EZA vs SPPP

Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and Sprott Physical Platinum and Palladium Trust (SPPP, ETF).

5-Year PerformanceEZA has outperformed SPPP, delivering a return of +10.5% compared to -6.2%

EZA vs SPPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZA(ETF)	SPPP(ETF)
Net Assets	$544M	$544M
Expense Ratio	0.59%	N/A
Max Drawdown	68.15%	59.09%
Sharpe Ratio	0.67	0.24
5Y Beta	0.97	0.64
5Y Dividends CAGR	14.29%	N/A

Net Assets

Winner

EZA

$544M

SPPP

$544M

Expense Ratio

EZA

0.59%

SPPP

N/A

Max Drawdown

EZA

68.15%

Winner

SPPP

59.09%

Sharpe Ratio

Winner

EZA

0.67

SPPP

0.24

5Y Beta

EZA

0.97

Winner

SPPP

0.64

5Y Dividends CAGR

EZA

14.29%

SPPP

N/A

EZA vs SPPP - Historical Returns

Returns include dividend reinvestment.

Period	EZA	SPPP
1 month	-4.39%	+0.38%
3 months	-10.46%	-17.08%
6 months	-13.49%	-34.60%
1 year	+20.46%	+1.53%
5 years(CAGR)	+10.48%	-6.22%
10 years(CAGR)	+6.12%	+5.58%
Max(CAGR)	+9.05%	+2.17%

EZA

-4.39%

Winner

SPPP

+0.38%

Winner

EZA

-10.46%

SPPP

-17.08%

Winner

EZA

-13.49%

SPPP

-34.60%

Winner

EZA

+20.46%

SPPP

+1.53%

5Y(CAGR)

Winner

EZA

+10.48%

SPPP

-6.22%

10Y(CAGR)

Winner

EZA

+6.12%

SPPP

+5.58%

Max(CAGR)

Winner

EZA

+9.05%

SPPP

+2.17%

EZA vs SPPP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EZA	SPPP
2026	-8.36%	-23.85%
2025	+73.49%	+87.11%
2024	+9.82%	-10.56%
2023	-1.59%	-24.98%
2022	-6.50%	+0.22%
2021	+7.43%	-21.51%
2020	-6.02%	+23.75%
2019	+9.97%	+46.09%
2018	-25.17%	+3.64%
2017	+34.76%	+29.36%
2016	+19.57%	+15.00%
2015	-24.50%	-29.03%
2014	+6.87%	-2.47%
2013	-7.68%	-12.06%
2012	+17.91%	+0.91%
2011	-15.89%	N/A
2010	+32.24%	N/A
2009	+47.87%	N/A
2008	-38.47%	N/A
2007	+18.24%	N/A
2006	+13.00%	N/A
2005	+24.77%	N/A
2004	+40.73%	N/A
2003	+47.69%	N/A

EZA vs SPPP Drawdown Comparison

The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.

The maximum drawdown for SPPP was -59.09%, occurring on Feb 9, 2024. Recovery took 1180 trading sessions.

The current EZA drawdown is -22.06%. The current SPPP drawdown is -41.32%.

Rank	EZA	SPPP
#1	-64.67% Oct 31, 2007 - Oct 5, 2010	-59.09% May 11, 2021 - Jan 22, 2026
#2	-62.32% Jan 26, 2018 - May 23, 2025	-50.42% Feb 27, 2020 - Apr 1, 2021
#3	-45.03% Apr 28, 2015 - Dec 21, 2017	-49.16% Feb 14, 2013 - Jan 18, 2019
#4	-29.56% May 9, 2006 - Feb 22, 2007	-45.66% Jan 23, 2026 - Jun 24, 2026
#5	-25.94% Apr 29, 2011 - May 14, 2014	-18.43% Mar 20, 2019 - Sep 3, 2019
#6	-23.31% Feb 27, 2026 - Mar 20, 2026	-9.98% Jan 22, 2020 - Feb 19, 2020
#7	-20.25% Jul 23, 2007 - Oct 4, 2007	-8.56% Nov 1, 2019 - Dec 4, 2019
#8	-19.16% Apr 6, 2004 - Sep 16, 2004	-6.79% Feb 26, 2019 - Mar 20, 2019
#9	-18.04% Mar 9, 2005 - Aug 10, 2005	-5.89% Jan 18, 2019 - Feb 12, 2019
#10	-17.71% Sep 5, 2014 - Apr 28, 2015	-5.80% Dec 16, 2019 - Dec 31, 2019
#11	-13.68% Feb 1, 2006 - Apr 3, 2006	-3.77% Feb 21, 2020 - Feb 26, 2020
#12	-13.47% Feb 23, 2007 - Apr 2, 2007	-3.52% Sep 24, 2019 - Oct 16, 2019
#13	-13.40% Jan 3, 2011 - Apr 6, 2011	-3.30% Jan 17, 2020 - Jan 22, 2020
#14	-12.38% Jan 3, 2005 - Feb 24, 2005	-3.10% Dec 31, 2012 - Jan 16, 2013
#15	-11.13% Sep 30, 2005 - Nov 21, 2005	-2.55% Sep 4, 2019 - Sep 12, 2019