EWD vs CAF

Comparison between ISHARES MSCI SWEDEN ETF (EWD, ETF) and Morgan Stanley China A Share Fund Inc (CAF, ETF).

5-Year PerformanceEWD has outperformed CAF, delivering a return of +4.3% compared to -1.3%

EWD vs CAF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWD(ETF)	CAF(ETF)
Net Assets	$320M	$320M
Expense Ratio	0.51%	N/A
Max Drawdown	79.94%	84.15%
Sharpe Ratio	0.68	1.92
5Y Beta	0.85	0.39
5Y Dividends CAGR	14.87%	-39.05%

Net Assets

EWD

$320M

CAF

$320M

Expense Ratio

EWD

0.51%

CAF

N/A

Max Drawdown

Winner

EWD

79.94%

CAF

84.15%

Sharpe Ratio

EWD

0.68

Winner

CAF

1.92

5Y Beta

EWD

0.85

Winner

CAF

0.39

5Y Dividends CAGR

Winner

EWD

14.87%

CAF

-39.05%

EWD vs CAF - Historical Returns

Returns include dividend reinvestment.

Period	EWD	CAF
1 month	+1.85%	-2.01%
3 months	+2.22%	+9.80%
6 months	+5.90%	+14.79%
1 year	+16.19%	+46.92%
5 years(CAGR)	+4.28%	-1.29%
10 years(CAGR)	+9.89%	+6.01%
Max(CAGR)	+6.68%	+9.05%

Winner

EWD

+1.85%

CAF

-2.01%

EWD

+2.22%

Winner

CAF

+9.80%

EWD

+5.90%

Winner

CAF

+14.79%

EWD

+16.19%

Winner

CAF

+46.92%

5Y(CAGR)

Winner

EWD

+4.28%

CAF

-1.29%

10Y(CAGR)

Winner

EWD

+9.89%

CAF

+6.01%

Max(CAGR)

EWD

+6.68%

Winner

CAF

+9.05%

EWD vs CAF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWD	CAF
2026	+4.13%	+9.00%
2025	+36.16%	+42.50%
2024	-1.94%	+0.52%
2023	+23.68%	-9.64%
2022	-28.45%	-31.42%
2021	+21.34%	-2.55%
2020	+18.94%	+10.91%
2019	+23.80%	+24.02%
2018	-13.43%	-15.74%
2017	+21.04%	+41.08%
2016	+4.52%	-7.41%
2015	-3.90%	+12.06%
2014	-5.97%	+38.76%
2013	+21.95%	-4.11%
2012	+19.94%	+32.20%
2011	-18.22%	-29.66%
2010	+31.31%	-8.64%
2009	+48.46%	+59.50%
2008	-46.58%	-49.62%
2007	-2.28%	+89.68%
2006	+38.19%	+54.38%
2005	+9.32%	N/A
2004	+34.96%	N/A
2003	+57.95%	N/A
2002	-31.32%	N/A
2001	-22.76%	N/A
2000	-27.76%	N/A
1999	+27.13%	N/A

EWD vs CAF Drawdown Comparison

The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.

The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.

The current EWD drawdown is -5.61%. The current CAF drawdown is -8.10%.

Rank	EWD	CAF
#1	-75.34% Mar 3, 2000 - Oct 20, 2006	-66.21% Sep 27, 2007 - Apr 6, 2015
#2	-68.10% Jul 12, 2007 - Apr 21, 2011	-49.04% Jun 1, 2021 - Jul 30, 2024
#3	-42.26% Aug 13, 2021 - Feb 18, 2025	-39.21% Jun 11, 2015 - May 16, 2017
#4	-37.22% Feb 12, 2020 - Jul 17, 2020	-33.95% Jan 26, 2018 - Dec 14, 2020
#5	-36.19% May 2, 2011 - Mar 7, 2013	-18.59% Jan 3, 2007 - Apr 3, 2007
#6	-25.57% May 21, 2014 - May 2, 2017	-13.35% Aug 13, 2007 - Aug 22, 2007
#7	-23.30% Jan 24, 2018 - Jan 2, 2020	-11.69% May 7, 2007 - Jun 14, 2007
#8	-17.84% Mar 7, 2025 - May 13, 2025	-10.34% Apr 27, 2015 - May 26, 2015
#9	-14.49% Feb 27, 2026 - Mar 20, 2026	-9.52% Jun 20, 2017 - Sep 7, 2017
#10	-12.59% May 21, 2013 - Jul 23, 2013	-7.52% Jun 19, 2007 - Jul 11, 2007
#11	-9.09% Feb 26, 2007 - Mar 21, 2007	-7.09% Sep 6, 2007 - Sep 18, 2007
#12	-8.75% May 7, 2007 - Jul 6, 2007	-6.85% Aug 27, 2007 - Aug 31, 2007
#13	-8.18% Oct 12, 2020 - Nov 6, 2020	-6.61% Oct 5, 2006 - Nov 29, 2006
#14	-8.16% Sep 18, 2013 - Dec 30, 2013	-5.76% Jan 5, 2021 - Feb 16, 2021
#15	-7.82% Oct 27, 2025 - Dec 10, 2025	-5.58% Oct 26, 2017 - Dec 26, 2017

Correlation

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

0.71

-101

Dividend Comparison (1999 - 2025)

EWD vs CAF dividend yield comparison.

Year	EWD	CAF
2025	3.27%	1.51%
2024	1.77%	2.63%
2023	2.41%	0.96%
2022	3.68%	0.02%
2021	5.46%	6.57%
2020	0.98%	10.40%
2019	4.15%	3.78%
2018	5.17%	9.48%
2017	3.23%	5.20%
2016	3.91%	4.69%
2015	4.08%	67.03%
2014	3.92%	5.66%
2013	3.47%	0.47%
2012	3.03%	8.48%
2011	4.13%	1.90%
2010	1.77%	6.30%
2009	2.13%	13.59%
2008	8.23%	28.65%
2007	3.61%	19.01%
2006	1.05%	0.00%
2005	1.85%	0.00%
2004	0.70%	0.00%
2003	1.58%	0.00%
2002	1.28%	0.00%
2001	0.35%	0.00%
2000	30.15%	0.00%
1999	3.42%	0.00%