HEFA vs JGLO
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF).
HEFA vs JGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEFA
$7B
Winner
JGLO
$7.10B
Expense Ratio
Winner
HEFA
0.35%
JGLO
0.47%
Max Drawdown
HEFA
32.39%
Winner
JGLO
17.73%
Sharpe Ratio
Winner
HEFA
1.55
JGLO
1.08
5Y Beta
Winner
HEFA
0.74
JGLO
0.85
P/E Ratio
HEFA
N/A
JGLO
26.26
Forward P/E
HEFA
N/A
JGLO
20.49
PEG Ratio
HEFA
N/A
JGLO
0.69
5Y Dividends CAGR
HEFA
20.05%
JGLO
N/A
5Y EPS CAGR
HEFA
N/A
JGLO
25.63%
P/S Ratio
HEFA
N/A
JGLO
2.96
P/B Ratio
HEFA
N/A
JGLO
5.89
HEFA vs JGLO - Holdings Comparison
HEFA and JGLO have 1 common holdings. Overlap is -107.51%
HEFA's top 25 holdings weight is 247.09%. JGLO's top 25 holdings weight is 63.04%.
| Rank | HEFA | JGLO |
|---|---|---|
| #1 | EUR/USD PURCHASED (n/a) - 105.10% | NVIDIA CORP (NVDA) - 7.40% |
| #2 | ISHARES MSCI EAFE ETF (EFA) - 100.44% | MICROSOFT CORP (MSFT) - 4.39% |
| #3 | JPY/USD PURCHASED (n/a) - 67.82% | AMAZON.COM INC (AMZN) - 4.31% |
| #4 | GBP/USD PURCHASED (n/a) - 44.82% | APPLE INC (AAPL) - 3.42% |
| #5 | CHF/USD PURCHASED (n/a) - 27.78% | MASTERCARD INC CLASS A (MA) - 3.40% |
| #6 | AUD/USD PURCHASED (n/a) - 20.18% | META PLATFORMS INC CLASS A (META) - 2.96% |
| #7 | SEK/USD PURCHASED (n/a) - 9.72% | EXXON MOBIL CORP (XOM) - 2.90% |
| #8 | DKK/USD PURCHASED (n/a) - 0.27% | n/a (TSM) - 2.58% |
| #9 | NOK/USD PURCHASED (n/a) - 0.17% | ALPHABET INC CLASS A (GOOGL) - 2.32% |
| #10 | ILS/USD PURCHASED (n/a) - 0.16% | BROADCOM INC (AVGO) - 2.29% |
| #11 | HKD/USD PURCHASED (n/a) - 0.15% | SHELL PLC (n/a) - 2.28% |
| #12 | SGD/USD PURCHASED (n/a) - 0.08% | NEXTERA ENERGY INC (NEE) - 2.23% |
| #13 | NZD/USD PURCHASED (n/a) - 0.01% | DEUTSCHE BOERSE AG (n/a) - 2.17% |
| #14 | USD CASH (n/a) - -0.04% | ASML HOLDING NV (n/a) - 2.12% |
| #15 | NZD/USD SOLD (n/a) - -0.52% | JOHNSON & JOHNSON (JNJ) - 2.01% |
| #16 | NOK/USD SOLD (n/a) - -2.29% | MCDONALD'S CORP (MCD) - 1.98% |
| #17 | ILS/USD SOLD (n/a) - -2.52% | n/a (n/a) - 1.81% |
| #18 | CASH OFFSET (n/a) - -3.52% | CME GROUP INC CLASS A (CME) - 1.73% |
| #19 | SGD/USD SOLD (n/a) - -4.39% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.72% |
| #20 | DKK/USD SOLD (n/a) - -4.98% | ABBVIE INC (ABBV) - 1.68% |
| #21 | HKD/USD SOLD (n/a) - -5.65% | LOWE'S COMPANIES INC (LOW) - 1.64% |
| #22 | SEK/USD SOLD (n/a) - -10.13% | WALMART INC (WMT) - 1.60% |
| #23 | AUD/USD SOLD (n/a) - -20.51% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.42% |
| #24 | CHF/USD SOLD (n/a) - -28.95% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #25 | GBP/USD SOLD (n/a) - -46.11% | THE WALT DISNEY CO (DIS) - 1.33% |
| Total Holdings | 27 | 79 |
HEFA vs JGLO - Historical Returns
Returns include dividend reinvestment.
1M
HEFA
+0.99%
Winner
JGLO
+3.62%
3M
HEFA
+1.85%
Winner
JGLO
+2.82%
6M
Winner
HEFA
+12.03%
JGLO
+5.98%
1Y
Winner
HEFA
+25.95%
JGLO
+16.40%
5Y(CAGR)
HEFA
+14.07%
JGLO
N/A
10Y(CAGR)
HEFA
+12.68%
JGLO
N/A
Max(CAGR)
HEFA
+10.57%
Winner
JGLO
+16.80%
HEFA vs JGLO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | JGLO |
|---|---|---|
| 2026 | +7.28% | +4.31% |
| 2025 | +24.11% | +14.13% |
| 2024 | +13.79% | +18.21% |
| 2023 | +18.27% | +8.00% |
| 2022 | -5.86% | N/A |
| 2021 | +19.07% | N/A |
| 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 JGLO Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The current HEFA drawdown is -0.58%. The current JGLO drawdown is -0.18%.
| Rank | HEFA | JGLO |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -16.13% Dec 6, 2024 - Jun 10, 2025 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -9.47% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -7.96% Jul 10, 2024 - Sep 19, 2024 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -6.87% Sep 14, 2023 - Nov 14, 2023 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -5.17% Oct 28, 2025 - Jan 5, 2026 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -4.95% Mar 21, 2024 - May 14, 2024 |
| #7 | -9.52% Feb 25, 2026 - Mar 20, 2026 | -3.32% Oct 18, 2024 - Nov 7, 2024 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -3.13% Jul 25, 2025 - Aug 13, 2025 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -3.11% Oct 6, 2025 - Oct 24, 2025 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -2.88% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -2.28% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -2.08% Dec 28, 2023 - Jan 19, 2024 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -2.05% Jan 16, 2026 - Jan 26, 2026 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -1.98% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -1.74% Aug 22, 2025 - Sep 18, 2025 |
Correlation
Correlation between HEFA and JGLO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2025)
HEFA vs JGLO dividend yield comparison.
| Year | HEFA | JGLO |
|---|---|---|
| 2025 | 4.40% | 1.20% |
| 2024 | 3.09% | 2.00% |
| 2023 | 3.02% | 0.32% |
| 2022 | 25.14% | 0.00% |
| 2021 | 3.06% | 0.00% |
| 2020 | 2.10% | 0.00% |
| 2019 | 7.56% | 0.00% |
| 2018 | 4.58% | 0.00% |
| 2017 | 2.55% | 0.00% |
| 2016 | 3.17% | 0.00% |
| 2015 | 3.54% | 0.00% |
| 2014 | 3.40% | 0.00% |
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