EWU vs USMC

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed EWU, delivering a return of +14.7% compared to +10.9%

EWU vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	USMC(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.50%	0.12%
Max Drawdown	66.94%	29.97%
Sharpe Ratio	1.13	1.35
5Y Beta	0.58	0.93
P/E Ratio	N/A	29.24
Forward P/E	N/A	21.26
PEG Ratio	N/A	0.55
5Y Dividends CAGR	12.27%	-0.46%
5Y EPS CAGR	N/A	28.42%
Debt to Equity	N/A	43.20%
P/S Ratio	N/A	5.27
P/B Ratio	N/A	6.78

Net Assets

EWU

$3.40B

Winner

USMC

$3.50B

Expense Ratio

EWU

0.50%

Winner

USMC

0.12%

Max Drawdown

EWU

66.94%

Winner

USMC

29.97%

Sharpe Ratio

EWU

1.13

Winner

USMC

1.35

5Y Beta

Winner

EWU

0.58

USMC

0.93

P/E Ratio

EWU

N/A

USMC

29.24

Forward P/E

EWU

N/A

USMC

21.26

PEG Ratio

EWU

N/A

USMC

0.55

5Y Dividends CAGR

Winner

EWU

12.27%

USMC

-0.46%

5Y EPS CAGR

EWU

N/A

USMC

28.42%

Debt to Equity

EWU

N/A

USMC

43.20%

P/S Ratio

EWU

N/A

USMC

5.27

P/B Ratio

EWU

N/A

USMC

6.78

EWU vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	EWU	USMC
1 month	-1.83%	-0.32%
3 months	+3.74%	+12.45%
6 months	+5.11%	+5.31%
1 year	+20.31%	+20.33%
5 years(CAGR)	+10.93%	+14.75%
10 years(CAGR)	+7.27%	+14.84%
Max(CAGR)	+2.98%	+14.84%

EWU

-1.83%

Winner

USMC

-0.32%

EWU

+3.74%

Winner

USMC

+12.45%

EWU

+5.11%

Winner

USMC

+5.31%

EWU

+20.31%

Winner

USMC

+20.33%

5Y(CAGR)

EWU

+10.93%

Winner

USMC

+14.75%

10Y(CAGR)

EWU

+7.27%

Winner

USMC

+14.84%

Max(CAGR)

EWU

+2.98%

Winner

USMC

+14.84%

EWU vs USMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	USMC
2026	+3.97%	+7.02%
2025	+35.28%	+15.84%
2024	+7.79%	+30.19%
2023	+12.02%	+31.46%
2022	-5.49%	-17.74%
2021	+16.67%	+27.40%
2020	-11.93%	+14.89%
2019	+21.33%	+28.26%
2018	-15.06%	-2.42%
2017	+21.11%	+5.48%
2016	-0.82%	N/A
2015	-7.90%	N/A
2014	-9.53%	N/A
2013	+16.19%	N/A
2012	+9.90%	N/A
2011	-5.20%	N/A
2010	+6.65%	N/A
2009	+33.66%	N/A
2008	-47.37%	N/A
2007	+4.02%	N/A
2006	+24.32%	N/A
2005	+4.93%	N/A
2004	+17.30%	N/A
2003	+28.76%	N/A
2002	-16.14%	N/A
2001	-16.19%	N/A
2000	-17.40%	N/A
1999	+4.59%	N/A

EWU vs USMC Drawdown Comparison

The maximum drawdown for EWU was -65.49%, occurring on Mar 9, 2009. Recovery took 4128 trading sessions.

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current EWU drawdown is -5.04%. The current USMC drawdown is -2.46%.

Rank	EWU	USMC
#1	-65.49% Oct 31, 2007 - Mar 27, 2024	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-49.52% Jan 3, 2000 - Mar 14, 2006	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-13.36% Jul 12, 2007 - Oct 11, 2007	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-12.67% May 9, 2006 - Sep 1, 2006	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-12.63% Mar 19, 2025 - Apr 28, 2025	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-9.92% Feb 27, 2026 - Mar 20, 2026	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-9.56% Sep 27, 2024 - Feb 28, 2025	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-8.09% Feb 26, 2007 - Mar 21, 2007	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-5.29% Nov 11, 2025 - Dec 15, 2025	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-4.91% Jul 31, 2024 - Aug 15, 2024	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-4.45% Sep 5, 2006 - Oct 12, 2006	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-3.87% Dec 19, 2006 - Jan 24, 2007	-5.44% Mar 20, 2024 - May 15, 2024
#13	-3.74% Jun 4, 2007 - Jun 18, 2007	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-3.40% May 21, 2024 - Jul 31, 2024	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-3.29% Apr 9, 2024 - Apr 25, 2024	-4.32% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between EWU and USMC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

EWU vs USMC dividend yield comparison.

Year	EWU	USMC
2026	1.46%	0.20%
2025	3.73%	0.79%
2024	4.16%	1.04%
2023	4.14%	1.35%
2022	3.43%	1.78%
2021	4.35%	1.53%
2020	2.48%	1.55%
2019	4.13%	2.01%
2018	4.98%	2.28%
2017	3.91%	0.24%
2016	2.67%	0.00%
2015	2.05%	0.00%
2014	3.80%	0.00%
2013	1.19%	0.00%
2012	1.79%	0.00%
2011	1.65%	0.00%
2010	1.22%	0.00%
2009	1.29%	0.00%
2008	3.31%	0.00%
2007	1.75%	0.00%
2006	1.74%	0.00%
2005	1.56%	0.00%
2004	0.95%	0.00%
2003	1.52%	0.00%
2002	1.16%	0.00%
2001	1.62%	0.00%
2000	2.68%	0.00%
1999	0.92%	0.00%