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EWK vs. PTEU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EWK vs. PTEU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Belgium ETF (EWK) and Pacer Trendpilot European Index ETF (PTEU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EWK achieves a 9.69% return, which is significantly higher than PTEU's 8.42% return. Over the past 10 years, EWK has outperformed PTEU with an annualized return of 6.81%, while PTEU has yielded a comparatively lower 5.57% annualized return.


EWK

1D
0.14%
1M
-2.82%
6M
5.95%
YTD
9.69%
1Y
22.41%
3Y*
15.38%
5Y*
6.62%
10Y*
6.81%

PTEU

1D
0.84%
1M
-0.20%
6M
5.43%
YTD
8.42%
1Y
18.81%
3Y*
9.41%
5Y*
8.47%
10Y*
5.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWK vs. PTEU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EWK
iShares MSCI Belgium ETF
9.69%35.38%0.14%7.47%-13.98%12.84%0.04%25.92%-20.40%23.70%
PTEU
Pacer Trendpilot European Index ETF
8.42%30.80%-0.50%12.45%-7.46%13.43%-19.41%13.50%-16.87%28.91%

Correlation

The correlation between EWK and PTEU is 0.66, 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

0.66

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

0.71

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

0.66

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

0.63

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.61

The correlation between EWK and PTEU has been stable across timeframes, ranging from 0.61 to 0.71 - a consistent structural relationship.

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Return for Risk

EWK vs. PTEU — Risk / Return Rank

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

EWK
EWK Risk / Return Rank: 4545
Overall Rank
EWK Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
EWK Sortino Ratio Rank: 5151
Sortino Ratio Rank
EWK Omega Ratio Rank: 5252
Omega Ratio Rank
EWK Calmar Ratio Rank: 3434
Calmar Ratio Rank
EWK Martin Ratio Rank: 3939
Martin Ratio Rank

PTEU
PTEU Risk / Return Rank: 3636
Overall Rank
PTEU Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
PTEU Sortino Ratio Rank: 3636
Sortino Ratio Rank
PTEU Omega Ratio Rank: 3535
Omega Ratio Rank
PTEU Calmar Ratio Rank: 3535
Calmar Ratio Rank
PTEU Martin Ratio Rank: 4040
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.

EWK vs. PTEU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Belgium ETF (EWK) and Pacer Trendpilot European Index ETF (PTEU). 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.


EWKPTEUDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.45

Omega ratioGain probability vs. loss probability

1.27

1.20

+0.07

Calmar ratioReturn relative to maximum drawdown

1.46

1.47

-0.02

Martin ratioReturn relative to average drawdown

5.15

5.08

+0.07

EWK vs. PTEU - Sharpe Ratio Comparison

The current EWK Sharpe Ratio is 1.43, which is higher than the PTEU Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of EWK and PTEU, 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

EWK vs. PTEU - Drawdown Comparison

The maximum EWK drawdown since its inception was -74.10%, which is greater than PTEU's maximum drawdown of -35.45%. Use the drawdown chart below to compare losses from any high point for EWK and PTEU.


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Drawdown Indicators


EWKPTEUDifference

Max Drawdown

Largest peak-to-trough decline

-74.10%

-35.45%

-38.65%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

-12.82%

-2.65%

Max Drawdown (3Y)

Largest decline over 3 years

-15.64%

-15.04%

-0.60%

Max Drawdown (5Y)

Largest decline over 5 years

-33.24%

-15.04%

-18.20%

Max Drawdown (10Y)

Largest decline over 10 years

-42.80%

-35.45%

-7.35%

Current Drawdown

Current decline from peak

-3.70%

-1.34%

-2.36%

Average Drawdown

Average peak-to-trough decline

-21.46%

-14.36%

-7.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.36%

3.71%

+0.65%

Volatility

EWK vs. PTEU - Volatility Comparison

The current volatility for iShares MSCI Belgium ETF (EWK) is 3.73%, while Pacer Trendpilot European Index ETF (PTEU) has a volatility of 3.96%. This indicates that EWK experiences smaller price fluctuations and is considered to be less risky than PTEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EWKPTEUDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.73%

3.96%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

13.42%

14.72%

-1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

15.75%

17.22%

-1.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.90%

15.27%

+2.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.79%

14.58%

+4.21%

EWK vs. PTEU - Expense Ratio Comparison

EWK has a 0.49% expense ratio, which is lower than PTEU's 0.65% expense ratio.


Dividends

EWK vs. PTEU - Dividend Comparison

EWK's dividend yield for the trailing twelve months is around 1.87%, more than PTEU's 1.77% yield.


PositionTTM20252024202320222021202020192018201720162015
EWK
iShares MSCI Belgium ETF
1.87%1.73%3.25%2.09%2.58%3.64%1.66%2.77%2.78%2.91%1.75%2.06%
PTEU
Pacer Trendpilot European Index ETF
1.77%1.92%3.49%2.74%0.69%1.55%0.00%3.43%1.86%0.60%0.00%0.00%

Frequently Asked Questions


EWK and PTEU have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PTEU has higher volatility (3.96%) compared to EWK (3.73%). In terms of maximum drawdown, EWK dropped -74.10% vs PTEU's -35.45%.

On 10-year performance, EWK leads with 6.81% vs 5.57% for PTEU. On fees, EWK is cheaper at 0.49% per year. On volatility, EWK has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, EWK has performed better with a 6.81% return vs 5.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EWK is cheaper with a 0.49% expense ratio, compared with 0.65% for PTEU.

EWK has the higher dividend yield at 1.87%, compared with 1.77% for PTEU.

EWK tracks MSCI Belgium Investable Market Index, while PTEU tracks Pacer Trendpilot European Index. They also come from different issuers: iShares and Pacer. Their fees differ too: 0.49% for EWK and 0.65% for PTEU.

EWK currently has the higher Sharpe Ratio (1.43 vs 1.10), 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.

Portfolio Optimizer

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