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SPAB vs EZU

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF) and ISHARES MSCI EUROZONE ETF (EZU, ETF).

5-Year PerformanceEZU has outperformed SPAB, delivering a return of +10.1% compared to -0.2%

SPAB vs EZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPAB
$9.60B
EZU
$9.60B
Expense Ratio
Winner
SPAB
0.03%
EZU
0.50%
Max Drawdown
Winner
SPAB
24.08%
EZU
67.97%
Sharpe Ratio
SPAB
0.18
Winner
EZU
0.86
5Y Beta
Winner
SPAB
0.04
EZU
0.78
5Y Dividends CAGR
SPAB
8.59%
Winner
EZU
16.52%

SPAB vs EZU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPAB
-0.09%
EZU
-1.45%
3M
SPAB
-0.69%
Winner
EZU
+1.40%
6M
SPAB
+0.09%
Winner
EZU
+4.72%
1Y
SPAB
+4.22%
Winner
EZU
+17.86%
5Y(CAGR)
SPAB
-0.17%
Winner
EZU
+10.08%
10Y(CAGR)
SPAB
+1.43%
Winner
EZU
+10.42%
Max(CAGR)
SPAB
+3.07%
Winner
EZU
+5.14%

SPAB vs EZU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSPABEZU
2026+0.32%+6.41%
2025+7.16%+41.08%
2024+1.68%+3.71%
2023+5.02%+21.81%
2022-12.57%-18.04%
2021-1.71%+12.61%
2020+7.17%+6.29%
2019+8.55%+23.88%
2018-0.04%-17.16%
2017+3.66%+27.62%
2016+2.28%+3.55%
2015+0.06%-1.76%
2014+5.94%-7.62%
2013-2.08%+26.14%
2012+4.23%+19.92%
2011+7.94%-18.64%
2010+6.30%-5.69%
2009+3.94%+24.52%
2008+7.97%-45.63%
2007+5.46%+17.77%
2006N/A+30.87%
2005N/A+9.23%
2004N/A+19.83%
2003N/A+38.67%
2002N/A-22.54%
2001N/A-22.44%

SPAB vs EZU Drawdown Comparison

The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for EZU was -65.34%, occurring on Mar 9, 2009. Recovery took 2568 trading sessions.

The current SPAB drawdown is -2.28%. The current EZU drawdown is -2.73%.

RankSPABEZU
#1-18.56%
Aug 4, 2020 - Oct 20, 2022
-65.34%
Oct 31, 2007 - Jan 12, 2018
#2-13.75%
Sep 9, 2008 - Nov 10, 2008
-50.74%
Jan 3, 2001 - Dec 23, 2004
#3-9.41%
Mar 6, 2020 - May 29, 2020
-41.36%
Jan 26, 2018 - Dec 2, 2020
#4-6.43%
Jan 20, 2009 - Aug 13, 2009
-36.06%
Sep 2, 2021 - Feb 21, 2024
#5-5.01%
May 1, 2013 - May 7, 2014
-15.08%
May 10, 2006 - Sep 28, 2006
#6-4.38%
Jul 6, 2016 - Aug 30, 2017
-15.02%
Mar 18, 2025 - May 2, 2025
#7-3.71%
Nov 4, 2010 - May 5, 2011
-13.70%
Jul 17, 2007 - Oct 9, 2007
#8-3.58%
Sep 7, 2017 - Jan 30, 2019
-13.06%
Feb 25, 2026 - Jun 2, 2026
#9-3.47%
Mar 17, 2008 - Sep 9, 2008
-10.97%
Sep 27, 2024 - Feb 13, 2025
#10-3.11%
Jan 30, 2015 - Feb 8, 2016
-9.22%
May 15, 2024 - Sep 26, 2024
#11-2.97%
Nov 10, 2008 - Nov 25, 2008
-8.62%
Mar 8, 2005 - Aug 2, 2005
#12-2.04%
Sep 4, 2019 - Jan 15, 2020
-7.65%
Feb 26, 2007 - Mar 30, 2007
#13-1.82%
Dec 18, 2008 - Jan 14, 2009
-7.08%
Jun 15, 2021 - Aug 13, 2021
#14-1.81%
May 30, 2007 - Jul 26, 2007
-6.86%
Sep 9, 2005 - Dec 12, 2005
#15-1.79%
Sep 22, 2011 - Dec 16, 2011
-5.77%
Nov 12, 2025 - Dec 10, 2025

Correlation

Correlation between SPAB and EZU is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2001 - 2026)

SPAB vs EZU dividend yield comparison.

YearSPABEZU
20262.03%1.81%
20253.97%2.85%
20243.86%2.90%
20233.34%2.56%
20222.59%2.79%
20212.11%2.46%
20202.43%2.13%
20192.92%2.84%
20182.96%3.47%
20172.67%1.91%
20162.63%3.07%
20152.59%2.18%
20142.43%2.97%
20131.99%2.23%
20122.35%2.73%
20113.44%4.18%
20104.54%2.61%
20095.24%2.79%
20084.40%7.69%
20072.96%2.48%
20060.00%1.79%
20050.00%1.70%
20040.00%1.79%
20030.00%1.38%
20020.00%1.03%
20010.00%1.19%

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