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HEZU vs EWP

iShares Currency Hedged MSCI Eurozone ETF vs iShares MSCI Spain ETF

HEZU

iShares Currency Hedged MSCI Eurozone ETF

Annual cost

0.53%

Fund size

$540M

EWP

iShares MSCI Spain ETF

Annual cost

0.50%

Fund size

$1.7B

Key differences

Both HEZU and EWP are equity ETFs. HEZU charges 0.53% a year and EWP 0.50%. The main difference: EWP is much larger than HEZU. Larger funds are usually more liquid and less likely to close.

  • EWP is much larger than HEZU. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EWP has delivered higher annualized returns.
  • EWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEZUEWP
Annual cost (TER)0.53%0.50%
Fund size (AUM)$540M$1.7B
Since20141996
Dividend yield2.68%2.12%
Asset classequityequity
Regioneuropeeurope
Strategyindex trackingindex tracking
CAGR 1Y+18.7%+34.7%
CAGR 3Y+18.0%+32.2%
CAGR 5Y+12.5%+16.6%
Sharpe 3Y0.941.39
Volatility 1Y15.10%18.77%
Max drawdown-38.80%-46.36%

Similar to HEZU and EWP