VERX.DE vs. EWU
Compare and contrast key facts about Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing (VERX.DE) and iShares MSCI United Kingdom ETF (EWU).
VERX.DE and EWU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VERX.DE is a passively managed fund by Vanguard that tracks the performance of the MSCI Europe Ex UK NR EUR. It was launched on Jun 27, 2018. EWU is a passively managed fund by iShares that tracks the performance of the MSCI United Kingdom Index. It was launched on Mar 12, 1996. Both VERX.DE and EWU 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: VERX.DE or EWU.
Key characteristics
| VERX.DE | EWU | |
|---|---|---|
| YTD Return | 6.33% | 15.04% |
| 1Y Return | 11.75% | 19.70% |
| 3Y Return (Ann) | 4.02% | 9.20% |
| 5Y Return (Ann) | 7.67% | 7.28% |
| Sharpe Ratio | 1.07 | 1.56 |
| Daily Std Dev | 11.22% | 12.46% |
| Max Drawdown | -34.46% | -63.99% |
| Current Drawdown | -4.75% | -0.82% |
Correlation
The correlation between VERX.DE and EWU is 0.71, 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
VERX.DE vs. EWU - Performance Comparison
In the year-to-date period, VERX.DE achieves a 6.33% return, which is significantly lower than EWU's 15.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VERX.DE vs. EWU - Expense Ratio Comparison
VERX.DE has a 0.10% expense ratio, which is lower than EWU's 0.50% expense ratio.
Risk-Adjusted Performance
VERX.DE vs. EWU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing (VERX.DE) and iShares MSCI United Kingdom ETF (EWU). 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
VERX.DE vs. EWU - Dividend Comparison
VERX.DE has not paid dividends to shareholders, while EWU's dividend yield for the trailing twelve months is around 3.83%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VERX.DE Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 0.00% | 0.00% | 3.02% | 2.28% | 1.95% | 2.80% | 3.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% |
EWU iShares MSCI United Kingdom ETF | 3.83% | 4.14% | 3.43% | 4.35% | 2.48% | 4.13% | 4.99% | 3.91% | 3.97% | 4.11% | 7.59% | 2.39% |
Drawdowns
VERX.DE vs. EWU - Drawdown Comparison
The maximum VERX.DE drawdown since its inception was -34.46%, smaller than the maximum EWU drawdown of -63.99%. Use the drawdown chart below to compare losses from any high point for VERX.DE and EWU. For additional features, visit the drawdowns tool.
Volatility
VERX.DE vs. EWU - Volatility Comparison
The current volatility for Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing (VERX.DE) is 3.34%, while iShares MSCI United Kingdom ETF (EWU) has a volatility of 3.74%. This indicates that VERX.DE experiences smaller price fluctuations and is considered to be less risky than EWU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.