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EPOL vs SPY

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEPOL has outperformed SPY, delivering a return of +15.2% compared to +13.3%

EPOL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPOL
$609M
Winner
SPY
$735B
Expense Ratio
EPOL
0.59%
Winner
SPY
0.09%
Max Drawdown
EPOL
72.96%
Winner
SPY
56.47%
Sharpe Ratio
EPOL
1.26
Winner
SPY
1.62
5Y Beta
Winner
EPOL
0.93
SPY
1.00
P/E Ratio
EPOL
N/A
SPY
28.99
Forward P/E
EPOL
N/A
SPY
22.37
5Y Dividends CAGR
Winner
EPOL
26.90%
SPY
5.43%
5Y EPS CAGR
EPOL
N/A
SPY
26.05%
Debt to Equity
EPOL
N/A
SPY
32.40%
P/S Ratio
EPOL
N/A
SPY
3.74
P/B Ratio
EPOL
N/A
SPY
5.61

EPOL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPOL
+0.15%
Winner
SPY
+1.90%
3M
Winner
EPOL
+8.66%
SPY
+8.55%
6M
Winner
EPOL
+20.28%
SPY
+8.18%
1Y
Winner
EPOL
+37.56%
SPY
+25.79%
5Y(CAGR)
Winner
EPOL
+15.20%
SPY
+13.32%
10Y(CAGR)
EPOL
+11.05%
Winner
SPY
+15.19%
Max(CAGR)
EPOL
+5.84%
Winner
SPY
+8.47%

EPOL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPOLSPY
2026+7.31%+8.26%
2025+77.05%+18.00%
2024+0.73%+25.59%
2023+48.48%+26.72%
2022-25.75%-18.64%
2021+10.36%+30.52%
2020-10.95%+17.28%
2019-6.51%+31.09%
2018-14.69%-5.24%
2017+50.60%+20.78%
2016+5.51%+13.59%
2015-21.92%+1.31%
2014-14.73%+14.56%
2013+3.11%+29.00%
2012+37.01%+14.17%
2011-32.38%+0.85%
2010+37.32%+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%

EPOL vs SPY Drawdown Comparison

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

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

The current EPOL drawdown is -4.28%. The current SPY drawdown is -2.90%.

RankEPOLSPY
#1-63.79%
Apr 27, 2011 - Feb 18, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.87%
Nov 4, 2010 - Mar 29, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.81%
Mar 18, 2025 - Apr 22, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.04%
Feb 9, 2026 - Apr 9, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.69%
May 27, 2010 - Jun 15, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.00%
Aug 9, 2010 - Sep 14, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.95%
Jun 15, 2010 - Jul 12, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.16%
Aug 13, 2025 - Oct 23, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.62%
Apr 17, 2026 - Apr 29, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.57%
Oct 28, 2025 - Dec 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.10%
Oct 14, 2010 - Nov 2, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.73%
May 28, 2025 - Jun 26, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.46%
Feb 18, 2025 - Mar 5, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.23%
Jul 23, 2025 - Aug 7, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.77%
Apr 14, 2011 - Apr 20, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPOL and SPY is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

EPOL vs SPY dividend yield comparison.

YearEPOLSPY
20260.00%0.24%
20254.78%1.07%
20246.04%1.21%
20232.87%1.40%
20222.64%1.65%
20211.33%1.20%
20201.44%1.52%
20192.51%1.75%
20181.44%2.04%
20171.88%1.80%
20162.14%2.03%
20152.53%2.06%
20143.44%1.87%
20133.28%1.81%
20123.11%2.18%
20115.75%2.05%
20101.08%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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