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HEFA vs HEZU
iShares Currency Hedged MSCI EAFE ETF vs iShares Currency Hedged MSCI Eurozone ETF
Key differences
- HEFA costs 0.18% less per year.
- HEFA is significantly larger than HEZU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HEFA has delivered higher annualized returns.
Side-by-side comparison
| HEFA | HEZU | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.53% |
| Fund size (AUM) | $7.0B | $584M |
| Since | 2014 | 2014 |
| Dividend yield | 3.15% | 2.78% |
| Asset class | equity | equity |
| Region | global ex us | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.5% | +18.9% |
| CAGR 3Y | +18.2% | +17.1% |
| CAGR 5Y | +14.0% | +12.7% |
| Sharpe 3Y | 1.06 | 0.89 |
| Volatility 1Y | 12.74% | 15.04% |
| Max drawdown | -32.39% | -38.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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