HEEM vs BLGR

Comparison between ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF (HEEM, ETF) and BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF).

HEEM vs BLGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEEM(ETF)	BLGR(ETF)
Net Assets	$277M	$277M
Expense Ratio	0.72%	0.24%
Max Drawdown	35.35%	14.17%
Sharpe Ratio	1.36	0.91
5Y Beta	0.77	1.25
5Y Dividends CAGR	21.76%	N/A

Net Assets

HEEM

$277M

Winner

BLGR

$277M

Expense Ratio

HEEM

0.72%

Winner

BLGR

0.24%

Max Drawdown

HEEM

35.35%

Winner

BLGR

14.17%

Sharpe Ratio

Winner

HEEM

1.36

BLGR

0.91

5Y Beta

Winner

HEEM

0.77

BLGR

1.25

5Y Dividends CAGR

HEEM

21.76%

BLGR

N/A

HEEM vs BLGR - Holdings Comparison

HEEM and BLGR have 0 common holdings. Overlap is 0.00%

HEEM's top 25 holdings weight is 186.49%. BLGR's top 25 holdings weight is 99.26%.

Rank	HEEM	BLGR
#1	ISHARES MSCI EMERGING MARKETS ETF (EEM) - 101.18%	STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.18%
#2	KRW/USD PURCHASED (n/a) - 36.77%	SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.71%
#3	TWD/USD PURCHASED (n/a) - 30.93%	VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.29%
#4	HKD/USD PURCHASED (n/a) - 15.35%	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 9.08%
#5	CNH/USD PURCHASED (n/a) - 4.00%	N/A
#6	ZAR/USD PURCHASED (n/a) - 3.15%	N/A
#7	EUR/USD PURCHASED (n/a) - 2.17%	N/A
#8	INR/USD PURCHASED (n/a) - 2.07%	N/A
#9	IDR/USD PURCHASED (n/a) - 0.52%	N/A
#10	MXN/USD PURCHASED (n/a) - 0.19%	N/A
#11	BRL/USD PURCHASED (n/a) - 0.14%	N/A
#12	MYR/USD PURCHASED (n/a) - 0.07%	N/A
#13	CLP/USD PURCHASED (n/a) - 0.05%	N/A
#14	THB/USD PURCHASED (n/a) - 0.05%	N/A
#15	TRY/USD PURCHASED (n/a) - 0.02%	N/A
#16	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.00%	N/A
#17	USD CASH (n/a) - -0.33%	N/A
#18	TRY/USD SOLD (n/a) - -0.40%	N/A
#19	IDR/USD SOLD (n/a) - -0.52%	N/A
#20	CLP/USD SOLD (n/a) - -0.65%	N/A
#21	MYR/USD SOLD (n/a) - -1.00%	N/A
#22	THB/USD SOLD (n/a) - -1.04%	N/A
#23	MXN/USD SOLD (n/a) - -1.95%	N/A
#24	CASH OFFSET (n/a) - -2.00%	N/A
#25	EUR/USD SOLD (n/a) - -2.28%	N/A
Total Holdings	32	4

HEEM vs BLGR - Historical Returns

Returns include dividend reinvestment.

Period	HEEM	BLGR
1 month	+2.22%	+3.96%
3 months	-1.44%	+1.04%
6 months	+5.55%	+13.24%
1 year	+36.16%	+17.58%
5 years(CAGR)	+10.05%	N/A
10 years(CAGR)	+9.70%	N/A
Max(CAGR)	+7.96%	+22.96%

HEEM

+2.22%

Winner

BLGR

+3.96%

HEEM

-1.44%

Winner

BLGR

+1.04%

HEEM

+5.55%

Winner

BLGR

+13.24%

Winner

HEEM

+36.16%

BLGR

+17.58%

5Y(CAGR)

HEEM

+10.05%

BLGR

N/A

10Y(CAGR)

HEEM

+9.70%

BLGR

N/A

Max(CAGR)

HEEM

+7.96%

Winner

BLGR

+22.96%

HEEM vs BLGR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HEEM	BLGR
2026	+17.32%	+9.94%
2025	+34.47%	+16.11%
2024	+13.00%	N/A
2023	+8.27%	N/A
2022	-17.43%	N/A
2021	-2.74%	N/A
2020	+15.36%	N/A
2019	+17.92%	N/A
2018	-12.68%	N/A
2017	+26.04%	N/A
2016	+11.00%	N/A
2015	-9.15%	N/A
2014	-1.12%	N/A

HEEM vs BLGR Drawdown Comparison

The maximum drawdown for HEEM was -33.53%, occurring on Oct 24, 2022. Recovery took 1097 trading sessions.

The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.

The current HEEM drawdown is -9.58%. The current BLGR drawdown is -2.82%.

Rank	HEEM	BLGR
#1	-33.53% Feb 17, 2021 - Jul 1, 2025	-14.08% Oct 29, 2025 - Apr 17, 2026
#2	-28.82% Jan 26, 2018 - Aug 5, 2020	-7.68% Jun 1, 2026 - Aug 4, 2026
#3	-27.54% Apr 27, 2015 - Jul 11, 2017	-3.11% Oct 8, 2025 - Oct 24, 2025
#4	-15.00% Jun 22, 2026 - Jul 29, 2026	-2.82% Aug 13, 2026 - Aug 24, 2026
#5	-10.83% Feb 25, 2026 - Apr 17, 2026	-2.82% May 14, 2026 - May 28, 2026
#6	-8.71% Nov 21, 2014 - Jan 22, 2015	-2.35% Aug 14, 2025 - Aug 28, 2025
#7	-8.01% Jun 2, 2026 - Jun 18, 2026	-2.17% Jul 28, 2025 - Aug 6, 2025
#8	-5.70% Aug 26, 2020 - Oct 12, 2020	-1.97% Sep 22, 2025 - Oct 6, 2025
#9	-5.39% Nov 21, 2017 - Jan 2, 2018	-1.94% Aug 28, 2025 - Sep 8, 2025
#10	-5.25% Jan 25, 2021 - Feb 5, 2021	-1.10% Apr 17, 2026 - Apr 22, 2026
#11	-4.29% Feb 20, 2015 - Apr 2, 2015	-1.07% Apr 27, 2026 - May 1, 2026
#12	-4.17% Oct 8, 2025 - Oct 20, 2025	-0.97% Apr 22, 2026 - Apr 24, 2026
#13	-4.14% Oct 29, 2025 - Dec 4, 2025	-0.92% Jun 30, 2025 - Jul 3, 2025
#14	-4.13% May 11, 2026 - May 26, 2026	-0.85% Jul 3, 2025 - Jul 9, 2025
#15	-3.56% Jan 22, 2015 - Feb 13, 2015	-0.71% Aug 7, 2026 - Aug 13, 2026

Correlation

Correlation between HEEM and BLGR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2014 - 2026)

HEEM vs BLGR dividend yield comparison.

Year	HEEM	BLGR
2026	0.55%	0.17%
2025	3.98%	0.17%
2024	2.38%	0.00%
2023	2.75%	0.00%
2022	7.49%	0.00%
2021	1.93%	0.00%
2020	1.49%	0.00%
2019	3.04%	0.00%
2018	2.37%	0.00%
2017	2.05%	0.00%
2016	1.84%	0.00%
2015	6.28%	0.00%
2014	2.04%	0.00%