EWU vs SPHD

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).

5-Year PerformanceEWU has outperformed SPHD, delivering a return of +10.9% compared to +5.7%

EWU vs SPHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	SPHD(ETF)
Net Assets	$3.30B	$3.30B
Expense Ratio	0.50%	0.30%
Max Drawdown	66.94%	42.14%
Sharpe Ratio	1.49	0.55
5Y Beta	0.58	0.39
P/E Ratio	N/A	18.76
Forward P/E	N/A	13.41
PEG Ratio	N/A	0.34
5Y Dividends CAGR	12.29%	3.96%
5Y EPS CAGR	N/A	5.08%
Debt to Equity	N/A	-78.14%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	1.81

Net Assets

EWU

$3.30B

SPHD

$3.30B

Expense Ratio

EWU

0.50%

Winner

SPHD

0.30%

Max Drawdown

EWU

66.94%

Winner

SPHD

42.14%

Sharpe Ratio

Winner

EWU

1.49

SPHD

0.55

5Y Beta

EWU

0.58

Winner

SPHD

0.39

P/E Ratio

EWU

N/A

SPHD

18.76

Forward P/E

EWU

N/A

SPHD

13.41

PEG Ratio

EWU

N/A

SPHD

0.34

5Y Dividends CAGR

Winner

EWU

12.29%

SPHD

3.96%

5Y EPS CAGR

EWU

N/A

SPHD

5.08%

Debt to Equity

EWU

N/A

SPHD

-78.14%

P/S Ratio

EWU

N/A

SPHD

1.86

P/B Ratio

EWU

N/A

SPHD

1.81

EWU vs SPHD - Historical Returns

Returns include dividend reinvestment.

Period	EWU	SPHD
1 month	-2.34%	-0.07%
3 months	-0.68%	-2.66%
6 months	+11.05%	+6.40%
1 year	+27.47%	+9.51%
5 years(CAGR)	+10.94%	+5.75%
10 years(CAGR)	+8.20%	+7.31%
Max(CAGR)	+4.21%	+9.48%

EWU

-2.34%

Winner

SPHD

-0.07%

Winner

EWU

-0.68%

SPHD

-2.66%

Winner

EWU

+11.05%

SPHD

+6.40%

Winner

EWU

+27.47%

SPHD

+9.51%

5Y(CAGR)

Winner

EWU

+10.94%

SPHD

+5.75%

10Y(CAGR)

Winner

EWU

+8.20%

SPHD

+7.31%

Max(CAGR)

EWU

+4.21%

Winner

SPHD

+9.48%

EWU vs SPHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	SPHD
2026	+5.04%	+4.53%
2025	+35.28%	+3.29%
2024	+7.79%	+16.18%
2023	+12.02%	+0.93%
2022	-5.49%	+0.31%
2021	+16.67%	+26.77%
2020	-11.93%	-8.99%
2019	+21.33%	+20.89%
2018	-15.06%	-6.32%
2017	+21.11%	+10.79%
2016	+0.39%	+23.47%
2015	-6.15%	+4.85%
2014	-6.45%	+21.27%
2013	+17.73%	+18.33%
2012	+12.01%	-1.73%
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 SPHD Drawdown Comparison

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

The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.

The current EWU drawdown is -4.07%. The current SPHD drawdown is -4.78%.

Rank	EWU	SPHD
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-41.36% Jan 17, 2020 - Mar 8, 2021
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-19.51% Apr 20, 2022 - May 15, 2024
#3	-43.33% Jan 26, 2018 - May 7, 2021	-13.30% Nov 29, 2024 - Jan 22, 2026
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-12.52% Sep 21, 2018 - Feb 5, 2019
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-11.05% Jan 26, 2018 - Aug 17, 2018
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-8.88% Aug 17, 2015 - Oct 22, 2015
#7	-12.67% May 9, 2006 - Sep 1, 2006	-8.32% Jun 11, 2021 - Dec 29, 2021
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-7.39% Jul 29, 2016 - Dec 7, 2016
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-7.33% Mar 2, 2026 - Mar 20, 2026
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-7.24% Apr 12, 2019 - Sep 10, 2019
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-6.98% May 21, 2013 - Oct 25, 2013
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-6.67% Dec 29, 2015 - Feb 17, 2016
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-5.84% Nov 1, 2012 - Jan 2, 2013
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-5.76% Jan 22, 2015 - Aug 14, 2015
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-5.04% Jan 14, 2022 - Mar 22, 2022

Correlation

Correlation between EWU and SPHD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

EWU vs SPHD dividend yield comparison.

Year	EWU	SPHD
2026	0.00%	1.67%
2025	3.73%	4.02%
2024	4.16%	3.41%
2023	4.14%	4.48%
2022	3.43%	3.89%
2021	4.35%	3.45%
2020	2.48%	4.89%
2019	4.13%	4.07%
2018	4.98%	4.40%
2017	3.91%	3.14%
2016	3.97%	3.83%
2015	4.11%	3.49%
2014	7.59%	3.24%
2013	2.39%	3.68%
2012	3.57%	0.93%
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%