IWX vs EUFN
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).
5-Year PerformanceEUFN has outperformed IWX, delivering a return of +19.4% compared to +11.8%
IWX vs EUFN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWX vs EUFN - Historical Returns
Returns include dividend reinvestment.
IWX vs EUFN - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | EUFN |
|---|---|---|
| 2026 | +14.03% | +4.87% |
| 2025 | +18.35% | +67.60% |
| 2024 | +14.15% | +18.14% |
| 2023 | +10.40% | +24.26% |
| 2022 | -5.80% | -9.61% |
| 2021 | +24.62% | +19.77% |
| 2020 | +0.74% | -9.99% |
| 2019 | +25.79% | +21.29% |
| 2018 | -6.69% | -23.77% |
| 2017 | +13.11% | +24.49% |
| 2016 | +17.63% | -0.66% |
| 2015 | -3.41% | -4.80% |
| 2014 | +14.05% | -7.21% |
| 2013 | +28.53% | +26.80% |
| 2012 | +14.33% | +31.10% |
| 2011 | +0.04% | -27.56% |
| 2010 | +10.63% | -3.91% |
| 2009 | +3.66% | N/A |
IWX vs EUFN Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.
The current IWX drawdown is -1.33%. The current EUFN drawdown is -2.25%.
| Rank | IWX | EUFN |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -53.26% Jan 26, 2018 - Dec 1, 2023 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -43.38% Apr 29, 2011 - Sep 18, 2013 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -39.47% Jun 6, 2014 - Aug 1, 2017 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -27.21% Apr 13, 2010 - Nov 4, 2010 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -17.18% Nov 4, 2010 - Feb 1, 2011 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -15.95% Mar 18, 2025 - Apr 24, 2025 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -14.77% Feb 2, 2026 - Apr 17, 2026 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -11.87% Feb 17, 2011 - Apr 27, 2011 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -9.82% Jan 15, 2014 - Jun 5, 2014 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -9.16% Feb 3, 2010 - Mar 19, 2010 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -8.12% Jun 3, 2024 - Aug 19, 2024 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -6.88% Sep 26, 2024 - Jan 21, 2025 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -6.81% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -6.20% Oct 22, 2013 - Dec 26, 2013 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -5.94% Aug 7, 2017 - Jan 2, 2018 |
Correlation
Correlation between IWX and EUFN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
IWX vs EUFN dividend yield comparison.
| Year | IWX | EUFN |
|---|---|---|
| 2026 | 0.71% | 2.97% |
| 2025 | 1.59% | 3.57% |
| 2024 | 1.97% | 5.36% |
| 2023 | 2.13% | 5.00% |
| 2022 | 2.07% | 4.24% |
| 2021 | 1.79% | 4.15% |
| 2020 | 2.12% | 1.38% |
| 2019 | 2.60% | 4.55% |
| 2018 | 2.66% | 6.48% |
| 2017 | 2.12% | 3.04% |
| 2016 | 2.22% | 4.03% |
| 2015 | 2.77% | 3.65% |
| 2014 | 2.19% | 3.35% |
| 2013 | 1.89% | 1.59% |
| 2012 | 2.71% | 2.91% |
| 2011 | 2.58% | 3.88% |
| 2010 | 1.83% | 1.80% |
| 2009 | 0.56% | 0.00% |
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