EWJV vs HEGD
Comparison between ISHARES MSCI JAPAN VALUE ETF (EWJV, ETF) and SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF).
5-Year PerformanceEWJV has outperformed HEGD, delivering a return of +15.4% compared to +8.1%
EWJV vs HEGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EWJV vs HEGD - Historical Returns
Returns include dividend reinvestment.
EWJV vs HEGD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | EWJV | HEGD |
|---|---|---|
| 2026 | +19.35% | +6.47% |
| 2025 | +34.30% | +12.82% |
| 2024 | +12.55% | +15.60% |
| 2023 | +22.87% | +14.46% |
| 2022 | -6.21% | -11.12% |
| 2021 | +7.20% | +18.11% |
| 2020 | +1.22% | +0.99% |
| 2019 | +10.42% | N/A |
EWJV vs HEGD Drawdown Comparison
The maximum drawdown for EWJV was -30.05%, occurring on Mar 16, 2020. Recovery took 252 trading sessions.
The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.
The current EWJV drawdown is -2.21%. The current HEGD drawdown is -1.64%.
| Rank | EWJV | HEGD |
|---|---|---|
| #1 | -30.05% Dec 16, 2019 - Dec 15, 2020 | -14.56% Dec 29, 2021 - Dec 18, 2023 |
| #2 | -25.37% Sep 16, 2021 - Jul 19, 2023 | -8.14% Feb 19, 2025 - Jun 24, 2025 |
| #3 | -14.74% Feb 13, 2026 - Aug 6, 2026 | -4.58% Jul 10, 2024 - Aug 21, 2024 |
| #4 | -14.61% Mar 25, 2025 - May 23, 2025 | -4.39% Jan 27, 2026 - Apr 15, 2026 |
| #5 | -12.03% Jul 31, 2024 - Sep 26, 2024 | -3.57% Mar 28, 2024 - May 15, 2024 |
| #6 | -10.27% Sep 19, 2023 - Jan 8, 2024 | -3.54% Sep 2, 2021 - Oct 26, 2021 |
| #7 | -7.91% Sep 26, 2024 - Feb 18, 2025 | -3.38% Jun 2, 2026 - Aug 4, 2026 |
| #8 | -7.06% Mar 22, 2021 - Sep 7, 2021 | -3.28% Feb 17, 2021 - Apr 5, 2021 |
| #9 | -6.92% Mar 22, 2024 - Jul 16, 2024 | -2.84% Dec 6, 2024 - Jan 23, 2025 |
| #10 | -6.85% Apr 1, 2019 - Sep 11, 2019 | -2.80% Nov 24, 2021 - Dec 23, 2021 |
| #11 | -5.67% Jul 28, 2023 - Sep 6, 2023 | -2.79% Aug 30, 2024 - Sep 12, 2024 |
| #12 | -5.38% Oct 6, 2025 - Oct 20, 2025 | -2.62% Oct 29, 2025 - Dec 11, 2025 |
| #13 | -4.96% Nov 14, 2025 - Nov 26, 2025 | -2.50% May 7, 2021 - Jun 24, 2021 |
| #14 | -4.42% Jun 2, 2025 - Jul 23, 2025 | -2.34% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -4.19% Jul 17, 2024 - Jul 31, 2024 | -2.05% Dec 11, 2025 - Jan 9, 2026 |
Correlation
Correlation between EWJV and HEGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
EWJV vs HEGD dividend yield comparison.
| Year | EWJV | HEGD |
|---|---|---|
| 2026 | 1.03% | 0.00% |
| 2025 | 5.35% | 0.36% |
| 2024 | 4.10% | 0.43% |
| 2023 | 3.32% | 0.39% |
| 2022 | 2.71% | 0.87% |
| 2021 | 2.46% | 0.31% |
| 2020 | 1.96% | 0.00% |
| 2019 | 4.29% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks