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UAE vs HEFA
iShares MSCI UAE ETF vs iShares Currency Hedged MSCI EAFE ETF
Key differences
Both UAE and HEFA are equity ETFs. UAE charges 0.59% a year and HEFA 0.35%. The main difference: UAE covers emerging markets; HEFA covers global markets excluding the US.
- UAE covers emerging markets; HEFA covers global markets excluding the US.
- HEFA costs 0.24% less per year.
- HEFA is much larger than UAE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEFA has delivered higher annualized returns.
Side-by-side comparison
| UAE | HEFA | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.35% |
| Fund size (AUM) | $275M | $7.1B |
| Since | 2014 | 2014 |
| Dividend yield | 4.09% | 3.05% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.0% | +24.2% |
| CAGR 3Y | +12.5% | +18.9% |
| CAGR 5Y | +8.6% | +13.5% |
| Sharpe 3Y | 0.54 | 1.10 |
| Volatility 1Y | 22.11% | 12.75% |
| Max drawdown | -49.71% | -32.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.