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EFV vs HSCZ
iShares MSCI EAFE Value ETF vs iShares Currency Hedged MSCI EAFE Small-Cap ETF
Key differences
- EFV costs 0.12% less per year.
- EFV is significantly larger than HSCZ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EFV has delivered higher annualized returns.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFV | HSCZ | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.43% |
| Fund size (AUM) | $30.0B | $208M |
| Since | 2005 | 2015 |
| Dividend yield | 3.83% | 3.04% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.9% | +31.2% |
| CAGR 3Y | +21.9% | +18.7% |
| CAGR 5Y | +12.7% | +11.7% |
| Sharpe 3Y | 1.19 | 1.14 |
| Volatility 1Y | 14.25% | 11.28% |
| Max drawdown | -43.16% | -34.89% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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