Which returned more over the last year, EWZ or VLUE?

In the year to Oct 28, 2026, with distributions reinvested, EWZ returned +13.7% and VLUE +54.7%.

Which is cheaper, EWZ or VLUE?

VLUE is cheaper, by 0.44 percentage points a year. That is about $44 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do EWZ and VLUE overlap with the S&P 500?

By their latest filed holdings, 0% of EWZ and 97% of VLUE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

EWZ vs VLUE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, EWZ returned +13.7% to VLUE's +54.7%; 0% of their weight is in the same names.

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Net assets on Oct 28, 2026: $10.3bn for iShares MSCI Brazil ETF and $9.4bn for iShares MSCI USA Value Factor ETF.

EWZ on its own →VLUE on its own →

At a glance

+13.7%

EWZ total return, 1 year

+54.7%

VLUE total return, 1 year

0.59%

EWZ expense ratio

0.15%

VLUE expense ratio

Pair scorecard

VLUE costs 0.44 points a year less; their one-year returns differ by 41.0 points; EWZ is 1.1 times larger.

EWZ vs VLUE: Differences, Returns & Fees
Measure	EWZ	VLUE
Return
Measure	EWZ	VLUE
Total return, 1 year	+13.7%	+54.7%
Drawdown
Measure	EWZ	VLUE
Below its high	25.4%, high on May 20, 2008
Benchmark
Measure	EWZ	VLUE
What it tracks	MSCI Brazil 25/50 Index	MSCI USA Enhanced Value Index
Cost and size
Measure	EWZ	VLUE
Expense ratio	0.59%	0.15%
Net assets	$10.3bn	$9.4bn
Holdings
Measure	EWZ	VLUE
Holdings in common	0%
Top ten holdings, share of the fund	57.5%	42.8%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, EWZ and VLUE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first EWZ VLUE

Only in one fund ↓

Only in EWZ

NU HOLDINGS CLASS A 8.54%

PETROLEO BRASILEIRO PREF SA 8.45%

CIA VALE DO RIO DOCE SH 8.42%

ITAU UNIBANCO HOLDING PREF SA 8.20%

PETROLEO BRASILEIRO SA PETROBRAS 8.07%

BANCO BRADESCO PREF 3.39%

B3 BRASIL BOLSA BALCAO SA 3.27%

WEG 3.13%

Only in VLUE

MICRON TECHNOLOGY 20.94%

CISCO SYSTEMS INC 4.37%

GENERAL MOTORS 3.54%

VERIZON COMMUNICATIONS INC 2.72%

AT&T 2.24%

HEWLETT PACKARD ENTERPRISE 1.95%

PFIZER 1.86%

BANK OF AMERICA 1.77%

Check overlap with more funds →

Side by side

EWZ iShares MSCI Brazil ETF VLUE iShares MSCI USA Value Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the MSCI Brazil Tracks the MSCI USA Value Factor

Total return, 1 year +13.7% +54.7%

Its benchmark over the same days not measured +13.6% (MLRG)

Gap to its benchmark not measured +41.1 pts vs MLRG

Expense ratio 0.59% 0.15%

Already in the S&P 500 0.0% 96.6%

Holdings 59 148

Net assets $10.3bn $9.4bn

EWZ and VLUE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

EWZ

EWZ tracks the MSCI Brazil. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested. The prospectus expense ratio is 0.59% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 57.5%. It sat 25.4% below its high of May 20, 2008 on Oct 28, 2026.

VLUE

VLUE tracks the MSCI USA Value Factor. Over the year to Oct 28, 2026 it returned +54.7% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 148 positions, with the top ten at 42.8%.

Questions people ask

Which returned more over the last year, EWZ or VLUE?: In the year to Oct 28, 2026, with distributions reinvested, EWZ returned +13.7% and VLUE +54.7%.
Which is cheaper, EWZ or VLUE?: VLUE is cheaper, by 0.44 percentage points a year. That is about $44 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EWZ and VLUE overlap with the S&P 500?: By their latest filed holdings, 0% of EWZ and 97% of VLUE by weight is stocks the S&P 500 already holds.

Other comparisons

EWZ vs IWD EWZ vs SCHD EWZ vs VTV EWZ vs FDVV ILF vs VLUE FENI vs VLUE EZU vs VLUE VLUE vs VPL

Where to next

EWZ on its own →VLUE on its own →Hold both: look the portfolio through →Rankings →EWZ dividend history →EWZ holdings →VLUE dividend history →VLUE holdings →Standards and sources →

Sources and dates

EWZ filings on SEC EDGAR ↗

EWZ prospectus with the expense ratio (SEC) ↗

iShares page for EWZ ↗

VLUE filings on SEC EDGAR ↗

VLUE prospectus with the expense ratio (SEC) ↗

iShares page for VLUE ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, EWZ against VLUE, data as of Oct 28, 2026. https://etfiq.com/compare/any/ewz-vs-vlue

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