FXI vs. EWY
Compare and contrast key facts about iShares China Large-Cap ETF (FXI) and iShares MSCI South Korea ETF (EWY).
FXI and EWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXI is a passively managed fund by iShares that tracks the performance of the FTSE China 25 Index. It was launched on Oct 5, 2004. EWY is a passively managed fund by iShares that tracks the performance of the MSCI Korea Index. It was launched on May 12, 2000. Both FXI and EWY 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: FXI or EWY.
Correlation
The correlation between FXI and EWY is 0.61, 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
FXI vs. EWY - Performance Comparison
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Key characteristics
FXI:
0.92
EWY:
-0.33
FXI:
1.53
EWY:
-0.25
FXI:
1.20
EWY:
0.97
FXI:
0.65
EWY:
-0.17
FXI:
2.85
EWY:
-0.54
FXI:
11.61%
EWY:
14.00%
FXI:
35.11%
EWY:
26.03%
FXI:
-72.68%
EWY:
-74.14%
FXI:
-27.16%
EWY:
-33.85%
Returns By Period
In the year-to-date period, FXI achieves a 19.28% return, which is significantly higher than EWY's 15.17% return. Over the past 10 years, FXI has underperformed EWY with an annualized return of -0.89%, while EWY has yielded a comparatively higher 1.73% annualized return.
FXI
19.28%
8.81%
21.75%
31.99%
1.37%
-0.89%
EWY
15.17%
7.84%
7.39%
-8.48%
5.17%
1.73%
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FXI vs. EWY - Expense Ratio Comparison
FXI has a 0.74% expense ratio, which is higher than EWY's 0.59% expense ratio.
Risk-Adjusted Performance
FXI vs. EWY — Risk-Adjusted Performance Rank
FXI
EWY
FXI vs. EWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares China Large-Cap ETF (FXI) and iShares MSCI South Korea ETF (EWY). 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.
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Dividends
FXI vs. EWY - Dividend Comparison
FXI's dividend yield for the trailing twelve months is around 1.48%, less than EWY's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXI iShares China Large-Cap ETF | 1.48% | 1.76% | 3.17% | 2.61% | 1.60% | 2.19% | 2.74% | 2.69% | 2.31% | 2.69% | 2.90% | 2.51% |
EWY iShares MSCI South Korea ETF | 2.21% | 2.55% | 2.52% | 1.23% | 2.16% | 0.73% | 2.10% | 1.34% | 2.90% | 1.21% | 2.42% | 1.20% |
Drawdowns
FXI vs. EWY - Drawdown Comparison
The maximum FXI drawdown since its inception was -72.68%, roughly equal to the maximum EWY drawdown of -74.14%. Use the drawdown chart below to compare losses from any high point for FXI and EWY. For additional features, visit the drawdowns tool.
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Volatility
FXI vs. EWY - Volatility Comparison
iShares China Large-Cap ETF (FXI) has a higher volatility of 7.19% compared to iShares MSCI South Korea ETF (EWY) at 4.86%. This indicates that FXI's price experiences larger fluctuations and is considered to be riskier than EWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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