EWL vs. BND
Compare and contrast key facts about iShares MSCI Switzerland ETF (EWL) and Vanguard Total Bond Market ETF (BND).
EWL and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWL is a passively managed fund by iShares that tracks the performance of the MSCI Switzerland Index. It was launched on Mar 12, 1996. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. Both EWL and BND 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: EWL or BND.
Key characteristics
| EWL | BND | |
|---|---|---|
| YTD Return | -0.12% | -1.43% |
| 1Y Return | 1.46% | 0.85% |
| 3Y Return (Ann) | 2.76% | -3.00% |
| 5Y Return (Ann) | 8.04% | 0.05% |
| 10Y Return (Ann) | 5.44% | 1.24% |
| Sharpe Ratio | 0.15 | 0.09 |
| Daily Std Dev | 12.65% | 6.54% |
| Max Drawdown | -51.62% | -18.84% |
| Current Drawdown | -5.20% | -11.87% |
Correlation
The correlation between EWL and BND is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EWL vs. BND - Performance Comparison
In the year-to-date period, EWL achieves a -0.12% return, which is significantly higher than BND's -1.43% return. Over the past 10 years, EWL has outperformed BND with an annualized return of 5.44%, while BND has yielded a comparatively lower 1.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EWL vs. BND - Expense Ratio Comparison
EWL has a 0.50% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
EWL vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Switzerland ETF (EWL) and Vanguard Total Bond Market ETF (BND). 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
EWL vs. BND - Dividend Comparison
EWL's dividend yield for the trailing twelve months is around 2.12%, less than BND's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWL iShares MSCI Switzerland ETF | 2.12% | 2.12% | 2.04% | 1.73% | 1.45% | 1.85% | 2.56% | 2.05% | 2.75% | 2.58% | 2.49% | 1.83% |
BND Vanguard Total Bond Market ETF | 3.36% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
EWL vs. BND - Drawdown Comparison
The maximum EWL drawdown since its inception was -51.62%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for EWL and BND. For additional features, visit the drawdowns tool.
Volatility
EWL vs. BND - Volatility Comparison
iShares MSCI Switzerland ETF (EWL) has a higher volatility of 3.72% compared to Vanguard Total Bond Market ETF (BND) at 1.30%. This indicates that EWL's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.