Correlation
The correlation between EWP and IBDRY is 0.32, 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.
EWP vs. IBDRY
Compare and contrast key facts about iShares MSCI Spain ETF (EWP) and Iberdrola SA (IBDRY).
EWP is a passively managed fund by iShares that tracks the performance of the MSCI Spain Index. It was launched on Mar 12, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWP or IBDRY.
Performance
EWP vs. IBDRY - Performance Comparison
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Key characteristics
EWP:
1.77
IBDRY:
2.27
EWP:
2.22
IBDRY:
2.65
EWP:
1.32
IBDRY:
1.39
EWP:
2.90
IBDRY:
3.53
EWP:
7.24
IBDRY:
8.33
EWP:
4.88%
IBDRY:
5.54%
EWP:
21.30%
IBDRY:
21.36%
EWP:
-61.19%
IBDRY:
-76.63%
EWP:
-1.03%
IBDRY:
-1.97%
Returns By Period
In the year-to-date period, EWP achieves a 38.74% return, which is significantly higher than IBDRY's 34.42% return. Over the past 10 years, EWP has underperformed IBDRY with an annualized return of 5.67%, while IBDRY has yielded a comparatively higher 15.22% annualized return.
EWP
38.74%
4.77%
35.07%
37.20%
21.50%
18.36%
5.67%
IBDRY
34.42%
1.43%
29.96%
47.79%
19.89%
15.89%
15.22%
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Risk-Adjusted Performance
EWP vs. IBDRY — Risk-Adjusted Performance Rank
EWP
IBDRY
EWP vs. IBDRY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Spain ETF (EWP) and Iberdrola SA (IBDRY). 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
EWP vs. IBDRY - Dividend Comparison
EWP's dividend yield for the trailing twelve months is around 3.14%, less than IBDRY's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWP iShares MSCI Spain ETF | 3.14% | 4.35% | 2.70% | 3.07% | 3.29% | 2.56% | 3.72% | 3.69% | 2.72% | 4.65% | 3.85% | 4.72% |
IBDRY Iberdrola SA | 3.43% | 4.39% | 4.18% | 4.15% | 4.34% | 3.16% | 3.85% | 4.79% | 4.33% | 4.71% | 2.24% | 7.71% |
Drawdowns
EWP vs. IBDRY - Drawdown Comparison
The maximum EWP drawdown since its inception was -61.19%, smaller than the maximum IBDRY drawdown of -76.63%. Use the drawdown chart below to compare losses from any high point for EWP and IBDRY.
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Volatility
EWP vs. IBDRY - Volatility Comparison
The current volatility for iShares MSCI Spain ETF (EWP) is 4.13%, while Iberdrola SA (IBDRY) has a volatility of 7.03%. This indicates that EWP experiences smaller price fluctuations and is considered to be less risky than IBDRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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