VLUE vs EWZ
Comparison between ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF) and ISHARES MSCI BRAZIL ETF (EWZ, ETF).
5-Year PerformanceVLUE has outperformed EWZ, delivering a return of +15.1% compared to +9.2%
VLUE vs EWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VLUE
$12B
EWZ
$12B
Expense Ratio
Winner
VLUE
0.15%
EWZ
0.59%
Max Drawdown
Winner
VLUE
39.47%
EWZ
82.75%
Sharpe Ratio
Winner
VLUE
3.27
EWZ
1.54
5Y Beta
VLUE
0.88
Winner
EWZ
0.70
P/E Ratio
VLUE
20.30
EWZ
N/A
Forward P/E
VLUE
12.38
EWZ
N/A
PEG Ratio
VLUE
0.26
EWZ
N/A
5Y Dividends CAGR
VLUE
10.83%
Winner
EWZ
17.67%
5Y EPS CAGR
VLUE
13.76%
EWZ
N/A
Debt to Equity
VLUE
25.11%
EWZ
N/A
P/S Ratio
VLUE
1.35
EWZ
N/A
P/B Ratio
VLUE
2.35
EWZ
N/A
VLUE vs EWZ - Holdings Comparison
VLUE and EWZ have 1 common holdings. Overlap is -1.65%
VLUE's top 25 holdings weight is 61.01%. EWZ's top 25 holdings weight is 85.27%.
| Rank | VLUE | EWZ |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.35% | VALE SA (n/a) - 10.87% |
| #2 | INTEL CORP (INTC) - 6.71% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 8.73% |
| #3 | CISCO SYSTEMS INC (CSCO) - 5.28% | n/a (n/a) - 8.66% |
| #4 | APPLIED MATERIALS INC (AMAT) - 4.06% | n/a (n/a) - 7.19% |
| #5 | GENERAL MOTORS CO (GM) - 3.44% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 6.54% |
| #6 | AT&T INC (T) - 2.80% | B3 SA BRASIL BOLSA BALCAO (n/a) - 3.68% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 2.79% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 3.49% |
| #8 | CITIGROUP INC (C) - 2.07% | n/a (n/a) - 3.18% |
| #9 | BANK OF AMERICA CORP (BAC) - 2.02% | WEG SA (n/a) - 2.95% |
| #10 | MERCK & CO INC (MRK) - 1.91% | AXIA ENERGIA (n/a) - 2.83% |
| #11 | FEDEX CORP (FDX) - 1.71% | n/a (n/a) - 2.82% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 1.70% | AMBEV SA (n/a) - 2.64% |
| #13 | FORD MOTOR CO (F) - 1.64% | n/a (n/a) - 2.63% |
| #14 | PFIZER INC (PFE) - 1.64% | EMBRAER SA (n/a) - 2.20% |
| #15 | WESTERN DIGITAL CORP (WDC) - 1.63% | EQUATORIAL SA (n/a) - 2.00% |
| #16 | QUALCOMM INC (QCOM) - 1.41% | PRIO SA (n/a) - 1.89% |
| #17 | WELLS FARGO & CO (WFC) - 1.27% | LOCALIZA RENT A CAR SA (n/a) - 1.80% |
| #18 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.23% | BRL/USD PURCHASED (n/a) - 1.65% |
| #19 | CVS HEALTH CORP (CVS) - 1.15% | BANCO DO BRASIL SA BB BRASIL (n/a) - 1.55% |
| #20 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.14% | XP INC CLASS A (XP) - 1.42% |
| #21 | THE WALT DISNEY CO (DIS) - 1.13% | VIBRA ENERGIA SA (n/a) - 1.39% |
| #22 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.38% |
| #23 | PACCAR INC (PCAR) - 1.06% | TELEFONICA BRASIL SA (n/a) - 1.28% |
| #24 | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.89% | SUZANO SA (n/a) - 1.26% |
| #25 | D.R. HORTON INC (DHI) - 0.88% | JBS NV ORDINARY SHARES CLASS A (JBS) - 1.24% |
| Total Holdings | 151 | 55 |
VLUE vs EWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VLUE
+18.75%
EWZ
-7.90%
3M
Winner
VLUE
+22.11%
EWZ
-0.65%
6M
Winner
VLUE
+38.78%
EWZ
+19.25%
1Y
Winner
VLUE
+72.45%
EWZ
+46.72%
5Y(CAGR)
Winner
VLUE
+15.13%
EWZ
+9.19%
10Y(CAGR)
Winner
VLUE
+14.59%
EWZ
+8.23%
Max(CAGR)
Winner
VLUE
+13.27%
EWZ
+6.69%
VLUE vs EWZ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VLUE | EWZ |
|---|---|---|
| 2026 | +31.33% | +18.76% |
| 2025 | +32.85% | +47.56% |
| 2024 | +7.11% | -29.28% |
| 2023 | +14.27% | +43.35% |
| 2022 | -15.42% | +15.27% |
| 2021 | +30.09% | -16.14% |
| 2020 | -0.88% | -21.91% |
| 2019 | +25.91% | +19.99% |
| 2018 | -12.27% | -5.44% |
| 2017 | +20.70% | +19.64% |
| 2016 | +17.35% | +70.58% |
| 2015 | -2.57% | -39.75% |
| 2014 | +13.40% | -12.60% |
| 2013 | +22.41% | -19.00% |
| 2012 | N/A | -3.47% |
| 2011 | N/A | -24.86% |
| 2010 | N/A | +4.14% |
| 2009 | N/A | +111.52% |
| 2008 | N/A | -54.44% |
| 2007 | N/A | +75.33% |
| 2006 | N/A | +37.30% |
| 2005 | N/A | +56.74% |
| 2004 | N/A | +31.07% |
| 2003 | N/A | +114.62% |
| 2002 | N/A | -37.59% |
| 2001 | N/A | -19.73% |
| 2000 | N/A | -10.93% |
VLUE vs EWZ Drawdown Comparison
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for EWZ was -77.27%, occurring on Jan 21, 2016. This drawdown has not yet recovered.
The current VLUE drawdown is -1.60%. The current EWZ drawdown is -16.01%.
| Rank | VLUE | EWZ |
|---|---|---|
| #1 | -39.47% Feb 12, 2020 - Jan 6, 2021 | -77.27% May 20, 2008 - Jan 21, 2016 |
| #2 | -27.11% Jan 14, 2022 - Mar 27, 2024 | -72.20% Sep 7, 2000 - Jan 12, 2004 |
| #3 | -22.15% Sep 20, 2018 - Nov 4, 2019 | -33.32% Jan 12, 2004 - Oct 1, 2004 |
| #4 | -19.66% May 22, 2015 - Oct 5, 2016 | -32.06% May 9, 2006 - Dec 27, 2006 |
| #5 | -17.88% Nov 25, 2024 - Jun 30, 2025 | -26.52% Jul 23, 2007 - Sep 24, 2007 |
| #6 | -10.21% Jan 26, 2018 - Aug 27, 2018 | -18.43% Nov 8, 2007 - Feb 25, 2008 |
| #7 | -9.17% Jul 16, 2024 - Sep 26, 2024 | -17.11% Mar 4, 2005 - Jul 21, 2005 |
| #8 | -9.04% Feb 11, 2026 - Apr 9, 2026 | -15.20% Feb 27, 2008 - Apr 21, 2008 |
| #9 | -8.18% Sep 18, 2014 - Nov 7, 2014 | -13.94% Oct 3, 2005 - Nov 23, 2005 |
| #10 | -7.52% Mar 28, 2024 - Jul 16, 2024 | -13.40% Feb 22, 2007 - Mar 29, 2007 |
| #11 | -7.09% Jun 4, 2021 - Nov 12, 2021 | -12.26% Mar 2, 2006 - Apr 19, 2006 |
| #12 | -6.03% Nov 12, 2025 - Nov 28, 2025 | -10.97% Dec 31, 2004 - Feb 4, 2005 |
| #13 | -5.78% Jan 15, 2014 - Feb 28, 2014 | -9.52% Dec 6, 2005 - Jan 4, 2006 |
| #14 | -5.63% May 21, 2013 - Jul 12, 2013 | -8.15% Jun 1, 2007 - Jun 15, 2007 |
| #15 | -5.60% Nov 12, 2021 - Dec 22, 2021 | -7.88% Aug 10, 2005 - Aug 31, 2005 |
Correlation
Correlation between VLUE and EWZ is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2000 - 2026)
VLUE vs EWZ dividend yield comparison.
| Year | VLUE | EWZ |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 2.11% | 5.19% |
| 2024 | 2.73% | 8.91% |
| 2023 | 2.66% | 5.66% |
| 2022 | 3.18% | 12.59% |
| 2021 | 2.22% | 9.87% |
| 2020 | 2.42% | 1.71% |
| 2019 | 2.61% | 2.54% |
| 2018 | 2.70% | 2.89% |
| 2017 | 2.14% | 1.71% |
| 2016 | 2.07% | 1.81% |
| 2015 | 2.39% | 4.08% |
| 2014 | 1.64% | 3.78% |
| 2013 | 1.33% | 3.22% |
| 2012 | 0.00% | 2.80% |
| 2011 | 0.00% | 2.62% |
| 2010 | 0.00% | 3.63% |
| 2009 | 0.00% | 3.65% |
| 2008 | 0.00% | 6.17% |
| 2007 | 0.00% | 1.49% |
| 2006 | 0.00% | 2.01% |
| 2005 | 0.00% | 1.75% |
| 2004 | 0.00% | 2.07% |
| 2003 | 0.00% | 1.59% |
| 2002 | 0.00% | 1.38% |
| 2001 | 0.00% | 5.02% |
| 2000 | 0.00% | 2.24% |
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