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ENZL vs SPY

Comparison between ISHARES MSCI NEW ZEALAND ETF (ENZL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ENZL, delivering a return of +13.3% compared to -4.5%

ENZL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ENZL
$71M
Winner
SPY
$735B
Expense Ratio
ENZL
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
ENZL
45.06%
SPY
56.47%
Sharpe Ratio
ENZL
-0.12
Winner
SPY
1.62
5Y Beta
Winner
ENZL
0.50
SPY
1.00
P/E Ratio
ENZL
N/A
SPY
28.99
Forward P/E
ENZL
N/A
SPY
22.37
5Y Dividends CAGR
ENZL
-6.79%
Winner
SPY
5.43%
5Y EPS CAGR
ENZL
N/A
SPY
26.05%
Debt to Equity
ENZL
N/A
SPY
32.40%
P/S Ratio
ENZL
N/A
SPY
3.74
P/B Ratio
ENZL
N/A
SPY
5.61

ENZL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ENZL
-0.54%
Winner
SPY
+1.90%
3M
ENZL
-3.56%
Winner
SPY
+8.55%
6M
ENZL
-2.20%
Winner
SPY
+8.18%
1Y
ENZL
-0.26%
Winner
SPY
+25.79%
5Y(CAGR)
ENZL
-4.48%
Winner
SPY
+13.32%
10Y(CAGR)
ENZL
+3.23%
Winner
SPY
+15.19%
Max(CAGR)
ENZL
+7.16%
Winner
SPY
+8.47%

ENZL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearENZLSPY
2026-2.32%+8.26%
2025+1.94%+18.00%
2024-3.40%+25.59%
2023+4.47%+26.72%
2022-14.94%-18.64%
2021-11.19%+30.52%
2020+20.56%+17.28%
2019+30.81%+31.09%
2018-0.55%-5.24%
2017+23.62%+20.78%
2016+11.90%+13.59%
2015-1.12%+1.31%
2014+13.03%+14.56%
2013+11.01%+29.00%
2012+28.69%+14.17%
2011-0.16%+0.85%
2010+15.08%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ENZL vs SPY Drawdown Comparison

The maximum drawdown for ENZL was -42.43%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ENZL drawdown is -30.55%. The current SPY drawdown is -2.90%.

RankENZLSPY
#1-42.43%
Jan 7, 2021 - Oct 14, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.85%
Jan 23, 2020 - Jul 21, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.20%
May 2, 2014 - Mar 29, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.93%
Jul 22, 2011 - Sep 7, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.54%
Sep 7, 2016 - Jul 18, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.35%
Apr 30, 2013 - Oct 1, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.14%
Aug 29, 2018 - Feb 13, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.11%
Nov 4, 2010 - Apr 6, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.29%
Jul 22, 2019 - Nov 29, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.09%
Nov 6, 2013 - Mar 3, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.85%
Aug 28, 2020 - Oct 9, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.12%
Apr 10, 2018 - Jun 8, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.66%
Jun 13, 2018 - Aug 29, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.31%
Feb 1, 2018 - Mar 12, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.13%
Jul 26, 2017 - Dec 18, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ENZL and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

ENZL vs SPY dividend yield comparison.

YearENZLSPY
20260.00%0.24%
20252.23%1.07%
20242.13%1.21%
20233.00%1.40%
20221.62%1.65%
20212.46%1.20%
20201.66%1.52%
20193.35%1.75%
20183.60%2.04%
20173.69%1.80%
20164.79%2.03%
20154.29%2.06%
20145.15%1.87%
20133.95%1.81%
20124.53%2.18%
20116.59%2.05%
20102.17%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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