HEFA vs IAUM

Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and iShares Gold Trust Micro (IAUM, ETF).

5-Year PerformanceIAUM has outperformed HEFA, delivering a return of +18.5% compared to +13.9%

HEFA vs IAUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEFA(ETF)	IAUM(ETF)
Net Assets	$7.10B	$7.20B
Expense Ratio	0.35%	0.09%
Max Drawdown	32.39%	24.37%
Sharpe Ratio	1.78	0.73
5Y Beta	0.74	0.23
5Y Dividends CAGR	20.05%	N/A

Net Assets

HEFA

$7.10B

Winner

IAUM

$7.20B

Expense Ratio

HEFA

0.35%

Winner

IAUM

0.09%

Max Drawdown

HEFA

32.39%

Winner

IAUM

24.37%

Sharpe Ratio

Winner

HEFA

1.78

IAUM

0.73

5Y Beta

HEFA

0.74

Winner

IAUM

0.23

5Y Dividends CAGR

HEFA

20.05%

IAUM

N/A

HEFA vs IAUM - Historical Returns

Returns include dividend reinvestment.

Period	HEFA	IAUM
1 month	+2.31%	-8.79%
3 months	+11.39%	-6.50%
6 months	+12.33%	-8.59%
1 year	+29.36%	+21.67%
5 years(CAGR)	+13.94%	+18.46%
10 years(CAGR)	+12.68%	N/A
Max(CAGR)	+10.75%	+18.46%

Winner

HEFA

+2.31%

IAUM

-8.79%

Winner

HEFA

+11.39%

IAUM

-6.50%

Winner

HEFA

+12.33%

IAUM

-8.59%

Winner

HEFA

+29.36%

IAUM

+21.67%

5Y(CAGR)

HEFA

+13.94%

Winner

IAUM

+18.46%

10Y(CAGR)

HEFA

+12.68%

IAUM

N/A

Max(CAGR)

HEFA

+10.75%

Winner

IAUM

+18.46%

HEFA vs IAUM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HEFA	IAUM
2026	+10.72%	-5.09%
2025	+24.11%	+62.10%
2024	+13.79%	+27.35%
2023	+18.27%	+12.14%
2022	-5.86%	+1.05%
2021	+19.07%	+3.87%
2020	+0.72%	N/A
2019	+27.05%	N/A
2018	-9.58%	N/A
2017	+15.19%	N/A
2016	+8.06%	N/A
2015	+3.94%	N/A
2014	+6.13%	N/A

HEFA vs IAUM Drawdown Comparison

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

The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current HEFA drawdown is -1.61%. The current IAUM drawdown is -23.81%.

Rank	HEFA	IAUM
#1	-32.39% Feb 12, 2020 - Jan 5, 2021	-24.37% Jan 29, 2026 - Jun 10, 2026
#2	-23.14% May 27, 2015 - Mar 1, 2017	-20.87% Mar 8, 2022 - Dec 1, 2023
#3	-15.43% Jan 23, 2018 - Apr 12, 2019	-10.05% Oct 20, 2025 - Dec 22, 2025
#4	-14.77% Jan 4, 2022 - Jan 23, 2023	-8.09% Oct 30, 2024 - Jan 30, 2025
#5	-14.28% Feb 18, 2025 - May 12, 2025	-7.14% Apr 21, 2025 - Jun 13, 2025
#6	-9.79% Jul 12, 2024 - Oct 14, 2024	-5.74% May 20, 2024 - Jul 16, 2024
#7	-9.52% Feb 25, 2026 - May 21, 2026	-5.69% Jul 29, 2021 - Nov 9, 2021
#8	-9.48% Sep 4, 2014 - Nov 18, 2014	-5.25% Nov 12, 2021 - Feb 14, 2022
#9	-7.49% Dec 5, 2014 - Jan 26, 2015	-4.88% Mar 31, 2025 - Apr 10, 2025
#10	-6.87% Jul 3, 2019 - Sep 12, 2019	-4.85% Dec 26, 2025 - Jan 12, 2026
#11	-6.78% Jul 31, 2023 - Nov 24, 2023	-4.79% Jun 13, 2025 - Aug 29, 2025
#12	-5.83% Mar 3, 2023 - Apr 10, 2023	-4.40% Dec 1, 2023 - Dec 27, 2023
#13	-5.59% Nov 16, 2021 - Jan 3, 2022	-4.38% Jul 16, 2024 - Aug 12, 2024
#14	-4.97% Apr 29, 2019 - Jul 1, 2019	-4.23% Apr 16, 2024 - May 17, 2024
#15	-4.84% Jun 19, 2014 - Sep 4, 2014	-4.15% Dec 27, 2023 - Mar 1, 2024