EPOL vs SPEU

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EUROPE ETF (SPEU, ETF).

5-Year PerformanceEPOL has outperformed SPEU, delivering a return of +19.3% compared to +9.3%

EPOL vs SPEU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPOL(ETF)	SPEU(ETF)
Net Assets	$731M	$728M
Expense Ratio	0.59%	0.07%
Max Drawdown	72.96%	64.50%
Sharpe Ratio	1.39	1.02
5Y Beta	0.93	0.67
5Y Dividends CAGR	42.72%	15.70%

Net Assets

Winner

EPOL

$731M

SPEU

$728M

Expense Ratio

EPOL

0.59%

Winner

SPEU

0.07%

Max Drawdown

EPOL

72.96%

Winner

SPEU

64.50%

Sharpe Ratio

Winner

EPOL

1.39

SPEU

1.02

5Y Beta

EPOL

0.93

Winner

SPEU

0.67

5Y Dividends CAGR

Winner

EPOL

42.72%

SPEU

15.70%

EPOL vs SPEU - Historical Returns

Returns include dividend reinvestment.

Period	EPOL	SPEU
1 month	+8.80%	+4.56%
3 months	+12.28%	+5.78%
6 months	+18.20%	+4.65%
1 year	+42.32%	+20.33%
5 years(CAGR)	+19.34%	+9.30%
10 years(CAGR)	+12.32%	+9.89%
Max(CAGR)	+6.69%	+6.94%

Winner

EPOL

+8.80%

SPEU

+4.56%

Winner

EPOL

+12.28%

SPEU

+5.78%

Winner

EPOL

+18.20%

SPEU

+4.65%

Winner

EPOL

+42.32%

SPEU

+20.33%

5Y(CAGR)

Winner

EPOL

+19.34%

SPEU

+9.30%

10Y(CAGR)

Winner

EPOL

+12.32%

SPEU

+9.89%

Max(CAGR)

EPOL

+6.69%

Winner

SPEU

+6.94%

EPOL vs SPEU - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	EPOL	SPEU
2026	+23.74%	+11.13%
2025	+77.05%	+36.36%
2024	+0.73%	+3.25%
2023	+48.48%	+18.55%
2022	-25.75%	-16.89%
2021	+10.36%	+15.15%
2020	-10.95%	+5.51%
2019	-6.51%	+26.65%
2018	-14.69%	-14.22%
2017	+50.60%	+23.32%
2016	+5.51%	-0.88%
2015	-21.92%	-3.55%
2014	-14.73%	-6.06%
2013	+3.11%	+19.74%
2012	+37.01%	+13.57%
2011	-32.38%	-8.86%
2010	+37.32%	-5.47%
2009	N/A	+27.35%
2008	N/A	-41.67%
2007	N/A	+12.63%
2006	N/A	+22.33%
2005	N/A	+8.00%
2004	N/A	+14.20%
2003	N/A	+34.05%
2002	N/A	-4.69%

EPOL vs SPEU Drawdown Comparison

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The maximum drawdown for SPEU was -62.46%, occurring on Mar 9, 2009. Recovery took 2572 trading sessions.

The current EPOL drawdown is -0.18%. The current SPEU drawdown is -0.06%.

Rank	EPOL	SPEU
#1	-63.79% Apr 27, 2011 - Feb 18, 2025	-62.46% Oct 31, 2007 - Jan 19, 2018
#2	-15.87% Nov 4, 2010 - Mar 29, 2011	-36.83% Jan 17, 2020 - Nov 24, 2020
#3	-15.81% Mar 18, 2025 - Apr 22, 2025	-32.71% Nov 3, 2021 - Feb 22, 2024
#4	-11.04% Feb 9, 2026 - Apr 9, 2026	-21.87% Jan 26, 2018 - Dec 16, 2019
#5	-10.69% May 27, 2010 - Jun 15, 2010	-20.15% Nov 21, 2002 - May 7, 2003
#6	-10.00% Aug 9, 2010 - Sep 14, 2010	-14.17% Mar 18, 2025 - May 2, 2025
#7	-8.95% Jun 15, 2010 - Jul 12, 2010	-12.63% May 9, 2006 - Sep 1, 2006
#8	-8.16% Aug 13, 2025 - Oct 23, 2025	-12.57% Jul 12, 2007 - Oct 1, 2007
#9	-6.64% Jun 16, 2026 - Jul 14, 2026	-12.09% Feb 25, 2026 - Jul 2, 2026
#10	-6.62% Apr 17, 2026 - Jun 12, 2026	-11.41% Sep 26, 2024 - Mar 3, 2025
#11	-6.57% Oct 28, 2025 - Dec 10, 2025	-10.14% Feb 17, 2004 - Nov 1, 2004
#12	-6.10% Oct 14, 2010 - Nov 2, 2010	-7.95% Feb 26, 2007 - Apr 4, 2007
#13	-5.73% May 28, 2025 - Jun 26, 2025	-7.94% Jun 18, 2003 - Oct 3, 2003
#14	-5.46% Feb 18, 2025 - Mar 5, 2025	-6.88% Mar 8, 2005 - Aug 1, 2005
#15	-5.23% Jul 23, 2025 - Aug 7, 2025	-6.73% Oct 21, 2002 - Nov 5, 2002

Correlation

Correlation between EPOL and SPEU is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2003 - 2026)

EPOL vs SPEU dividend yield comparison.

Year	EPOL	SPEU
2026	0.68%	1.96%
2025	4.78%	3.46%
2024	6.04%	3.29%
2023	2.87%	2.91%
2022	2.64%	3.08%
2021	1.33%	2.67%
2020	1.44%	2.29%
2019	2.51%	3.19%
2018	1.44%	3.99%
2017	1.88%	2.82%
2016	2.14%	3.66%
2015	2.53%	3.62%
2014	3.44%	5.91%
2013	3.28%	3.06%
2012	3.11%	3.59%
2011	5.75%	4.73%
2010	1.08%	2.64%
2009	0.00%	3.62%
2008	0.00%	6.28%
2007	0.00%	3.52%
2006	0.00%	2.99%
2005	0.00%	3.04%
2004	0.00%	2.20%
2003	0.00%	2.21%