VSLU vs EZA
Comparison between APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF) and ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF).
5-Year PerformanceVSLU has outperformed EZA, delivering a return of +13.2% compared to +10.5%
VSLU vs EZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VSLU
$546M
EZA
$544M
Expense Ratio
Winner
VSLU
0.49%
EZA
0.59%
Max Drawdown
Winner
VSLU
23.86%
EZA
68.15%
Sharpe Ratio
Winner
VSLU
1.20
EZA
0.67
5Y Beta
Winner
VSLU
0.89
EZA
0.97
P/E Ratio
VSLU
25.32
EZA
N/A
Forward P/E
VSLU
19.78
EZA
N/A
PEG Ratio
VSLU
0.49
EZA
N/A
5Y Dividends CAGR
VSLU
N/A
EZA
14.29%
5Y EPS CAGR
VSLU
26.46%
EZA
N/A
Debt to Equity
VSLU
23.77%
EZA
N/A
P/S Ratio
VSLU
2.96
EZA
N/A
P/B Ratio
VSLU
6.47
EZA
N/A
VSLU vs EZA - Holdings Comparison
VSLU and EZA have 1 common holdings. Overlap is -0.02%
VSLU's top 25 holdings weight is 61.74%. EZA's top 25 holdings weight is 97.50%.
| Rank | VSLU | EZA |
|---|---|---|
| #1 | APPLE INC (AAPL) - 9.29% | ANGLOGOLD ASHANTI PLC (AU) - 11.02% |
| #2 | NVIDIA CORP (NVDA) - 8.62% | NASPERS LTD CLASS N (n/a) - 10.92% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 8.43% | GOLD FIELDS LTD (n/a) - 8.04% |
| #4 | MICROSOFT CORP (MSFT) - 5.62% | FIRSTRAND LTD (n/a) - 7.90% |
| #5 | META PLATFORMS INC CLASS A (META) - 3.37% | STANDARD BANK GROUP LTD (n/a) - 6.79% |
| #6 | AMAZON.COM INC (AMZN) - 3.31% | MTN GROUP LTD (n/a) - 5.21% |
| #7 | MASTERCARD INC CLASS A (MA) - 2.84% | CAPITEC BANK HOLDINGS LTD (n/a) - 5.16% |
| #8 | VISA INC CLASS A (V) - 2.83% | VALTERRA PLATINUM LTD (n/a) - 3.98% |
| #9 | BROADCOM INC (AVGO) - 2.81% | ABSA GROUP LTD (n/a) - 3.39% |
| #10 | JOHNSON & JOHNSON (JNJ) - 2.13% | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.17% |
| #11 | MERCK & CO INC (MRK) - 1.52% | SANLAM LTD (n/a) - 2.97% |
| #12 | ABBVIE INC (ABBV) - 1.46% | BID CORP LTD (n/a) - 2.78% |
| #13 | EXXON MOBIL CORP (XOM) - 1.25% | DISCOVERY LTD (n/a) - 2.71% |
| #14 | APPLIED MATERIALS INC (AMAT) - 0.89% | HARMONY GOLD MINING CO LTD (n/a) - 2.68% |
| #15 | AMGEN INC (AMGN) - 0.85% | SHOPRITE HOLDINGS LTD (n/a) - 2.59% |
| #16 | CATERPILLAR INC (CAT) - 0.76% | NEDBANK GROUP LTD (n/a) - 2.32% |
| #17 | GILEAD SCIENCES INC (GILD) - 0.74% | SASOL LTD (n/a) - 2.00% |
| #18 | MCKESSON CORP (MCK) - 0.70% | VODACOM GROUP LTD (n/a) - 1.93% |
| #19 | COCA-COLA CO (KO) - 0.67% | REMGRO LTD (n/a) - 1.92% |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.66% | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 1.91% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.63% | NEPI ROCKCASTLE NV (n/a) - 1.81% |
| #22 | KLA CORP (KLAC) - 0.63% | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.69% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.59% | BIDVEST GROUP LTD (n/a) - 1.59% |
| #24 | THE HOME DEPOT INC (HD) - 0.58% | PEPKOR HOLDINGS LTD (n/a) - 1.52% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.56% | OUTSURANCE GROUP LTD (n/a) - 1.50% |
| Total Holdings | 590 | 35 |
VSLU vs EZA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSLU
+3.32%
EZA
-4.39%
3M
Winner
VSLU
+5.08%
EZA
-10.46%
6M
Winner
VSLU
+8.03%
EZA
-13.49%
1Y
VSLU
+18.63%
Winner
EZA
+20.46%
5Y(CAGR)
Winner
VSLU
+13.23%
EZA
+10.48%
10Y(CAGR)
VSLU
N/A
EZA
+6.12%
Max(CAGR)
Winner
VSLU
+13.61%
EZA
+9.05%
VSLU vs EZA - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | VSLU | EZA |
|---|---|---|
| 2026 | +7.74% | -8.36% |
| 2025 | +21.62% | +73.49% |
| 2024 | +24.63% | +9.82% |
| 2023 | +26.90% | -1.59% |
| 2022 | -16.22% | -6.50% |
| 2021 | +14.04% | +7.43% |
| 2020 | N/A | -6.02% |
| 2019 | N/A | +9.97% |
| 2018 | N/A | -25.17% |
| 2017 | N/A | +34.76% |
| 2016 | N/A | +19.57% |
| 2015 | N/A | -24.50% |
| 2014 | N/A | +6.87% |
| 2013 | N/A | -7.68% |
| 2012 | N/A | +17.91% |
| 2011 | N/A | -15.89% |
| 2010 | N/A | +32.24% |
| 2009 | N/A | +47.87% |
| 2008 | N/A | -38.47% |
| 2007 | N/A | +18.24% |
| 2006 | N/A | +13.00% |
| 2005 | N/A | +24.77% |
| 2004 | N/A | +40.73% |
| 2003 | N/A | +47.69% |
VSLU vs EZA Drawdown Comparison
The maximum drawdown for VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.
The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.
The current VSLU drawdown is -0.97%. The current EZA drawdown is -22.06%.
| Rank | VSLU | EZA |
|---|---|---|
| #1 | -23.86% Dec 29, 2021 - Jul 28, 2023 | -64.67% Oct 31, 2007 - Oct 5, 2010 |
| #2 | -17.89% Feb 18, 2025 - Jun 10, 2025 | -62.32% Jan 26, 2018 - May 23, 2025 |
| #3 | -9.18% Aug 1, 2023 - Nov 20, 2023 | -45.03% Apr 28, 2015 - Dec 21, 2017 |
| #4 | -9.16% Feb 25, 2026 - Apr 15, 2026 | -29.56% May 9, 2006 - Feb 22, 2007 |
| #5 | -7.15% Jul 16, 2024 - Aug 21, 2024 | -25.94% Apr 29, 2011 - May 14, 2014 |
| #6 | -6.09% Aug 30, 2021 - Nov 3, 2021 | -23.31% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -5.39% Apr 1, 2024 - May 15, 2024 | -20.25% Jul 23, 2007 - Oct 4, 2007 |
| #8 | -4.72% Nov 5, 2025 - Dec 11, 2025 | -19.16% Apr 6, 2004 - Sep 16, 2004 |
| #9 | -4.12% Jun 1, 2026 - Jul 15, 2026 | -18.04% Mar 9, 2005 - Aug 10, 2005 |
| #10 | -4.08% Nov 16, 2021 - Dec 8, 2021 | -17.71% Sep 5, 2014 - Apr 28, 2015 |
| #11 | -4.07% Aug 30, 2024 - Sep 19, 2024 | -13.68% Feb 1, 2006 - Apr 3, 2006 |
| #12 | -3.94% May 7, 2021 - Jun 10, 2021 | -13.47% Feb 23, 2007 - Apr 2, 2007 |
| #13 | -3.71% Dec 16, 2024 - Jan 23, 2025 | -13.40% Jan 3, 2011 - Apr 6, 2011 |
| #14 | -3.29% Dec 24, 2025 - Feb 25, 2026 | -12.38% Jan 3, 2005 - Feb 24, 2005 |
| #15 | -2.69% Oct 14, 2024 - Nov 6, 2024 | -11.13% Sep 30, 2005 - Nov 21, 2005 |
Correlation
Correlation between VSLU and EZA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2003 - 2026)
VSLU vs EZA dividend yield comparison.
| Year | VSLU | EZA |
|---|---|---|
| 2026 | 0.00% | 2.30% |
| 2025 | 0.46% | 6.16% |
| 2024 | 0.60% | 7.26% |
| 2023 | 0.60% | 2.84% |
| 2022 | 0.99% | 3.90% |
| 2021 | 0.57% | 2.05% |
| 2020 | 0.00% | 5.51% |
| 2019 | 0.00% | 12.27% |
| 2018 | 0.00% | 3.81% |
| 2017 | 0.00% | 1.55% |
| 2016 | 0.00% | 4.10% |
| 2015 | 0.00% | 3.03% |
| 2014 | 0.00% | 2.20% |
| 2013 | 0.00% | 2.44% |
| 2012 | 0.00% | 3.01% |
| 2011 | 0.00% | 3.15% |
| 2010 | 0.00% | 2.43% |
| 2009 | 0.00% | 3.70% |
| 2008 | 0.00% | 6.06% |
| 2007 | 0.00% | 2.01% |
| 2006 | 0.00% | 2.18% |
| 2005 | 0.00% | 2.00% |
| 2004 | 0.00% | 1.52% |
| 2003 | 0.00% | 2.42% |
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