EWZS vs. EWUS
Compare and contrast key facts about iShares MSCI Brazil Small-Cap ETF (EWZS) and iShares MSCI United Kingdom Small-Cap ETF (EWUS).
EWZS and EWUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWZS is a passively managed fund by iShares that tracks the performance of the MSCI Brazil Small Cap Index. It was launched on Sep 28, 2010. 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. Both EWZS and EWUS 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: EWZS or EWUS.
Key characteristics
| EWZS | EWUS | |
|---|---|---|
| YTD Return | -7.64% | 1.24% |
| 1Y Return | 18.91% | 7.90% |
| 3Y Return (Ann) | -2.83% | -7.27% |
| 5Y Return (Ann) | 0.94% | -0.25% |
| 10Y Return (Ann) | -0.32% | 0.88% |
| Sharpe Ratio | 0.77 | 0.44 |
| Daily Std Dev | 26.12% | 17.41% |
| Max Drawdown | -79.26% | -49.33% |
| Current Drawdown | -34.58% | -24.96% |
Correlation
The correlation between EWZS and EWUS is 0.34, 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
EWZS vs. EWUS - Performance Comparison
In the year-to-date period, EWZS achieves a -7.64% return, which is significantly lower than EWUS's 1.24% return. Over the past 10 years, EWZS has underperformed EWUS with an annualized return of -0.32%, while EWUS has yielded a comparatively higher 0.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EWZS vs. EWUS - Expense Ratio Comparison
Both EWZS and EWUS have an expense ratio of 0.59%.
Risk-Adjusted Performance
EWZS vs. EWUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil Small-Cap ETF (EWZS) and iShares MSCI United Kingdom Small-Cap ETF (EWUS). 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
EWZS vs. EWUS - Dividend Comparison
EWZS's dividend yield for the trailing twelve months is around 2.98%, more than EWUS's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWZS iShares MSCI Brazil Small-Cap ETF | 2.98% | 2.75% | 4.61% | 4.50% | 1.15% | 1.76% | 4.75% | 3.38% | 3.58% | 4.31% | 3.02% | 1.86% |
EWUS iShares MSCI United Kingdom Small-Cap ETF | 2.85% | 2.88% | 2.03% | 3.54% | 1.97% | 2.59% | 3.53% | 2.61% | 3.18% | 2.85% | 3.33% | 0.80% |
Drawdowns
EWZS vs. EWUS - Drawdown Comparison
The maximum EWZS drawdown since its inception was -79.26%, which is greater than EWUS's maximum drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for EWZS and EWUS. For additional features, visit the drawdowns tool.
Volatility
EWZS vs. EWUS - Volatility Comparison
iShares MSCI Brazil Small-Cap ETF (EWZS) has a higher volatility of 9.88% compared to iShares MSCI United Kingdom Small-Cap ETF (EWUS) at 4.81%. This indicates that EWZS's price experiences larger fluctuations and is considered to be riskier than EWUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.