HEEM vs BSCZ
Comparison between ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF (HEEM, ETF) and Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF).
HEEM vs BSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEEM
$277M
BSCZ
$276M
Expense Ratio
HEEM
0.72%
Winner
BSCZ
0.10%
Max Drawdown
HEEM
35.35%
Winner
BSCZ
5.00%
Sharpe Ratio
Winner
HEEM
1.36
BSCZ
-0.22
5Y Beta
HEEM
0.77
Winner
BSCZ
0.18
5Y Dividends CAGR
HEEM
21.76%
BSCZ
N/A
HEEM vs BSCZ - Holdings Comparison
HEEM and BSCZ have 1 common holdings. Overlap is -36.80%
HEEM's top 25 holdings weight is 186.49%. BSCZ's top 25 holdings weight is 20.82%.
| Rank | HEEM | BSCZ |
|---|---|---|
| #1 | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 101.18% | META PLATFORMS INC 4.875% (n/a) - 2.19% |
| #2 | KRW/USD PURCHASED (n/a) - 36.77% | ORACLE CORP. 5.2% (n/a) - 1.30% |
| #3 | TWD/USD PURCHASED (n/a) - 30.93% | ALPHABET INC. 4.7% (n/a) - 1.20% |
| #4 | HKD/USD PURCHASED (n/a) - 15.35% | AMAZON.COM, INC. 4.65% (n/a) - 1.19% |
| #5 | CNH/USD PURCHASED (n/a) - 4.00% | n/a (n/a) - 1.12% |
| #6 | ZAR/USD PURCHASED (n/a) - 3.15% | PEPSICO INC 5% (n/a) - 0.89% |
| #7 | EUR/USD PURCHASED (n/a) - 2.17% | MPLX LP 5.4% (n/a) - 0.89% |
| #8 | INR/USD PURCHASED (n/a) - 2.07% | BROADCOM INC 5.2% (n/a) - 0.86% |
| #9 | IDR/USD PURCHASED (n/a) - 0.52% | SYNOPSYS INC 5.15% (n/a) - 0.85% |
| #10 | MXN/USD PURCHASED (n/a) - 0.19% | ABBVIE INC. 4.5% (n/a) - 0.85% |
| #11 | BRL/USD PURCHASED (n/a) - 0.14% | AT&T INC 4.5% (n/a) - 0.83% |
| #12 | MYR/USD PURCHASED (n/a) - 0.07% | VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.79% |
| #13 | CLP/USD PURCHASED (n/a) - 0.05% | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.74% |
| #14 | THB/USD PURCHASED (n/a) - 0.05% | MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.70% |
| #15 | TRY/USD PURCHASED (n/a) - 0.02% | MEDTRONIC, INC. 4.375% (n/a) - 0.66% |
| #16 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.00% | MERCK & CO., INC 4.95% (n/a) - 0.62% |
| #17 | USD CASH (n/a) - -0.33% | GLOBAL PAYMENTS INC 5.55% (n/a) - 0.61% |
| #18 | TRY/USD SOLD (n/a) - -0.40% | CATERPILLAR INC 5.2% (n/a) - 0.61% |
| #19 | IDR/USD SOLD (n/a) - -0.52% | TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59% |
| #20 | CLP/USD SOLD (n/a) - -0.65% | ORACLE CORP. 5.5% (n/a) - 0.59% |
| #21 | MYR/USD SOLD (n/a) - -1.00% | ABBVIE INC. 4.55% (n/a) - 0.58% |
| #22 | THB/USD SOLD (n/a) - -1.04% | HCA INC. 5.75% (n/a) - 0.55% |
| #23 | MXN/USD SOLD (n/a) - -1.95% | CVS HEALTH CORP 5.45% (n/a) - 0.54% |
| #24 | CASH OFFSET (n/a) - -2.00% | WALMART INC 4.9% (n/a) - 0.54% |
| #25 | EUR/USD SOLD (n/a) - -2.28% | WASTE MANAGEMENT, INC. 4.95% (n/a) - 0.53% |
| Total Holdings | 32 | 311 |
HEEM vs BSCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEEM
+2.22%
BSCZ
+0.37%
3M
HEEM
-1.44%
Winner
BSCZ
-0.39%
6M
Winner
HEEM
+5.55%
BSCZ
-2.19%
1Y
Winner
HEEM
+36.16%
BSCZ
+1.99%
5Y(CAGR)
HEEM
+10.05%
BSCZ
N/A
10Y(CAGR)
HEEM
+9.70%
BSCZ
N/A
Max(CAGR)
Winner
HEEM
+7.96%
BSCZ
+4.04%
HEEM vs BSCZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEEM | BSCZ |
|---|---|---|
| 2026 | +17.32% | -0.65% |
| 2025 | +34.47% | +5.67% |
| 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 BSCZ Drawdown Comparison
The maximum drawdown for HEEM was -33.53%, occurring on Oct 24, 2022. Recovery took 1097 trading sessions.
The maximum drawdown for BSCZ was -3.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HEEM drawdown is -9.58%. The current BSCZ drawdown is -2.37%.
| Rank | HEEM | BSCZ |
|---|---|---|
| #1 | -33.53% Feb 17, 2021 - Jul 1, 2025 | -3.28% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -28.82% Jan 26, 2018 - Aug 5, 2020 | -1.63% Oct 27, 2025 - Feb 10, 2026 |
| #3 | -27.54% Apr 27, 2015 - Jul 11, 2017 | -1.37% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -15.00% Jun 22, 2026 - Jul 29, 2026 | -1.15% Sep 15, 2025 - Oct 14, 2025 |
| #5 | -10.83% Feb 25, 2026 - Apr 17, 2026 | -0.72% Aug 13, 2025 - Aug 22, 2025 |
| #6 | -8.71% Nov 21, 2014 - Jan 22, 2015 | -0.61% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -8.01% Jun 2, 2026 - Jun 18, 2026 | -0.57% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -5.70% Aug 26, 2020 - Oct 12, 2020 | -0.41% Aug 4, 2025 - Aug 13, 2025 |
| #9 | -5.39% Nov 21, 2017 - Jan 2, 2018 | -0.22% Jul 29, 2025 - Aug 1, 2025 |
| #10 | -5.25% Jan 25, 2021 - Feb 5, 2021 | -0.17% Aug 22, 2025 - Aug 28, 2025 |
| #11 | -4.29% Feb 20, 2015 - Apr 2, 2015 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -4.17% Oct 8, 2025 - Oct 20, 2025 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
| #13 | -4.14% Oct 29, 2025 - Dec 4, 2025 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -4.13% May 11, 2026 - May 26, 2026 | -0.12% Oct 22, 2025 - Oct 24, 2025 |
| #15 | -3.56% Jan 22, 2015 - Feb 13, 2015 | -0.12% Feb 10, 2026 - Feb 12, 2026 |
Correlation
Correlation between HEEM and BSCZ is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2014 - 2026)
HEEM vs BSCZ dividend yield comparison.
| Year | HEEM | BSCZ |
|---|---|---|
| 2026 | 0.55% | 3.27% |
| 2025 | 3.98% | 2.18% |
| 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% |
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