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EZA vs SPY

Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EZA, delivering a return of +13.3% compared to +7.9%

EZA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EZA
$729M
Winner
SPY
$735B
Expense Ratio
EZA
0.59%
Winner
SPY
0.09%
Max Drawdown
EZA
68.15%
Winner
SPY
56.47%
Sharpe Ratio
EZA
0.84
Winner
SPY
1.62
5Y Beta
Winner
EZA
0.95
SPY
1.00
P/E Ratio
EZA
N/A
SPY
28.99
Forward P/E
EZA
N/A
SPY
22.37
5Y Dividends CAGR
EZA
-1.35%
Winner
SPY
5.43%
5Y EPS CAGR
EZA
N/A
SPY
26.05%
Debt to Equity
EZA
N/A
SPY
32.40%
P/S Ratio
EZA
N/A
SPY
3.74
P/B Ratio
EZA
N/A
SPY
5.61

EZA vs SPY - Holdings Comparison

EZA and SPY have 1 common holdings. Overlap is -0.03%

EZA's top 25 holdings weight is 97.40%. SPY's top 25 holdings weight is 52.37%.

RankEZASPY
#1
ANGLOGOLD ASHANTI PLC (AU) - 11.61%
NVIDIA CORP (NVDA) - 8.10%
#2
NASPERS LTD CLASS N (n/a) - 10.42%
APPLE INC (AAPL) - 7.02%
#3
GOLD FIELDS LTD (n/a) - 8.94%
MICROSOFT CORP (MSFT) - 4.79%
#4
FIRSTRAND LTD (n/a) - 6.94%
AMAZON.COM INC (AMZN) - 4.02%
#5
STANDARD BANK GROUP LTD (n/a) - 5.39%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MTN GROUP LTD (n/a) - 5.19%
BROADCOM INC (AVGO) - 3.10%
#7
CAPITEC BANK HOLDINGS LTD (n/a) - 4.60%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
VALTERRA PLATINUM LTD (n/a) - 4.43%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.59%
TESLA INC (TSLA) - 1.89%
#10
ABSA GROUP LTD (n/a) - 3.54%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DISCOVERY LTD (n/a) - 2.84%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HARMONY GOLD MINING CO LTD (n/a) - 2.80%
ELI LILLY AND CO (LLY) - 1.31%
#13
SANLAM LTD (n/a) - 2.71%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SASOL LTD (n/a) - 2.61%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BID CORP LTD (n/a) - 2.60%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SHOPRITE HOLDINGS LTD (n/a) - 2.59%
INTEL CORP (INTC) - 0.90%
#17
SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.44%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NEDBANK GROUP LTD (n/a) - 2.19%
VISA INC CLASS A (V) - 0.85%
#19
NORTHAM PLATINUM HOLDINGS LTD (n/a) - 2.02%
WALMART INC (WMT) - 0.81%
#20
REMGRO LTD (n/a) - 1.85%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VODACOM GROUP LTD (n/a) - 1.81%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
NEPI ROCKCASTLE NV (n/a) - 1.67%
CATERPILLAR INC (CAT) - 0.66%
#23
REINET INVESTMENTS SCA (n/a) - 1.59%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BIDVEST GROUP LTD (n/a) - 1.53%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PEPKOR HOLDINGS LTD (n/a) - 1.50%
ABBVIE INC (ABBV) - 0.58%
Total Holdings35505

EZA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EZA
-5.00%
Winner
SPY
+1.90%
3M
EZA
-9.87%
Winner
SPY
+8.55%
6M
EZA
+0.04%
Winner
SPY
+8.18%
1Y
Winner
EZA
+27.17%
SPY
+25.79%
5Y(CAGR)
EZA
+7.93%
Winner
SPY
+13.32%
10Y(CAGR)
EZA
+6.84%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EZA
+9.16%
SPY
+8.47%

EZA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEZASPY
2026-7.25%+8.26%
2025+73.49%+18.00%
2024+9.82%+25.59%
2023-1.59%+26.72%
2022-6.50%-18.64%
2021+7.43%+30.52%
2020-6.02%+17.28%
2019+9.97%+31.09%
2018-25.17%-5.24%
2017+34.76%+20.78%
2016+19.57%+13.59%
2015-24.50%+1.31%
2014+6.87%+14.56%
2013-7.68%+29.00%
2012+17.91%+14.17%
2011-15.89%+0.85%
2010+32.24%+13.14%
2009+47.87%+22.67%
2008-38.47%-36.25%
2007+18.24%+5.32%
2006+13.00%+13.85%
2005+24.77%+5.32%
2004+40.73%+10.75%
2003+47.69%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EZA vs SPY Drawdown Comparison

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

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

The current EZA drawdown is -21.12%. The current SPY drawdown is -2.90%.

RankEZASPY
#1-64.67%
Oct 31, 2007 - Oct 5, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-62.32%
Jan 26, 2018 - May 23, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.03%
Apr 28, 2015 - Dec 21, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.56%
May 9, 2006 - Feb 22, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.94%
Apr 29, 2011 - May 14, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.31%
Feb 27, 2026 - Mar 20, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.25%
Jul 23, 2007 - Oct 4, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.16%
Apr 6, 2004 - Sep 16, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.04%
Mar 9, 2005 - Aug 10, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.71%
Sep 5, 2014 - Apr 28, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.68%
Feb 1, 2006 - Apr 3, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.47%
Feb 23, 2007 - Apr 2, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.40%
Jan 3, 2011 - Apr 6, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.38%
Jan 3, 2005 - Feb 24, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.13%
Sep 30, 2005 - Nov 21, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EZA and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

EZA vs SPY dividend yield comparison.

YearEZASPY
20260.00%0.24%
20256.16%1.07%
20247.26%1.21%
20232.84%1.40%
20223.90%1.65%
20212.05%1.20%
20205.51%1.52%
201912.27%1.75%
20183.81%2.04%
20171.55%1.80%
20164.10%2.03%
20153.03%2.06%
20142.20%1.87%
20132.44%1.81%
20123.01%2.18%
20113.15%2.05%
20102.43%1.80%
20093.70%1.95%
20086.06%3.02%
20072.01%1.85%
20062.18%1.73%
20052.00%1.73%
20041.52%1.82%
20032.42%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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