SPEU vs. IEV
Compare and contrast key facts about SPDR Portfolio Europe ETF (SPEU) and iShares Europe ETF (IEV).
SPEU and IEV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPEU is a passively managed fund by State Street that tracks the performance of the STOXX Europe Total Market. It was launched on Oct 15, 2002. IEV is a passively managed fund by iShares that tracks the performance of the S&P Europe 350 Index. It was launched on Jul 25, 2000. Both SPEU and IEV 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: SPEU or IEV.
Correlation
The correlation between SPEU and IEV is 0.92, 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.
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SPEU vs. IEV - Performance Comparison
Key characteristics
SPEU:
0.40
IEV:
0.35
SPEU:
0.62
IEV:
0.56
SPEU:
1.07
IEV:
1.07
SPEU:
0.46
IEV:
0.40
SPEU:
1.18
IEV:
1.03
SPEU:
4.33%
IEV:
4.37%
SPEU:
12.81%
IEV:
12.87%
SPEU:
-62.45%
IEV:
-63.27%
SPEU:
-9.50%
IEV:
-9.47%
Returns By Period
In the year-to-date period, SPEU achieves a 1.36% return, which is significantly lower than IEV's 1.50% return. Both investments have delivered pretty close results over the past 10 years, with SPEU having a 5.28% annualized return and IEV not far ahead at 5.39%.
SPEU
1.36%
-3.03%
-3.48%
3.99%
5.22%
5.28%
IEV
1.50%
-3.19%
-3.74%
3.37%
5.21%
5.39%
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SPEU vs. IEV - Expense Ratio Comparison
SPEU has a 0.09% expense ratio, which is lower than IEV's 0.59% expense ratio.
Risk-Adjusted Performance
SPEU vs. IEV — Risk-Adjusted Performance Rank
SPEU
IEV
SPEU vs. IEV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Europe ETF (SPEU) and iShares Europe ETF (IEV). 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
SPEU vs. IEV - Dividend Comparison
SPEU's dividend yield for the trailing twelve months is around 3.25%, more than IEV's 3.06% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDR Portfolio Europe ETF | 3.25% | 3.29% | 2.91% | 3.08% | 2.67% | 2.30% | 3.19% | 3.99% | 2.82% | 3.66% | 3.62% | 5.91% |
iShares Europe ETF | 3.06% | 3.10% | 2.77% | 3.06% | 2.81% | 1.76% | 3.06% | 3.43% | 2.39% | 3.08% | 2.81% | 3.79% |
Drawdowns
SPEU vs. IEV - Drawdown Comparison
The maximum SPEU drawdown since its inception was -62.45%, roughly equal to the maximum IEV drawdown of -63.27%. Use the drawdown chart below to compare losses from any high point for SPEU and IEV. For additional features, visit the drawdowns tool.
Volatility
SPEU vs. IEV - Volatility Comparison
SPDR Portfolio Europe ETF (SPEU) and iShares Europe ETF (IEV) have volatilities of 3.27% and 3.19%, 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.
User Portfolios with SPEU or IEV
Recent discussions
Inverse Portfolios
ray
Does Portfolio Performance Consider Historical Composition?
When I see the past performance of a particular portfolio, does it mean the performance of the current composition, or do I get the performance by weighting the portfolio against all its old compositions?
It is very important to learn about the success of the portfolio.
MOTTY
Going forward performance roughly coinciding with historically optimized portfolios on this site?
I'm quite new to the site, but I am concerned that a portfolio optimized with past data may have no bearing at all on its future performance. Has anyone been around long enough to speak to this concern. Have you outperformed a relevant benchmark with actual invested money?
Also, if you've been here awhile, what tools on the site do you find most useful?
Thanks for reading!
Bob Peticolas