EWD vs. EWQ
Compare and contrast key facts about iShares MSCI Sweden ETF (EWD) and iShares MSCI France ETF (EWQ).
EWD and EWQ 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. EWQ is a passively managed fund by iShares that tracks the performance of the MSCI France Index. It was launched on Mar 12, 1996. Both EWD and EWQ 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 EWQ.
Correlation
The correlation between EWD and EWQ 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. EWQ - Performance Comparison
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Key characteristics
EWD:
0.48
EWQ:
0.09
EWD:
1.00
EWQ:
0.38
EWD:
1.13
EWQ:
1.05
EWD:
0.78
EWQ:
0.21
EWD:
1.96
EWQ:
0.42
EWD:
7.07%
EWQ:
7.69%
EWD:
22.89%
EWQ:
20.17%
EWD:
-74.27%
EWQ:
-61.41%
EWD:
0.00%
EWQ:
-0.02%
Returns By Period
In the year-to-date period, EWD achieves a 22.21% return, which is significantly higher than EWQ's 17.31% return. Over the past 10 years, EWD has underperformed EWQ with an annualized return of 6.32%, while EWQ has yielded a comparatively higher 7.09% annualized return.
EWD
22.21%
10.22%
18.68%
11.00%
14.77%
6.32%
EWQ
17.31%
7.92%
16.85%
1.87%
16.04%
7.09%
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EWD vs. EWQ - Expense Ratio Comparison
EWD has a 0.55% expense ratio, which is higher than EWQ's 0.50% expense ratio.
Risk-Adjusted Performance
EWD vs. EWQ — Risk-Adjusted Performance Rank
EWD
EWQ
EWD vs. EWQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Sweden ETF (EWD) and iShares MSCI France ETF (EWQ). 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.
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Dividends
EWD vs. EWQ - Dividend Comparison
EWD's dividend yield for the trailing twelve months is around 1.44%, less than EWQ's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWD iShares MSCI Sweden ETF | 1.44% | 1.77% | 2.41% | 3.68% | 5.46% | 0.98% | 4.15% | 5.17% | 3.23% | 3.91% | 4.08% | 3.92% |
EWQ iShares MSCI France ETF | 2.82% | 3.31% | 2.73% | 3.23% | 3.79% | 1.02% | 2.44% | 2.90% | 1.90% | 2.84% | 2.25% | 3.37% |
Drawdowns
EWD vs. EWQ - Drawdown Comparison
The maximum EWD drawdown since its inception was -74.27%, which is greater than EWQ's maximum drawdown of -61.41%. Use the drawdown chart below to compare losses from any high point for EWD and EWQ. For additional features, visit the drawdowns tool.
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Volatility
EWD vs. EWQ - Volatility Comparison
iShares MSCI Sweden ETF (EWD) has a higher volatility of 5.70% compared to iShares MSCI France ETF (EWQ) at 3.61%. This indicates that EWD's price experiences larger fluctuations and is considered to be riskier than EWQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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