EWI vs. EPOL
Compare and contrast key facts about iShares MSCI Italy ETF (EWI) and iShares MSCI Poland ETF (EPOL).
EWI and EPOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWI is a passively managed fund by iShares that tracks the performance of the MSCI Italy Index. It was launched on Mar 12, 1996. EPOL is a passively managed fund by iShares that tracks the performance of the MSCI Poland Investable Market Index. It was launched on May 25, 2010. Both EWI and EPOL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EWI vs. EPOL - Performance Comparison
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EWI vs. EPOL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EPOL iShares MSCI Poland ETF | 3.47% | 77.34% | -2.61% | 50.70% | -24.62% | 12.21% | -8.38% | -6.13% | -13.76% | 52.43% |
Returns By Period
In the year-to-date period, EWI achieves a -1.67% return, which is significantly lower than EPOL's 3.47% return. Over the past 10 years, EWI has outperformed EPOL with an annualized return of 12.01%, while EPOL has yielded a comparatively lower 9.02% 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%
EPOL
- 1D
- 5.11%
- 1M
- -4.51%
- YTD
- 3.47%
- 6M
- 16.88%
- 1Y
- 36.71%
- 3Y*
- 39.07%
- 5Y*
- 18.46%
- 10Y*
- 9.02%
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EWI vs. EPOL - Expense Ratio Comparison
EWI has a 0.49% expense ratio, which is lower than EPOL's 0.61% expense ratio.
Return for Risk
EWI vs. EPOL — Risk / Return Rank
EWI
EPOL
EWI vs. EPOL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Italy ETF (EWI) and iShares MSCI Poland ETF (EPOL). 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.
| EWI | EPOL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.33 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.99 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.35 | -0.33 |
Martin ratioReturn relative to average drawdown | 8.08 | 8.16 | -0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EWI | EPOL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.33 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.64 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.33 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.19 | +0.02 |
Correlation
The correlation between EWI and EPOL is 0.66, 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. EPOL - Dividend Comparison
EWI's dividend yield for the trailing twelve months is around 2.85%, less than EPOL's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EPOL iShares MSCI Poland ETF | 4.62% | 4.78% | 6.04% | 2.87% | 2.65% | 1.33% | 1.44% | 2.51% | 1.44% | 1.88% | 2.14% | 2.53% |
Drawdowns
EWI vs. EPOL - Drawdown Comparison
The maximum EWI drawdown since its inception was -70.38%, which is greater than EPOL's maximum drawdown of -63.72%. Use the drawdown chart below to compare losses from any high point for EWI and EPOL.
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Drawdown Indicators
| EWI | EPOL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -63.72% | -6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -14.76% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -54.21% | +18.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -61.41% | +18.41% |
Current DrawdownCurrent decline from peak | -7.79% | -6.06% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -29.10% | -27.16% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 4.25% | -0.70% |
Volatility
EWI vs. EPOL - Volatility Comparison
The current volatility for iShares MSCI Italy ETF (EWI) is 8.91%, while iShares MSCI Poland ETF (EPOL) has a volatility of 10.66%. This indicates that EWI experiences smaller price fluctuations and is considered to be less risky than EPOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EWI | EPOL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.91% | 10.66% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 16.40% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.46% | 27.80% | -6.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 29.02% | -8.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 27.67% | -4.38% |