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EZU vs HEFA

iShares MSCI Eurozone ETF vs iShares Currency Hedged MSCI EAFE ETF

EZU

iShares MSCI Eurozone ETF

iShares

Annual cost

0.50%

Fund size

$9.5B

HEFA

iShares Currency Hedged MSCI EAFE ETF

iShares

Annual cost

0.35%

Fund size

$7.0B

Key differences

  • HEFA costs 0.15% less per year.
  • EZU covers global markets; HEFA covers global ex us.
  • EZU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EZUHEFA
Annual cost (TER)0.50%0.35%
Fund size (AUM)$9.5B$7.0B
Since20002014
Dividend yield2.74%3.15%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+19.0%+26.5%
CAGR 3Y+17.3%+18.2%
CAGR 5Y+9.3%+14.0%
Sharpe 3Y0.811.06
Volatility 1Y16.93%12.74%
Max drawdown-41.37%-32.39%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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