HEFA vs PDI
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and PIMCO Dynamic Income Fund (PDI, ETF).
5-Year PerformanceHEFA has outperformed PDI, delivering a return of +14.1% compared to +3.0%
HEFA vs PDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEFA vs PDI - Historical Returns
Returns include dividend reinvestment.
HEFA vs PDI - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | PDI |
|---|---|---|
| 2026 | +11.22% | -0.39% |
| 2025 | +24.11% | +10.00% |
| 2024 | +13.79% | +16.01% |
| 2023 | +18.27% | +10.48% |
| 2022 | -5.86% | -17.75% |
| 2021 | +19.07% | +7.61% |
| 2020 | +0.72% | -10.00% |
| 2019 | +27.05% | +20.57% |
| 2018 | -9.58% | +6.86% |
| 2017 | +15.19% | +17.07% |
| 2016 | +8.06% | +15.64% |
| 2015 | +3.94% | +7.21% |
| 2014 | +6.13% | +20.29% |
| 2013 | N/A | +11.49% |
| 2012 | N/A | +25.15% |
HEFA vs PDI Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.
The current HEFA drawdown is -1.96%. The current PDI drawdown is -7.04%.
| Rank | HEFA | PDI |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -46.44% Feb 11, 2020 - Jun 7, 2021 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -27.13% Jun 10, 2021 - Aug 22, 2024 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -17.80% Oct 2, 2018 - Mar 13, 2019 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -15.70% May 10, 2013 - Jan 21, 2014 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -14.43% Mar 21, 2025 - Jul 10, 2025 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -10.95% Oct 6, 2025 - Nov 19, 2025 |
| #7 | -9.52% Feb 25, 2026 - May 21, 2026 | -9.10% Oct 8, 2024 - Feb 25, 2025 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -8.77% Jan 12, 2016 - Apr 22, 2016 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -8.41% Oct 31, 2016 - Dec 2, 2016 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -8.10% Jun 30, 2014 - Oct 5, 2015 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -6.32% Jun 19, 2019 - Oct 4, 2019 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -5.92% Aug 7, 2017 - Sep 22, 2017 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -4.82% Oct 13, 2017 - Dec 8, 2017 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -4.80% Mar 3, 2014 - Apr 10, 2014 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -4.79% Mar 19, 2019 - May 30, 2019 |
Correlation
Correlation between HEFA and PDI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2012 - 2026)
HEFA vs PDI dividend yield comparison.
| Year | HEFA | PDI |
|---|---|---|
| 2026 | 1.51% | 9.44% |
| 2025 | 4.40% | 14.94% |
| 2024 | 3.09% | 14.43% |
| 2023 | 3.02% | 14.74% |
| 2022 | 25.14% | 17.84% |
| 2021 | 3.06% | 10.21% |
| 2020 | 2.10% | 10.01% |
| 2019 | 7.56% | 9.45% |
| 2018 | 4.58% | 10.78% |
| 2017 | 2.55% | 8.81% |
| 2016 | 3.17% | 14.79% |
| 2015 | 3.54% | 18.70% |
| 2014 | 3.40% | 13.43% |
| 2013 | 0.00% | 11.93% |
| 2012 | 0.00% | 6.57% |
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