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EWL vs. SCJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EWL vs. SCJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Switzerland ETF (EWL) and iShares MSCI Japan Small Cap ETF (SCJ). The values are adjusted to include any dividend payments, if applicable.

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EWL vs. SCJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EWL
iShares MSCI Switzerland ETF
-1.92%32.92%-2.80%17.67%-18.89%20.20%11.80%31.58%-9.21%23.34%
SCJ
iShares MSCI Japan Small Cap ETF
5.74%29.58%3.41%13.22%-12.75%-2.95%7.46%16.16%-17.17%31.61%

Returns By Period

In the year-to-date period, EWL achieves a -1.92% return, which is significantly lower than SCJ's 5.74% return. Over the past 10 years, EWL has outperformed SCJ with an annualized return of 9.38%, while SCJ has yielded a comparatively lower 7.50% annualized return.


EWL

1D
2.24%
1M
-9.63%
YTD
-1.92%
6M
6.46%
1Y
15.70%
3Y*
11.32%
5Y*
7.64%
10Y*
9.38%

SCJ

1D
2.63%
1M
-9.21%
YTD
5.74%
6M
7.75%
1Y
30.63%
3Y*
15.14%
5Y*
5.57%
10Y*
7.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EWL vs. SCJ - Expense Ratio Comparison

EWL has a 0.50% expense ratio, which is higher than SCJ's 0.49% expense ratio.


Return for Risk

EWL vs. SCJ — Risk / Return Rank

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

EWL
EWL Risk / Return Rank: 4949
Overall Rank
EWL Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
EWL Sortino Ratio Rank: 5454
Sortino Ratio Rank
EWL Omega Ratio Rank: 5050
Omega Ratio Rank
EWL Calmar Ratio Rank: 4444
Calmar Ratio Rank
EWL Martin Ratio Rank: 4545
Martin Ratio Rank

SCJ
SCJ Risk / Return Rank: 8585
Overall Rank
SCJ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
SCJ Sortino Ratio Rank: 8989
Sortino Ratio Rank
SCJ Omega Ratio Rank: 8585
Omega Ratio Rank
SCJ Calmar Ratio Rank: 8484
Calmar Ratio Rank
SCJ Martin Ratio Rank: 8383
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.

EWL vs. SCJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Switzerland ETF (EWL) and iShares MSCI Japan Small Cap ETF (SCJ). 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.


EWLSCJDifference

Sharpe ratio

Return per unit of total volatility

0.93

1.77

-0.84

Sortino ratio

Return per unit of downside risk

1.38

2.48

-1.10

Omega ratio

Gain probability vs. loss probability

1.18

1.33

-0.15

Calmar ratio

Return relative to maximum drawdown

1.05

2.41

-1.35

Martin ratio

Return relative to average drawdown

4.08

9.17

-5.09

EWL vs. SCJ - Sharpe Ratio Comparison

The current EWL Sharpe Ratio is 0.93, which is lower than the SCJ Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of EWL and SCJ, 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


EWLSCJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

1.77

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.36

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.46

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.28

+0.06

Correlation

The correlation between EWL and SCJ is 0.55, 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

EWL vs. SCJ - Dividend Comparison

EWL's dividend yield for the trailing twelve months is around 1.74%, less than SCJ's 2.97% yield.


TTM20252024202320222021202020192018201720162015
EWL
iShares MSCI Switzerland ETF
1.74%1.71%2.21%2.12%2.04%1.73%1.45%1.85%2.56%2.05%2.75%2.58%
SCJ
iShares MSCI Japan Small Cap ETF
2.97%3.14%1.79%1.99%1.18%1.87%0.89%1.85%1.44%1.45%2.73%1.53%

Drawdowns

EWL vs. SCJ - Drawdown Comparison

The maximum EWL drawdown since its inception was -51.62%, which is greater than SCJ's maximum drawdown of -43.52%. Use the drawdown chart below to compare losses from any high point for EWL and SCJ.


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Drawdown Indicators


EWLSCJDifference

Max Drawdown

Largest peak-to-trough decline

-51.62%

-43.52%

-8.10%

Max Drawdown (1Y)

Largest decline over 1 year

-13.48%

-12.17%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-28.99%

-33.25%

+4.26%

Max Drawdown (10Y)

Largest decline over 10 years

-28.99%

-38.87%

+9.88%

Current Drawdown

Current decline from peak

-9.63%

-9.21%

-0.42%

Average Drawdown

Average peak-to-trough decline

-11.12%

-10.44%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.48%

3.19%

+0.29%

Volatility

EWL vs. SCJ - Volatility Comparison

The current volatility for iShares MSCI Switzerland ETF (EWL) is 6.66%, while iShares MSCI Japan Small Cap ETF (SCJ) has a volatility of 7.26%. This indicates that EWL experiences smaller price fluctuations and is considered to be less risky than SCJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EWLSCJDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

7.26%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

10.81%

12.11%

-1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

16.95%

17.40%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.86%

15.64%

+0.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.36%

16.23%

+0.13%