EWU vs. EWUS
Compare and contrast key facts about iShares MSCI United Kingdom ETF (EWU) and iShares MSCI United Kingdom Small-Cap ETF (EWUS).
EWU and EWUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. EWUS is a passively managed fund by iShares that tracks the performance of the MSCI United Kingdom Small Cap Index. It was launched on Jan 25, 2012. Both EWU and EWUS 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: EWU or EWUS.
Correlation
The correlation between EWU and EWUS is 0.56, 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. EWUS - Performance Comparison
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Key characteristics
EWU:
0.64
EWUS:
0.45
EWU:
1.01
EWUS:
0.82
EWU:
1.14
EWUS:
1.11
EWU:
0.88
EWUS:
0.37
EWU:
2.80
EWUS:
1.47
EWU:
3.99%
EWUS:
7.67%
EWU:
16.37%
EWUS:
21.99%
EWU:
-63.99%
EWUS:
-49.33%
EWU:
0.00%
EWUS:
-13.41%
Returns By Period
In the year-to-date period, EWU achieves a 14.75% return, which is significantly higher than EWUS's 12.81% return. Over the past 10 years, EWU has outperformed EWUS with an annualized return of 3.91%, while EWUS has yielded a comparatively lower 1.80% annualized return.
EWU
14.75%
6.43%
15.15%
10.42%
14.16%
3.91%
EWUS
12.81%
11.31%
11.80%
9.86%
9.35%
1.80%
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EWU vs. EWUS - Expense Ratio Comparison
EWU has a 0.50% expense ratio, which is lower than EWUS's 0.59% expense ratio.
Risk-Adjusted Performance
EWU vs. EWUS — Risk-Adjusted Performance Rank
EWU
EWUS
EWU vs. EWUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI United Kingdom ETF (EWU) and iShares MSCI United Kingdom Small-Cap ETF (EWUS). 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
EWU vs. EWUS - Dividend Comparison
EWU's dividend yield for the trailing twelve months is around 3.62%, more than EWUS's 3.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWU iShares MSCI United Kingdom ETF | 3.62% | 4.16% | 4.14% | 3.42% | 4.35% | 2.48% | 4.13% | 4.98% | 3.91% | 3.97% | 4.11% | 7.59% |
EWUS iShares MSCI United Kingdom Small-Cap ETF | 3.25% | 3.67% | 2.88% | 2.03% | 3.54% | 1.97% | 2.59% | 3.53% | 2.61% | 3.18% | 2.85% | 3.33% |
Drawdowns
EWU vs. EWUS - Drawdown Comparison
The maximum EWU drawdown since its inception was -63.99%, which is greater than EWUS's maximum drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for EWU and EWUS. For additional features, visit the drawdowns tool.
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Volatility
EWU vs. EWUS - Volatility Comparison
iShares MSCI United Kingdom ETF (EWU) has a higher volatility of 3.72% compared to iShares MSCI United Kingdom Small-Cap ETF (EWUS) at 2.90%. This indicates that EWU's price experiences larger fluctuations and is considered to be riskier than EWUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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