EUFN vs TSPA

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).

5-Year PerformanceEUFN has outperformed TSPA, delivering a return of +22.0% compared to +13.6%

EUFN vs TSPA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	TSPA(ETF)
Net Assets	$4.20B	$4.30B
Expense Ratio	0.49%	0.34%
Max Drawdown	59.14%	24.72%
Sharpe Ratio	1.14	1.20
5Y Beta	0.83	0.97
P/E Ratio	N/A	28.90
Forward P/E	N/A	21.41
5Y Dividends CAGR	30.11%	N/A
5Y EPS CAGR	N/A	27.63%
Debt to Equity	N/A	34.00%
P/S Ratio	N/A	4.16
P/B Ratio	N/A	5.98

Net Assets

EUFN

$4.20B

Winner

TSPA

$4.30B

Expense Ratio

EUFN

0.49%

Winner

TSPA

0.34%

Max Drawdown

EUFN

59.14%

Winner

TSPA

24.72%

Sharpe Ratio

EUFN

1.14

Winner

TSPA

1.20

5Y Beta

Winner

EUFN

0.83

TSPA

0.97

P/E Ratio

EUFN

N/A

TSPA

28.90

Forward P/E

EUFN

N/A

TSPA

21.41

5Y Dividends CAGR

EUFN

30.11%

TSPA

N/A

5Y EPS CAGR

EUFN

N/A

TSPA

27.63%

Debt to Equity

EUFN

N/A

TSPA

34.00%

P/S Ratio

EUFN

N/A

TSPA

4.16

P/B Ratio

EUFN

N/A

TSPA

5.98

EUFN vs TSPA - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	TSPA
1 month	+4.71%	+1.94%
3 months	+12.95%	+2.75%
6 months	+14.68%	+11.18%
1 year	+28.45%	+21.32%
5 years(CAGR)	+21.97%	+13.55%
10 years(CAGR)	+14.42%	N/A
Max(CAGR)	+7.84%	+14.19%

Winner

EUFN

+4.71%

TSPA

+1.94%

Winner

EUFN

+12.95%

TSPA

+2.75%

Winner

EUFN

+14.68%

TSPA

+11.18%

Winner

EUFN

+28.45%

TSPA

+21.32%

5Y(CAGR)

Winner

EUFN

+21.97%

TSPA

+13.55%

10Y(CAGR)

EUFN

+14.42%

TSPA

N/A

Max(CAGR)

EUFN

+7.84%

Winner

TSPA

+14.19%

EUFN vs TSPA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EUFN	TSPA
2026	+15.87%	+12.40%
2025	+67.60%	+16.49%
2024	+18.14%	+27.28%
2023	+24.26%	+30.41%
2022	-9.61%	-19.11%
2021	+19.77%	+13.72%
2020	-9.99%	N/A
2019	+21.29%	N/A
2018	-23.77%	N/A
2017	+24.49%	N/A
2016	-0.66%	N/A
2015	-4.80%	N/A
2014	-7.21%	N/A
2013	+26.80%	N/A
2012	+31.10%	N/A
2011	-27.56%	N/A
2010	-3.91%	N/A

EUFN vs TSPA Drawdown Comparison

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

The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.

The current EUFN drawdown is -0.80%. The current TSPA drawdown is -1.65%.

Rank	EUFN	TSPA
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-24.72% Dec 29, 2021 - Nov 22, 2023
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-19.04% Feb 19, 2025 - Jun 27, 2025
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-9.24% Jan 29, 2026 - Apr 14, 2026
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-8.90% Jul 16, 2024 - Sep 19, 2024
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-5.49% Mar 28, 2024 - May 14, 2024
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-5.40% Oct 29, 2025 - Dec 11, 2025
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-4.78% Aug 30, 2021 - Oct 19, 2021
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-4.46% Jun 2, 2026 - Aug 4, 2026
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-4.16% Nov 16, 2021 - Dec 23, 2021
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-3.91% Dec 6, 2024 - Jan 22, 2025
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-2.97% Oct 8, 2025 - Oct 24, 2025
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-2.82% Jul 12, 2021 - Jul 23, 2021
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-2.77% Dec 11, 2025 - Dec 23, 2025
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-2.64% Oct 14, 2024 - Nov 6, 2024
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-2.59% Jan 12, 2026 - Jan 27, 2026

Correlation

Correlation between EUFN and TSPA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2010 - 2026)

EUFN vs TSPA dividend yield comparison.

Year	EUFN	TSPA
2026	2.69%	0.00%
2025	3.57%	0.62%
2024	5.36%	0.50%
2023	5.00%	0.41%
2022	4.24%	1.16%
2021	4.15%	0.43%
2020	1.38%	0.00%
2019	4.55%	0.00%
2018	6.48%	0.00%
2017	3.04%	0.00%
2016	4.03%	0.00%
2015	3.65%	0.00%
2014	3.35%	0.00%
2013	1.59%	0.00%
2012	2.91%	0.00%
2011	3.88%	0.00%
2010	1.80%	0.00%