ETFRX vs. EWW

In the year-to-date period, ETFRX achieves a -3.00% return, which is significantly lower than EWW's 28.51% return. Over the past 10 years, ETFRX has outperformed EWW with an annualized return of 4.32%, while EWW has yielded a comparatively lower 2.76% annualized return.

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ETFRX has a 1.86% expense ratio, which is higher than EWW's 0.49% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for North Square Tactical Defensive Fund (ETFRX) and iShares MSCI Mexico ETF (EWW). 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.

The current ETFRX Sharpe Ratio is -0.10, which is comparable to the EWW Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of ETFRX and EWW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETFRX's dividend yield for the trailing twelve months is around 0.96%, less than EWW's 3.42% yield.

The maximum ETFRX drawdown since its inception was -39.18%, smaller than the maximum EWW drawdown of -64.94%. Use the drawdown chart below to compare losses from any high point for ETFRX and EWW.

The current volatility for North Square Tactical Defensive Fund (ETFRX) is 2.69%, while iShares MSCI Mexico ETF (EWW) has a volatility of 5.36%. This indicates that ETFRX experiences smaller price fluctuations and is considered to be less risky than EWW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.