EWD vs. EWG
Compare and contrast key facts about iShares MSCI Sweden ETF (EWD) and iShares MSCI Germany ETF (EWG).
EWD and EWG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWD is a passively managed fund by iShares that tracks the performance of the MSCI Sweden Index. It was launched on Mar 12, 1996. EWG is a passively managed fund by iShares that tracks the performance of the MSCI Germany Index. It was launched on Mar 12, 1996. Both EWD and EWG 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: EWD or EWG.
Correlation
The correlation between EWD and EWG is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EWD vs. EWG - Performance Comparison
Key characteristics
EWD:
0.54
EWG:
1.49
EWD:
0.90
EWG:
2.19
EWD:
1.11
EWG:
1.29
EWD:
0.69
EWG:
1.96
EWD:
1.73
EWG:
7.77
EWD:
7.05%
EWG:
3.91%
EWD:
22.78%
EWG:
20.43%
EWD:
-74.27%
EWG:
-67.57%
EWD:
-3.32%
EWG:
0.00%
Returns By Period
In the year-to-date period, EWD achieves a 16.85% return, which is significantly lower than EWG's 23.70% return. Over the past 10 years, EWD has outperformed EWG with an annualized return of 5.87%, while EWG has yielded a comparatively lower 5.26% annualized return.
EWD
16.85%
0.09%
7.28%
14.36%
13.77%
5.87%
EWG
23.70%
4.79%
20.29%
31.38%
14.80%
5.26%
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EWD vs. EWG - Expense Ratio Comparison
EWD has a 0.55% expense ratio, which is higher than EWG's 0.49% expense ratio.
Risk-Adjusted Performance
EWD vs. EWG — Risk-Adjusted Performance Rank
EWD
EWG
EWD vs. EWG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Sweden ETF (EWD) and iShares MSCI Germany ETF (EWG). 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
EWD vs. EWG - Dividend Comparison
EWD's dividend yield for the trailing twelve months is around 1.51%, less than EWG's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWD iShares MSCI Sweden ETF | 1.51% | 1.77% | 2.41% | 3.68% | 5.46% | 0.98% | 4.15% | 5.17% | 3.23% | 3.91% | 4.08% | 3.92% |
EWG iShares MSCI Germany ETF | 1.93% | 2.38% | 2.56% | 3.24% | 2.70% | 2.10% | 2.51% | 2.93% | 2.06% | 2.35% | 1.93% | 2.30% |
Drawdowns
EWD vs. EWG - Drawdown Comparison
The maximum EWD drawdown since its inception was -74.27%, which is greater than EWG's maximum drawdown of -67.57%. Use the drawdown chart below to compare losses from any high point for EWD and EWG. For additional features, visit the drawdowns tool.
Volatility
EWD vs. EWG - Volatility Comparison
iShares MSCI Sweden ETF (EWD) and iShares MSCI Germany ETF (EWG) have volatilities of 13.14% and 12.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.