StockComparison Logo
vs

EWUS vs BNKU

Comparison between ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF) and Bank of Montreal (BNKU, ETF).

5-Year PerformanceEWUS has outperformed BNKU, delivering a return of +1.8% compared to -2.0%

EWUS vs BNKU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWUS
$40M
BNKU
$40M
Expense Ratio
EWUS
0.59%
BNKU
N/A
Max Drawdown
Winner
EWUS
50.60%
BNKU
91.10%
Sharpe Ratio
EWUS
0.42
Winner
BNKU
1.31
5Y Beta
Winner
EWUS
0.73
BNKU
1.44
P/E Ratio
EWUS
N/A
BNKU
15.89
Forward P/E
EWUS
N/A
BNKU
14.17
PEG Ratio
EWUS
N/A
BNKU
0.70
5Y Dividends CAGR
EWUS
14.00%
BNKU
N/A
5Y EPS CAGR
EWUS
N/A
BNKU
11.72%
Debt to Equity
EWUS
N/A
BNKU
95.69%
P/S Ratio
EWUS
N/A
BNKU
4.20
P/B Ratio
EWUS
N/A
BNKU
1.95

EWUS vs BNKU - Holdings Comparison

EWUS and BNKU have 0 common holdings. Overlap is 0.00%

EWUS's top 25 holdings weight is 36.30%. BNKU's top 25 holdings weight is 100.01%.

RankEWUSBNKU
#1
DIPLOMA PLC (n/a) - 2.78%
PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.63%
#2
BEAZLEY PLC (n/a) - 2.14%
U.S. BANCORP (USB) - 10.56%
#3
IMI PLC (n/a) - 2.09%
BANK OF AMERICA CORP (BAC) - 10.20%
#4
GAMES WORKSHOP GROUP PLC (n/a) - 2.07%
WELLS FARGO & CO (WFC) - 10.07%
#5
ST JAMES'S PLACE PLC (n/a) - 1.83%
JPMORGAN CHASE & CO (JPM) - 10.04%
#6
WEIR GROUP PLC (n/a) - 1.81%
CHARLES SCHWAB CORP (SCHW) - 9.95%
#7
HISCOX LTD (n/a) - 1.74%
BANK OF NEW YORK MELLON CORP (BNY) - 9.93%
#8
IG GROUP HOLDINGS PLC (n/a) - 1.71%
CITIGROUP INC (C) - 9.89%
#9
DCC PLC (n/a) - 1.55%
MORGAN STANLEY (MS) - 9.42%
#10
ICG PLC (n/a) - 1.34%
THE GOLDMAN SACHS GROUP INC (GS) - 9.32%
#11
HOWDEN JOINERY GROUP PLC (n/a) - 1.31%
N/A
#12
ABERDEEN GROUP PLC (n/a) - 1.27%
N/A
#13
BALFOUR BEATTY PLC (n/a) - 1.23%
N/A
#14
BRITISH LAND CO PLC (n/a) - 1.20%
N/A
#15
AUTOTRADER GROUP PLC (n/a) - 1.19%
N/A
#16
WHITBREAD PLC (n/a) - 1.17%
N/A
#17
LONDONMETRIC PROPERTY PLC (n/a) - 1.15%
N/A
#18
TRITAX BIG BOX ORD (n/a) - 1.14%
N/A
#19
CRODA INTERNATIONAL PLC (n/a) - 1.14%
N/A
#20
LION FINANCE GROUP PLC (n/a) - 1.14%
N/A
#21
BURBERRY GROUP PLC (n/a) - 1.11%
N/A
#22
BARRATT REDROW PLC (n/a) - 1.10%
N/A
#23
CONVATEC GROUP PLC (n/a) - 1.07%
N/A
#24
METLEN ENERGY & METALS PLC (n/a) - 1.03%
N/A
#25
INVESTEC PLC (n/a) - 0.99%
N/A
Total Holdings20710

EWUS vs BNKU - Historical Returns

Returns include dividend reinvestment.

1M
EWUS
+3.49%
Winner
BNKU
+7.84%
3M
EWUS
+2.40%
Winner
BNKU
+29.82%
6M
EWUS
+0.92%
Winner
BNKU
+30.55%
1Y
EWUS
+9.31%
Winner
BNKU
+89.64%
5Y(CAGR)
Winner
EWUS
+1.84%
BNKU
-2.03%
10Y(CAGR)
EWUS
+5.35%
BNKU
N/A
Max(CAGR)
Winner
EWUS
+6.59%
BNKU
-1.82%

EWUS vs BNKU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEWUSBNKU
2026+4.81%+24.69%
2025+26.80%+46.04%
2024+6.15%+44.52%
2023+14.88%-7.85%
2022-31.68%-57.27%
2021+13.23%+120.87%
2020-2.91%-68.69%
2019+34.92%+55.82%
2018-20.72%N/A
2017+31.70%N/A
2016-10.38%N/A
2015+9.88%N/A
2014-6.96%N/A
2013+37.04%N/A
2012+20.65%N/A

EWUS vs BNKU Drawdown Comparison

The maximum drawdown for EWUS was -49.33%, occurring on Mar 23, 2020. Recovery took 287 trading sessions.

The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current EWUS drawdown is -2.62%. The current BNKU drawdown is -45.51%.

RankEWUSBNKU
#1-49.33%
Dec 16, 2019 - Feb 5, 2021
-91.10%
Jan 2, 2020 - Mar 23, 2020
#2-48.09%
Sep 3, 2021 - Jan 22, 2026
-35.57%
Jul 26, 2019 - Oct 25, 2019
#3-27.10%
Jun 23, 2015 - Sep 19, 2017
-28.32%
May 3, 2019 - Jul 24, 2019
#4-26.50%
Jun 11, 2018 - Dec 13, 2019
-8.07%
Nov 27, 2019 - Dec 6, 2019
#5-21.30%
Feb 28, 2014 - May 14, 2015
-4.22%
Nov 8, 2019 - Nov 22, 2019
#6-15.21%
Jan 29, 2026 - Mar 30, 2026
-3.87%
Apr 4, 2019 - Apr 12, 2019
#7-15.07%
May 2, 2012 - Sep 19, 2012
-3.36%
Apr 12, 2019 - Apr 16, 2019
#8-9.77%
Jan 24, 2018 - Jun 6, 2018
-3.09%
Apr 29, 2019 - May 3, 2019
#9-9.47%
Jun 8, 2021 - Aug 11, 2021
-2.90%
Apr 17, 2019 - Apr 29, 2019
#10-8.68%
May 21, 2013 - Jul 11, 2013
-2.75%
Jul 24, 2019 - Jul 26, 2019
#11-6.91%
Jan 22, 2014 - Feb 14, 2014
-2.72%
Dec 17, 2019 - Dec 26, 2019
#12-6.36%
Sep 18, 2013 - Oct 17, 2013
-2.21%
Dec 26, 2019 - Jan 2, 2020
#13-5.88%
Aug 8, 2013 - Sep 9, 2013
-1.74%
Dec 6, 2019 - Dec 13, 2019
#14-5.41%
Mar 1, 2012 - Mar 16, 2012
-1.42%
Oct 28, 2019 - Nov 1, 2019
#15-5.19%
Apr 2, 2012 - May 2, 2012
-1.18%
Nov 25, 2019 - Nov 27, 2019

Correlation

Correlation between EWUS and BNKU is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Select Stocks to Compare