EWO vs. SPY
Compare and contrast key facts about iShares MSCI Austria ETF (EWO) and SPDR S&P 500 ETF (SPY).
EWO and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWO is a passively managed fund by iShares that tracks the performance of the MSCI Austria Investable Market Index. It was launched on Mar 12, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both EWO and SPY 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: EWO or SPY.
Correlation
The correlation between EWO and SPY is 0.49, 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.
Performance
EWO vs. SPY - Performance Comparison
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Key characteristics
EWO:
1.37
SPY:
0.50
EWO:
2.02
SPY:
0.88
EWO:
1.29
SPY:
1.13
EWO:
1.90
SPY:
0.56
EWO:
5.89
SPY:
2.17
EWO:
5.40%
SPY:
4.85%
EWO:
21.94%
SPY:
20.02%
EWO:
-75.69%
SPY:
-55.19%
EWO:
0.00%
SPY:
-7.65%
Returns By Period
In the year-to-date period, EWO achieves a 32.82% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, EWO has underperformed SPY with an annualized return of 8.04%, while SPY has yielded a comparatively higher 12.24% annualized return.
EWO
32.82%
14.00%
33.11%
29.62%
19.86%
8.04%
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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EWO vs. SPY - Expense Ratio Comparison
EWO has a 0.49% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
EWO vs. SPY — Risk-Adjusted Performance Rank
EWO
SPY
EWO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Austria ETF (EWO) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
EWO vs. SPY - Dividend Comparison
EWO's dividend yield for the trailing twelve months is around 5.57%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWO iShares MSCI Austria ETF | 5.57% | 7.40% | 5.65% | 4.75% | 2.42% | 0.98% | 3.11% | 4.04% | 2.03% | 1.99% | 1.51% | 3.93% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EWO vs. SPY - Drawdown Comparison
The maximum EWO drawdown since its inception was -75.69%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EWO and SPY. For additional features, visit the drawdowns tool.
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Volatility
EWO vs. SPY - Volatility Comparison
The current volatility for iShares MSCI Austria ETF (EWO) is 4.52%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that EWO experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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