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HEFA vs GBIL

Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL, ETF).

5-Year PerformanceHEFA has outperformed GBIL, delivering a return of +14.3% compared to +3.5%

HEFA vs GBIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEFA
$7.50B
Winner
GBIL
$7.60B
Expense Ratio
HEFA
0.35%
Winner
GBIL
0.12%
Max Drawdown
HEFA
32.39%
Winner
GBIL
1.22%
Sharpe Ratio
Winner
HEFA
1.53
GBIL
-0.47
5Y Beta
HEFA
0.72
Winner
GBIL
-0.00
5Y Dividends CAGR
HEFA
17.50%
Winner
GBIL
61.47%

HEFA vs GBIL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEFA
+1.92%
GBIL
+0.36%
3M
Winner
HEFA
+5.65%
GBIL
+0.92%
6M
Winner
HEFA
+7.01%
GBIL
+1.75%
1Y
Winner
HEFA
+25.68%
GBIL
+3.78%
5Y(CAGR)
Winner
HEFA
+14.27%
GBIL
+3.48%
10Y(CAGR)
Winner
HEFA
+12.87%
GBIL
+2.31%
Max(CAGR)
Winner
HEFA
+10.90%
GBIL
+2.31%

HEFA vs GBIL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearHEFAGBIL
2026+14.53%+2.20%
2025+24.11%+4.19%
2024+13.79%+5.22%
2023+18.27%+4.91%
2022-5.86%+1.04%
2021+19.07%-0.08%
2020+0.72%+0.76%
2019+27.05%+2.32%
2018-9.58%+1.79%
2017+15.19%+0.68%
2016+8.06%+0.10%
2015+3.94%N/A
2014+6.13%N/A

HEFA vs GBIL Drawdown Comparison

The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.

The maximum drawdown for GBIL was -0.76%, occurring on Apr 1, 2024. Recovery took 40 trading sessions.

The current HEFA drawdown is -1.47%.

RankHEFAGBIL
#1-32.39%
Feb 12, 2020 - Jan 5, 2021
-0.76%
Mar 28, 2024 - May 24, 2024
#2-23.14%
May 27, 2015 - Mar 1, 2017
-0.37%
Mar 26, 2020 - Sep 8, 2022
#3-15.43%
Jan 23, 2018 - Apr 12, 2019
-0.10%
Jun 5, 2018 - Jun 22, 2018
#4-14.77%
Jan 4, 2022 - Jan 23, 2023
-0.10%
Mar 9, 2020 - Mar 11, 2020
#5-14.28%
Feb 18, 2025 - May 12, 2025
-0.09%
Mar 11, 2020 - Mar 18, 2020
#6-9.79%
Jul 12, 2024 - Oct 14, 2024
-0.08%
Nov 3, 2016 - Dec 1, 2016
#7-9.52%
Feb 25, 2026 - May 21, 2026
-0.08%
Feb 7, 2017 - Apr 3, 2017
#8-9.48%
Sep 4, 2014 - Nov 18, 2014
-0.07%
Sep 8, 2022 - Sep 22, 2022
#9-7.49%
Dec 5, 2014 - Jan 26, 2015
-0.07%
Dec 31, 2024 - Jan 10, 2025
#10-6.87%
Jul 3, 2019 - Sep 12, 2019
-0.06%
Jul 31, 2018 - Aug 9, 2018
#11-6.78%
Jul 31, 2023 - Nov 24, 2023
-0.06%
Jul 12, 2018 - Jul 19, 2018
#12-5.83%
Mar 3, 2023 - Apr 10, 2023
-0.06%
Dec 21, 2018 - Dec 27, 2018
#13-5.59%
Nov 16, 2021 - Jan 3, 2022
-0.06%
Oct 3, 2016 - Nov 1, 2016
#14-4.97%
Apr 29, 2019 - Jul 1, 2019
-0.05%
Sep 29, 2017 - Oct 18, 2017
#15-4.84%
Jun 19, 2014 - Sep 4, 2014
-0.05%
Oct 10, 2022 - Oct 21, 2022

Correlation

Correlation between HEFA and GBIL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2014 - 2026)

HEFA vs GBIL dividend yield comparison.

YearHEFAGBIL
20261.46%2.04%
20254.40%4.02%
20243.09%4.93%
20233.02%4.77%
202225.14%1.37%
20213.06%0.00%
20202.10%0.81%
20197.56%2.20%
20184.58%1.70%
20172.55%0.74%
20163.17%0.11%
20153.54%0.00%
20143.40%0.00%

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