.27% annualized return.
BBD
22.05%
1.49%
-12.12%
-6.44%
-0.93%
-2.76%
EWZ
12.04%
-5.08%
-6.43%
-11.33%
8.52%
1.27%
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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 10.75%, more than EWZ's 7.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBD Banco Bradesco S.A. | 10.75% | 8.07% | 9.66% | 2.98% | 6.37% | 2.99% | 6.74% | 3.73% | 4.89% | 6.09% | 11.19% | 5.38% |
EWZ iShares MSCI Brazil ETF | 7.96% | 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 -70.86%, 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 12.62% compared to iShares MSCI Brazil ETF (EWZ) at 10.75%. 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.