IWX vs EWU

Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).

5-Year PerformanceIWX has outperformed EWU, delivering a return of +12.3% compared to +11.8%

IWX vs EWU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWX(ETF)	EWU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.20%	0.50%
Max Drawdown	35.76%	66.94%
Sharpe Ratio	2.07	1.05
5Y Beta	0.67	0.58
P/E Ratio	23.28	N/A
Forward P/E	19.41	N/A
PEG Ratio	0.64	N/A
5Y Dividends CAGR	5.22%	12.27%
5Y EPS CAGR	12.58%	N/A
Debt to Equity	1.46%	N/A
P/S Ratio	2.94	N/A
P/B Ratio	3.89	N/A

Net Assets

IWX

$3.60B

Winner

EWU

$3.70B

Expense Ratio

Winner

IWX

0.20%

EWU

0.50%

Max Drawdown

Winner

IWX

35.76%

EWU

66.94%

Sharpe Ratio

Winner

IWX

2.07

EWU

1.05

5Y Beta

IWX

0.67

Winner

EWU

0.58

P/E Ratio

IWX

23.28

EWU

N/A

Forward P/E

IWX

19.41

EWU

N/A

PEG Ratio

IWX

0.64

EWU

N/A

5Y Dividends CAGR

IWX

5.22%

Winner

EWU

12.27%

5Y EPS CAGR

IWX

12.58%

EWU

N/A

Debt to Equity

IWX

1.46%

EWU

N/A

P/S Ratio

IWX

2.94

EWU

N/A

P/B Ratio

IWX

3.89

EWU

N/A

IWX vs EWU - Historical Returns

Returns include dividend reinvestment.

Period	IWX	EWU
1 month	+1.72%	+1.21%
3 months	+11.80%	-0.74%
6 months	+14.31%	+5.22%
1 year	+30.93%	+22.16%
5 years(CAGR)	+12.30%	+11.79%
10 years(CAGR)	+11.74%	+8.28%
Max(CAGR)	+11.60%	+4.24%

Winner

IWX

+1.72%

EWU

+1.21%

Winner

IWX

+11.80%

EWU

-0.74%

Winner

IWX

+14.31%

EWU

+5.22%

Winner

IWX

+30.93%

EWU

+22.16%

5Y(CAGR)

Winner

IWX

+12.30%

EWU

+11.79%

10Y(CAGR)

Winner

IWX

+11.74%

EWU

+8.28%

Max(CAGR)

Winner

IWX

+11.60%

EWU

+4.24%

IWX vs EWU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IWX	EWU
2026	+17.55%	+6.71%
2025	+18.35%	+35.28%
2024	+14.15%	+7.79%
2023	+10.40%	+12.02%
2022	-5.80%	-5.49%
2021	+24.62%	+16.67%
2020	+0.74%	-11.93%
2019	+25.79%	+21.33%
2018	-6.69%	-15.06%
2017	+13.11%	+21.11%
2016	+17.63%	+0.39%
2015	-3.41%	-6.15%
2014	+14.05%	-6.45%
2013	+28.53%	+17.73%
2012	+14.33%	+12.01%
2011	+0.04%	-3.68%
2010	+10.63%	+8.10%
2009	+3.66%	+35.62%
2008	N/A	-46.01%
2007	N/A	+5.79%
2006	N/A	+26.45%
2005	N/A	+6.53%
2004	N/A	+18.42%
2003	N/A	+30.76%
2002	N/A	-15.16%
2001	N/A	-14.85%
2000	N/A	-15.37%
1999	N/A	+5.56%

IWX vs EWU Drawdown Comparison

The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The current IWX drawdown is -0.13%. The current EWU drawdown is -2.54%.

Rank	IWX	EWU
#1	-35.76% Feb 12, 2020 - Dec 31, 2020	-64.00% Oct 31, 2007 - Apr 30, 2014
#2	-20.53% May 2, 2011 - Mar 1, 2012	-46.84% Jan 3, 2000 - Mar 4, 2005
#3	-18.12% Jan 12, 2022 - Jul 24, 2023	-43.33% Jan 26, 2018 - May 7, 2021
#4	-17.34% Jan 26, 2018 - Apr 29, 2019	-29.36% Jul 3, 2014 - Jan 17, 2018
#5	-16.79% Apr 23, 2010 - Dec 21, 2010	-24.88% Feb 9, 2022 - Apr 13, 2023
#6	-14.98% May 21, 2015 - Jul 8, 2016	-13.36% Jul 12, 2007 - Oct 11, 2007
#7	-13.37% Feb 19, 2025 - Jun 30, 2025	-12.67% May 9, 2006 - Sep 1, 2006
#8	-10.01% Jul 26, 2023 - Dec 13, 2023	-12.63% Mar 19, 2025 - Apr 28, 2025
#9	-9.92% Apr 2, 2012 - Aug 6, 2012	-10.04% Jul 26, 2023 - Dec 22, 2023
#10	-8.53% Jan 11, 2010 - Mar 18, 2010	-9.92% Feb 27, 2026 - Mar 20, 2026
#11	-8.13% Sep 19, 2014 - Nov 6, 2014	-9.56% Sep 27, 2024 - Feb 28, 2025
#12	-7.93% Oct 18, 2012 - Jan 2, 2013	-8.43% Sep 6, 2005 - Jan 3, 2006
#13	-7.53% Nov 29, 2024 - Feb 19, 2025	-8.09% Feb 26, 2007 - Mar 21, 2007
#14	-6.83% Jul 26, 2019 - Sep 13, 2019	-7.06% Jun 15, 2021 - Oct 20, 2021
#15	-6.59% Apr 30, 2019 - Jun 20, 2019	-6.41% Mar 4, 2005 - Aug 11, 2005

Correlation

Correlation between IWX and EWU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

IWX vs EWU dividend yield comparison.

Year	IWX	EWU
2026	0.69%	1.42%
2025	1.59%	3.73%
2024	1.97%	4.16%
2023	2.13%	4.14%
2022	2.07%	3.43%
2021	1.79%	4.35%
2020	2.12%	2.48%
2019	2.60%	4.13%
2018	2.66%	4.98%
2017	2.12%	3.91%
2016	2.22%	3.97%
2015	2.77%	4.11%
2014	2.19%	7.59%
2013	1.89%	2.39%
2012	2.71%	3.57%
2011	2.58%	3.30%
2010	1.83%	2.43%
2009	0.56%	2.59%
2008	0.00%	6.61%
2007	0.00%	3.50%
2006	0.00%	3.47%
2005	0.00%	3.11%
2004	0.00%	1.91%
2003	0.00%	3.05%
2002	0.00%	2.33%
2001	0.00%	3.25%
2000	0.00%	5.35%
1999	0.00%	1.85%