EWUS vs. EWU
Compare and contrast key facts about iShares MSCI United Kingdom Small-Cap ETF (EWUS) and iShares MSCI United Kingdom ETF (EWU).
EWUS and EWU 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. 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. Both EWUS and EWU 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 EWU.
Correlation
The correlation between EWUS and EWU is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EWUS vs. EWU - Performance Comparison
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Key characteristics
EWUS:
11.37%
EWU:
8.58%
EWUS:
-0.66%
EWU:
-1.37%
EWUS:
0.00%
EWU:
-0.91%
Returns By Period
EWUS
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EWU
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EWUS vs. EWU - Expense Ratio Comparison
EWUS has a 0.59% expense ratio, which is higher than EWU's 0.50% expense ratio.
Risk-Adjusted Performance
EWUS vs. EWU — Risk-Adjusted Performance Rank
EWUS
EWU
EWUS vs. EWU - 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 United Kingdom ETF (EWU). 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
EWUS vs. EWU - Dividend Comparison
EWUS's dividend yield for the trailing twelve months is around 3.32%, less than EWU's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWUS iShares MSCI United Kingdom Small-Cap ETF | 3.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EWU iShares MSCI United Kingdom ETF | 3.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EWUS vs. EWU - Drawdown Comparison
The maximum EWUS drawdown since its inception was -0.66%, smaller than the maximum EWU drawdown of -1.37%. Use the drawdown chart below to compare losses from any high point for EWUS and EWU. For additional features, visit the drawdowns tool.
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Volatility
EWUS vs. EWU - Volatility Comparison
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