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:
-1.40
ESS:
0.88
EWZ:
-1.98
ESS:
1.33
EWZ:
0.77
ESS:
1.16
EWZ:
-0.58
ESS:
0.56
EWZ:
-2.08
ESS:
4.08
EWZ:
14.84%
ESS:
4.51%
EWZ:
22.04%
ESS:
20.81%
EWZ:
-77.25%
ESS:
-62.67%
EWZ:
-53.10%
ESS:
-12.77%
Returns By Period
In the year-to-date period, EWZ achieves a -30.26% return, which is significantly lower than ESS's 17.94% return. Over the past 10 years, EWZ has underperformed ESS with an annualized return of 0.01%, while ESS has yielded a comparatively higher 6.31% annualized return.
EWZ
-30.26%
-10.80%
-13.64%
-30.55%
-7.27%
0.01%
ESS
17.94%
-9.08%
5.37%
16.76%
2.46%
6.31%
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Risk-Adjusted Performance
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 8.89%, more than ESS's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWZ iShares MSCI Brazil ETF | 8.89% | 5.66% | 12.59% | 9.87% | 1.71% | 2.54% | 2.89% | 1.71% | 1.81% | 4.08% | 3.78% | 3.23% |
ESS Essex Property Trust, Inc. | 2.58% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% | 3.37% |
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 10.90% compared to Essex Property Trust, Inc. (ESS) at 5.72%. 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.