SMLF vs EUFN

Comparison between ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF (SMLF, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed SMLF, delivering a return of +18.3% compared to +10.2%

SMLF vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMLF(ETF)	EUFN(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.15%	0.49%
Max Drawdown	43.06%	59.14%
Sharpe Ratio	1.61	1.27
5Y Beta	1.09	0.81
P/E Ratio	65.50	N/A
Forward P/E	15.29	N/A
5Y Dividends CAGR	11.57%	33.53%
5Y EPS CAGR	19.74%	N/A
P/S Ratio	1.55	N/A
P/B Ratio	2.66	N/A

Net Assets

SMLF

$3.30B

Winner

EUFN

$3.40B

Expense Ratio

Winner

SMLF

0.15%

EUFN

0.49%

Max Drawdown

Winner

SMLF

43.06%

EUFN

59.14%

Sharpe Ratio

Winner

SMLF

1.61

EUFN

1.27

5Y Beta

SMLF

1.09

Winner

EUFN

0.81

P/E Ratio

SMLF

65.50

EUFN

N/A

Forward P/E

SMLF

15.29

EUFN

N/A

5Y Dividends CAGR

SMLF

11.57%

Winner

EUFN

33.53%

5Y EPS CAGR

SMLF

19.74%

EUFN

N/A

P/S Ratio

SMLF

1.55

EUFN

N/A

P/B Ratio

SMLF

2.66

EUFN

N/A

SMLF vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	SMLF	EUFN
1 month	+6.78%	+2.37%
3 months	+5.31%	-1.81%
6 months	+14.30%	+13.08%
1 year	+33.41%	+29.87%
5 years(CAGR)	+10.23%	+18.33%
10 years(CAGR)	+12.55%	+12.57%
Max(CAGR)	+11.40%	+7.10%

Winner

SMLF

+6.78%

EUFN

+2.37%

Winner

SMLF

+5.31%

EUFN

-1.81%

Winner

SMLF

+14.30%

EUFN

+13.08%

Winner

SMLF

+33.41%

EUFN

+29.87%

5Y(CAGR)

SMLF

+10.23%

Winner

EUFN

+18.33%

10Y(CAGR)

SMLF

+12.55%

Winner

EUFN

+12.57%

Max(CAGR)

Winner

SMLF

+11.40%

EUFN

+7.10%

SMLF vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SMLF	EUFN
2026	+10.88%	+1.39%
2025	+11.90%	+67.60%
2024	+17.21%	+18.14%
2023	+20.62%	+24.26%
2022	-12.70%	-9.61%
2021	+27.90%	+19.77%
2020	+8.48%	-9.99%
2019	+21.53%	+21.29%
2018	-9.03%	-23.77%
2017	+12.31%	+24.49%
2016	+25.23%	-0.66%
2015	+2.39%	-4.80%
2014	N/A	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

SMLF vs EUFN Drawdown Comparison

The maximum drawdown for SMLF was -41.89%, occurring on Mar 18, 2020. Recovery took 217 trading sessions.

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

The current SMLF drawdown is -1.06%. The current EUFN drawdown is -2.11%.

Rank	SMLF	EUFN
#1	-41.89% Jan 16, 2020 - Nov 24, 2020	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-26.27% Nov 25, 2024 - Aug 28, 2025	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-25.38% Nov 16, 2021 - Dec 14, 2023	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-24.77% Aug 29, 2018 - Jan 16, 2020	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-17.76% Jun 23, 2015 - Jul 12, 2016	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-9.35% Jan 23, 2018 - May 21, 2018	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-8.72% Jan 22, 2026 - Apr 14, 2026	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-8.55% Jul 31, 2024 - Sep 19, 2024	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-7.73% Oct 27, 2025 - Dec 10, 2025	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-7.66% Mar 28, 2024 - May 15, 2024	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-6.72% Jul 1, 2021 - Aug 11, 2021	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-6.52% Mar 15, 2021 - Apr 5, 2021	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-6.20% Feb 12, 2021 - Mar 11, 2021	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-5.88% Sep 22, 2016 - Nov 10, 2016	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-5.75% May 7, 2021 - Jun 8, 2021	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between SMLF and EUFN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2010 - 2026)

SMLF vs EUFN dividend yield comparison.

Year	SMLF	EUFN
2026	0.23%	0.00%
2025	1.14%	3.57%
2024	1.33%	5.36%
2023	1.13%	5.00%
2022	1.23%	4.24%
2021	1.07%	4.15%
2020	1.33%	1.38%
2019	1.39%	4.55%
2018	1.17%	6.48%
2017	0.93%	3.04%
2016	0.78%	4.03%
2015	0.79%	3.65%
2014	0.00%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%