EWU vs IYF

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).

5-Year PerformanceEWU has outperformed IYF, delivering a return of +10.9% compared to +10.1%

EWU vs IYF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	IYF(ETF)
Net Assets	$3.30B	$3.30B
Expense Ratio	0.50%	0.38%
Max Drawdown	66.94%	80.22%
Sharpe Ratio	1.49	0.54
5Y Beta	0.58	0.85
P/E Ratio	N/A	14.90
Forward P/E	N/A	14.21
PEG Ratio	N/A	0.33
5Y Dividends CAGR	12.29%	14.72%
5Y EPS CAGR	N/A	11.23%
Debt to Equity	N/A	45.38%
P/S Ratio	N/A	2.91
P/B Ratio	N/A	1.92

Net Assets

EWU

$3.30B

IYF

$3.30B

Expense Ratio

EWU

0.50%

Winner

IYF

0.38%

Max Drawdown

Winner

EWU

66.94%

IYF

80.22%

Sharpe Ratio

Winner

EWU

1.49

IYF

0.54

5Y Beta

Winner

EWU

0.58

IYF

0.85

P/E Ratio

EWU

N/A

IYF

14.90

Forward P/E

EWU

N/A

IYF

14.21

PEG Ratio

EWU

N/A

IYF

0.33

5Y Dividends CAGR

EWU

12.29%

Winner

IYF

14.72%

5Y EPS CAGR

EWU

N/A

IYF

11.23%

Debt to Equity

EWU

N/A

IYF

45.38%

P/S Ratio

EWU

N/A

IYF

2.91

P/B Ratio

EWU

N/A

IYF

1.92

EWU vs IYF - Historical Returns

Returns include dividend reinvestment.

Period	EWU	IYF
1 month	-2.34%	+0.18%
3 months	-0.68%	-4.60%
6 months	+11.05%	-0.23%
1 year	+27.47%	+9.94%
5 years(CAGR)	+10.94%	+10.07%
10 years(CAGR)	+8.20%	+12.87%
Max(CAGR)	+4.21%	+5.81%

EWU

-2.34%

Winner

IYF

+0.18%

Winner

EWU

-0.68%

IYF

-4.60%

Winner

EWU

+11.05%

IYF

-0.23%

Winner

EWU

+27.47%

IYF

+9.94%

5Y(CAGR)

Winner

EWU

+10.94%

IYF

+10.07%

10Y(CAGR)

EWU

+8.20%

Winner

IYF

+12.87%

Max(CAGR)

EWU

+4.21%

Winner

IYF

+5.81%

EWU vs IYF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	IYF
2026	+5.04%	-4.96%
2025	+35.28%	+18.38%
2024	+7.79%	+30.95%
2023	+12.02%	+14.95%
2022	-5.49%	-12.21%
2021	+16.67%	+33.66%
2020	-11.93%	-1.55%
2019	+21.33%	+31.73%
2018	-15.06%	-9.17%
2017	+21.11%	+18.69%
2016	+0.39%	+19.25%
2015	-6.15%	-0.53%
2014	-6.45%	+14.81%
2013	+17.73%	+29.91%
2012	+12.01%	+23.10%
2011	-3.68%	-14.90%
2010	+8.10%	+10.48%
2009	+35.62%	+16.13%
2008	-46.01%	-49.28%
2007	+5.79%	-18.33%
2006	+26.45%	+16.82%
2005	+6.53%	+6.37%
2004	+18.42%	+13.16%
2003	+30.76%	+27.24%
2002	-15.16%	-12.90%
2001	-14.85%	-3.55%
2000	-15.37%	-2.24%
1999	+5.56%	N/A

EWU vs IYF Drawdown Comparison

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

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

The current EWU drawdown is -4.07%. The current IYF drawdown is -7.35%.

Rank	EWU	IYF
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-79.08% Jun 4, 2007 - Dec 7, 2016
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-42.57% Feb 14, 2020 - Feb 12, 2021
#3	-43.33% Jan 26, 2018 - May 7, 2021	-33.32% May 26, 2000 - Nov 3, 2003
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-25.05% Jan 12, 2022 - Jan 30, 2024
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-19.88% Sep 20, 2018 - Apr 26, 2019
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-16.60% Feb 18, 2025 - Jun 24, 2025
#7	-12.67% May 9, 2006 - Sep 1, 2006	-13.88% Jan 6, 2026 - Mar 27, 2026
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-11.23% Mar 5, 2004 - Nov 11, 2004
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-9.40% Jan 26, 2018 - Sep 20, 2018
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-9.18% Dec 30, 2004 - Jul 12, 2005
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-8.50% Nov 29, 2024 - Jan 30, 2025
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-8.35% Feb 20, 2007 - Jun 1, 2007
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-7.76% Jul 30, 2024 - Aug 23, 2024
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-7.64% May 5, 2006 - Sep 13, 2006
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-7.35% Nov 3, 2021 - Jan 7, 2022

Correlation

Correlation between EWU and IYF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

EWU vs IYF dividend yield comparison.

Year	EWU	IYF
2026	0.00%	0.47%
2025	3.73%	1.32%
2024	4.16%	1.29%
2023	4.14%	1.67%
2022	3.43%	1.86%
2021	4.35%	1.27%
2020	2.48%	1.72%
2019	4.13%	1.65%
2018	4.98%	1.90%
2017	3.91%	1.46%
2016	3.97%	1.67%
2015	4.11%	1.66%
2014	7.59%	1.38%
2013	2.39%	1.33%
2012	3.57%	1.67%
2011	3.30%	1.68%
2010	2.43%	1.04%
2009	2.59%	1.71%
2008	6.61%	4.64%
2007	3.50%	2.75%
2006	3.47%	1.86%
2005	3.11%	2.03%
2004	1.91%	1.75%
2003	3.05%	1.66%
2002	2.33%	1.75%
2001	3.25%	1.29%
2000	5.35%	2.11%
1999	1.85%	0.00%