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GREK vs. IYZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GREK vs. IYZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X MSCI Greece ETF (GREK) and iShares U.S. Telecommunications ETF (IYZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GREK achieves a 10.53% return, which is significantly lower than IYZ's 26.58% return. Over the past 10 years, GREK has outperformed IYZ with an annualized return of 14.76%, while IYZ has yielded a comparatively lower 5.76% annualized return.


GREK

1D
1.58%
1M
1.44%
YTD
10.53%
6M
11.07%
1Y
36.15%
3Y*
31.41%
5Y*
23.55%
10Y*
14.76%

IYZ

1D
0.40%
1M
3.16%
YTD
26.58%
6M
29.19%
1Y
51.92%
3Y*
28.42%
5Y*
7.24%
10Y*
5.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GREK vs. IYZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GREK
Global X MSCI Greece ETF
10.53%76.11%9.53%42.72%3.64%6.14%-13.89%50.20%-31.25%34.80%
IYZ
iShares U.S. Telecommunications ETF
26.58%29.28%20.53%3.90%-30.29%11.69%4.13%16.14%-8.59%-11.86%

Correlation

The correlation between GREK and IYZ is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2011

0.37

The correlation between GREK and IYZ shifts across timeframes, from 0.27 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

GREK vs. IYZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GREK
GREK Risk / Return Rank: 4444
Overall Rank
GREK Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
GREK Sortino Ratio Rank: 5151
Sortino Ratio Rank
GREK Omega Ratio Rank: 4747
Omega Ratio Rank
GREK Calmar Ratio Rank: 3838
Calmar Ratio Rank
GREK Martin Ratio Rank: 3737
Martin Ratio Rank

IYZ
IYZ Risk / Return Rank: 9191
Overall Rank
IYZ Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
IYZ Sortino Ratio Rank: 8989
Sortino Ratio Rank
IYZ Omega Ratio Rank: 8888
Omega Ratio Rank
IYZ Calmar Ratio Rank: 9595
Calmar Ratio Rank
IYZ Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GREK vs. IYZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X MSCI Greece ETF (GREK) and iShares U.S. Telecommunications ETF (IYZ). 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.


GREKIYZDifference
Sharpe ratioReturn per unit of total volatility

-1.33

Sortino ratioReturn per unit of downside risk

-1.49

Omega ratioGain probability vs. loss probability

1.27

1.50

-0.23

Calmar ratioReturn relative to maximum drawdown

1.70

7.11

-5.41

Martin ratioReturn relative to average drawdown

5.27

26.20

-20.94

GREK vs. IYZ - Sharpe Ratio Comparison

The current GREK Sharpe Ratio is 1.51, which is lower than the IYZ Sharpe Ratio of 2.84. The chart below compares the historical Sharpe Ratios of GREK and IYZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GREKIYZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

2.84

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.39

+0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.30

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.07

+0.09

Drawdowns

GREK vs. IYZ - Drawdown Comparison

The maximum GREK drawdown since its inception was -79.50%, roughly equal to the maximum IYZ drawdown of -77.11%. Use the drawdown chart below to compare losses from any high point for GREK and IYZ.


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Drawdown Indicators


GREKIYZDifference

Max Drawdown

Largest peak-to-trough decline

-79.50%

-77.11%

-2.39%

Max Drawdown (1Y)

Largest decline over 1 year

-21.32%

-7.33%

-13.99%

Max Drawdown (3Y)

Largest decline over 3 years

-22.63%

-13.85%

-8.78%

Max Drawdown (5Y)

Largest decline over 5 years

-30.46%

-39.74%

+9.28%

Max Drawdown (10Y)

Largest decline over 10 years

-57.04%

-39.74%

-17.30%

Current Drawdown

Current decline from peak

-5.63%

-6.96%

+1.33%

Average Drawdown

Average peak-to-trough decline

-45.30%

-40.13%

-5.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.88%

1.99%

+4.89%

Volatility

GREK vs. IYZ - Volatility Comparison

Global X MSCI Greece ETF (GREK) and iShares U.S. Telecommunications ETF (IYZ) have volatilities of 8.07% and 8.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GREKIYZDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.07%

8.23%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

20.47%

15.34%

+5.13%

Volatility (1Y)

Calculated over the trailing 1-year period

24.14%

18.43%

+5.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.41%

18.84%

+5.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.84%

19.29%

+10.55%

GREK vs. IYZ - Expense Ratio Comparison

GREK has a 0.58% expense ratio, which is higher than IYZ's 0.42% expense ratio.


Dividends

GREK vs. IYZ - Dividend Comparison

GREK's dividend yield for the trailing twelve months is around 3.13%, more than IYZ's 1.57% yield.


PositionTTM20252024202320222021202020192018201720162015
GREK
Global X MSCI Greece ETF
3.13%3.46%4.63%2.61%2.82%2.16%2.62%2.25%2.41%2.13%1.95%1.52%
IYZ
iShares U.S. Telecommunications ETF
1.57%2.04%1.94%2.27%2.55%2.51%2.60%2.36%2.15%3.54%2.27%1.98%

Frequently Asked Questions


GREK and IYZ have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IYZ has higher volatility (8.23%) compared to GREK (8.07%). In terms of maximum drawdown, GREK dropped -79.50% vs IYZ's -77.11%.

On 10-year performance, GREK leads with 14.76% vs 5.76% for IYZ. On fees, IYZ is cheaper at 0.42% per year. On volatility, GREK has been the lower-risk option at 8.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GREK has performed better with a 14.76% return vs 5.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IYZ is cheaper with a 0.42% expense ratio, compared with 0.58% for GREK.

GREK has the higher dividend yield at 3.13%, compared with 1.57% for IYZ.

GREK is categorized as Emerging Markets Equities, while IYZ is Communications Equities. GREK tracks MSCI All Greece Select 25-50, while IYZ tracks Dow Jones U.S. Select Telecommunications Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.58% for GREK and 0.42% for IYZ.

IYZ currently has the higher Sharpe Ratio (2.84 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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