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EMHY vs HEZU

Comparison between ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF (EMHY, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).

5-Year PerformanceHEZU has outperformed EMHY, delivering a return of +12.3% compared to +4.2%

EMHY vs HEZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EMHY
$584M
HEZU
$584M
Expense Ratio
Winner
EMHY
0.50%
HEZU
0.53%
Max Drawdown
EMHY
43.77%
Winner
HEZU
38.80%
Sharpe Ratio
Winner
EMHY
1.46
HEZU
0.97
5Y Beta
Winner
EMHY
0.30
HEZU
0.75
5Y Dividends CAGR
EMHY
0.80%
Winner
HEZU
27.85%

EMHY vs HEZU - Historical Returns

Returns include dividend reinvestment.

1M
EMHY
+0.50%
Winner
HEZU
+3.30%
3M
EMHY
+1.34%
Winner
HEZU
+7.06%
6M
EMHY
+3.33%
Winner
HEZU
+10.10%
1Y
EMHY
+12.77%
Winner
HEZU
+18.63%
5Y(CAGR)
EMHY
+4.17%
Winner
HEZU
+12.27%
10Y(CAGR)
EMHY
+4.65%
Winner
HEZU
+11.86%
Max(CAGR)
EMHY
+4.94%
Winner
HEZU
+10.68%

EMHY vs HEZU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEMHYHEZU
2026+2.50%+6.75%
2025+13.16%+25.49%
2024+12.94%+11.26%
2023+10.68%+19.62%
2022-12.40%-10.96%
2021-1.83%+22.36%
2020+3.40%-1.14%
2019+12.72%+28.78%
2018-5.59%-10.39%
2017+8.51%+12.71%
2016+15.66%+8.00%
2015+1.72%+6.93%
2014+1.66%+4.00%
2013-6.95%N/A
2012+18.07%N/A

EMHY vs HEZU Drawdown Comparison

The maximum drawdown for EMHY was -30.11%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.

The current EMHY drawdown is -0.69%. The current HEZU drawdown is -1.81%.

RankEMHYHEZU
#1-30.11%
Feb 14, 2020 - Dec 4, 2020
-38.80%
Feb 19, 2020 - Jan 8, 2021
#2-25.84%
Sep 14, 2021 - Jul 31, 2024
-26.19%
Apr 10, 2015 - Mar 28, 2017
#3-14.90%
Jul 24, 2014 - Apr 19, 2016
-22.76%
Nov 16, 2021 - Feb 14, 2023
#4-14.03%
May 9, 2013 - May 23, 2014
-17.41%
Jan 22, 2018 - Apr 17, 2019
#5-9.70%
Jan 5, 2018 - Mar 15, 2019
-14.83%
Mar 19, 2025 - May 12, 2025
#6-6.31%
May 7, 2012 - Jul 6, 2012
-12.51%
Sep 5, 2014 - Dec 3, 2014
#7-5.96%
Feb 28, 2025 - May 16, 2025
-10.95%
Feb 25, 2026 - May 6, 2026
#8-5.88%
Oct 25, 2016 - Feb 3, 2017
-10.36%
Jul 28, 2023 - Dec 5, 2023
#9-4.47%
Dec 30, 2020 - May 25, 2021
-9.62%
May 15, 2024 - Sep 27, 2024
#10-4.34%
Feb 18, 2026 - Apr 17, 2026
-7.70%
Dec 5, 2014 - Jan 20, 2015
#11-3.99%
Jul 26, 2019 - Dec 16, 2019
-7.66%
Jul 24, 2019 - Sep 12, 2019
#12-2.95%
Jan 3, 2013 - May 2, 2013
-6.28%
Mar 3, 2023 - Apr 10, 2023
#13-2.73%
Oct 19, 2017 - Jan 4, 2018
-5.85%
Apr 30, 2019 - Jul 1, 2019
#14-2.34%
Dec 6, 2024 - Jan 30, 2025
-5.19%
Nov 12, 2025 - Dec 11, 2025
#15-2.20%
Sep 7, 2016 - Oct 24, 2016
-5.11%
Sep 27, 2024 - Jan 15, 2025

Correlation

Correlation between EMHY and HEZU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2012 - 2026)

EMHY vs HEZU dividend yield comparison.

YearEMHYHEZU
20262.71%0.00%
20256.52%2.92%
20246.86%2.77%
20236.73%2.52%
20227.08%23.26%
20215.58%2.25%
20205.44%2.32%
20195.72%5.40%
20186.79%3.48%
20175.59%1.92%
20166.43%3.11%
20156.99%2.68%
20146.36%1.15%
20136.03%0.00%
20123.54%0.00%

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