EWL vs IYG
Comparison between ISHARES MSCI SWITZERLAND ETF (EWL, ETF) and ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF).
5-Year PerformanceIYG has outperformed EWL, delivering a return of +10.4% compared to +7.3%
EWL vs IYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EWL
$2B
IYG
$2B
Expense Ratio
EWL
0.50%
Winner
IYG
0.38%
Max Drawdown
Winner
EWL
53.10%
IYG
82.89%
Sharpe Ratio
Winner
EWL
1.20
IYG
0.66
5Y Beta
Winner
EWL
0.50
IYG
0.89
P/E Ratio
EWL
N/A
IYG
18.54
Forward P/E
EWL
N/A
IYG
16.97
PEG Ratio
EWL
N/A
IYG
0.74
5Y Dividends CAGR
Winner
EWL
6.25%
IYG
5.68%
5Y EPS CAGR
EWL
N/A
IYG
9.62%
Debt to Equity
EWL
N/A
IYG
89.03%
P/S Ratio
EWL
N/A
IYG
4.34
P/B Ratio
EWL
N/A
IYG
2.47
EWL vs IYG - Holdings Comparison
EWL and IYG have 1 common holdings. Overlap is -0.02%
EWL's top 25 holdings weight is 88.66%. IYG's top 25 holdings weight is 83.97%.
| Rank | EWL | IYG |
|---|---|---|
| #1 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 12.84% | JPMORGAN CHASE & CO (JPM) - 12.83% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 12.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% |
| #3 | NESTLE SA (n/a) - 11.64% | VISA INC CLASS A (V) - 8.25% |
| #4 | ABB LTD (n/a) - 6.34% | MASTERCARD INC CLASS A (MA) - 6.06% |
| #5 | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 5.04% | BANK OF AMERICA CORP (BAC) - 5.53% |
| #6 | UBS GROUP AG REGISTERED SHARES (n/a) - 4.63% | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% |
| #7 | ZURICH INSURANCE GROUP AG (n/a) - 4.37% | MORGAN STANLEY (MS) - 3.81% |
| #8 | LONZA GROUP LTD (n/a) - 2.60% | WELLS FARGO & CO (WFC) - 3.64% |
| #9 | SWISS RE AG (n/a) - 2.56% | CITIGROUP INC (C) - 3.17% |
| #10 | HOLCIM LTD (n/a) - 2.50% | AMERICAN EXPRESS CO (AXP) - 2.64% |
| #11 | GALDERMA GROUP AG REGISTERED SHARES (n/a) - 2.38% | CHARLES SCHWAB CORP (SCHW) - 2.31% |
| #12 | GIVAUDAN SA (n/a) - 2.23% | BLACKROCK INC (BLK) - 2.07% |
| #13 | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.13% | S&P GLOBAL INC (SPGI) - 1.86% |
| #14 | ALCON INC (ALC) - 1.92% | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% |
| #15 | SIKA AG (n/a) - 1.85% | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% |
| #16 | SWISS LIFE HOLDING AG (n/a) - 1.77% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #17 | VAT GROUP AG (n/a) - 1.52% | U.S. BANCORP (USB) - 1.35% |
| #18 | HELVETIA BALOISE HOLDING AG (n/a) - 1.35% | BLACKSTONE INC (BX) - 1.29% |
| #19 | GEBERIT AG (n/a) - 1.35% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% |
| #20 | CHF CASH (n/a) - 1.26% | CME GROUP INC CLASS A (CME) - 1.23% |
| #21 | SGS AG (n/a) - 1.23% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% |
| #22 | SWISSCOM AG (n/a) - 1.22% | MOODYS CORP (MCO) - 1.04% |
| #23 | JULIUS BAER GRUPPE AG (n/a) - 1.15% | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% |
| #24 | STRAUMANN HOLDING AG (n/a) - 1.06% | TRUIST FINANCIAL CORP (TFC) - 0.90% |
| #25 | PARTNERS GROUP HOLDING AG (n/a) - 1.05% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% |
| Total Holdings | 45 | 102 |
EWL vs IYG - Historical Returns
Returns include dividend reinvestment.
1M
EWL
+1.72%
Winner
IYG
+2.90%
3M
EWL
+7.43%
Winner
IYG
+11.39%
6M
EWL
+4.04%
Winner
IYG
+5.89%
1Y
Winner
EWL
+22.28%
IYG
+14.99%
5Y(CAGR)
EWL
+7.29%
Winner
IYG
+10.41%
10Y(CAGR)
EWL
+10.17%
Winner
IYG
+14.59%
Max(CAGR)
Winner
EWL
+7.19%
IYG
+6.74%
EWL vs IYG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EWL | IYG |
|---|---|---|
| 2026 | +8.78% | +4.88% |
| 2025 | +33.26% | +20.13% |
| 2024 | -2.14% | +31.89% |
| 2023 | +15.91% | +15.79% |
| 2022 | -19.12% | -18.13% |
| 2021 | +18.89% | +31.77% |
| 2020 | +10.91% | -0.12% |
| 2019 | +32.59% | +35.87% |
| 2018 | -9.55% | -12.80% |
| 2017 | +22.90% | +23.00% |
| 2016 | -1.39% | +22.73% |
| 2015 | +0.80% | -0.58% |
| 2014 | +0.65% | +11.36% |
| 2013 | +23.71% | +38.64% |
| 2012 | +19.11% | +28.84% |
| 2011 | -8.12% | -22.19% |
| 2010 | +12.08% | +5.43% |
| 2009 | +22.40% | +14.50% |
| 2008 | -27.27% | -51.24% |
| 2007 | +5.13% | -22.14% |
| 2006 | +25.35% | +17.48% |
| 2005 | +13.03% | +4.15% |
| 2004 | +16.89% | +12.79% |
| 2003 | +31.86% | +29.90% |
| 2002 | -12.22% | -11.95% |
| 2001 | -25.68% | -2.76% |
| 2000 | +3.23% | +22.75% |
| 1999 | +1.59% | N/A |
EWL vs IYG Drawdown Comparison
The maximum drawdown for EWL was -51.63%, occurring on Mar 9, 2009. Recovery took 844 trading sessions.
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The current IYG drawdown is -0.76%.
| Rank | EWL | IYG |
|---|---|---|
| #1 | -51.63% Dec 10, 2007 - Apr 15, 2011 | -81.83% Feb 20, 2007 - Sep 19, 2017 |
| #2 | -46.82% Jan 3, 2001 - Feb 24, 2005 | -44.32% Feb 19, 2020 - Jan 6, 2021 |
| #3 | -28.96% Dec 29, 2021 - Jul 17, 2024 | -34.95% Jan 30, 2001 - Oct 13, 2003 |
| #4 | -27.80% Feb 19, 2020 - Jul 22, 2020 | -29.60% Jan 12, 2022 - Mar 20, 2024 |
| #5 | -25.45% May 31, 2011 - Jan 2, 2013 | -24.55% Jan 26, 2018 - Jul 23, 2019 |
| #6 | -21.39% May 14, 2015 - May 5, 2017 | -18.53% Feb 18, 2025 - Jun 26, 2025 |
| #7 | -17.35% Jan 26, 2018 - Jun 6, 2019 | -15.90% Jan 6, 2026 - Jul 15, 2026 |
| #8 | -15.45% Jan 7, 2000 - Dec 26, 2000 | -14.55% Sep 12, 2000 - Dec 28, 2000 |
| #9 | -14.93% May 10, 2006 - Sep 26, 2006 | -11.56% Mar 5, 2004 - Nov 4, 2004 |
| #10 | -13.48% Feb 27, 2026 - Jul 2, 2026 | -9.60% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -13.47% Aug 30, 2024 - Mar 5, 2025 | -9.25% Dec 31, 2004 - Nov 10, 2005 |
| #12 | -13.17% Jun 10, 2014 - Apr 15, 2015 | -8.91% Oct 25, 2021 - Jan 12, 2022 |
| #13 | -12.12% Mar 7, 2025 - Apr 28, 2025 | -8.50% Jan 12, 2021 - Feb 12, 2021 |
| #14 | -11.10% Apr 25, 2007 - Oct 31, 2007 | -8.25% May 5, 2006 - Sep 15, 2006 |
| #15 | -9.31% May 8, 2013 - Aug 6, 2013 | -8.01% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between EWL and IYG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
EWL vs IYG dividend yield comparison.
| Year | EWL | IYG |
|---|---|---|
| 2026 | 1.69% | 0.51% |
| 2025 | 1.71% | 1.00% |
| 2024 | 2.21% | 1.16% |
| 2023 | 2.12% | 1.77% |
| 2022 | 2.04% | 2.07% |
| 2021 | 1.74% | 1.25% |
| 2020 | 1.45% | 1.71% |
| 2019 | 1.85% | 1.59% |
| 2018 | 2.56% | 1.81% |
| 2017 | 2.05% | 1.24% |
| 2016 | 2.75% | 1.28% |
| 2015 | 2.58% | 1.33% |
| 2014 | 2.49% | 1.14% |
| 2013 | 1.83% | 1.04% |
| 2012 | 2.36% | 1.40% |
| 2011 | 2.43% | 1.19% |
| 2010 | 1.29% | 0.46% |
| 2009 | 1.36% | 1.14% |
| 2008 | 2.48% | 5.34% |
| 2007 | 1.06% | 2.72% |
| 2006 | 0.78% | 1.88% |
| 2005 | 0.62% | 2.05% |
| 2004 | 0.50% | 1.92% |
| 2003 | 0.36% | 1.67% |
| 2002 | 0.26% | 1.87% |
| 2001 | 0.79% | 1.24% |
| 2000 | 0.94% | 1.07% |
Select Stocks to Compare
Popular: EWL vs SPYIYG vs SPY
More Comparisons
Compare with similar stocks