DSI vs EWC
Comparison between ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF) and iShares MSCI Canada ETF (EWC, ETF).
5-Year PerformanceDSI has outperformed EWC, delivering a return of +13.8% compared to +12.3%
DSI vs EWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DSI
$5.10B
Winner
EWC
$5.20B
Expense Ratio
Winner
DSI
0.25%
EWC
0.50%
Max Drawdown
Winner
DSI
55.08%
EWC
62.71%
Sharpe Ratio
DSI
2.02
Winner
EWC
2.15
5Y Beta
DSI
1.01
Winner
EWC
0.70
P/E Ratio
DSI
30.11
EWC
N/A
Forward P/E
DSI
22.07
EWC
N/A
PEG Ratio
DSI
0.44
EWC
N/A
5Y Dividends CAGR
Winner
DSI
11.27%
EWC
5.11%
5Y EPS CAGR
DSI
29.21%
EWC
N/A
Debt to Equity
DSI
-0.50%
EWC
N/A
P/S Ratio
DSI
3.77
EWC
N/A
P/B Ratio
DSI
6.16
EWC
N/A
DSI vs EWC - Holdings Comparison
DSI and EWC have 1 common holdings. Overlap is -0.04%
DSI's top 25 holdings weight is 58.51%. EWC's top 25 holdings weight is 69.90%.
| Rank | DSI | EWC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.19% | ROYAL BANK OF CANADA (n/a) - 8.29% |
| #2 | MICROSOFT CORP (MSFT) - 8.63% | THE TORONTO-DOMINION BANK (n/a) - 5.94% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.72% | n/a (SHOP) - 4.36% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.56% | ENBRIDGE INC (n/a) - 3.98% |
| #5 | TESLA INC (TSLA) - 3.27% | BANK OF MONTREAL (n/a) - 3.55% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 1.72% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 3.40% |
| #7 | VISA INC CLASS A (V) - 1.61% | CANADIAN NATURAL RESOURCES LTD (n/a) - 3.31% |
| #8 | INTEL CORP (INTC) - 1.45% | BANK OF NOVA SCOTIA (n/a) - 3.14% |
| #9 | CATERPILLAR INC (CAT) - 1.26% | n/a (n/a) - 3.14% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.25% | AGNICO EAGLE MINES LTD (n/a) - 2.98% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.11% | SUNCOR ENERGY INC (SU) - 2.78% |
| #12 | ABBVIE INC (ABBV) - 1.08% | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.49% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.03% | TC ENERGY CORP (TRP) - 2.29% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.01% | MANULIFE FINANCIAL CORP (MFC) - 2.19% |
| #15 | APPLIED MATERIALS INC (AMAT) - 0.97% | BARRICK MINING CORP (n/a) - 2.17% |
| #16 | ORACLE CORP (ORCL) - 0.95% | NATIONAL BANK OF CANADA (n/a) - 1.94% |
| #17 | COCA-COLA CO (KO) - 0.95% | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.91% |
| #18 | THE HOME DEPOT INC (HD) - 0.93% | WHEATON PRECIOUS METALS CORP (WPM) - 1.89% |
| #19 | MERCK & CO INC (MRK) - 0.83% | CAMECO CORP (n/a) - 1.66% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | n/a (CLS) - 1.60% |
| #21 | LINDE PLC (LIN) - 0.69% | FRANCO-NEVADA CORP (FNV) - 1.44% |
| #22 | MORGAN STANLEY (MS) - 0.67% | CENOVUS ENERGY INC (CVE) - 1.43% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64% | ALIMENTATION COUCHE-TARD INC (n/a) - 1.43% |
| #24 | PEPSICO INC (PEP) - 0.63% | SUN LIFE FINANCIAL INC (SLF) - 1.35% |
| #25 | MCDONALD'S CORP (MCD) - 0.60% | NUTRIEN LTD (NTR) - 1.24% |
| Total Holdings | 403 | 88 |
DSI vs EWC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DSI
+9.80%
EWC
+1.76%
3M
Winner
DSI
+9.28%
EWC
+5.45%
6M
DSI
+9.11%
Winner
EWC
+13.61%
1Y
DSI
+30.71%
Winner
EWC
+37.38%
5Y(CAGR)
Winner
DSI
+13.80%
EWC
+12.26%
10Y(CAGR)
Winner
DSI
+15.41%
EWC
+11.42%
Max(CAGR)
Winner
DSI
+10.72%
EWC
+8.36%
DSI vs EWC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DSI | EWC |
|---|---|---|
| 2026 | +9.06% | +7.53% |
| 2025 | +18.27% | +35.76% |
| 2024 | +23.16% | +13.57% |
| 2023 | +28.81% | +15.42% |
| 2022 | -22.06% | -13.26% |
| 2021 | +33.05% | +26.59% |
| 2020 | +19.83% | +5.20% |
| 2019 | +31.24% | +26.40% |
| 2018 | -4.65% | -17.90% |
| 2017 | +19.92% | +15.08% |
| 2016 | +12.30% | +25.63% |
| 2015 | +0.37% | -23.46% |
| 2014 | +13.49% | +1.78% |
| 2013 | +32.39% | +3.58% |
| 2012 | +11.24% | +5.93% |
| 2011 | +0.54% | -13.13% |
| 2010 | +9.95% | +17.16% |
| 2009 | +27.31% | +49.27% |
| 2008 | -33.72% | -44.93% |
| 2007 | +3.37% | +31.35% |
| 2006 | +1.39% | +14.05% |
| 2005 | N/A | +28.83% |
| 2004 | N/A | +20.40% |
| 2003 | N/A | +49.22% |
| 2002 | N/A | -11.68% |
| 2001 | N/A | -18.05% |
| 2000 | N/A | +7.41% |
| 1999 | N/A | +14.77% |
DSI vs EWC Drawdown Comparison
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for EWC was -60.77%, occurring on Mar 9, 2009. Recovery took 859 trading sessions.
The current DSI drawdown is -0.40%. The current EWC drawdown is -0.85%.
| Rank | DSI | EWC |
|---|---|---|
| #1 | -54.23% Oct 11, 2007 - Mar 19, 2012 | -60.77% Nov 6, 2007 - Apr 5, 2011 |
| #2 | -34.10% Feb 19, 2020 - Aug 12, 2020 | -51.69% Sep 5, 2000 - Nov 3, 2004 |
| #3 | -28.35% Dec 29, 2021 - Dec 26, 2023 | -42.66% Feb 19, 2020 - Nov 27, 2020 |
| #4 | -20.57% Jan 23, 2025 - Jun 27, 2025 | -41.39% Sep 3, 2014 - Nov 15, 2019 |
| #5 | -18.31% Sep 20, 2018 - Apr 1, 2019 | -28.48% Apr 8, 2011 - Jun 23, 2014 |
| #6 | -13.12% May 21, 2015 - Apr 18, 2016 | -24.80% Mar 30, 2022 - Jul 12, 2024 |
| #7 | -11.05% Jan 28, 2026 - Apr 17, 2026 | -14.51% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -10.30% Jan 26, 2018 - Jul 25, 2018 | -13.07% May 10, 2006 - Nov 22, 2006 |
| #9 | -10.08% Apr 2, 2012 - Sep 6, 2012 | -12.96% Dec 5, 2024 - May 2, 2025 |
| #10 | -9.61% Jul 13, 2007 - Oct 5, 2007 | -11.44% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -9.49% Sep 2, 2020 - Nov 13, 2020 | -9.99% Mar 8, 2005 - Jun 28, 2005 |
| #12 | -9.17% Jul 16, 2024 - Sep 19, 2024 | -9.95% Oct 3, 2005 - Dec 6, 2005 |
| #13 | -7.33% Sep 18, 2014 - Oct 31, 2014 | -8.51% Mar 2, 2026 - Apr 17, 2026 |
| #14 | -6.99% Apr 29, 2019 - Jun 20, 2019 | -8.15% Nov 12, 2021 - Mar 17, 2022 |
| #15 | -6.49% Mar 28, 2024 - May 15, 2024 | -6.98% Jul 25, 2000 - Aug 16, 2000 |
Correlation
Correlation between DSI and EWC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
DSI vs EWC dividend yield comparison.
| Year | DSI | EWC |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 0.92% | 1.45% |
| 2024 | 1.03% | 2.23% |
| 2023 | 1.19% | 2.27% |
| 2022 | 1.39% | 2.34% |
| 2021 | 0.99% | 1.85% |
| 2020 | 1.22% | 2.09% |
| 2019 | 1.40% | 2.16% |
| 2018 | 1.63% | 2.65% |
| 2017 | 1.28% | 1.97% |
| 2016 | 1.51% | 1.75% |
| 2015 | 1.46% | 2.34% |
| 2014 | 1.26% | 2.15% |
| 2013 | 1.27% | 2.37% |
| 2012 | 1.74% | 2.09% |
| 2011 | 1.47% | 2.10% |
| 2010 | 1.33% | 1.61% |
| 2009 | 1.35% | 1.25% |
| 2008 | 1.96% | 2.55% |
| 2007 | 1.20% | 1.21% |
| 2006 | 0.20% | 1.12% |
| 2005 | 0.00% | 0.68% |
| 2004 | 0.00% | 1.15% |
| 2003 | 0.00% | 1.41% |
| 2002 | 0.00% | 0.31% |
| 2001 | 0.00% | 0.80% |
| 2000 | 0.00% | 39.98% |
| 1999 | 0.00% | 0.02% |
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