USA vs EWW

Comparison between Liberty All-Star Equity Fund (USA, ETF) and ISHARES MSCI MEXICO ETF (EWW, ETF).

5-Year PerformanceEWW has outperformed USA, delivering a return of +13.2% compared to +1.2%

USA vs EWW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	EWW(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.50%
Max Drawdown	82.89%	67.25%
Sharpe Ratio	-0.47	1.25
5Y Beta	0.79	0.71
5Y Dividends CAGR	5.01%	28.77%

Net Assets

USA

$2B

EWW

$2B

Expense Ratio

USA

N/A

EWW

0.50%

Max Drawdown

USA

82.89%

Winner

EWW

67.25%

Sharpe Ratio

USA

-0.47

Winner

EWW

1.25

5Y Beta

USA

0.79

Winner

EWW

0.71

5Y Dividends CAGR

USA

5.01%

Winner

EWW

28.77%

USA vs EWW - Historical Returns

Returns include dividend reinvestment.

Period	USA	EWW
1 month	-2.75%	-2.49%
3 months	+3.34%	+6.64%
6 months	-4.69%	+6.73%
1 year	-4.41%	+33.41%
5 years(CAGR)	+1.21%	+13.16%
10 years(CAGR)	+11.89%	+6.74%
Max(CAGR)	+6.53%	+8.72%

USA

-2.75%

Winner

EWW

-2.49%

USA

+3.34%

Winner

EWW

+6.64%

USA

-4.69%

Winner

EWW

+6.73%

USA

-4.41%

Winner

EWW

+33.41%

5Y(CAGR)

USA

+1.21%

Winner

EWW

+13.16%

10Y(CAGR)

Winner

USA

+11.89%

EWW

+6.74%

Max(CAGR)

USA

+6.53%

Winner

EWW

+8.72%

USA vs EWW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	EWW
2026	-4.99%	+8.85%
2025	-0.65%	+50.79%
2024	+22.04%	-27.50%
2023	+21.13%	+37.88%
2022	-25.15%	+1.62%
2021	+37.60%	+19.36%
2020	+11.48%	-5.63%
2019	+39.77%	+9.60%
2018	-4.91%	-16.43%
2017	+32.32%	+15.39%
2016	+8.93%	-8.93%
2015	-2.04%	-12.01%
2014	+9.24%	-9.08%
2013	+28.69%	-3.45%
2012	+18.32%	+29.12%
2011	-8.62%	-12.73%
2010	+19.75%	+22.58%
2009	+30.27%	+47.44%
2008	-43.42%	-39.59%
2007	-5.19%	+10.36%
2006	+10.28%	+38.32%
2005	-5.71%	+44.74%
2004	+10.37%	+49.57%
2003	+50.09%	+30.13%
2002	-35.15%	-15.30%
2001	-2.94%	+18.13%
2000	+17.03%	-24.70%
1999	-7.83%	+29.00%

USA vs EWW Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The maximum drawdown for EWW was -64.95%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.

The current USA drawdown is -10.11%. The current EWW drawdown is -6.66%.

Rank	USA	EWW
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-64.95% Jul 6, 2007 - Dec 13, 2010
#2	-50.47% May 21, 2001 - Mar 5, 2004	-62.21% Apr 11, 2013 - May 9, 2023
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-40.81% Mar 9, 2000 - Jan 20, 2004
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-31.16% Apr 8, 2024 - Sep 15, 2025
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-28.07% May 9, 2006 - Oct 5, 2006
#6	-21.83% May 14, 2015 - Dec 7, 2016	-26.01% Apr 29, 2011 - Apr 2, 2012
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-18.59% Jul 28, 2023 - Dec 13, 2023
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-18.14% Apr 12, 2004 - Oct 27, 2004
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-16.05% Mar 7, 2005 - Jun 17, 2005
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-15.67% Apr 2, 2012 - Jul 17, 2012
#11	-10.82% Jan 31, 2001 - May 1, 2001	-13.98% Feb 20, 2026 - Mar 20, 2026
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-13.43% Feb 14, 2007 - Apr 2, 2007
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-12.78% Jan 14, 2000 - Feb 8, 2000
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-9.93% Oct 3, 2005 - Nov 10, 2005
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-8.88% Jan 3, 2000 - Jan 10, 2000

Correlation

Correlation between USA and EWW is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

USA vs EWW dividend yield comparison.

Year	USA	EWW
2026	5.84%	1.52%
2025	10.67%	3.48%
2024	10.22%	4.39%
2023	9.56%	2.19%
2022	12.11%	3.64%
2021	9.67%	2.06%
2020	9.13%	1.43%
2019	9.75%	2.92%
2018	12.64%	2.30%
2017	8.89%	2.22%
2016	9.30%	1.77%
2015	9.53%	2.34%
2014	6.52%	1.23%
2013	5.86%	1.96%
2012	6.71%	1.05%
2011	8.06%	1.45%
2010	6.29%	0.87%
2009	7.16%	1.44%
2008	18.57%	3.02%
2007	12.77%	1.87%
2006	10.62%	0.89%
2005	9.54%	1.33%
2004	9.31%	1.10%
2003	8.25%	1.21%
2002	13.25%	4.20%
2001	10.82%	1.19%
2000	5.90%	3.73%