FEZ vs. EZU
Compare and contrast key facts about SPDR EURO STOXX 50 ETF (FEZ) and iShares MSCI Eurozone ETF (EZU).
FEZ and EZU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FEZ is a passively managed fund by State Street that tracks the performance of the EURO STOXX 50 Index. It was launched on Oct 21, 2002. EZU is a passively managed fund by iShares that tracks the performance of the MSCI EMU. It was launched on Jul 25, 2000. Both FEZ and EZU 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: FEZ or EZU.
Correlation
The correlation between FEZ and EZU is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FEZ vs. EZU - Performance Comparison
Loading data...
Key characteristics
FEZ:
0.65
EZU:
0.71
FEZ:
1.10
EZU:
1.18
FEZ:
1.14
EZU:
1.15
FEZ:
0.88
EZU:
0.97
FEZ:
2.50
EZU:
2.68
FEZ:
5.55%
EZU:
5.45%
FEZ:
20.82%
EZU:
19.91%
FEZ:
-64.21%
EZU:
-66.37%
FEZ:
0.00%
EZU:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FEZ having a 21.81% return and EZU slightly higher at 22.06%. Over the past 10 years, FEZ has outperformed EZU with an annualized return of 6.77%, while EZU has yielded a comparatively lower 6.27% annualized return.
FEZ
21.81%
10.90%
22.18%
13.36%
18.08%
6.77%
EZU
22.06%
10.45%
22.18%
14.12%
16.28%
6.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FEZ vs. EZU - Expense Ratio Comparison
FEZ has a 0.29% expense ratio, which is lower than EZU's 0.51% expense ratio.
Risk-Adjusted Performance
FEZ vs. EZU — Risk-Adjusted Performance Rank
FEZ
EZU
FEZ vs. EZU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR EURO STOXX 50 ETF (FEZ) and iShares MSCI Eurozone ETF (EZU). 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.
Loading data...
Dividends
FEZ vs. EZU - Dividend Comparison
FEZ's dividend yield for the trailing twelve months is around 2.50%, more than EZU's 2.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEZ SPDR EURO STOXX 50 ETF | 2.50% | 2.94% | 2.75% | 3.05% | 2.61% | 2.12% | 2.61% | 3.45% | 2.44% | 3.35% | 3.03% | 3.78% |
EZU iShares MSCI Eurozone ETF | 2.38% | 2.90% | 2.56% | 2.79% | 2.46% | 2.13% | 2.84% | 3.47% | 1.91% | 3.07% | 2.18% | 2.97% |
Drawdowns
FEZ vs. EZU - Drawdown Comparison
The maximum FEZ drawdown since its inception was -64.21%, roughly equal to the maximum EZU drawdown of -66.37%. Use the drawdown chart below to compare losses from any high point for FEZ and EZU. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FEZ vs. EZU - Volatility Comparison
SPDR EURO STOXX 50 ETF (FEZ) has a higher volatility of 4.05% compared to iShares MSCI Eurozone ETF (EZU) at 3.46%. This indicates that FEZ's price experiences larger fluctuations and is considered to be riskier than EZU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...