EZU vs SPY
Comparison between ISHARES MSCI EUROZONE ETF (EZU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EZU, delivering a return of +13.2% compared to +9.7%
EZU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZU
$9.40B
Winner
SPY
$784B
Expense Ratio
EZU
0.50%
Winner
SPY
0.09%
Max Drawdown
EZU
67.97%
Winner
SPY
56.47%
Sharpe Ratio
EZU
1.02
Winner
SPY
1.54
5Y Beta
Winner
EZU
0.78
SPY
1.00
P/E Ratio
EZU
N/A
SPY
27.62
Forward P/E
EZU
N/A
SPY
21.11
5Y Dividends CAGR
Winner
EZU
16.52%
SPY
6.00%
5Y EPS CAGR
EZU
N/A
SPY
25.30%
Debt to Equity
EZU
N/A
SPY
31.11%
P/S Ratio
EZU
N/A
SPY
3.49
P/B Ratio
EZU
N/A
SPY
5.30
EZU vs SPY - Holdings Comparison
EZU and SPY have 1 common holdings. Overlap is -0.05%
EZU's top 25 holdings weight is 49.93%. SPY's top 25 holdings weight is 51.24%.
| Rank | EZU | SPY |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 9.05% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SIEMENS AG (n/a) - 3.06% | APPLE INC (AAPL) - 6.81% |
| #3 | SAP SE (n/a) - 2.54% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | BANCO SANTANDER SA (n/a) - 2.34% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | TOTALENERGIES SE (TTE:XPAR) - 2.34% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SCHNEIDER ELECTRIC SE (n/a) - 2.28% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALLIANZ SE (n/a) - 2.19% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.88% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | IBERDROLA SA (n/a) - 1.85% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.85% | TESLA INC (TSLA) - 1.76% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | AIRBUS SE (n/a) - 1.62% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | AIR LIQUIDE SA (n/a) - 1.62% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | INFINEON TECHNOLOGIES AG (n/a) - 1.57% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | SAFRAN SA (n/a) - 1.57% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | UNICREDIT SPA (n/a) - 1.50% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | DEUTSCHE TELEKOM AG (n/a) - 1.46% | VISA INC CLASS A (V) - 0.87% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.42% | INTEL CORP (INTC) - 0.85% |
| #19 | L'OREAL SA (n/a) - 1.40% | WALMART INC (WMT) - 0.82% |
| #20 | SANOFI SA (n/a) - 1.29% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | INTESA SANPAOLO (n/a) - 1.20% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ING GROEP NV (n/a) - 1.14% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | ENEL SPA (n/a) - 1.12% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | NOKIA OYJ (n/a) - 1.00% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | AXA SA (n/a) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 227 | 505 |
EZU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZU
+1.75%
SPY
-1.37%
3M
EZU
+11.79%
Winner
SPY
+12.22%
6M
Winner
EZU
+7.95%
SPY
+7.20%
1Y
EZU
+21.14%
Winner
SPY
+23.58%
5Y(CAGR)
EZU
+9.69%
Winner
SPY
+13.19%
10Y(CAGR)
EZU
+9.75%
Winner
SPY
+15.12%
Max(CAGR)
EZU
+5.76%
Winner
SPY
+8.44%
EZU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EZU | SPY |
|---|---|---|
| 2026 | +6.44% | +7.95% |
| 2025 | +41.08% | +18.00% |
| 2024 | +3.71% | +25.59% |
| 2023 | +21.81% | +26.72% |
| 2022 | -18.04% | -18.64% |
| 2021 | +12.61% | +30.52% |
| 2020 | +6.29% | +17.28% |
| 2019 | +23.88% | +31.09% |
| 2018 | -17.16% | -5.24% |
| 2017 | +27.62% | +20.78% |
| 2016 | +3.55% | +13.59% |
| 2015 | -1.76% | +1.31% |
| 2014 | -7.62% | +14.56% |
| 2013 | +26.14% | +29.00% |
| 2012 | +19.92% | +14.17% |
| 2011 | -18.64% | +0.85% |
| 2010 | -5.69% | +13.14% |
| 2009 | +24.52% | +22.67% |
| 2008 | -43.74% | -36.25% |
| 2007 | +20.70% | +5.32% |
| 2006 | +33.19% | +13.85% |
| 2005 | +11.05% | +5.32% |
| 2004 | +21.95% | +10.75% |
| 2003 | +40.63% | +24.18% |
| 2002 | -21.74% | -22.42% |
| 2001 | -21.57% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EZU vs SPY Drawdown Comparison
The maximum drawdown for EZU was -63.24%, occurring on Mar 9, 2009. Recovery took 2488 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EZU drawdown is -1.96%. The current SPY drawdown is -3.18%.
| Rank | EZU | SPY |
|---|---|---|
| #1 | -63.24% Oct 31, 2007 - Sep 19, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.19% Jan 3, 2001 - Nov 26, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.36% Jan 26, 2018 - Dec 2, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.06% Sep 2, 2021 - Feb 21, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.08% May 10, 2006 - Sep 28, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.02% Mar 18, 2025 - May 2, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.70% Jul 17, 2007 - Oct 9, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.06% Feb 25, 2026 - Jun 2, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.97% Sep 27, 2024 - Feb 13, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.22% May 15, 2024 - Sep 26, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.62% Mar 8, 2005 - Aug 2, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.65% Feb 26, 2007 - Mar 30, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.08% Jun 15, 2021 - Aug 13, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.86% Sep 9, 2005 - Dec 12, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.77% Nov 12, 2025 - Dec 10, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EZU and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
EZU vs SPY dividend yield comparison.
| Year | EZU | SPY |
|---|---|---|
| 2026 | 1.81% | 0.50% |
| 2025 | 2.85% | 1.07% |
| 2024 | 2.90% | 1.21% |
| 2023 | 2.56% | 1.40% |
| 2022 | 2.79% | 1.65% |
| 2021 | 2.46% | 1.20% |
| 2020 | 2.13% | 1.52% |
| 2019 | 2.84% | 1.75% |
| 2018 | 3.47% | 2.04% |
| 2017 | 1.91% | 1.80% |
| 2016 | 3.07% | 2.03% |
| 2015 | 2.18% | 2.06% |
| 2014 | 2.97% | 1.87% |
| 2013 | 2.23% | 1.81% |
| 2012 | 2.73% | 2.18% |
| 2011 | 4.18% | 2.05% |
| 2010 | 2.61% | 1.80% |
| 2009 | 2.79% | 1.95% |
| 2008 | 13.63% | 3.02% |
| 2007 | 4.96% | 1.85% |
| 2006 | 3.58% | 1.73% |
| 2005 | 3.40% | 1.73% |
| 2004 | 3.58% | 1.82% |
| 2003 | 2.77% | 1.47% |
| 2002 | 2.07% | 1.70% |
| 2001 | 2.39% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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