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 0.53, 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
EWZ vs. ESS - Performance Comparison
Key characteristics
EWZ:
-0.26
ESS:
0.75
EWZ:
-0.20
ESS:
1.13
EWZ:
0.98
ESS:
1.15
EWZ:
-0.12
ESS:
0.68
EWZ:
-0.48
ESS:
3.04
EWZ:
13.59%
ESS:
5.85%
EWZ:
24.89%
ESS:
23.73%
EWZ:
-77.25%
ESS:
-62.67%
EWZ:
-43.99%
ESS:
-14.05%
Returns By Period
In the year-to-date period, EWZ achieves a 19.68% return, which is significantly higher than ESS's -1.82% return. Over the past 10 years, EWZ has underperformed ESS with an annualized return of 1.78%, while ESS has yielded a comparatively higher 5.15% annualized return.
EWZ
19.68%
2.43%
0.20%
-5.50%
11.82%
1.78%
ESS
-1.82%
-9.27%
-5.21%
15.34%
6.34%
5.15%
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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 7.45%, more than ESS's 3.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWZ iShares MSCI Brazil ETF | 7.45% | 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. | 3.60% | 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
The current volatility for iShares MSCI Brazil ETF (EWZ) is 11.22%, while Essex Property Trust, Inc. (ESS) has a volatility of 13.69%. This indicates that EWZ experiences smaller price fluctuations and is considered to be less risky than ESS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.