EUFN vs SPY

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEUFN has outperformed SPY, delivering a return of +18.3% compared to +13.3%

EUFN vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	SPY(ETF)
Net Assets	$3.40B	$652B
Expense Ratio	0.49%	0.09%
Max Drawdown	59.14%	56.47%
Sharpe Ratio	1.27	2.07
5Y Beta	0.81	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	33.53%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

EUFN

$3.40B

Winner

SPY

$652B

Expense Ratio

EUFN

0.49%

Winner

SPY

0.09%

Max Drawdown

EUFN

59.14%

Winner

SPY

56.47%

Sharpe Ratio

EUFN

1.27

Winner

SPY

2.07

5Y Beta

Winner

EUFN

0.81

SPY

1.00

P/E Ratio

EUFN

N/A

SPY

28.24

Forward P/E

EUFN

N/A

SPY

21.85

5Y Dividends CAGR

Winner

EUFN

33.53%

SPY

5.43%

5Y EPS CAGR

EUFN

N/A

SPY

25.79%

Debt to Equity

EUFN

N/A

SPY

22.35%

P/S Ratio

EUFN

N/A

SPY

3.55

P/B Ratio

EUFN

N/A

SPY

5.29

EUFN vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	SPY
1 month	+2.37%	+9.11%
3 months	-1.81%	+6.59%
6 months	+13.08%	+10.56%
1 year	+29.87%	+32.04%
5 years(CAGR)	+18.33%	+13.35%
10 years(CAGR)	+12.57%	+15.49%
Max(CAGR)	+7.10%	+8.50%

EUFN

+2.37%

Winner

SPY

+9.11%

EUFN

-1.81%

Winner

SPY

+6.59%

Winner

EUFN

+13.08%

SPY

+10.56%

EUFN

+29.87%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

EUFN

+18.33%

SPY

+13.35%

10Y(CAGR)

EUFN

+12.57%

Winner

SPY

+15.49%

Max(CAGR)

EUFN

+7.10%

Winner

SPY

+8.50%

EUFN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EUFN	SPY
2026	+1.39%	+8.27%
2025	+67.60%	+18.00%
2024	+18.14%	+25.59%
2023	+24.26%	+26.72%
2022	-9.61%	-18.64%
2021	+19.77%	+30.52%
2020	-9.99%	+17.28%
2019	+21.29%	+31.09%
2018	-23.77%	-5.24%
2017	+24.49%	+20.78%
2016	-0.66%	+13.59%
2015	-4.80%	+1.31%
2014	-7.21%	+14.56%
2013	+26.80%	+29.00%
2012	+31.10%	+14.17%
2011	-27.56%	+0.85%
2010	-3.91%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

EUFN vs SPY Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

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

The current EUFN drawdown is -2.11%.

Rank	EUFN	SPY
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EUFN and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

EUFN vs SPY dividend yield comparison.

Year	EUFN	SPY
2026	0.00%	0.24%
2025	3.57%	1.07%
2024	5.36%	1.21%
2023	5.00%	1.40%
2022	4.24%	1.65%
2021	4.15%	1.20%
2020	1.38%	1.52%
2019	4.55%	1.75%
2018	6.48%	2.04%
2017	3.04%	1.80%
2016	4.03%	2.03%
2015	3.65%	2.06%
2014	3.35%	1.87%
2013	1.59%	1.81%
2012	2.91%	2.18%
2011	3.88%	2.05%
2010	1.80%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%