EWU vs SMMD

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).

5-Year PerformanceEWU has outperformed SMMD, delivering a return of +10.9% compared to +7.7%

EWU vs SMMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	SMMD(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.50%	0.15%
Max Drawdown	66.94%	41.06%
Sharpe Ratio	1.14	1.63
5Y Beta	0.59	1.06
5Y Dividends CAGR	12.29%	8.51%

Net Assets

EWU

$3.40B

SMMD

$3.40B

Expense Ratio

EWU

0.50%

Winner

SMMD

0.15%

Max Drawdown

EWU

66.94%

Winner

SMMD

41.06%

Sharpe Ratio

EWU

1.14

Winner

SMMD

1.63

5Y Beta

Winner

EWU

0.59

SMMD

1.06

5Y Dividends CAGR

Winner

EWU

12.29%

SMMD

8.51%

EWU vs SMMD - Historical Returns

Returns include dividend reinvestment.

Period	EWU	SMMD
1 month	+1.20%	+4.13%
3 months	+2.79%	+18.37%
6 months	+11.08%	+17.82%
1 year	+20.30%	+36.33%
5 years(CAGR)	+10.88%	+7.65%
10 years(CAGR)	+8.51%	+11.26%
Max(CAGR)	+4.23%	+11.26%

EWU

+1.20%

Winner

SMMD

+4.13%

EWU

+2.79%

Winner

SMMD

+18.37%

EWU

+11.08%

Winner

SMMD

+17.82%

EWU

+20.30%

Winner

SMMD

+36.33%

5Y(CAGR)

Winner

EWU

+10.88%

SMMD

+7.65%

10Y(CAGR)

EWU

+8.51%

Winner

SMMD

+11.26%

Max(CAGR)

EWU

+4.23%

Winner

SMMD

+11.26%

EWU vs SMMD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	SMMD
2026	+6.07%	+18.51%
2025	+35.28%	+11.99%
2024	+7.79%	+12.70%
2023	+12.02%	+18.42%
2022	-5.49%	-18.93%
2021	+16.67%	+19.93%
2020	-11.93%	+20.08%
2019	+21.33%	+28.05%
2018	-15.06%	-8.79%
2017	+21.11%	+10.82%
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 SMMD Drawdown Comparison

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

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current EWU drawdown is -3.12%.

Rank	EWU	SMMD
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-41.06% Feb 20, 2020 - Nov 9, 2020
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-28.24% Nov 8, 2021 - Jul 16, 2024
#3	-43.33% Jan 26, 2018 - May 7, 2021	-25.49% Nov 25, 2024 - Sep 5, 2025
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-25.07% Sep 6, 2018 - Nov 27, 2019
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-9.66% Feb 26, 2026 - Apr 13, 2026
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-8.98% Jan 29, 2018 - May 21, 2018
#7	-12.67% May 9, 2006 - Sep 1, 2006	-8.60% Jul 16, 2024 - Sep 19, 2024
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-7.49% Mar 15, 2021 - Apr 23, 2021
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-7.41% Oct 27, 2025 - Dec 4, 2025
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-7.11% Jun 25, 2021 - Sep 1, 2021
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-6.17% Apr 28, 2021 - Jun 8, 2021
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-5.78% Feb 24, 2021 - Mar 11, 2021
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-4.76% Sep 2, 2021 - Oct 21, 2021
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-4.71% Jan 20, 2021 - Feb 4, 2021
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-4.29% Jul 26, 2017 - Sep 18, 2017

Correlation

Correlation between EWU and SMMD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

EWU vs SMMD dividend yield comparison.

Year	EWU	SMMD
2026	0.00%	0.18%
2025	3.73%	1.28%
2024	4.16%	1.27%
2023	4.14%	1.44%
2022	3.43%	1.79%
2021	4.35%	1.12%
2020	2.48%	1.31%
2019	4.13%	1.50%
2018	4.98%	2.45%
2017	3.91%	0.68%
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%