EWZ vs. ESS
Compare and contrast key facts about iShares MSCI Brazil ETF (EWZ) and Essex Property Trust, Inc. (ESS).
EWZ is a passively managed fund by iShares that tracks the performance of the MSCI Brazil 25/50 Index. It was launched on Jul 10, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWZ or ESS.
Correlation
The correlation between EWZ and ESS is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EWZ vs. ESS - Performance Comparison
Key characteristics
EWZ:
-0.49
ESS:
1.59
EWZ:
-0.54
ESS:
2.20
EWZ:
0.94
ESS:
1.27
EWZ:
-0.21
ESS:
1.09
EWZ:
-0.80
ESS:
6.58
EWZ:
14.06%
ESS:
4.96%
EWZ:
23.12%
ESS:
20.53%
EWZ:
-77.25%
ESS:
-62.67%
EWZ:
-45.65%
ESS:
-4.17%
Returns By Period
In the year-to-date period, EWZ achieves a 16.13% return, which is significantly higher than ESS's 9.47% return. Over the past 10 years, EWZ has underperformed ESS with an annualized return of 2.52%, while ESS has yielded a comparatively higher 6.32% annualized return.
EWZ
16.13%
8.29%
-8.13%
-11.74%
11.54%
2.52%
ESS
9.47%
-1.29%
6.64%
35.01%
13.97%
6.32%
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Risk-Adjusted Performance
EWZ vs. ESS — Risk-Adjusted Performance Rank
EWZ
ESS
EWZ vs. ESS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil ETF (EWZ) and Essex Property Trust, Inc. (ESS). 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
EWZ vs. ESS - Dividend Comparison
EWZ's dividend yield for the trailing twelve months is around 7.67%, more than ESS's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWZ iShares MSCI Brazil ETF | 7.67% | 8.91% | 5.66% | 12.59% | 9.87% | 1.71% | 2.54% | 2.89% | 1.71% | 1.81% | 4.08% | 3.78% |
ESS Essex Property Trust, Inc. | 3.23% | 2.57% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% |
Drawdowns
EWZ vs. ESS - Drawdown Comparison
The maximum EWZ drawdown since its inception was -77.25%, which is greater than ESS's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for EWZ and ESS. For additional features, visit the drawdowns tool.
Volatility
EWZ vs. ESS - Volatility Comparison
iShares MSCI Brazil ETF (EWZ) has a higher volatility of 6.80% compared to Essex Property Trust, Inc. (ESS) at 5.23%. This indicates that EWZ's price experiences larger fluctuations and is considered to be riskier than ESS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.