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ECH vs HEFA

iShares MSCI Chile ETF vs iShares Currency Hedged MSCI EAFE ETF

ECH

iShares MSCI Chile ETF

Annual cost

0.59%

Fund size

$1.1B

HEFA

iShares Currency Hedged MSCI EAFE ETF

Annual cost

0.35%

Fund size

$7.1B

Key differences

Both ECH and HEFA are equity ETFs. ECH charges 0.59% a year and HEFA 0.35%. The main difference: ECH covers Latin America; HEFA covers global markets excluding the US.

  • ECH covers Latin America; HEFA covers global markets excluding the US.
  • HEFA costs 0.24% less per year.
  • HEFA is much larger than ECH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HEFA has delivered higher annualized returns.
  • ECH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ECHHEFA
Annual cost (TER)0.59%0.35%
Fund size (AUM)$1.1B$7.1B
Since20072014
Dividend yield1.94%3.05%
Asset classequityequity
Regionlatin americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+24.2%+24.2%
CAGR 3Y+14.7%+18.9%
CAGR 5Y+10.2%+13.5%
Sharpe 3Y0.561.10
Volatility 1Y25.09%12.75%
Max drawdown-66.89%-32.39%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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