EWU vs SMLF

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF (SMLF, ETF).

5-Year PerformanceEWU has outperformed SMLF, delivering a return of +10.6% compared to +10.5%

EWU vs SMLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	SMLF(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.50%	0.15%
Max Drawdown	66.94%	43.06%
Sharpe Ratio	1.09	1.35
5Y Beta	0.58	1.09
P/E Ratio	N/A	67.19
Forward P/E	N/A	15.45
5Y Dividends CAGR	12.29%	11.57%
5Y EPS CAGR	N/A	17.49%
Debt to Equity	N/A	20.06%
P/S Ratio	N/A	1.56
P/B Ratio	N/A	2.78

Net Assets

EWU

$3.50B

Winner

SMLF

$3.60B

Expense Ratio

EWU

0.50%

Winner

SMLF

0.15%

Max Drawdown

EWU

66.94%

Winner

SMLF

43.06%

Sharpe Ratio

EWU

1.09

Winner

SMLF

1.35

5Y Beta

Winner

EWU

0.58

SMLF

1.09

P/E Ratio

EWU

N/A

SMLF

67.19

Forward P/E

EWU

N/A

SMLF

15.45

5Y Dividends CAGR

Winner

EWU

12.29%

SMLF

11.57%

5Y EPS CAGR

EWU

N/A

SMLF

17.49%

Debt to Equity

EWU

N/A

SMLF

20.06%

P/S Ratio

EWU

N/A

SMLF

1.56

P/B Ratio

EWU

N/A

SMLF

2.78

EWU vs SMLF - Historical Returns

Returns include dividend reinvestment.

Period	EWU	SMLF
1 month	-0.15%	+1.03%
3 months	+0.30%	+9.08%
6 months	+9.39%	+11.89%
1 year	+19.96%	+29.13%
5 years(CAGR)	+10.64%	+10.55%
10 years(CAGR)	+7.76%	+12.06%
Max(CAGR)	+4.17%	+11.35%

EWU

-0.15%

Winner

SMLF

+1.03%

EWU

+0.30%

Winner

SMLF

+9.08%

EWU

+9.39%

Winner

SMLF

+11.89%

EWU

+19.96%

Winner

SMLF

+29.13%

5Y(CAGR)

Winner

EWU

+10.64%

SMLF

+10.55%

10Y(CAGR)

EWU

+7.76%

Winner

SMLF

+12.06%

Max(CAGR)

EWU

+4.17%

Winner

SMLF

+11.35%

EWU vs SMLF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	SMLF
2026	+4.32%	+11.21%
2025	+35.28%	+11.90%
2024	+7.79%	+17.21%
2023	+12.02%	+20.62%
2022	-5.49%	-12.70%
2021	+16.67%	+27.90%
2020	-11.93%	+8.48%
2019	+21.33%	+21.53%
2018	-15.06%	-9.03%
2017	+21.11%	+12.31%
2016	+0.39%	+25.23%
2015	-6.15%	+2.39%
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 SMLF Drawdown Comparison

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

The maximum drawdown for SMLF was -41.89%, occurring on Mar 18, 2020. Recovery took 217 trading sessions.

The current EWU drawdown is -4.72%. The current SMLF drawdown is -2.58%.

Rank	EWU	SMLF
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-41.89% Jan 16, 2020 - Nov 24, 2020
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-26.27% Nov 25, 2024 - Aug 28, 2025
#3	-43.33% Jan 26, 2018 - May 7, 2021	-25.38% Nov 16, 2021 - Dec 14, 2023
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-24.77% Aug 29, 2018 - Jan 16, 2020
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-17.76% Jun 23, 2015 - Jul 12, 2016
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-9.35% Jan 23, 2018 - May 21, 2018
#7	-12.67% May 9, 2006 - Sep 1, 2006	-8.72% Jan 22, 2026 - Apr 14, 2026
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-8.55% Jul 31, 2024 - Sep 19, 2024
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-7.73% Oct 27, 2025 - Dec 10, 2025
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-7.66% Mar 28, 2024 - May 15, 2024
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-6.72% Jul 1, 2021 - Aug 11, 2021
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-6.52% Mar 15, 2021 - Apr 5, 2021
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-6.20% Feb 12, 2021 - Mar 11, 2021
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-5.88% Sep 22, 2016 - Nov 10, 2016
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-5.75% May 7, 2021 - Jun 8, 2021

Correlation

Correlation between EWU and SMLF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

EWU vs SMLF dividend yield comparison.

Year	EWU	SMLF
2026	0.00%	0.23%
2025	3.73%	1.14%
2024	4.16%	1.33%
2023	4.14%	1.13%
2022	3.43%	1.23%
2021	4.35%	1.07%
2020	2.48%	1.33%
2019	4.13%	1.39%
2018	4.98%	1.17%
2017	3.91%	0.93%
2016	3.97%	0.78%
2015	4.11%	0.79%
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%