KOF vs. EWW
Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and iShares MSCI Mexico ETF (EWW).
EWW is a passively managed fund by iShares that tracks the performance of the MSCI Mexico IMI 25/50 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: KOF or EWW.
Correlation
The correlation between KOF and EWW is 0.55, 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
KOF vs. EWW - Performance Comparison
Key characteristics
KOF:
-0.68
EWW:
-1.04
KOF:
-0.85
EWW:
-1.36
KOF:
0.90
EWW:
0.83
KOF:
-0.47
EWW:
-0.85
KOF:
-1.45
EWW:
-1.49
KOF:
11.85%
EWW:
17.05%
KOF:
25.21%
EWW:
24.38%
KOF:
-74.79%
EWW:
-64.94%
KOF:
-35.33%
EWW:
-28.58%
Returns By Period
In the year-to-date period, KOF achieves a -14.61% return, which is significantly higher than EWW's -25.72% return. Over the past 10 years, KOF has outperformed EWW with an annualized return of 2.25%, while EWW has yielded a comparatively lower 0.45% annualized return.
KOF
-14.61%
0.95%
-6.34%
-17.96%
9.65%
2.25%
EWW
-25.72%
-1.93%
-11.98%
-25.65%
3.88%
0.45%
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Risk-Adjusted Performance
KOF vs. EWW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and iShares MSCI Mexico ETF (EWW). 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
KOF vs. EWW - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 3.22%, less than EWW's 6.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.22% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.54% | 2.93% | 2.79% | 2.53% | 1.87% |
EWW iShares MSCI Mexico ETF | 6.36% | 2.19% | 3.64% | 2.06% | 1.43% | 2.92% | 2.30% | 2.22% | 1.77% | 2.34% | 1.23% | 1.96% |
Drawdowns
KOF vs. EWW - Drawdown Comparison
The maximum KOF drawdown since its inception was -74.79%, which is greater than EWW's maximum drawdown of -64.94%. Use the drawdown chart below to compare losses from any high point for KOF and EWW. For additional features, visit the drawdowns tool.
Volatility
KOF vs. EWW - Volatility Comparison
The current volatility for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is 5.86%, while iShares MSCI Mexico ETF (EWW) has a volatility of 6.19%. This indicates that KOF experiences smaller price fluctuations and is considered to be less risky than EWW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.