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EWZS vs BZQ

iShares MSCI Brazil Small-Cap ETF vs ProShares UltraShort MSCI Brazil Capped

EWZS

iShares MSCI Brazil Small-Cap ETF

Annual cost

0.59%

Fund size

$251M

BZQ

ProShares UltraShort MSCI Brazil Capped

Annual cost

0.95%

Fund size

$3M

Key differences

Both EWZS and BZQ are equity ETFs. EWZS charges 0.59% a year and BZQ 0.95%. The main difference: EWZS follows a index tracking strategy; BZQ uses inverse.

  • EWZS follows a index tracking strategy; BZQ uses inverse.
  • EWZS costs 0.36% less per year.
  • EWZS is much larger than BZQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EWZS has delivered higher annualized returns.

Side-by-side comparison

EWZSBZQ
Annual cost (TER)0.59%0.95%
Fund size (AUM)$251M$3M
Since20102009
Dividend yield3.57%7.58%
Asset classequityequity
Regionlatin americalatin america
Strategyindex trackinginverse
CAGR 1Y+6.8%-46.5%
CAGR 3Y+3.4%-26.6%
CAGR 5Y-3.3%-23.5%
Sharpe 3Y0.14-0.48
Volatility 1Y30.63%49.92%
Max drawdown-63.15%-99.33%

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