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 +13.3% compared to +10.1%

EZU vs HEZU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZU(ETF)	HEZU(ETF)
Net Assets	$9.60B	$585M
Expense Ratio	0.50%	0.53%
Max Drawdown	67.97%	38.80%
Sharpe Ratio	0.86	1.20
5Y Beta	0.78	0.76
5Y Dividends CAGR	16.52%	13.81%

Net Assets

Winner

EZU

$9.60B

HEZU

$585M

Expense Ratio

Winner

EZU

0.50%

HEZU

0.53%

Max Drawdown

EZU

67.97%

Winner

HEZU

38.80%

Sharpe Ratio

EZU

0.86

Winner

HEZU

1.20

5Y Beta

EZU

0.78

Winner

HEZU

0.76

5Y Dividends CAGR

Winner

EZU

16.52%

HEZU

13.81%

EZU vs HEZU - Holdings Comparison

EZU and HEZU have 1 common holdings. Overlap is -310.06%

EZU's top 25 holdings weight is 50.81%. HEZU's top 25 holdings weight is 99.99%.

Rank	EZU	HEZU
#1	ASML HOLDING NV (n/a) - 9.89%	EUR/USD PURCHASED (n/a) - 309.36%
#2	SIEMENS AG (n/a) - 3.09%	ISHARES MSCI EUROZONE ETF (EZU) - 99.68%
#3	BANCO SANTANDER SA (n/a) - 2.56%	CASH OFFSET (n/a) - 1.58%
#4	ALLIANZ SE (n/a) - 2.33%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05%
#5	SCHNEIDER ELECTRIC SE (n/a) - 2.32%	USD CASH (n/a) - -0.62%
#6	SAP SE (n/a) - 2.07%	EUR/USD SOLD (n/a) - -310.06%
#7	TOTALENERGIES SE (TTE:XPAR) - 1.98%	N/A
#8	IBERDROLA SA (n/a) - 1.97%	N/A
#9	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.90%	N/A
#10	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.82%	N/A
#11	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.78%	N/A
#12	SAFRAN SA (n/a) - 1.76%	N/A
#13	AIRBUS SE (n/a) - 1.71%	N/A
#14	AIR LIQUIDE SA (n/a) - 1.63%	N/A
#15	INFINEON TECHNOLOGIES AG (n/a) - 1.58%	N/A
#16	UNICREDIT SPA (n/a) - 1.57%	N/A
#17	BNP PARIBAS ACT. CAT.A (n/a) - 1.50%	N/A
#18	L'OREAL SA (n/a) - 1.36%	N/A
#19	INTESA SANPAOLO (n/a) - 1.24%	N/A
#20	DEUTSCHE TELEKOM AG (n/a) - 1.21%	N/A
#21	SANOFI SA (n/a) - 1.21%	N/A
#22	ING GROEP NV (n/a) - 1.20%	N/A
#23	ENEL SPA (n/a) - 1.14%	N/A
#24	AXA SA (n/a) - 1.02%	N/A
#25	ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.97%	N/A
Total Holdings	227	6

EZU vs HEZU - Historical Returns

Returns include dividend reinvestment.

Period	EZU	HEZU
1 month	-1.17%	-1.19%
3 months	+4.95%	+7.88%
6 months	+6.24%	+9.77%
1 year	+18.72%	+24.09%
5 years(CAGR)	+10.13%	+13.28%
10 years(CAGR)	+10.52%	+12.46%
Max(CAGR)	+5.17%	+10.94%

Winner

EZU

-1.17%

HEZU

-1.19%

EZU

+4.95%

Winner

HEZU

+7.88%

EZU

+6.24%

Winner

HEZU

+9.77%

EZU

+18.72%

Winner

HEZU

+24.09%

5Y(CAGR)

EZU

+10.13%

Winner

HEZU

+13.28%

10Y(CAGR)

EZU

+10.52%

Winner

HEZU

+12.46%

Max(CAGR)

EZU

+5.17%

Winner

HEZU

+10.94%

EZU vs HEZU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EZU	HEZU
2026	+7.30%	+11.24%
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 -1.92%. The current HEZU drawdown is -1.61%.

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.

0.98

-101

Dividend Comparison (2001 - 2026)

EZU vs HEZU dividend yield comparison.

Year	EZU	HEZU
2026	1.80%	1.72%
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%

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EZU vs HEZU

EZU vs HEZU - Performance Comparison

Key Characteristics

EZU vs HEZU - Holdings Comparison

EZU vs HEZU - Historical Returns

EZU vs HEZU - Annual Returns (2001 - 2026)

EZU vs HEZU Drawdown Comparison

Correlation

Dividend Comparison (2001 - 2026)

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