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EUFN vs. MFG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUFN vs. MFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Europe Financials ETF (EUFN) and Mizuho Financial Group, Inc. (MFG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUFN achieves a 4.75% return, which is significantly lower than MFG's 32.24% return. Over the past 10 years, EUFN has underperformed MFG with an annualized return of 13.48%, while MFG has yielded a comparatively higher 15.72% annualized return.


EUFN

1D
1.20%
1M
3.43%
YTD
4.75%
6M
9.10%
1Y
28.57%
3Y*
32.04%
5Y*
18.43%
10Y*
13.48%

MFG

1D
1.68%
1M
11.39%
YTD
32.24%
6M
31.34%
1Y
78.46%
3Y*
51.80%
5Y*
30.84%
10Y*
15.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUFN vs. MFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUFN
iShares MSCI Europe Financials ETF
4.75%65.73%17.20%26.15%-8.78%19.13%-8.55%20.73%-23.14%26.94%
MFG
Mizuho Financial Group, Inc.
32.24%54.60%47.85%26.14%17.09%2.40%-15.06%3.00%-17.58%3.21%

Correlation

The correlation between EUFN and MFG is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.53

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

0.44

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

0.47

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

0.47

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2010

0.46

The correlation between EUFN and MFG has been stable across timeframes, ranging from 0.44 to 0.53 - a consistent structural relationship.

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Return for Risk

EUFN vs. MFG — Risk / Return Rank

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

EUFN
EUFN Risk / Return Rank: 4242
Overall Rank
EUFN Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EUFN Sortino Ratio Rank: 4242
Sortino Ratio Rank
EUFN Omega Ratio Rank: 3939
Omega Ratio Rank
EUFN Calmar Ratio Rank: 4141
Calmar Ratio Rank
EUFN Martin Ratio Rank: 4444
Martin Ratio Rank

MFG
MFG Risk / Return Rank: 8989
Overall Rank
MFG Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
MFG Sortino Ratio Rank: 9191
Sortino Ratio Rank
MFG Omega Ratio Rank: 9090
Omega Ratio Rank
MFG Calmar Ratio Rank: 8484
Calmar Ratio Rank
MFG Martin Ratio Rank: 8585
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.

EUFN vs. MFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and Mizuho Financial Group, Inc. (MFG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EUFNMFGDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.26

Omega ratioGain probability vs. loss probability

1.23

1.40

-0.17

Calmar ratioReturn relative to maximum drawdown

1.79

3.11

-1.32

Martin ratioReturn relative to average drawdown

6.24

8.25

-2.01

EUFN vs. MFG - Sharpe Ratio Comparison

The current EUFN Sharpe Ratio is 1.31, which is lower than the MFG Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of EUFN and MFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EUFN vs. MFG - Drawdown Comparison

The maximum EUFN drawdown since its inception was -53.25%, smaller than the maximum MFG drawdown of -80.57%. Use the drawdown chart below to compare losses from any high point for EUFN and MFG.


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Drawdown Indicators


EUFNMFGDifference

Max Drawdown

Largest peak-to-trough decline

-53.25%

-80.57%

+27.32%

Max Drawdown (1Y)

Largest decline over 1 year

-14.77%

-24.78%

+10.01%

Max Drawdown (3Y)

Largest decline over 3 years

-15.95%

-28.33%

+12.38%

Max Drawdown (5Y)

Largest decline over 5 years

-35.15%

-28.33%

-6.82%

Max Drawdown (10Y)

Largest decline over 10 years

-53.25%

-49.87%

-3.38%

Current Drawdown

Current decline from peak

-0.10%

-4.06%

+3.96%

Average Drawdown

Average peak-to-trough decline

-14.53%

-60.82%

+46.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

9.31%

-5.08%

Volatility

EUFN vs. MFG - Volatility Comparison

The current volatility for iShares MSCI Europe Financials ETF (EUFN) is 6.96%, while Mizuho Financial Group, Inc. (MFG) has a volatility of 10.09%. This indicates that EUFN experiences smaller price fluctuations and is considered to be less risky than MFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUFNMFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.96%

10.09%

-3.13%

Volatility (6M)

Calculated over the trailing 6-month period

17.05%

24.20%

-7.15%

Volatility (1Y)

Calculated over the trailing 1-year period

20.17%

30.69%

-10.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.88%

29.66%

-7.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.53%

26.49%

-1.96%

Dividends

EUFN vs. MFG - Dividend Comparison

EUFN's dividend yield for the trailing twelve months is around 3.41%, more than MFG's 0.96% yield.


PositionTTM20252024202320222021202020192018201720162015
EUFN
iShares MSCI Europe Financials ETF
3.41%3.57%5.36%5.00%4.24%4.15%1.38%4.55%6.48%3.04%4.03%3.65%
MFG
Mizuho Financial Group, Inc.
0.96%2.68%3.20%3.73%4.34%2.76%2.71%0.00%0.00%1.86%3.77%3.10%

Frequently Asked Questions


EUFN and MFG have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MFG has higher volatility (10.09%) compared to EUFN (6.96%). In terms of maximum drawdown, EUFN dropped -53.25% vs MFG's -80.57%.

MFG currently has the higher Sharpe Ratio (2.51 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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