Screener
MXI vs HEFA
iShares Global Materials ETF vs iShares Currency Hedged MSCI EAFE ETF
Key differences
- HEFA is significantly larger than MXI — larger funds tend to be more liquid and less likely to close.
- MXI covers global markets; HEFA covers global ex us.
- Over the last 3 years, HEFA has delivered higher annualized returns.
- MXI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MXI | HEFA | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $325M | $7.0B |
| Since | 2006 | 2014 |
| Dividend yield | 1.78% | 3.15% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.9% | +28.1% |
| CAGR 3Y | +13.9% | +18.3% |
| CAGR 5Y | +6.7% | +14.3% |
| Sharpe 3Y | 0.61 | 1.06 |
| Volatility 1Y | 19.47% | 12.75% |
| Max drawdown | -39.52% | -32.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MXI and HEFA
Explore further