EWUS vs FXED

Comparison between ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF) and SOUND ENHANCED FIXED INCOME ETF (FXED, ETF).

5-Year PerformanceFXED has outperformed EWUS, delivering a return of +2.3% compared to +1.8%

EWUS vs FXED - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWUS(ETF)	FXED(ETF)
Net Assets	$40M	$40M
Expense Ratio	0.59%	1.89%
Max Drawdown	50.60%	23.66%
Sharpe Ratio	0.42	-0.17
5Y Beta	0.73	0.27
5Y Dividends CAGR	14.00%	21.53%

Net Assets

EWUS

$40M

Winner

FXED

$40M

Expense Ratio

Winner

EWUS

0.59%

FXED

1.89%

Max Drawdown

EWUS

50.60%

Winner

FXED

23.66%

Sharpe Ratio

Winner

EWUS

0.42

FXED

-0.17

5Y Beta

EWUS

0.73

Winner

FXED

0.27

5Y Dividends CAGR

EWUS

14.00%

Winner

FXED

21.53%

EWUS vs FXED - Historical Returns

Returns include dividend reinvestment.

Period	EWUS	FXED
1 month	+3.49%	+0.78%
3 months	+2.40%	-0.59%
6 months	+0.92%	-0.76%
1 year	+9.31%	+2.73%
5 years(CAGR)	+1.84%	+2.33%
10 years(CAGR)	+5.35%	N/A
Max(CAGR)	+6.59%	+3.41%

Winner

EWUS

+3.49%

FXED

+0.78%

Winner

EWUS

+2.40%

FXED

-0.59%

Winner

EWUS

+0.92%

FXED

-0.76%

Winner

EWUS

+9.31%

FXED

+2.73%

5Y(CAGR)

EWUS

+1.84%

Winner

FXED

+2.33%

10Y(CAGR)

EWUS

+5.35%

FXED

N/A

Max(CAGR)

Winner

EWUS

+6.59%

FXED

+3.41%

EWUS vs FXED - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EWUS	FXED
2026	+4.81%	+0.45%
2025	+26.80%	+4.84%
2024	+6.15%	+5.89%
2023	+14.88%	+15.56%
2022	-31.68%	-14.46%
2021	+13.23%	+10.72%
2020	-2.91%	+0.00%
2019	+34.92%	N/A
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 FXED Drawdown Comparison

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

The maximum drawdown for FXED was -19.70%, occurring on Oct 13, 2022. Recovery took 561 trading sessions.

The current EWUS drawdown is -2.62%. The current FXED drawdown is -1.40%.

Rank	EWUS	FXED
#1	-49.33% Dec 16, 2019 - Feb 5, 2021	-19.70% Dec 31, 2021 - Mar 27, 2024
#2	-48.09% Sep 3, 2021 - Jan 22, 2026	-8.96% Oct 17, 2024 - Jul 22, 2025
#3	-27.10% Jun 23, 2015 - Sep 19, 2017	-5.37% Sep 15, 2025 - Mar 27, 2026
#4	-26.50% Jun 11, 2018 - Dec 13, 2019	-3.96% Mar 28, 2024 - Jul 3, 2024
#5	-21.30% Feb 28, 2014 - May 14, 2015	-3.30% Jul 17, 2024 - Aug 19, 2024
#6	-15.21% Jan 29, 2026 - Mar 30, 2026	-2.86% Nov 5, 2021 - Dec 31, 2021
#7	-15.07% May 2, 2012 - Sep 19, 2012	-2.63% May 7, 2021 - Jun 1, 2021
#8	-9.77% Jan 24, 2018 - Jun 6, 2018	-2.16% Dec 31, 2020 - Feb 8, 2021
#9	-9.47% Jun 8, 2021 - Aug 11, 2021	-1.68% Jul 12, 2021 - Sep 3, 2021
#10	-8.68% May 21, 2013 - Jul 11, 2013	-1.48% Feb 11, 2021 - Mar 3, 2021
#11	-6.91% Jan 22, 2014 - Feb 14, 2014	-1.38% Mar 15, 2021 - Apr 1, 2021
#12	-6.36% Sep 18, 2013 - Oct 17, 2013	-1.31% Sep 3, 2021 - Oct 14, 2021
#13	-5.88% Aug 8, 2013 - Sep 9, 2013	-1.23% Sep 27, 2024 - Oct 16, 2024
#14	-5.41% Mar 1, 2012 - Mar 16, 2012	-1.02% Jun 14, 2021 - Jul 1, 2021
#15	-5.19% Apr 2, 2012 - May 2, 2012	-0.99% Jul 8, 2024 - Jul 11, 2024

Correlation

Correlation between EWUS and FXED is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2012 - 2026)

EWUS vs FXED dividend yield comparison.

Year	EWUS	FXED
2026	1.24%	2.98%
2025	3.59%	6.96%
2024	3.67%	6.70%
2023	2.88%	5.65%
2022	2.03%	5.94%
2021	3.54%	4.59%
2020	1.97%	0.00%
2019	2.59%	0.00%
2018	3.53%	0.00%
2017	2.61%	0.00%
2016	3.18%	0.00%
2015	2.85%	0.00%
2014	3.33%	0.00%
2013	1.60%	0.00%
2012	3.02%	0.00%