EWU vs IBDS

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).

5-Year PerformanceEWU has outperformed IBDS, delivering a return of +11.8% compared to +1.4%

EWU vs IBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	IBDS(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.50%	0.10%
Max Drawdown	66.94%	18.21%
Sharpe Ratio	1.09	0.49
5Y Beta	0.58	0.01
5Y Dividends CAGR	12.27%	9.88%

Net Assets

EWU

$3.70B

Winner

IBDS

$3.80B

Expense Ratio

EWU

0.50%

Winner

IBDS

0.10%

Max Drawdown

EWU

66.94%

Winner

IBDS

18.21%

Sharpe Ratio

Winner

EWU

1.09

IBDS

0.49

5Y Beta

EWU

0.58

Winner

IBDS

0.01

5Y Dividends CAGR

Winner

EWU

12.27%

IBDS

9.88%

EWU vs IBDS - Historical Returns

Returns include dividend reinvestment.

Period	EWU	IBDS
1 month	+1.21%	+0.23%
3 months	-0.74%	+0.86%
6 months	+5.22%	+1.59%
1 year	+22.16%	+4.47%
5 years(CAGR)	+11.79%	+1.39%
10 years(CAGR)	+8.28%	+3.15%
Max(CAGR)	+4.24%	+3.15%

Winner

EWU

+1.21%

IBDS

+0.23%

EWU

-0.74%

Winner

IBDS

+0.86%

Winner

EWU

+5.22%

IBDS

+1.59%

Winner

EWU

+22.16%

IBDS

+4.47%

5Y(CAGR)

Winner

EWU

+11.79%

IBDS

+1.39%

10Y(CAGR)

Winner

EWU

+8.28%

IBDS

+3.15%

Max(CAGR)

Winner

EWU

+4.24%

IBDS

+3.15%

EWU vs IBDS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	IBDS
2026	+6.71%	+1.59%
2025	+35.28%	+5.81%
2024	+7.79%	+4.92%
2023	+12.02%	+6.19%
2022	-5.49%	-9.09%
2021	+16.67%	-1.38%
2020	-11.93%	+9.00%
2019	+21.33%	+15.05%
2018	-15.06%	-2.48%
2017	+21.11%	+1.14%
2016	+0.39%	N/A
2015	-6.15%	N/A
2014	-6.45%	N/A
2013	+17.73%	N/A
2012	+12.01%	N/A
2011	-3.68%	N/A
2010	+8.10%	N/A
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 IBDS Drawdown Comparison

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

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The current EWU drawdown is -2.54%.

Rank	EWU	IBDS
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-16.75% Mar 5, 2020 - Jun 8, 2020
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-14.98% Aug 2, 2021 - Feb 28, 2025
#3	-43.33% Jan 26, 2018 - May 7, 2021	-5.54% Dec 6, 2017 - Feb 19, 2019
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-3.12% Feb 10, 2021 - Aug 2, 2021
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-2.35% Aug 28, 2019 - Oct 4, 2019
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-1.43% Aug 6, 2020 - Nov 17, 2020
#7	-12.67% May 9, 2006 - Sep 1, 2006	-1.22% Oct 4, 2019 - Nov 26, 2019
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-1.20% Jul 3, 2019 - Aug 1, 2019
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-1.16% Nov 6, 2017 - Dec 5, 2017
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-0.91% Apr 3, 2025 - Apr 28, 2025
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-0.70% Apr 11, 2019 - Apr 24, 2019
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-0.66% Sep 18, 2017 - Oct 13, 2017
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-0.64% Oct 17, 2017 - Nov 2, 2017
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-0.63% Jun 16, 2020 - Jul 2, 2020
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-0.59% Jun 24, 2019 - Jun 27, 2019

Correlation

Correlation between EWU and IBDS is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (1999 - 2026)

EWU vs IBDS dividend yield comparison.

Year	EWU	IBDS
2026	1.42%	2.12%
2025	3.73%	4.36%
2024	4.16%	4.37%
2023	4.14%	3.81%
2022	3.43%	2.87%
2021	4.35%	2.19%
2020	2.48%	2.66%
2019	4.13%	3.31%
2018	4.98%	3.66%
2017	3.91%	0.97%
2016	3.97%	0.00%
2015	4.11%	0.00%
2014	7.59%	0.00%
2013	2.39%	0.00%
2012	3.57%	0.00%
2011	3.30%	0.00%
2010	2.43%	0.00%
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%