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EWZS vs SPY

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

5-Year PerformanceSPY has outperformed EWZS, delivering a return of +12.4% compared to -3.3%

EWZS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWZS
$235M
Winner
SPY
$781B
Expense Ratio
EWZS
0.59%
Winner
SPY
0.09%
Max Drawdown
EWZS
81.65%
Winner
SPY
56.47%
Sharpe Ratio
EWZS
0.47
Winner
SPY
1.22
5Y Beta
Winner
EWZS
0.86
SPY
1.00
P/E Ratio
EWZS
N/A
SPY
28.78
Forward P/E
EWZS
N/A
SPY
21.25
5Y Dividends CAGR
Winner
EWZS
8.02%
SPY
6.00%
5Y EPS CAGR
EWZS
N/A
SPY
25.62%
Debt to Equity
EWZS
N/A
SPY
31.92%
P/S Ratio
EWZS
N/A
SPY
3.76
P/B Ratio
EWZS
N/A
SPY
5.64

EWZS vs SPY - Holdings Comparison

EWZS and SPY have 1 common holdings. Overlap is -0.05%

EWZS's top 25 holdings weight is 65.47%. SPY's top 25 holdings weight is 51.74%.

RankEWZSSPY
#1
TOTVS SA (n/a) - 5.13%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (n/a) - 5.10%
APPLE INC (AAPL) - 7.37%
#3
LOJAS RENNER SA (n/a) - 4.92%
MICROSOFT CORP (MSFT) - 4.50%
#4
SENDAS DISTRIBUIDORA SA ORDINARY SHARES (n/a) - 3.95%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALLOS SA (n/a) - 3.69%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
n/a (n/a) - 3.25%
BROADCOM INC (AVGO) - 2.86%
#7
n/a (n/a) - 2.68%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
n/a (n/a) - 2.63%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
NATURA COSMETICOS SA (n/a) - 2.59%
TESLA INC (TSLA) - 1.70%
#10
n/a (n/a) - 2.52%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 2.37%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
INTER & CO INC ORDINARY SHARES CLASS A (INTR) - 2.33%
ELI LILLY AND CO (LLY) - 1.40%
#13
COSAN SA (n/a) - 2.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
HYPERA SA (n/a) - 2.21%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
BRAVA ENERGIA SA ORDINARY SHARES (n/a) - 2.17%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CYRELA BRAZIL REALTY SA EMPREEND E PART (n/a) - 2.07%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
n/a (n/a) - 1.95%
VISA INC CLASS A (V) - 0.90%
#18
BRADESPAR SA PARTICIPATING PREFERRED (n/a) - 1.92%
WALMART INC (WMT) - 0.76%
#19
n/a (n/a) - 1.85%
INTEL CORP (INTC) - 0.75%
#20
n/a (n/a) - 1.81%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
n/a (n/a) - 1.79%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
GPS PARTICIPACOES E EMPREENDIMENTOS SA (n/a) - 1.78%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
DIRECIONAL ENGENHARIA SA (n/a) - 1.58%
ABBVIE INC (ABBV) - 0.66%
#24
MARCOPOLO SA PARTICIPATING PREFERRED (n/a) - 1.48%
CATERPILLAR INC (CAT) - 0.65%
#25
n/a (n/a) - 1.47%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings81505

EWZS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EWZS
+1.75%
SPY
+0.63%
3M
EWZS
-15.08%
Winner
SPY
+4.46%
6M
EWZS
-10.59%
Winner
SPY
+7.67%
1Y
EWZS
+9.78%
Winner
SPY
+17.68%
5Y(CAGR)
EWZS
-3.33%
Winner
SPY
+12.42%
10Y(CAGR)
EWZS
+4.69%
Winner
SPY
+14.84%
Max(CAGR)
EWZS
-1.26%
Winner
SPY
+8.44%

EWZS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWZSSPY
2026+0.65%+8.63%
2025+44.26%+18.00%
2024-33.42%+25.59%
2023+43.43%+26.72%
2022-6.28%-18.64%
2021-12.21%+30.52%
2020-21.62%+17.28%
2019+44.85%+31.09%
2018-9.43%-5.24%
2017+49.22%+20.78%
2016+72.86%+13.59%
2015-49.35%+1.31%
2014-23.10%+14.56%
2013-27.74%+29.00%
2012+25.66%+14.17%
2011-24.85%+0.85%
2010+16.35%+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%

EWZS vs SPY Drawdown Comparison

The maximum drawdown for EWZS was -79.22%, occurring on Jan 21, 2016. This drawdown has not yet recovered.

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

The current EWZS drawdown is -33.38%. The current SPY drawdown is -2.57%.

RankEWZSSPY
#1-79.22%
Apr 26, 2011 - Jan 21, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.69%
Jan 12, 2011 - Apr 4, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.18%
Nov 4, 2010 - Jan 3, 2011		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.01%
Oct 13, 2010 - Nov 2, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.59%
Apr 8, 2011 - Apr 20, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.75%
Jan 3, 2011 - Jan 12, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.73%
Apr 4, 2011 - Apr 8, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.48%
Apr 20, 2011 - Apr 26, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.26%
Oct 5, 2010 - Oct 8, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.20%
Oct 1, 2010 - Oct 5, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EWZS and SPY is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09
-101

Dividend Comparison (1999 - 2026)

EWZS vs SPY dividend yield comparison.

YearEWZSSPY
20261.07%0.50%
20253.88%1.07%
20244.93%1.21%
20232.75%1.40%
20224.61%1.65%
20214.51%1.20%
20201.15%1.52%
20191.77%1.75%
20184.35%2.04%
20173.41%1.80%
20163.62%2.03%
20154.35%2.06%
20143.05%1.87%
20131.88%1.81%
20122.64%2.18%
20112.57%2.05%
20100.35%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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