EWU vs AOR

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceEWU has outperformed AOR, delivering a return of +11.8% compared to +6.8%

EWU vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	AOR(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.50%	0.15%
Max Drawdown	66.94%	24.96%
Sharpe Ratio	1.09	1.27
5Y Beta	0.58	0.55
5Y Dividends CAGR	12.27%	13.47%

Net Assets

EWU

$3.70B

AOR

$3.70B

Expense Ratio

EWU

0.50%

Winner

AOR

0.15%

Max Drawdown

EWU

66.94%

Winner

AOR

24.96%

Sharpe Ratio

EWU

1.09

Winner

AOR

1.27

5Y Beta

EWU

0.58

Winner

AOR

0.55

5Y Dividends CAGR

EWU

12.27%

Winner

AOR

13.47%

EWU vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	EWU	AOR
1 month	+1.21%	-0.29%
3 months	-0.74%	+3.71%
6 months	+5.22%	+5.67%
1 year	+22.16%	+16.27%
5 years(CAGR)	+11.79%	+6.84%
10 years(CAGR)	+8.28%	+8.22%
Max(CAGR)	+4.24%	+8.74%

Winner

EWU

+1.21%

AOR

-0.29%

EWU

-0.74%

Winner

AOR

+3.71%

EWU

+5.22%

Winner

AOR

+5.67%

Winner

EWU

+22.16%

AOR

+16.27%

5Y(CAGR)

Winner

EWU

+11.79%

AOR

+6.84%

10Y(CAGR)

Winner

EWU

+8.28%

AOR

+8.22%

Max(CAGR)

EWU

+4.24%

Winner

AOR

+8.74%

EWU vs AOR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	AOR
2026	+6.71%	+7.08%
2025	+35.28%	+16.68%
2024	+7.79%	+11.47%
2023	+12.02%	+14.90%
2022	-5.49%	-15.79%
2021	+16.67%	+11.46%
2020	-11.93%	+10.74%
2019	+21.33%	+18.94%
2018	-15.06%	-6.24%
2017	+21.11%	+15.49%
2016	+0.39%	+7.82%
2015	-6.15%	-1.02%
2014	-6.45%	+7.24%
2013	+17.73%	+14.07%
2012	+12.01%	+10.41%
2011	-3.68%	+0.52%
2010	+8.10%	+9.79%
2009	+35.62%	+17.43%
2008	-46.01%	+4.43%
2007	+5.79%	N/A
2006	+26.45%	N/A
2005	+6.53%	N/A
2004	+18.42%	N/A
2003	+30.76%	N/A
2002	-15.16%	N/A
2001	-14.85%	N/A
2000	-15.37%	N/A
1999	+5.56%	N/A

EWU vs AOR Drawdown Comparison

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The current EWU drawdown is -2.54%. The current AOR drawdown is -0.39%.

Rank	EWU	AOR
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-43.33% Jan 26, 2018 - May 7, 2021	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-12.67% May 9, 2006 - Sep 1, 2006	-11.29% May 21, 2015 - Jul 27, 2016
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-9.77% Feb 18, 2025 - May 15, 2025
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-5.97% May 21, 2013 - Aug 2, 2013
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between EWU and AOR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

EWU vs AOR dividend yield comparison.

Year	EWU	AOR
2026	1.42%	1.20%
2025	3.73%	2.54%
2024	4.16%	2.66%
2023	4.14%	2.50%
2022	3.43%	2.12%
2021	4.35%	1.64%
2020	2.48%	1.89%
2019	4.13%	2.56%
2018	4.98%	2.49%
2017	3.91%	4.51%
2016	3.97%	2.16%
2015	4.11%	2.12%
2014	7.59%	2.11%
2013	2.39%	1.92%
2012	3.57%	2.08%
2011	3.30%	2.42%
2010	2.43%	1.84%
2009	2.59%	2.07%
2008	6.61%	0.68%
2007	3.50%	0.00%
2006	3.47%	0.00%
2005	3.11%	0.00%
2004	1.91%	0.00%
2003	3.05%	0.00%
2002	2.33%	0.00%
2001	3.25%	0.00%
2000	5.35%	0.00%
1999	1.85%	0.00%