EWU vs IXJ

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).

5-Year PerformanceEWU has outperformed IXJ, delivering a return of +10.6% compared to +4.8%

EWU vs IXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	IXJ(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.50%	0.40%
Max Drawdown	66.94%	42.81%
Sharpe Ratio	1.09	0.64
5Y Beta	0.58	0.47
P/E Ratio	N/A	28.08
Forward P/E	N/A	17.29
5Y Dividends CAGR	12.29%	6.37%
5Y EPS CAGR	N/A	12.48%
Debt to Equity	N/A	53.55%
P/S Ratio	N/A	1.47
P/B Ratio	N/A	4.48

Net Assets

EWU

$3.50B

Winner

IXJ

$3.60B

Expense Ratio

EWU

0.50%

Winner

IXJ

0.40%

Max Drawdown

EWU

66.94%

Winner

IXJ

42.81%

Sharpe Ratio

Winner

EWU

1.09

IXJ

0.64

5Y Beta

EWU

0.58

Winner

IXJ

0.47

P/E Ratio

EWU

N/A

IXJ

28.08

Forward P/E

EWU

N/A

IXJ

17.29

5Y Dividends CAGR

Winner

EWU

12.29%

IXJ

6.37%

5Y EPS CAGR

EWU

N/A

IXJ

12.48%

Debt to Equity

EWU

N/A

IXJ

53.55%

P/S Ratio

EWU

N/A

IXJ

1.47

P/B Ratio

EWU

N/A

IXJ

4.48

EWU vs IXJ - Historical Returns

Returns include dividend reinvestment.

Period	EWU	IXJ
1 month	-0.15%	+3.56%
3 months	+0.30%	-1.49%
6 months	+9.39%	-0.46%
1 year	+19.96%	+12.91%
5 years(CAGR)	+10.64%	+4.77%
10 years(CAGR)	+7.76%	+7.99%
Max(CAGR)	+4.17%	+7.17%

EWU

-0.15%

Winner

IXJ

+3.56%

Winner

EWU

+0.30%

IXJ

-1.49%

Winner

EWU

+9.39%

IXJ

-0.46%

Winner

EWU

+19.96%

IXJ

+12.91%

5Y(CAGR)

Winner

EWU

+10.64%

IXJ

+4.77%

10Y(CAGR)

EWU

+7.76%

Winner

IXJ

+7.99%

Max(CAGR)

EWU

+4.17%

Winner

IXJ

+7.17%

EWU vs IXJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	IXJ
2026	+4.32%	-2.15%
2025	+35.28%	+14.95%
2024	+7.79%	-0.69%
2023	+12.02%	+3.59%
2022	-5.49%	-3.93%
2021	+16.67%	+19.74%
2020	-11.93%	+12.39%
2019	+21.33%	+24.67%
2018	-15.06%	+1.74%
2017	+21.11%	+19.02%
2016	+0.39%	-4.37%
2015	-6.15%	+5.69%
2014	-6.45%	+18.07%
2013	+17.73%	+33.83%
2012	+12.01%	+15.83%
2011	-3.68%	+9.85%
2010	+8.10%	+0.65%
2009	+35.62%	+16.29%
2008	-46.01%	-19.96%
2007	+5.79%	+2.96%
2006	+26.45%	+8.49%
2005	+6.53%	+7.27%
2004	+18.42%	+3.72%
2003	+30.76%	+16.34%
2002	-15.16%	-17.01%
2001	-14.85%	-2.47%
2000	-15.37%	N/A
1999	+5.56%	N/A

EWU vs IXJ Drawdown Comparison

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

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The current EWU drawdown is -4.72%. The current IXJ drawdown is -5.98%.

Rank	EWU	IXJ
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-40.60% May 7, 2007 - Apr 26, 2011
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-31.87% Nov 26, 2001 - Apr 13, 2005
#3	-43.33% Jan 26, 2018 - May 7, 2021	-27.35% Feb 12, 2020 - Jul 14, 2020
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-18.80% Aug 5, 2015 - Jun 19, 2017
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-18.14% Aug 30, 2024 - Jan 6, 2026
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-17.48% Apr 8, 2022 - Jan 8, 2024
#7	-12.67% May 9, 2006 - Sep 1, 2006	-16.52% May 31, 2011 - Mar 13, 2012
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-14.45% Oct 1, 2018 - Jul 2, 2019
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-11.65% Jan 26, 2018 - Aug 21, 2018
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-10.78% Feb 27, 2026 - Apr 29, 2026
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-10.59% Dec 29, 2021 - Apr 7, 2022
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-8.47% Sep 24, 2014 - Oct 30, 2014
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-7.78% Sep 3, 2021 - Dec 23, 2021
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-7.77% Jan 25, 2021 - Apr 16, 2021
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-7.76% Sep 2, 2020 - Nov 5, 2020

Correlation

Correlation between EWU and IXJ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2025)

EWU vs IXJ dividend yield comparison.

Year	EWU	IXJ
2025	3.73%	1.40%
2024	4.16%	1.50%
2023	4.14%	1.38%
2022	3.43%	1.17%
2021	4.35%	1.12%
2020	2.48%	1.27%
2019	4.13%	1.42%
2018	4.98%	2.11%
2017	3.91%	1.46%
2016	3.97%	1.73%
2015	4.11%	2.85%
2014	7.59%	1.38%
2013	2.39%	1.51%
2012	3.57%	2.28%
2011	3.30%	2.17%
2010	2.43%	2.20%
2009	2.59%	1.97%
2008	6.61%	2.25%
2007	3.50%	1.72%
2006	3.47%	0.85%
2005	3.11%	0.70%
2004	1.91%	0.74%
2003	3.05%	0.63%
2002	2.33%	0.61%
2001	3.25%	0.03%
2000	5.35%	0.00%
1999	1.85%	0.00%