EIS vs. ISRA
Compare and contrast key facts about iShares MSCI Israel ETF (EIS) and VanEck Vectors Israel ETF (ISRA).
EIS and ISRA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EIS is a passively managed fund by iShares that tracks the performance of the MSCI Israel Capped Investable Market Index. It was launched on Mar 26, 2008. ISRA is a passively managed fund by VanEck that tracks the performance of the BlueStar Israel Global Index. It was launched on Jun 25, 2013. Both EIS and ISRA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIS or ISRA.
Key characteristics
| EIS | ISRA | |
|---|---|---|
| YTD Return | 22.17% | 17.18% |
| 1Y Return | 41.16% | 35.95% |
| 3Y Return (Ann) | -2.44% | -6.11% |
| 5Y Return (Ann) | 5.65% | 4.79% |
| 10Y Return (Ann) | 5.40% | 4.43% |
| Sharpe Ratio | 2.26 | 2.21 |
| Sortino Ratio | 2.98 | 2.97 |
| Omega Ratio | 1.39 | 1.37 |
| Calmar Ratio | 1.22 | 0.95 |
| Martin Ratio | 11.17 | 10.02 |
| Ulcer Index | 3.83% | 3.75% |
| Daily Std Dev | 18.93% | 16.99% |
| Max Drawdown | -51.94% | -45.02% |
| Current Drawdown | -7.19% | -17.16% |
Correlation
The correlation between EIS and ISRA is 0.87, 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
EIS vs. ISRA - Performance Comparison
In the year-to-date period, EIS achieves a 22.17% return, which is significantly higher than ISRA's 17.18% return. Over the past 10 years, EIS has outperformed ISRA with an annualized return of 5.40%, while ISRA has yielded a comparatively lower 4.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EIS vs. ISRA - Expense Ratio Comparison
EIS has a 0.59% expense ratio, which is lower than ISRA's 0.60% expense ratio.
Risk-Adjusted Performance
EIS vs. ISRA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Israel ETF (EIS) and VanEck Vectors Israel ETF (ISRA). 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
EIS vs. ISRA - Dividend Comparison
EIS's dividend yield for the trailing twelve months is around 1.10%, less than ISRA's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIS iShares MSCI Israel ETF | 1.10% | 1.39% | 1.66% | 1.04% | 0.17% | 2.06% | 0.87% | 2.02% | 1.78% | 2.55% | 1.86% | 2.20% |
ISRA VanEck Vectors Israel ETF | 1.62% | 1.90% | 1.36% | 1.27% | 0.17% | 1.38% | 0.76% | 1.58% | 1.62% | 1.31% | 2.51% | 0.54% |
Drawdowns
EIS vs. ISRA - Drawdown Comparison
The maximum EIS drawdown since its inception was -51.94%, which is greater than ISRA's maximum drawdown of -45.02%. Use the drawdown chart below to compare losses from any high point for EIS and ISRA. For additional features, visit the drawdowns tool.
Volatility
EIS vs. ISRA - Volatility Comparison
iShares MSCI Israel ETF (EIS) has a higher volatility of 4.10% compared to VanEck Vectors Israel ETF (ISRA) at 3.72%. This indicates that EIS's price experiences larger fluctuations and is considered to be riskier than ISRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.