HEFA vs SPMB
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF).
5-Year PerformanceHEFA has outperformed SPMB, delivering a return of +13.4% compared to +0.4%
HEFA vs SPMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEFA vs SPMB - Historical Returns
Returns include dividend reinvestment.
HEFA vs SPMB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | SPMB |
|---|---|---|
| 2026 | +6.69% | +1.21% |
| 2025 | +24.11% | +8.33% |
| 2024 | +13.79% | +1.95% |
| 2023 | +18.27% | +4.47% |
| 2022 | -5.86% | -11.74% |
| 2021 | +19.07% | -1.46% |
| 2020 | +0.72% | +3.99% |
| 2019 | +27.05% | +5.91% |
| 2018 | -9.58% | +1.08% |
| 2017 | +15.19% | +2.02% |
| 2016 | +8.06% | +1.15% |
| 2015 | +3.94% | +2.04% |
| 2014 | +6.13% | +5.77% |
| 2013 | N/A | -2.04% |
| 2012 | N/A | +2.08% |
| 2011 | N/A | +6.23% |
| 2010 | N/A | +5.17% |
| 2009 | N/A | +5.27% |
HEFA vs SPMB Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The current HEFA drawdown is -1.13%. The current SPMB drawdown is -1.01%.
| Rank | HEFA | SPMB |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -18.03% Feb 2, 2021 - Jan 9, 2026 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -12.60% Mar 6, 2020 - Mar 30, 2020 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -5.04% Nov 5, 2009 - Jun 14, 2010 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -4.95% Sep 11, 2009 - Nov 5, 2009 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -4.53% Sep 26, 2012 - May 1, 2014 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -4.43% May 18, 2009 - Sep 11, 2009 |
| #7 | -9.52% Feb 25, 2026 - Mar 20, 2026 | -3.93% Sep 29, 2016 - Dec 19, 2018 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -2.99% Nov 3, 2010 - Mar 16, 2011 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -2.59% Feb 27, 2026 - Mar 26, 2026 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -2.23% Apr 9, 2009 - May 18, 2009 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -2.00% Apr 14, 2015 - Sep 18, 2015 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -1.64% Sep 14, 2011 - Jan 13, 2012 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -1.64% Feb 13, 2009 - Mar 13, 2009 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -1.27% Oct 2, 2015 - Jan 13, 2016 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -1.22% Jun 8, 2011 - Aug 2, 2011 |
Correlation
Correlation between HEFA and SPMB is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
HEFA vs SPMB dividend yield comparison.
| Year | HEFA | SPMB |
|---|---|---|
| 2026 | 0.00% | 1.26% |
| 2025 | 4.40% | 3.98% |
| 2024 | 3.09% | 3.76% |
| 2023 | 3.02% | 3.21% |
| 2022 | 25.14% | 2.98% |
| 2021 | 3.06% | 2.59% |
| 2020 | 2.10% | 2.95% |
| 2019 | 7.56% | 3.24% |
| 2018 | 4.58% | 3.36% |
| 2017 | 2.55% | 3.13% |
| 2016 | 3.17% | 2.99% |
| 2015 | 3.54% | 3.05% |
| 2014 | 3.40% | 3.54% |
| 2013 | 0.00% | 0.97% |
| 2012 | 0.00% | 2.42% |
| 2011 | 0.00% | 3.88% |
| 2010 | 0.00% | 4.17% |
| 2009 | 0.00% | 3.53% |
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