EZU vs SPAB

Comparison between ISHARES MSCI EUROZONE ETF (EZU, ETF) and SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF).

5-Year PerformanceEZU has outperformed SPAB, delivering a return of +9.5% compared to +0.2%

EZU vs SPAB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZU(ETF)	SPAB(ETF)
Net Assets	$9.50B	$9.70B
Expense Ratio	0.50%	0.03%
Max Drawdown	67.97%	24.08%
Sharpe Ratio	0.99	0.34
5Y Beta	0.77	0.03
5Y Dividends CAGR	14.17%	9.42%

Net Assets

EZU

$9.50B

Winner

SPAB

$9.70B

Expense Ratio

EZU

0.50%

Winner

SPAB

0.03%

Max Drawdown

EZU

67.97%

Winner

SPAB

24.08%

Sharpe Ratio

Winner

EZU

0.99

SPAB

0.34

5Y Beta

EZU

0.77

Winner

SPAB

0.03

5Y Dividends CAGR

Winner

EZU

14.17%

SPAB

9.42%

EZU vs SPAB - Historical Returns

Returns include dividend reinvestment.

Period	EZU	SPAB
1 month	+0.27%	-0.56%
3 months	-0.16%	-1.36%
6 months	+7.21%	+0.48%
1 year	+20.33%	+5.40%
5 years(CAGR)	+9.51%	+0.18%
10 years(CAGR)	+10.02%	+1.54%
Max(CAGR)	+5.06%	+3.09%

Winner

EZU

+0.27%

SPAB

-0.56%

Winner

EZU

-0.16%

SPAB

-1.36%

Winner

EZU

+7.21%

SPAB

+0.48%

Winner

EZU

+20.33%

SPAB

+5.40%

5Y(CAGR)

Winner

EZU

+9.51%

SPAB

+0.18%

10Y(CAGR)

Winner

EZU

+10.02%

SPAB

+1.54%

Max(CAGR)

Winner

EZU

+5.06%

SPAB

+3.09%

EZU vs SPAB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EZU	SPAB
2026	+3.46%	+0.15%
2025	+41.08%	+7.16%
2024	+3.71%	+1.68%
2023	+21.81%	+5.02%
2022	-18.04%	-12.57%
2021	+12.61%	-1.71%
2020	+6.29%	+7.17%
2019	+23.88%	+8.55%
2018	-17.16%	-0.04%
2017	+27.62%	+3.66%
2016	+3.55%	+2.28%
2015	-1.76%	+0.06%
2014	-7.62%	+5.94%
2013	+26.14%	-2.08%
2012	+19.92%	+4.23%
2011	-18.64%	+7.94%
2010	-5.69%	+6.30%
2009	+24.52%	+3.94%
2008	-45.63%	+7.97%
2007	+17.77%	+5.46%
2006	+30.87%	N/A
2005	+9.23%	N/A
2004	+19.83%	N/A
2003	+38.67%	N/A
2002	-22.54%	N/A
2001	-22.44%	N/A

EZU vs SPAB Drawdown Comparison

The maximum drawdown for EZU was -65.34%, occurring on Mar 9, 2009. Recovery took 2568 trading sessions.

The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EZU drawdown is -2.85%. The current SPAB drawdown is -2.46%.

Rank	EZU	SPAB
#1	-65.34% Oct 31, 2007 - Jan 12, 2018	-18.56% Aug 4, 2020 - Oct 20, 2022
#2	-50.74% Jan 3, 2001 - Dec 23, 2004	-13.75% Sep 9, 2008 - Nov 10, 2008
#3	-41.36% Jan 26, 2018 - Dec 2, 2020	-9.41% Mar 6, 2020 - May 29, 2020
#4	-36.06% Sep 2, 2021 - Feb 21, 2024	-6.43% Jan 20, 2009 - Aug 13, 2009
#5	-15.08% May 10, 2006 - Sep 28, 2006	-5.01% May 1, 2013 - May 7, 2014
#6	-15.02% Mar 18, 2025 - May 2, 2025	-4.38% Jul 6, 2016 - Aug 30, 2017
#7	-13.70% Jul 17, 2007 - Oct 9, 2007	-3.71% Nov 4, 2010 - May 5, 2011
#8	-13.06% Feb 25, 2026 - Mar 20, 2026	-3.58% Sep 7, 2017 - Jan 30, 2019
#9	-10.97% Sep 27, 2024 - Feb 13, 2025	-3.47% Mar 17, 2008 - Sep 9, 2008
#10	-9.22% May 15, 2024 - Sep 26, 2024	-3.11% Jan 30, 2015 - Feb 8, 2016
#11	-8.62% Mar 8, 2005 - Aug 2, 2005	-2.97% Nov 10, 2008 - Nov 25, 2008
#12	-7.65% Feb 26, 2007 - Mar 30, 2007	-2.04% Sep 4, 2019 - Jan 15, 2020
#13	-7.08% Jun 15, 2021 - Aug 13, 2021	-1.82% Dec 18, 2008 - Jan 14, 2009
#14	-6.86% Sep 9, 2005 - Dec 12, 2005	-1.81% May 30, 2007 - Jul 26, 2007
#15	-5.77% Nov 12, 2025 - Dec 10, 2025	-1.79% Sep 22, 2011 - Dec 16, 2011

Correlation

Correlation between EZU and SPAB is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2001 - 2026)

EZU vs SPAB dividend yield comparison.

Year	EZU	SPAB
2026	0.00%	1.33%
2025	2.85%	3.97%
2024	2.90%	3.86%
2023	2.56%	3.34%
2022	2.79%	2.59%
2021	2.46%	2.11%
2020	2.13%	2.43%
2019	2.84%	2.92%
2018	3.47%	2.96%
2017	1.91%	2.67%
2016	3.07%	2.63%
2015	2.18%	2.59%
2014	2.97%	2.43%
2013	2.23%	1.99%
2012	2.73%	2.35%
2011	4.18%	3.44%
2010	2.61%	4.54%
2009	2.79%	5.24%
2008	7.69%	4.40%
2007	2.48%	2.96%
2006	1.79%	0.00%
2005	1.70%	0.00%
2004	1.79%	0.00%
2003	1.38%	0.00%
2002	1.03%	0.00%
2001	1.19%	0.00%