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EWUS vs SPY

Comparison between ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EWUS, delivering a return of +13.3% compared to -0.3%

EWUS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWUS
$42M
Winner
SPY
$735B
Expense Ratio
EWUS
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
EWUS
50.60%
SPY
56.47%
Sharpe Ratio
EWUS
0.26
Winner
SPY
1.62
5Y Beta
Winner
EWUS
0.73
SPY
1.00
P/E Ratio
EWUS
N/A
SPY
28.99
Forward P/E
EWUS
N/A
SPY
22.37
5Y Dividends CAGR
Winner
EWUS
10.41%
SPY
5.43%
5Y EPS CAGR
EWUS
N/A
SPY
26.05%
Debt to Equity
EWUS
N/A
SPY
32.40%
P/S Ratio
EWUS
N/A
SPY
3.74
P/B Ratio
EWUS
N/A
SPY
5.61

EWUS vs SPY - Holdings Comparison

EWUS and SPY have 1 common holdings. Overlap is -0.04%

EWUS's top 25 holdings weight is 37.30%. SPY's top 25 holdings weight is 52.37%.

RankEWUSSPY
#1
DIPLOMA PLC (n/a) - 2.85%
NVIDIA CORP (NVDA) - 8.10%
#2
BEAZLEY PLC (n/a) - 2.32%
APPLE INC (AAPL) - 7.02%
#3
IMI PLC (n/a) - 2.07%
MICROSOFT CORP (MSFT) - 4.79%
#4
GAMES WORKSHOP GROUP PLC (n/a) - 2.05%
AMAZON.COM INC (AMZN) - 4.02%
#5
WEIR GROUP PLC (n/a) - 1.97%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ST JAMES'S PLACE PLC (n/a) - 1.93%
BROADCOM INC (AVGO) - 3.10%
#7
IG GROUP HOLDINGS PLC (n/a) - 1.90%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
HISCOX LTD (n/a) - 1.78%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ICG PLC (n/a) - 1.67%
TESLA INC (TSLA) - 1.89%
#10
DCC PLC (n/a) - 1.59%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ABERDEEN GROUP PLC (n/a) - 1.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
LONDONMETRIC PROPERTY PLC (n/a) - 1.26%
ELI LILLY AND CO (LLY) - 1.31%
#13
HOWDEN JOINERY GROUP PLC (n/a) - 1.25%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BURBERRY GROUP PLC (n/a) - 1.23%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BRITISH LAND CO PLC (n/a) - 1.22%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CRODA INTERNATIONAL PLC (n/a) - 1.20%
INTEL CORP (INTC) - 0.90%
#17
BALFOUR BEATTY PLC (n/a) - 1.18%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
LION FINANCE GROUP PLC (n/a) - 1.12%
VISA INC CLASS A (V) - 0.85%
#19
JOHNSON MATTHEY PLC (n/a) - 1.11%
WALMART INC (WMT) - 0.81%
#20
INVESTEC PLC (n/a) - 1.08%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PERSIMMON PLC (n/a) - 1.06%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ZEGONA COMMUNICATIONS PLC (n/a) - 1.03%
CATERPILLAR INC (CAT) - 0.66%
#23
METLEN ENERGY & METALS PLC (n/a) - 1.02%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
RIGHTMOVE PLC (n/a) - 1.02%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TRITAX BIG BOX ORD (n/a) - 1.01%
ABBVIE INC (ABBV) - 0.58%
Total Holdings203505

EWUS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EWUS
+0.04%
Winner
SPY
+1.90%
3M
EWUS
-0.17%
Winner
SPY
+8.55%
6M
EWUS
+3.88%
Winner
SPY
+8.18%
1Y
EWUS
+7.50%
Winner
SPY
+25.79%
5Y(CAGR)
EWUS
-0.30%
Winner
SPY
+13.32%
10Y(CAGR)
EWUS
+3.73%
Winner
SPY
+15.19%
Max(CAGR)
EWUS
+6.33%
Winner
SPY
+8.47%

EWUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWUSSPY
2026+0.40%+8.26%
2025+26.80%+18.00%
2024+6.15%+25.59%
2023+14.88%+26.72%
2022-31.68%-18.64%
2021+13.23%+30.52%
2020-2.91%+17.28%
2019+34.92%+31.09%
2018-20.72%-5.24%
2017+31.70%+20.78%
2016-10.38%+13.59%
2015+9.88%+1.31%
2014-6.96%+14.56%
2013+37.04%+29.00%
2012+20.65%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EWUS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EWUS drawdown is -6.72%. The current SPY drawdown is -2.90%.

RankEWUSSPY
#1-49.33%
Dec 16, 2019 - Feb 5, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.09%
Sep 3, 2021 - Jan 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.10%
Jun 23, 2015 - Sep 19, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.50%
Jun 11, 2018 - Dec 13, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.30%
Feb 28, 2014 - May 14, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.21%
Jan 29, 2026 - Mar 30, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.07%
May 2, 2012 - Sep 19, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.77%
Jan 24, 2018 - Jun 6, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.47%
Jun 8, 2021 - Aug 11, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.68%
May 21, 2013 - Jul 11, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.91%
Jan 22, 2014 - Feb 14, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.36%
Sep 18, 2013 - Oct 17, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.88%
Aug 8, 2013 - Sep 9, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.41%
Mar 1, 2012 - Mar 16, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.19%
Apr 2, 2012 - May 2, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.75
-101

Dividend Comparison (1999 - 2026)

EWUS vs SPY dividend yield comparison.

YearEWUSSPY
20260.00%0.24%
20253.59%1.07%
20243.67%1.21%
20232.88%1.40%
20222.03%1.65%
20213.54%1.20%
20201.97%1.52%
20192.59%1.75%
20183.53%2.04%
20172.61%1.80%
20163.18%2.03%
20152.85%2.06%
20143.33%1.87%
20131.60%1.81%
20123.02%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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