IYF vs EUFN

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed IYF, delivering a return of +18.3% compared to +10.1%

IYF vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYF(ETF)	EUFN(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.38%	0.49%
Max Drawdown	80.22%	59.14%
Sharpe Ratio	0.54	1.27
5Y Beta	0.85	0.81
P/E Ratio	14.90	N/A
Forward P/E	14.21	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	14.72%	33.53%
5Y EPS CAGR	11.23%	N/A
Debt to Equity	45.38%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	1.92	N/A

Net Assets

IYF

$3.30B

Winner

EUFN

$3.40B

Expense Ratio

Winner

IYF

0.38%

EUFN

0.49%

Max Drawdown

IYF

80.22%

Winner

EUFN

59.14%

Sharpe Ratio

IYF

0.54

Winner

EUFN

1.27

5Y Beta

IYF

0.85

Winner

EUFN

0.81

P/E Ratio

IYF

14.90

EUFN

N/A

Forward P/E

IYF

14.21

EUFN

N/A

PEG Ratio

IYF

0.33

EUFN

N/A

5Y Dividends CAGR

IYF

14.72%

Winner

EUFN

33.53%

5Y EPS CAGR

IYF

11.23%

EUFN

N/A

Debt to Equity

IYF

45.38%

EUFN

N/A

P/S Ratio

IYF

2.91

EUFN

N/A

P/B Ratio

IYF

1.92

EUFN

N/A

IYF vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	IYF	EUFN
1 month	+0.18%	+2.37%
3 months	-4.60%	-1.81%
6 months	-0.23%	+13.08%
1 year	+9.94%	+29.87%
5 years(CAGR)	+10.07%	+18.33%
10 years(CAGR)	+12.87%	+12.57%
Max(CAGR)	+5.81%	+7.10%

IYF

+0.18%

Winner

EUFN

+2.37%

IYF

-4.60%

Winner

EUFN

-1.81%

IYF

-0.23%

Winner

EUFN

+13.08%

IYF

+9.94%

Winner

EUFN

+29.87%

5Y(CAGR)

IYF

+10.07%

Winner

EUFN

+18.33%

10Y(CAGR)

Winner

IYF

+12.87%

EUFN

+12.57%

Max(CAGR)

IYF

+5.81%

Winner

EUFN

+7.10%

IYF vs EUFN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYF	EUFN
2026	-4.96%	+1.39%
2025	+18.38%	+67.60%
2024	+30.95%	+18.14%
2023	+14.95%	+24.26%
2022	-12.21%	-9.61%
2021	+33.66%	+19.77%
2020	-1.55%	-9.99%
2019	+31.73%	+21.29%
2018	-9.17%	-23.77%
2017	+18.69%	+24.49%
2016	+19.25%	-0.66%
2015	-0.53%	-4.80%
2014	+14.81%	-7.21%
2013	+29.91%	+26.80%
2012	+23.10%	+31.10%
2011	-14.90%	-27.56%
2010	+10.48%	-3.91%
2009	+16.13%	N/A
2008	-49.28%	N/A
2007	-18.33%	N/A
2006	+16.82%	N/A
2005	+6.37%	N/A
2004	+13.16%	N/A
2003	+27.24%	N/A
2002	-12.90%	N/A
2001	-3.55%	N/A
2000	-2.24%	N/A

IYF vs EUFN Drawdown Comparison

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current IYF drawdown is -7.35%. The current EUFN drawdown is -2.11%.

Rank	IYF	EUFN
#1	-79.08% Jun 4, 2007 - Dec 7, 2016	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-42.57% Feb 14, 2020 - Feb 12, 2021	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-33.32% May 26, 2000 - Nov 3, 2003	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-25.05% Jan 12, 2022 - Jan 30, 2024	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-19.88% Sep 20, 2018 - Apr 26, 2019	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-16.60% Feb 18, 2025 - Jun 24, 2025	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-13.88% Jan 6, 2026 - Mar 27, 2026	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-11.23% Mar 5, 2004 - Nov 11, 2004	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-9.40% Jan 26, 2018 - Sep 20, 2018	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-9.18% Dec 30, 2004 - Jul 12, 2005	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-8.50% Nov 29, 2024 - Jan 30, 2025	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-8.35% Feb 20, 2007 - Jun 1, 2007	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-7.76% Jul 30, 2024 - Aug 23, 2024	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-7.64% May 5, 2006 - Sep 13, 2006	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-7.35% Nov 3, 2021 - Jan 7, 2022	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between IYF and EUFN is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

IYF vs EUFN dividend yield comparison.

Year	IYF	EUFN
2026	0.47%	0.00%
2025	1.32%	3.57%
2024	1.29%	5.36%
2023	1.67%	5.00%
2022	1.86%	4.24%
2021	1.27%	4.15%
2020	1.72%	1.38%
2019	1.65%	4.55%
2018	1.90%	6.48%
2017	1.46%	3.04%
2016	1.67%	4.03%
2015	1.66%	3.65%
2014	1.38%	3.35%
2013	1.33%	1.59%
2012	1.67%	2.91%
2011	1.68%	3.88%
2010	1.04%	1.80%
2009	1.71%	0.00%
2008	4.64%	0.00%
2007	2.75%	0.00%
2006	1.86%	0.00%
2005	2.03%	0.00%
2004	1.75%	0.00%
2003	1.66%	0.00%
2002	1.75%	0.00%
2001	1.29%	0.00%
2000	2.11%	0.00%