EWU vs EUFN

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed EWU, delivering a return of +18.3% compared to +10.9%

EWU vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	EUFN(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.50%	0.49%
Max Drawdown	66.94%	59.14%
Sharpe Ratio	1.49	1.27
5Y Beta	0.58	0.81
5Y Dividends CAGR	12.29%	33.53%

Net Assets

EWU

$3.30B

Winner

EUFN

$3.40B

Expense Ratio

EWU

0.50%

Winner

EUFN

0.49%

Max Drawdown

EWU

66.94%

Winner

EUFN

59.14%

Sharpe Ratio

Winner

EWU

1.49

EUFN

1.27

5Y Beta

Winner

EWU

0.58

EUFN

0.81

5Y Dividends CAGR

EWU

12.29%

Winner

EUFN

33.53%

EWU vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	EWU	EUFN
1 month	-2.34%	+2.37%
3 months	-0.68%	-1.81%
6 months	+11.05%	+13.08%
1 year	+27.47%	+29.87%
5 years(CAGR)	+10.94%	+18.33%
10 years(CAGR)	+8.20%	+12.57%
Max(CAGR)	+4.21%	+7.10%

EWU

-2.34%

Winner

EUFN

+2.37%

Winner

EWU

-0.68%

EUFN

-1.81%

EWU

+11.05%

Winner

EUFN

+13.08%

EWU

+27.47%

Winner

EUFN

+29.87%

5Y(CAGR)

EWU

+10.94%

Winner

EUFN

+18.33%

10Y(CAGR)

EWU

+8.20%

Winner

EUFN

+12.57%

Max(CAGR)

EWU

+4.21%

Winner

EUFN

+7.10%

EWU vs EUFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	EUFN
2026	+5.04%	+1.39%
2025	+35.28%	+67.60%
2024	+7.79%	+18.14%
2023	+12.02%	+24.26%
2022	-5.49%	-9.61%
2021	+16.67%	+19.77%
2020	-11.93%	-9.99%
2019	+21.33%	+21.29%
2018	-15.06%	-23.77%
2017	+21.11%	+24.49%
2016	+0.39%	-0.66%
2015	-6.15%	-4.80%
2014	-6.45%	-7.21%
2013	+17.73%	+26.80%
2012	+12.01%	+31.10%
2011	-3.68%	-27.56%
2010	+8.10%	-3.91%
2009	+35.62%	N/A
2008	-46.01%	N/A
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 EUFN Drawdown Comparison

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

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

The current EWU drawdown is -4.07%. The current EUFN drawdown is -2.11%.

Rank	EWU	EUFN
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-43.33% Jan 26, 2018 - May 7, 2021	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-12.67% May 9, 2006 - Sep 1, 2006	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between EWU and EUFN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2025)

EWU vs EUFN dividend yield comparison.

Year	EWU	EUFN
2025	3.73%	3.57%
2024	4.16%	5.36%
2023	4.14%	5.00%
2022	3.43%	4.24%
2021	4.35%	4.15%
2020	2.48%	1.38%
2019	4.13%	4.55%
2018	4.98%	6.48%
2017	3.91%	3.04%
2016	3.97%	4.03%
2015	4.11%	3.65%
2014	7.59%	3.35%
2013	2.39%	1.59%
2012	3.57%	2.91%
2011	3.30%	3.88%
2010	2.43%	1.80%
2009	2.59%	0.00%
2008	6.61%	0.00%
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%