EWU vs. AAPL
Compare and contrast key facts about iShares MSCI United Kingdom ETF (EWU) and Apple Inc (AAPL).
EWU is a passively managed fund by iShares that tracks the performance of the MSCI United Kingdom Index. It was launched on Mar 12, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWU or AAPL.
Correlation
The correlation between EWU and AAPL is 0.65, 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
EWU vs. AAPL - Performance Comparison
Key characteristics
EWU:
0.93
AAPL:
0.80
EWU:
1.31
AAPL:
1.30
EWU:
1.19
AAPL:
1.19
EWU:
1.20
AAPL:
0.78
EWU:
3.82
AAPL:
2.94
EWU:
3.99%
AAPL:
8.85%
EWU:
16.31%
AAPL:
32.69%
EWU:
-63.99%
AAPL:
-81.80%
EWU:
-0.13%
AAPL:
-19.11%
Returns By Period
In the year-to-date period, EWU achieves a 11.92% return, which is significantly higher than AAPL's -16.34% return. Over the past 10 years, EWU has underperformed AAPL with an annualized return of 3.70%, while AAPL has yielded a comparatively higher 21.84% annualized return.
EWU
11.92%
1.15%
7.21%
14.24%
13.30%
3.70%
AAPL
-16.34%
-5.53%
-9.36%
23.77%
25.03%
21.84%
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Risk-Adjusted Performance
EWU vs. AAPL — Risk-Adjusted Performance Rank
EWU
AAPL
EWU vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI United Kingdom ETF (EWU) and Apple Inc (AAPL). 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
EWU vs. AAPL - Dividend Comparison
EWU's dividend yield for the trailing twelve months is around 3.71%, more than AAPL's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWU iShares MSCI United Kingdom ETF | 3.71% | 4.16% | 4.14% | 3.42% | 4.35% | 2.48% | 4.13% | 4.98% | 3.91% | 3.97% | 4.11% | 7.59% |
AAPL Apple Inc | 0.48% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
EWU vs. AAPL - Drawdown Comparison
The maximum EWU drawdown since its inception was -63.99%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for EWU and AAPL. For additional features, visit the drawdowns tool.
Volatility
EWU vs. AAPL - Volatility Comparison
The current volatility for iShares MSCI United Kingdom ETF (EWU) is 11.33%, while Apple Inc (AAPL) has a volatility of 22.62%. This indicates that EWU experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.