EWZ vs IWD

iShares MSCI Brazil ETF vs iShares Russell 1000 Value ETF

Quick take
  • IWD has the lower expense ratio at 0.18% vs 0.59% for EWZ.
  • EWZ pays a higher dividend yield (4.16%).

Side-by-side metrics

MetricEWZIWD
Expense ratio
Annual fee. Lower is better.
0.59%0.18%
Dividend yield
Trailing 12-month yield.
4.16%1.55%
AUM
Assets under management — bigger funds are typically more liquid.
$11.57B$74.26B
YTD return
25.59%11.90%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.020.85
P/E ratio
12.4721.97
Last price
$38.80$232.02
Inception
Issuer
iSharesiShares

EWZ top holdings

Top holdings · EWZ
VALE3.SAVale SA10.39%
NUNu Holdings Ltd Ordinary Shares Class A8.74%
ITUB4Itau Unibanco Holding SA Participating Preferred8.43%
PETR4Petroleo Brasileiro SA Petrobras Participating Preferred7.84%
PETR3.SAPetroleo Brasileiro SA Petrobras7.23%
B3SA3.SAB3 SA - Brasil Bolsa Balcao3.60%
BBDC4Bank Bradesco SA Participating Preferred3.35%
SBSP3.SACompanhia De Saneamento Basico Do Estado De Sao Paulo3.12%
AXIA3.SAAxia Energia2.87%
WEGE3.SAWeg SA2.85%
Sector breakdown · EWZ
Consumer Cyclical1.5%
Basic Materials13.7%
Consumer Defensive4.2%
Technology0.9%
Communication Services2.2%
Financial Services32.7%
Utilities12.9%
Industrials10.9%
Energy18.5%
Healthcare2.4%

IWD top holdings

Top holdings · IWD
BRK-BBerkshire Hathaway Inc Class B2.67%
JPMJPMorgan Chase & Co2.60%
GOOGLAlphabet Inc Class A2.42%
AMZNAmazon.com Inc2.13%
XOMExxon Mobil Corp1.99%
GOOGAlphabet Inc Class C1.96%
MUMicron Technology Inc1.76%
JNJJohnson & Johnson1.69%
WMTWalmart Inc1.58%
INTCIntel Corp1.27%
Sector breakdown · IWD
Real Estate4.1%
Consumer Cyclical7.3%
Basic Materials3.8%
Consumer Defensive7.1%
Technology14.9%
Communication Services8.5%
Financial Services19.1%
Utilities4.4%
Industrials13.1%
Energy6.9%
Healthcare10.8%

About EWZ

EWZ (iShares MSCI Brazil ETF) is Brazilian large- and mid-cap equities. Managed by iShares, the fund carries $11.6B in assets under management, an expense ratio of 0.59%, a dividend yield of 4.16%. Its largest holding is Vale SA (VALE3.SA), which represents 10.4% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 1.5%.

About IWD

IWD (iShares Russell 1000 Value ETF) is Russell 1000 value stocks. Managed by iShares, the fund carries $74.3B in assets under management, an expense ratio of 0.18%, a dividend yield of 1.55%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 2.7% of the portfolio. Real Estate is the fund's largest sector exposure at 4.1%.