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HSCZ vs HEFA

iShares Currency Hedged MSCI EAFE Small-Cap ETF vs iShares Currency Hedged MSCI EAFE ETF

HSCZ

iShares Currency Hedged MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.43%

Fund size

$208M

HEFA

iShares Currency Hedged MSCI EAFE ETF

iShares

Annual cost

0.35%

Fund size

$7.0B

Key differences

  • HEFA costs 0.08% less per year.
  • HEFA is significantly larger than HSCZ — larger funds tend to be more liquid and less likely to close.
  • HSCZ covers global markets; HEFA covers global ex us.

Side-by-side comparison

HSCZHEFA
Annual cost (TER)0.43%0.35%
Fund size (AUM)$208M$7.0B
Since20152014
Dividend yield3.04%3.15%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+31.2%+26.5%
CAGR 3Y+18.7%+18.2%
CAGR 5Y+11.7%+14.0%
Sharpe 3Y1.141.06
Volatility 1Y11.28%12.74%
Max drawdown-34.89%-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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