EZU vs HEZU
Comparison between ISHARES MSCI EUROZONE ETF (EZU, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).
5-Year PerformanceHEZU has outperformed EZU, delivering a return of +12.3% compared to +8.7%
EZU vs HEZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EZU vs HEZU - Holdings Comparison
EZU and HEZU have 1 common holdings. Overlap is -104.11%
EZU's top 25 holdings weight is 49.05%. HEZU's top 25 holdings weight is 293.06%.
| Rank | EZU | HEZU |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 8.25% | EUR/USD PURCHASED (n/a) - 295.15% |
| #2 | SIEMENS AG (n/a) - 3.08% | ISHARES MSCI EUROZONE ETF (EZU) - 98.90% |
| #3 | SAP SE (n/a) - 2.39% | CASH OFFSET (n/a) - 3.97% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 2.36% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.04% |
| #5 | BANCO SANTANDER SA (n/a) - 2.31% | USD CASH (n/a) - -0.89% |
| #6 | SCHNEIDER ELECTRIC SE (n/a) - 2.23% | EUR/USD SOLD (n/a) - -104.11% |
| #7 | ALLIANZ SE (n/a) - 2.21% | N/A |
| #8 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.05% | N/A |
| #9 | IBERDROLA SA (n/a) - 1.90% | N/A |
| #10 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.77% | N/A |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.66% | N/A |
| #12 | DEUTSCHE TELEKOM AG (n/a) - 1.63% | N/A |
| #13 | AIR LIQUIDE SA (n/a) - 1.58% | N/A |
| #14 | SAFRAN SA (n/a) - 1.53% | N/A |
| #15 | UNICREDIT SPA (n/a) - 1.53% | N/A |
| #16 | AIRBUS SE (n/a) - 1.52% | N/A |
| #17 | INFINEON TECHNOLOGIES AG (n/a) - 1.45% | N/A |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.36% | N/A |
| #19 | L'OREAL SA (n/a) - 1.31% | N/A |
| #20 | SANOFI SA (n/a) - 1.27% | N/A |
| #21 | ENEL SPA (n/a) - 1.19% | N/A |
| #22 | INTESA SANPAOLO (n/a) - 1.18% | N/A |
| #23 | ING GROEP NV (n/a) - 1.16% | N/A |
| #24 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 1.07% | N/A |
| #25 | NOKIA OYJ (n/a) - 1.06% | N/A |
| Total Holdings | 230 | 6 |
EZU vs HEZU - Historical Returns
Returns include dividend reinvestment.
EZU vs HEZU - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EZU | HEZU |
|---|---|---|
| 2026 | +4.03% | +6.75% |
| 2025 | +41.08% | +25.49% |
| 2024 | +3.71% | +11.26% |
| 2023 | +21.81% | +19.62% |
| 2022 | -18.04% | -10.96% |
| 2021 | +12.61% | +22.36% |
| 2020 | +6.29% | -1.14% |
| 2019 | +23.88% | +28.78% |
| 2018 | -17.16% | -10.39% |
| 2017 | +27.62% | +12.71% |
| 2016 | +3.55% | +8.00% |
| 2015 | -1.76% | +6.93% |
| 2014 | -7.62% | +4.00% |
| 2013 | +26.14% | N/A |
| 2012 | +19.92% | N/A |
| 2011 | -18.64% | N/A |
| 2010 | -5.69% | N/A |
| 2009 | +24.52% | N/A |
| 2008 | -45.63% | N/A |
| 2007 | +17.77% | N/A |
| 2006 | +30.87% | N/A |
| 2005 | +9.23% | N/A |
| 2004 | +19.83% | N/A |
| 2003 | +38.67% | N/A |
| 2002 | -22.54% | N/A |
| 2001 | -22.44% | N/A |
EZU vs HEZU Drawdown Comparison
The maximum drawdown for EZU was -65.34%, occurring on Mar 9, 2009. Recovery took 2568 trading sessions.
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The current EZU drawdown is -2.47%. The current HEZU drawdown is -1.81%.
| Rank | EZU | HEZU |
|---|---|---|
| #1 | -65.34% Oct 31, 2007 - Jan 12, 2018 | -38.80% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -50.74% Jan 3, 2001 - Dec 23, 2004 | -26.19% Apr 10, 2015 - Mar 28, 2017 |
| #3 | -41.36% Jan 26, 2018 - Dec 2, 2020 | -22.76% Nov 16, 2021 - Feb 14, 2023 |
| #4 | -36.06% Sep 2, 2021 - Feb 21, 2024 | -17.41% Jan 22, 2018 - Apr 17, 2019 |
| #5 | -15.08% May 10, 2006 - Sep 28, 2006 | -14.83% Mar 19, 2025 - May 12, 2025 |
| #6 | -15.02% Mar 18, 2025 - May 2, 2025 | -12.51% Sep 5, 2014 - Dec 3, 2014 |
| #7 | -13.70% Jul 17, 2007 - Oct 9, 2007 | -10.95% Feb 25, 2026 - May 6, 2026 |
| #8 | -13.06% Feb 25, 2026 - Jun 2, 2026 | -10.36% Jul 28, 2023 - Dec 5, 2023 |
| #9 | -10.97% Sep 27, 2024 - Feb 13, 2025 | -9.62% May 15, 2024 - Sep 27, 2024 |
| #10 | -9.22% May 15, 2024 - Sep 26, 2024 | -7.70% Dec 5, 2014 - Jan 20, 2015 |
| #11 | -8.62% Mar 8, 2005 - Aug 2, 2005 | -7.66% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -7.65% Feb 26, 2007 - Mar 30, 2007 | -6.28% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -7.08% Jun 15, 2021 - Aug 13, 2021 | -5.85% Apr 30, 2019 - Jul 1, 2019 |
| #14 | -6.86% Sep 9, 2005 - Dec 12, 2005 | -5.19% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -5.77% Nov 12, 2025 - Dec 10, 2025 | -5.11% Sep 27, 2024 - Jan 15, 2025 |
Correlation
Correlation between EZU and HEZU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2025)
EZU vs HEZU dividend yield comparison.
| Year | EZU | HEZU |
|---|---|---|
| 2025 | 2.85% | 2.92% |
| 2024 | 2.90% | 2.77% |
| 2023 | 2.56% | 2.52% |
| 2022 | 2.79% | 23.26% |
| 2021 | 2.46% | 2.25% |
| 2020 | 2.13% | 2.32% |
| 2019 | 2.84% | 5.40% |
| 2018 | 3.47% | 3.48% |
| 2017 | 1.91% | 1.92% |
| 2016 | 3.07% | 3.11% |
| 2015 | 2.18% | 2.68% |
| 2014 | 2.97% | 1.15% |
| 2013 | 2.23% | 0.00% |
| 2012 | 2.73% | 0.00% |
| 2011 | 4.18% | 0.00% |
| 2010 | 2.61% | 0.00% |
| 2009 | 2.79% | 0.00% |
| 2008 | 7.69% | 0.00% |
| 2007 | 2.48% | 0.00% |
| 2006 | 1.79% | 0.00% |
| 2005 | 1.70% | 0.00% |
| 2004 | 1.79% | 0.00% |
| 2003 | 1.38% | 0.00% |
| 2002 | 1.03% | 0.00% |
| 2001 | 1.19% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks