EWUS vs. EWGS
Compare and contrast key facts about iShares MSCI United Kingdom Small-Cap ETF (EWUS) and iShares MSCI Germany Small-Cap ETF (EWGS).
EWUS and EWGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. EWGS is a passively managed fund by iShares that tracks the performance of the MSCI Germany Small Cap Index. It was launched on Jan 25, 2012. Both EWUS and EWGS 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: EWUS or EWGS.
Key characteristics
| EWUS | EWGS |
|---|
Correlation
The correlation between EWUS and EWGS is 0.66, 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
EWUS vs. EWGS - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EWUS vs. EWGS - Expense Ratio Comparison
Both EWUS and EWGS have an expense ratio of 0.59%.
Risk-Adjusted Performance
EWUS vs. EWGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI United Kingdom Small-Cap ETF (EWUS) and iShares MSCI Germany Small-Cap ETF (EWGS). 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
EWUS vs. EWGS - Dividend Comparison
EWUS's dividend yield for the trailing twelve months is around 2.88%, while EWGS has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWUS iShares MSCI United Kingdom Small-Cap ETF | 2.88% | 2.88% | 2.03% | 3.54% | 1.97% | 2.59% | 3.52% | 2.61% | 3.18% | 2.85% | 3.33% | 0.80% |
EWGS iShares MSCI Germany Small-Cap ETF | 0.00% | 2.74% | 2.30% | 1.12% | 1.11% | 1.75% | 2.63% | 0.04% | 0.07% | 1.20% | 0.60% | 0.09% |
Drawdowns
EWUS vs. EWGS - Drawdown Comparison
Volatility
EWUS vs. EWGS - Volatility Comparison
iShares MSCI United Kingdom Small-Cap ETF (EWUS) has a higher volatility of 4.39% compared to iShares MSCI Germany Small-Cap ETF (EWGS) at 0.00%. This indicates that EWUS's price experiences larger fluctuations and is considered to be riskier than EWGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.