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EWI vs. ENOR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EWI vs. ENOR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Italy ETF (EWI) and iShares MSCI Norway ETF (ENOR). The values are adjusted to include any dividend payments, if applicable.

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EWI vs. ENOR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EWI
iShares MSCI Italy ETF
-1.67%55.72%10.23%30.63%-14.16%14.38%1.69%26.98%-17.18%28.70%
ENOR
iShares MSCI Norway ETF
28.39%32.00%-2.29%4.80%-12.53%18.69%2.54%12.77%-8.50%21.98%

Returns By Period

In the year-to-date period, EWI achieves a -1.67% return, which is significantly lower than ENOR's 28.39% return. Over the past 10 years, EWI has outperformed ENOR with an annualized return of 12.01%, while ENOR has yielded a comparatively lower 10.41% annualized return.


EWI

1D
4.11%
1M
-6.82%
YTD
-1.67%
6M
4.18%
1Y
30.14%
3Y*
24.97%
5Y*
14.90%
10Y*
12.01%

ENOR

1D
2.75%
1M
7.24%
YTD
28.39%
6M
30.76%
1Y
46.68%
3Y*
22.37%
5Y*
10.05%
10Y*
10.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EWI vs. ENOR - Expense Ratio Comparison

EWI has a 0.49% expense ratio, which is lower than ENOR's 0.53% expense ratio.


Return for Risk

EWI vs. ENOR — Risk / Return Rank

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

EWI
EWI Risk / Return Rank: 7878
Overall Rank
EWI Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
EWI Sortino Ratio Rank: 8080
Sortino Ratio Rank
EWI Omega Ratio Rank: 7777
Omega Ratio Rank
EWI Calmar Ratio Rank: 7878
Calmar Ratio Rank
EWI Martin Ratio Rank: 7878
Martin Ratio Rank

ENOR
ENOR Risk / Return Rank: 9292
Overall Rank
ENOR Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ENOR Sortino Ratio Rank: 9292
Sortino Ratio Rank
ENOR Omega Ratio Rank: 9393
Omega Ratio Rank
ENOR Calmar Ratio Rank: 9191
Calmar Ratio Rank
ENOR Martin Ratio Rank: 9292
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.

EWI vs. ENOR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Italy ETF (EWI) and iShares MSCI Norway ETF (ENOR). 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.


EWIENORDifference

Sharpe ratio

Return per unit of total volatility

1.41

2.04

-0.62

Sortino ratio

Return per unit of downside risk

2.00

2.74

-0.73

Omega ratio

Gain probability vs. loss probability

1.28

1.42

-0.14

Calmar ratio

Return relative to maximum drawdown

2.02

3.14

-1.12

Martin ratio

Return relative to average drawdown

8.08

12.84

-4.76

EWI vs. ENOR - Sharpe Ratio Comparison

The current EWI Sharpe Ratio is 1.41, which is lower than the ENOR Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of EWI and ENOR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EWIENORDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

2.04

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.45

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.43

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.26

-0.04

Correlation

The correlation between EWI and ENOR is 0.63, 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.


Dividends

EWI vs. ENOR - Dividend Comparison

EWI's dividend yield for the trailing twelve months is around 2.85%, more than ENOR's 2.30% yield.


TTM20252024202320222021202020192018201720162015
EWI
iShares MSCI Italy ETF
2.85%2.80%4.07%3.40%4.57%2.63%1.66%3.80%4.71%2.19%3.64%2.31%
ENOR
iShares MSCI Norway ETF
2.30%2.96%6.32%5.06%4.02%2.24%2.39%3.15%2.79%2.47%2.96%3.24%

Drawdowns

EWI vs. ENOR - Drawdown Comparison

The maximum EWI drawdown since its inception was -70.38%, which is greater than ENOR's maximum drawdown of -55.35%. Use the drawdown chart below to compare losses from any high point for EWI and ENOR.


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Drawdown Indicators


EWIENORDifference

Max Drawdown

Largest peak-to-trough decline

-70.38%

-55.35%

-15.03%

Max Drawdown (1Y)

Largest decline over 1 year

-14.21%

-15.10%

+0.89%

Max Drawdown (5Y)

Largest decline over 5 years

-35.25%

-32.65%

-2.60%

Max Drawdown (10Y)

Largest decline over 10 years

-43.00%

-54.21%

+11.21%

Current Drawdown

Current decline from peak

-7.79%

0.00%

-7.79%

Average Drawdown

Average peak-to-trough decline

-29.10%

-16.76%

-12.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

3.70%

-0.15%

Volatility

EWI vs. ENOR - Volatility Comparison

iShares MSCI Italy ETF (EWI) has a higher volatility of 8.91% compared to iShares MSCI Norway ETF (ENOR) at 7.60%. This indicates that EWI's price experiences larger fluctuations and is considered to be riskier than ENOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EWIENORDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.91%

7.60%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

13.16%

13.33%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

21.46%

23.04%

-1.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.95%

22.27%

-1.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.29%

24.08%

-0.79%