BRTR vs HEWJ
Comparison between BlackRock Total Return ETF (BRTR, ETF) and ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF).
BRTR vs HEWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BRTR
$726M
HEWJ
$725M
Expense Ratio
Winner
BRTR
0.38%
HEWJ
0.49%
Max Drawdown
Winner
BRTR
7.15%
HEWJ
37.42%
Sharpe Ratio
BRTR
0.10
Winner
HEWJ
1.99
5Y Beta
Winner
BRTR
0.05
HEWJ
1.02
5Y Dividends CAGR
BRTR
N/A
HEWJ
33.42%
BRTR vs HEWJ - Holdings Comparison
BRTR and HEWJ have 1 common holdings. Overlap is -10.41%
BRTR's top 25 holdings weight is 54.85%. HEWJ's top 25 holdings weight is 211.15%.
| Rank | BRTR | HEWJ |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 7.52% | JPY/USD PURCHASED (n/a) - 111.94% |
| #2 | BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 5.70% | ISHARES MSCI JAPAN ETF (EWJ) - 98.38% |
| #3 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 5.20% | CASH OFFSET (n/a) - 1.73% |
| #4 | EUR/USD PURCHASED (n/a) - 4.93% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% |
| #5 | UNITED STATES TREASURY NOTES 4% (n/a) - 3.12% | USD CASH (n/a) - 0.03% |
| #6 | UNITED STATES TREASURY BONDS 4% (n/a) - 2.78% | JPY/USD SOLD (n/a) - -1.00% |
| #7 | UNITED STATES TREASURY NOTES 3.625% (n/a) - 2.53% | N/A |
| #8 | 2Y RTP 3.850000 21-OCT-2026 2 (n/a) - 2.36% | N/A |
| #9 | FNMA PASS-THRU I 5% (n/a) - 1.88% | N/A |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.82% | N/A |
| #11 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.81% | N/A |
| #12 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 1.66% | N/A |
| #13 | n/a (n/a) - 1.64% | N/A |
| #14 | n/a (n/a) - 1.37% | N/A |
| #15 | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 1.24% | N/A |
| #16 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.15% | N/A |
| #17 | BRL/USD PURCHASED (n/a) - 1.13% | N/A |
| #18 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.13% | N/A |
| #19 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.10% | N/A |
| #20 | ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) - 1.07% | N/A |
| #21 | USD/BRL PURCHASED (n/a) - 1.02% | N/A |
| #22 | DEC26 SFRZ6 P @ 96.0625 (n/a) - 0.76% | N/A |
| #23 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 0.73% | N/A |
| #24 | EQT CORPORATION 5.75% (n/a) - 0.61% | N/A |
| #25 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.59% | N/A |
| Total Holdings | 1533 | 6 |
BRTR vs HEWJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRTR
-0.55%
HEWJ
-3.31%
3M
BRTR
-0.55%
Winner
HEWJ
+10.08%
6M
BRTR
-0.21%
Winner
HEWJ
+15.05%
1Y
BRTR
+3.90%
Winner
HEWJ
+52.35%
5Y(CAGR)
BRTR
N/A
HEWJ
+22.25%
10Y(CAGR)
BRTR
N/A
HEWJ
+16.68%
Max(CAGR)
BRTR
+3.72%
Winner
HEWJ
+14.26%
BRTR vs HEWJ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BRTR | HEWJ |
|---|---|---|
| 2026 | +0.03% | +21.41% |
| 2025 | +8.01% | +30.04% |
| 2024 | +1.78% | +25.12% |
| 2023 | +0.43% | +35.83% |
| 2022 | N/A | -4.22% |
| 2021 | N/A | +14.41% |
| 2020 | N/A | +9.12% |
| 2019 | N/A | +20.80% |
| 2018 | N/A | -14.88% |
| 2017 | N/A | +19.55% |
| 2016 | N/A | +1.29% |
| 2015 | N/A | +8.29% |
| 2014 | N/A | +20.54% |
BRTR vs HEWJ Drawdown Comparison
The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.
The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.
The current BRTR drawdown is -2.09%. The current HEWJ drawdown is -3.31%.
| Rank | BRTR | HEWJ |
|---|---|---|
| #1 | -5.07% Sep 16, 2024 - Jun 26, 2025 | -31.53% Feb 6, 2020 - Nov 9, 2020 |
| #2 | -3.43% Feb 1, 2024 - Jun 13, 2024 | -29.57% Aug 10, 2015 - Oct 10, 2017 |
| #3 | -3.26% Feb 27, 2026 - Mar 27, 2026 | -21.57% Jan 23, 2018 - Feb 6, 2020 |
| #4 | -1.82% Dec 28, 2023 - Feb 1, 2024 | -20.90% Jul 10, 2024 - Jun 27, 2025 |
| #5 | -1.40% Jun 25, 2024 - Jul 8, 2024 | -16.03% Sep 13, 2021 - Nov 25, 2022 |
| #6 | -1.21% Jun 30, 2025 - Aug 1, 2025 | -11.19% Sep 26, 2014 - Oct 31, 2014 |
| #7 | -1.13% Aug 5, 2024 - Aug 14, 2024 | -10.37% Feb 25, 2026 - May 8, 2026 |
| #8 | -1.05% Oct 28, 2025 - Jan 9, 2026 | -8.93% Jun 1, 2015 - Aug 10, 2015 |
| #9 | -0.81% Sep 16, 2025 - Oct 14, 2025 | -8.77% Dec 5, 2014 - Feb 13, 2015 |
| #10 | -0.76% Jul 17, 2024 - Jul 30, 2024 | -8.12% Nov 25, 2022 - Mar 3, 2023 |
| #11 | -0.68% Jan 14, 2026 - Feb 5, 2026 | -7.89% Mar 6, 2014 - Jun 4, 2014 |
| #12 | -0.58% Aug 27, 2024 - Sep 4, 2024 | -7.45% Sep 19, 2023 - Nov 17, 2023 |
| #13 | -0.56% Aug 13, 2025 - Aug 26, 2025 | -7.23% Mar 8, 2023 - Apr 17, 2023 |
| #14 | -0.41% Aug 21, 2024 - Aug 27, 2024 | -6.97% Apr 5, 2021 - Sep 2, 2021 |
| #15 | -0.38% Aug 5, 2025 - Aug 13, 2025 | -6.31% Jun 22, 2026 - Jul 17, 2026 |
Correlation
Correlation between BRTR and HEWJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2014 - 2026)
BRTR vs HEWJ dividend yield comparison.
| Year | BRTR | HEWJ |
|---|---|---|
| 2026 | 2.23% | 0.54% |
| 2025 | 4.86% | 5.10% |
| 2024 | 5.58% | 2.20% |
| 2023 | 0.22% | 2.02% |
| 2022 | 0.00% | 47.68% |
| 2021 | 0.00% | 2.03% |
| 2020 | 0.00% | 1.20% |
| 2019 | 0.00% | 2.78% |
| 2018 | 0.00% | 1.37% |
| 2017 | 0.00% | 1.21% |
| 2016 | 0.00% | 1.88% |
| 2015 | 0.00% | 3.25% |
| 2014 | 0.00% | 2.15% |
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