EWW vs. VOO
Compare and contrast key facts about iShares MSCI Mexico ETF (EWW) and Vanguard S&P 500 ETF (VOO).
EWW and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWW is a passively managed fund by iShares that tracks the performance of the MSCI Mexico IMI 25/50 Index. It was launched on Mar 12, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both EWW and VOO 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: EWW or VOO.
Correlation
The correlation between EWW and VOO is 0.60, 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
EWW vs. VOO - Performance Comparison
Key characteristics
EWW:
-0.97
VOO:
2.25
EWW:
-1.24
VOO:
2.98
EWW:
0.84
VOO:
1.42
EWW:
-0.79
VOO:
3.31
EWW:
-1.37
VOO:
14.77
EWW:
17.24%
VOO:
1.90%
EWW:
24.41%
VOO:
12.46%
EWW:
-64.94%
VOO:
-33.99%
EWW:
-27.96%
VOO:
-2.47%
Returns By Period
In the year-to-date period, EWW achieves a -25.07% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, EWW has underperformed VOO with an annualized return of 0.55%, while VOO has yielded a comparatively higher 13.08% annualized return.
EWW
-25.07%
0.26%
-11.96%
-25.07%
4.05%
0.55%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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EWW vs. VOO - Expense Ratio Comparison
EWW has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EWW vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Mexico ETF (EWW) and Vanguard S&P 500 ETF (VOO). 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
EWW vs. VOO - Dividend Comparison
EWW's dividend yield for the trailing twelve months is around 4.21%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares MSCI Mexico ETF | 4.21% | 2.19% | 3.64% | 2.06% | 1.43% | 2.92% | 2.30% | 2.22% | 1.77% | 2.34% | 1.23% | 1.96% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
EWW vs. VOO - Drawdown Comparison
The maximum EWW drawdown since its inception was -64.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EWW and VOO. For additional features, visit the drawdowns tool.
Volatility
EWW vs. VOO - Volatility Comparison
iShares MSCI Mexico ETF (EWW) has a higher volatility of 6.45% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that EWW's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.