EWK vs UPGD
Comparison between ISHARES MSCI BELGIUM ETF (EWK, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
5-Year PerformanceUPGD has outperformed EWK, delivering a return of +6.8% compared to +5.9%
EWK vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EWK vs UPGD - Historical Returns
Returns include dividend reinvestment.
EWK vs UPGD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EWK | UPGD |
|---|---|---|
| 2026 | +9.08% | +9.20% |
| 2025 | +35.87% | +8.98% |
| 2024 | +1.33% | +13.80% |
| 2023 | +7.19% | +16.47% |
| 2022 | -15.08% | -13.97% |
| 2021 | +11.60% | +25.57% |
| 2020 | -0.97% | +6.10% |
| 2019 | +26.61% | +30.23% |
| 2018 | -20.92% | -15.51% |
| 2017 | +23.57% | +12.33% |
| 2016 | -0.64% | +21.96% |
| 2015 | +13.66% | -5.93% |
| 2014 | +2.19% | +5.65% |
| 2013 | +24.29% | +39.25% |
| 2012 | +31.94% | +12.96% |
| 2011 | -16.35% | -3.39% |
| 2010 | +1.34% | +25.78% |
| 2009 | +44.49% | +51.42% |
| 2008 | -62.08% | -38.29% |
| 2007 | -3.13% | +2.96% |
| 2006 | +30.72% | -14.71% |
| 2005 | +7.66% | N/A |
| 2004 | +42.99% | N/A |
| 2003 | +37.15% | N/A |
| 2002 | -10.75% | N/A |
| 2001 | -13.53% | N/A |
| 2000 | -20.19% | N/A |
| 1999 | +2.80% | N/A |
EWK vs UPGD Drawdown Comparison
The maximum drawdown for EWK was -74.13%, occurring on Mar 9, 2009. Recovery took 2491 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current EWK drawdown is -2.91%. The current UPGD drawdown is -1.69%.
| Rank | EWK | UPGD |
|---|---|---|
| #1 | -74.13% Jul 12, 2007 - Jun 2, 2017 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -53.88% Nov 17, 1999 - Aug 26, 2004 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -42.79% Jan 26, 2018 - Apr 21, 2021 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -35.17% Jun 15, 2021 - Apr 29, 2025 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -16.05% May 10, 2006 - Aug 30, 2006 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -15.47% Feb 17, 2026 - Mar 20, 2026 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -9.13% Mar 9, 2005 - Aug 11, 2005 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -8.75% Feb 14, 2007 - Apr 3, 2007 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -6.06% Aug 11, 2005 - Dec 12, 2005 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -5.86% May 7, 2007 - Jul 12, 2007 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -5.14% Dec 28, 2004 - Feb 14, 2005 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -4.38% Jul 23, 2025 - Aug 14, 2025 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -4.29% Jun 2, 2017 - Jul 20, 2017 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -4.20% Oct 13, 2017 - Jan 4, 2018 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -4.15% Oct 8, 2004 - Oct 26, 2004 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between EWK and UPGD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2025)
EWK vs UPGD dividend yield comparison.
| Year | EWK | UPGD |
|---|---|---|
| 2025 | 1.73% | 1.75% |
| 2024 | 3.25% | 1.28% |
| 2023 | 2.09% | 1.39% |
| 2022 | 2.58% | 0.72% |
| 2021 | 3.64% | 0.52% |
| 2020 | 1.66% | 0.28% |
| 2019 | 2.77% | 0.20% |
| 2018 | 2.78% | 1.43% |
| 2017 | 2.91% | 0.00% |
| 2016 | 1.75% | 1.55% |
| 2015 | 2.06% | 0.93% |
| 2014 | 1.85% | 0.26% |
| 2013 | 4.62% | 0.34% |
| 2012 | 2.70% | 0.35% |
| 2011 | 5.35% | 0.14% |
| 2010 | 1.86% | 0.00% |
| 2009 | 1.81% | 0.00% |
| 2008 | 13.65% | 0.31% |
| 2007 | 2.95% | 10.64% |
| 2006 | 1.72% | 0.60% |
| 2005 | 4.23% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 7.76% | 0.00% |
| 2002 | 1.15% | 0.00% |
| 2001 | 2.75% | 0.00% |
| 2000 | 3.10% | 0.00% |
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