EWZS vs. FNDA
Compare and contrast key facts about iShares MSCI Brazil Small-Cap ETF (EWZS) and Schwab Fundamental US Small Co. Index ETF (FNDA).
EWZS and FNDA 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. FNDA is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI Small Company US. It was launched on Aug 15, 2013. Both EWZS and FNDA 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 FNDA.
Key characteristics
| EWZS | FNDA | |
|---|---|---|
| YTD Return | -7.64% | -0.11% |
| 1Y Return | 18.91% | 21.52% |
| 3Y Return (Ann) | -2.83% | 3.07% |
| 5Y Return (Ann) | 0.94% | 8.75% |
| 10Y Return (Ann) | -0.32% | 8.54% |
| Sharpe Ratio | 0.77 | 1.05 |
| Daily Std Dev | 26.12% | 18.87% |
| Max Drawdown | -79.26% | -44.64% |
| Current Drawdown | -34.58% | -3.33% |
Correlation
The correlation between EWZS and FNDA is 0.43, 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
EWZS vs. FNDA - Performance Comparison
In the year-to-date period, EWZS achieves a -7.64% return, which is significantly lower than FNDA's -0.11% return. Over the past 10 years, EWZS has underperformed FNDA with an annualized return of -0.32%, while FNDA has yielded a comparatively higher 8.54% 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. FNDA - Expense Ratio Comparison
EWZS has a 0.59% expense ratio, which is higher than FNDA's 0.25% expense ratio.
Risk-Adjusted Performance
EWZS vs. FNDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil Small-Cap ETF (EWZS) and Schwab Fundamental US Small Co. Index ETF (FNDA). 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. FNDA - Dividend Comparison
EWZS's dividend yield for the trailing twelve months is around 2.98%, more than FNDA's 1.40% 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% |
FNDA Schwab Fundamental US Small Co. Index ETF | 1.40% | 1.37% | 1.38% | 1.15% | 1.31% | 1.38% | 1.67% | 1.30% | 1.18% | 1.33% | 1.06% | 0.32% |
Drawdowns
EWZS vs. FNDA - Drawdown Comparison
The maximum EWZS drawdown since its inception was -79.26%, which is greater than FNDA's maximum drawdown of -44.64%. Use the drawdown chart below to compare losses from any high point for EWZS and FNDA. For additional features, visit the drawdowns tool.
Volatility
EWZS vs. FNDA - Volatility Comparison
iShares MSCI Brazil Small-Cap ETF (EWZS) has a higher volatility of 9.88% compared to Schwab Fundamental US Small Co. Index ETF (FNDA) at 5.24%. This indicates that EWZS's price experiences larger fluctuations and is considered to be riskier than FNDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.