BNKU vs EWUS
Comparison between Bank of Montreal (BNKU, ETF) and ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF).
5-Year PerformanceEWUS has outperformed BNKU, delivering a return of +1.8% compared to -2.0%
BNKU vs EWUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BNKU vs EWUS - Holdings Comparison
BNKU and EWUS have 0 common holdings. Overlap is 0.00%
BNKU's top 25 holdings weight is 100.01%. EWUS's top 25 holdings weight is 36.30%.
| Rank | BNKU | EWUS |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.63% | DIPLOMA PLC (n/a) - 2.78% |
| #2 | U.S. BANCORP (USB) - 10.56% | BEAZLEY PLC (n/a) - 2.14% |
| #3 | BANK OF AMERICA CORP (BAC) - 10.20% | IMI PLC (n/a) - 2.09% |
| #4 | WELLS FARGO & CO (WFC) - 10.07% | GAMES WORKSHOP GROUP PLC (n/a) - 2.07% |
| #5 | JPMORGAN CHASE & CO (JPM) - 10.04% | ST JAMES'S PLACE PLC (n/a) - 1.83% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 9.95% | WEIR GROUP PLC (n/a) - 1.81% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 9.93% | HISCOX LTD (n/a) - 1.74% |
| #8 | CITIGROUP INC (C) - 9.89% | IG GROUP HOLDINGS PLC (n/a) - 1.71% |
| #9 | MORGAN STANLEY (MS) - 9.42% | DCC PLC (n/a) - 1.55% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 9.32% | ICG PLC (n/a) - 1.34% |
| #11 | N/A | HOWDEN JOINERY GROUP PLC (n/a) - 1.31% |
| #12 | N/A | ABERDEEN GROUP PLC (n/a) - 1.27% |
| #13 | N/A | BALFOUR BEATTY PLC (n/a) - 1.23% |
| #14 | N/A | BRITISH LAND CO PLC (n/a) - 1.20% |
| #15 | N/A | AUTOTRADER GROUP PLC (n/a) - 1.19% |
| #16 | N/A | WHITBREAD PLC (n/a) - 1.17% |
| #17 | N/A | LONDONMETRIC PROPERTY PLC (n/a) - 1.15% |
| #18 | N/A | TRITAX BIG BOX ORD (n/a) - 1.14% |
| #19 | N/A | CRODA INTERNATIONAL PLC (n/a) - 1.14% |
| #20 | N/A | LION FINANCE GROUP PLC (n/a) - 1.14% |
| #21 | N/A | BURBERRY GROUP PLC (n/a) - 1.11% |
| #22 | N/A | BARRATT REDROW PLC (n/a) - 1.10% |
| #23 | N/A | CONVATEC GROUP PLC (n/a) - 1.07% |
| #24 | N/A | METLEN ENERGY & METALS PLC (n/a) - 1.03% |
| #25 | N/A | INVESTEC PLC (n/a) - 0.99% |
| Total Holdings | 10 | 207 |
BNKU vs EWUS - Historical Returns
Returns include dividend reinvestment.
BNKU vs EWUS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BNKU | EWUS |
|---|---|---|
| 2026 | +24.69% | +4.81% |
| 2025 | +46.04% | +26.80% |
| 2024 | +44.52% | +6.15% |
| 2023 | -7.85% | +14.88% |
| 2022 | -57.27% | -31.68% |
| 2021 | +120.87% | +13.23% |
| 2020 | -68.69% | -2.91% |
| 2019 | +55.82% | +34.92% |
| 2018 | N/A | -20.72% |
| 2017 | N/A | +31.70% |
| 2016 | N/A | -10.38% |
| 2015 | N/A | +9.88% |
| 2014 | N/A | -6.96% |
| 2013 | N/A | +37.04% |
| 2012 | N/A | +20.65% |
BNKU vs EWUS Drawdown Comparison
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for EWUS was -49.33%, occurring on Mar 23, 2020. Recovery took 287 trading sessions.
The current BNKU drawdown is -45.51%. The current EWUS drawdown is -2.62%.
| Rank | BNKU | EWUS |
|---|---|---|
| #1 | -91.10% Jan 2, 2020 - Mar 23, 2020 | -49.33% Dec 16, 2019 - Feb 5, 2021 |
| #2 | -35.57% Jul 26, 2019 - Oct 25, 2019 | -48.09% Sep 3, 2021 - Jan 22, 2026 |
| #3 | -28.32% May 3, 2019 - Jul 24, 2019 | -27.10% Jun 23, 2015 - Sep 19, 2017 |
| #4 | -8.07% Nov 27, 2019 - Dec 6, 2019 | -26.50% Jun 11, 2018 - Dec 13, 2019 |
| #5 | -4.22% Nov 8, 2019 - Nov 22, 2019 | -21.30% Feb 28, 2014 - May 14, 2015 |
| #6 | -3.87% Apr 4, 2019 - Apr 12, 2019 | -15.21% Jan 29, 2026 - Mar 30, 2026 |
| #7 | -3.36% Apr 12, 2019 - Apr 16, 2019 | -15.07% May 2, 2012 - Sep 19, 2012 |
| #8 | -3.09% Apr 29, 2019 - May 3, 2019 | -9.77% Jan 24, 2018 - Jun 6, 2018 |
| #9 | -2.90% Apr 17, 2019 - Apr 29, 2019 | -9.47% Jun 8, 2021 - Aug 11, 2021 |
| #10 | -2.75% Jul 24, 2019 - Jul 26, 2019 | -8.68% May 21, 2013 - Jul 11, 2013 |
| #11 | -2.72% Dec 17, 2019 - Dec 26, 2019 | -6.91% Jan 22, 2014 - Feb 14, 2014 |
| #12 | -2.21% Dec 26, 2019 - Jan 2, 2020 | -6.36% Sep 18, 2013 - Oct 17, 2013 |
| #13 | -1.74% Dec 6, 2019 - Dec 13, 2019 | -5.88% Aug 8, 2013 - Sep 9, 2013 |
| #14 | -1.42% Oct 28, 2019 - Nov 1, 2019 | -5.41% Mar 1, 2012 - Mar 16, 2012 |
| #15 | -1.18% Nov 25, 2019 - Nov 27, 2019 | -5.19% Apr 2, 2012 - May 2, 2012 |
Correlation
Correlation between BNKU and EWUS is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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