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EWP vs. PGAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EWP and PGAL is 0.53, 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

EWP vs. PGAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Spain ETF (EWP) and Global X MSCI Portugal ETF (PGAL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


EWP

YTD

35.94%

1M

7.54%

6M

31.78%

1Y

30.71%

5Y*

19.21%

10Y*

5.00%

PGAL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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EWP vs. PGAL - Expense Ratio Comparison

EWP has a 0.50% expense ratio, which is lower than PGAL's 0.58% expense ratio.


Risk-Adjusted Performance

EWP vs. PGAL — Risk-Adjusted Performance Rank

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

EWP
The Risk-Adjusted Performance Rank of EWP is 9191
Overall Rank
The Sharpe Ratio Rank of EWP is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of EWP is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EWP is 9090
Omega Ratio Rank
The Calmar Ratio Rank of EWP is 9595
Calmar Ratio Rank
The Martin Ratio Rank of EWP is 8989
Martin Ratio Rank

PGAL
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EWP vs. PGAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Spain ETF (EWP) and Global X MSCI Portugal ETF (PGAL). 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

EWP vs. PGAL - Dividend Comparison

EWP's dividend yield for the trailing twelve months is around 3.20%, while PGAL has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
EWP
iShares MSCI Spain ETF
3.20%4.35%2.70%3.07%3.29%2.56%3.72%3.69%2.72%4.65%3.85%4.72%
PGAL
Global X MSCI Portugal ETF
0.00%0.00%4.15%3.33%3.43%2.41%3.49%4.60%3.05%4.29%4.53%2.23%

Drawdowns

EWP vs. PGAL - Drawdown Comparison


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Volatility

EWP vs. PGAL - Volatility Comparison


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