FXED vs EWUS

Comparison between SOUND ENHANCED FIXED INCOME ETF (FXED, ETF) and ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF).

5-Year PerformanceFXED has outperformed EWUS, delivering a return of +2.3% compared to +1.8%

FXED vs EWUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXED(ETF)	EWUS(ETF)
Net Assets	$40M	$40M
Expense Ratio	1.89%	0.59%
Max Drawdown	23.66%	50.60%
Sharpe Ratio	-0.17	0.42
5Y Beta	0.27	0.73
5Y Dividends CAGR	21.53%	14.00%

Net Assets

Winner

FXED

$40M

EWUS

$40M

Expense Ratio

FXED

1.89%

Winner

EWUS

0.59%

Max Drawdown

Winner

FXED

23.66%

EWUS

50.60%

Sharpe Ratio

FXED

-0.17

Winner

EWUS

0.42

5Y Beta

Winner

FXED

0.27

EWUS

0.73

5Y Dividends CAGR

Winner

FXED

21.53%

EWUS

14.00%

FXED vs EWUS - Historical Returns

Returns include dividend reinvestment.

Period	FXED	EWUS
1 month	+0.78%	+3.49%
3 months	-0.59%	+2.40%
6 months	-0.76%	+0.92%
1 year	+2.73%	+9.31%
5 years(CAGR)	+2.33%	+1.84%
10 years(CAGR)	N/A	+5.35%
Max(CAGR)	+3.41%	+6.59%

FXED

+0.78%

Winner

EWUS

+3.49%

FXED

-0.59%

Winner

EWUS

+2.40%

FXED

-0.76%

Winner

EWUS

+0.92%

FXED

+2.73%

Winner

EWUS

+9.31%

5Y(CAGR)

Winner

FXED

+2.33%

EWUS

+1.84%

10Y(CAGR)

FXED

N/A

EWUS

+5.35%

Max(CAGR)

FXED

+3.41%

Winner

EWUS

+6.59%

FXED vs EWUS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FXED	EWUS
2026	+0.45%	+4.81%
2025	+4.84%	+26.80%
2024	+5.89%	+6.15%
2023	+15.56%	+14.88%
2022	-14.46%	-31.68%
2021	+10.72%	+13.23%
2020	+0.00%	-2.91%
2019	N/A	+34.92%
2018	N/A	-20.72%
2017	N/A	+31.70%
2016	N/A	-10.38%
2015	N/A	+9.88%
2014	N/A	-6.96%
2013	N/A	+37.04%
2012	N/A	+20.65%

FXED vs EWUS Drawdown Comparison

The maximum drawdown for FXED was -19.70%, occurring on Oct 13, 2022. Recovery took 561 trading sessions.

The maximum drawdown for EWUS was -49.33%, occurring on Mar 23, 2020. Recovery took 287 trading sessions.

The current FXED drawdown is -1.40%. The current EWUS drawdown is -2.62%.

Rank	FXED	EWUS
#1	-19.70% Dec 31, 2021 - Mar 27, 2024	-49.33% Dec 16, 2019 - Feb 5, 2021
#2	-8.96% Oct 17, 2024 - Jul 22, 2025	-48.09% Sep 3, 2021 - Jan 22, 2026
#3	-5.37% Sep 15, 2025 - Mar 27, 2026	-27.10% Jun 23, 2015 - Sep 19, 2017
#4	-3.96% Mar 28, 2024 - Jul 3, 2024	-26.50% Jun 11, 2018 - Dec 13, 2019
#5	-3.30% Jul 17, 2024 - Aug 19, 2024	-21.30% Feb 28, 2014 - May 14, 2015
#6	-2.86% Nov 5, 2021 - Dec 31, 2021	-15.21% Jan 29, 2026 - Mar 30, 2026
#7	-2.63% May 7, 2021 - Jun 1, 2021	-15.07% May 2, 2012 - Sep 19, 2012
#8	-2.16% Dec 31, 2020 - Feb 8, 2021	-9.77% Jan 24, 2018 - Jun 6, 2018
#9	-1.68% Jul 12, 2021 - Sep 3, 2021	-9.47% Jun 8, 2021 - Aug 11, 2021
#10	-1.48% Feb 11, 2021 - Mar 3, 2021	-8.68% May 21, 2013 - Jul 11, 2013
#11	-1.38% Mar 15, 2021 - Apr 1, 2021	-6.91% Jan 22, 2014 - Feb 14, 2014
#12	-1.31% Sep 3, 2021 - Oct 14, 2021	-6.36% Sep 18, 2013 - Oct 17, 2013
#13	-1.23% Sep 27, 2024 - Oct 16, 2024	-5.88% Aug 8, 2013 - Sep 9, 2013
#14	-1.02% Jun 14, 2021 - Jul 1, 2021	-5.41% Mar 1, 2012 - Mar 16, 2012
#15	-0.99% Jul 8, 2024 - Jul 11, 2024	-5.19% Apr 2, 2012 - May 2, 2012

Correlation

Correlation between FXED and EWUS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2012 - 2026)

FXED vs EWUS dividend yield comparison.

Year	FXED	EWUS
2026	2.98%	1.24%
2025	6.96%	3.59%
2024	6.70%	3.67%
2023	5.65%	2.88%
2022	5.94%	2.03%
2021	4.59%	3.54%
2020	0.00%	1.97%
2019	0.00%	2.59%
2018	0.00%	3.53%
2017	0.00%	2.61%
2016	0.00%	3.18%
2015	0.00%	2.85%
2014	0.00%	3.33%
2013	0.00%	1.60%
2012	0.00%	3.02%