IEUR vs. EZU
Compare and contrast key facts about iShares Core MSCI Europe ETF (IEUR) and iShares MSCI Eurozone ETF (EZU).
IEUR and EZU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEUR is a passively managed fund by iShares that tracks the performance of the MSCI Europe Investable Market Index. It was launched on Jun 10, 2014. EZU is a passively managed fund by iShares that tracks the performance of the MSCI EMU. It was launched on Jul 25, 2000. Both IEUR 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: IEUR or EZU.
Correlation
The correlation between IEUR and EZU is 0.75, 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
IEUR vs. EZU - Performance Comparison
Key characteristics
IEUR:
0.75
EZU:
0.76
IEUR:
1.16
EZU:
1.22
IEUR:
1.15
EZU:
1.16
IEUR:
0.95
EZU:
1.02
IEUR:
2.54
EZU:
2.80
IEUR:
5.31%
EZU:
5.45%
IEUR:
17.97%
EZU:
20.01%
IEUR:
-36.96%
EZU:
-66.37%
IEUR:
-1.50%
EZU:
-1.36%
Returns By Period
In the year-to-date period, IEUR achieves a 14.38% return, which is significantly lower than EZU's 17.14% return. Over the past 10 years, IEUR has underperformed EZU with an annualized return of 5.71%, while EZU has yielded a comparatively higher 6.01% annualized return.
IEUR
14.38%
-0.13%
6.99%
12.39%
13.41%
5.71%
EZU
17.14%
0.33%
11.28%
13.78%
15.13%
6.01%
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IEUR vs. EZU - Expense Ratio Comparison
IEUR has a 0.09% expense ratio, which is lower than EZU's 0.51% expense ratio.
Risk-Adjusted Performance
IEUR vs. EZU — Risk-Adjusted Performance Rank
IEUR
EZU
IEUR vs. EZU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Europe ETF (IEUR) 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.
Dividends
IEUR vs. EZU - Dividend Comparison
IEUR's dividend yield for the trailing twelve months is around 3.09%, more than EZU's 2.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEUR iShares Core MSCI Europe ETF | 3.09% | 3.54% | 3.17% | 3.05% | 2.87% | 2.13% | 3.26% | 3.76% | 2.64% | 3.19% | 2.79% | 0.64% |
EZU iShares MSCI Eurozone ETF | 2.48% | 2.90% | 2.56% | 2.79% | 2.46% | 2.13% | 2.84% | 3.47% | 1.91% | 3.07% | 2.18% | 2.97% |
Drawdowns
IEUR vs. EZU - Drawdown Comparison
The maximum IEUR drawdown since its inception was -36.96%, smaller than the maximum EZU drawdown of -66.37%. Use the drawdown chart below to compare losses from any high point for IEUR and EZU. For additional features, visit the drawdowns tool.
Volatility
IEUR vs. EZU - Volatility Comparison
iShares Core MSCI Europe ETF (IEUR) and iShares MSCI Eurozone ETF (EZU) have volatilities of 12.08% and 12.61%, 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.