HEFA vs SPYD
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF).
5-Year PerformanceHEFA has outperformed SPYD, delivering a return of +14.1% compared to +9.4%
HEFA vs SPYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEFA
$7.30B
Winner
SPYD
$7.40B
Expense Ratio
HEFA
0.35%
Winner
SPYD
0.07%
Max Drawdown
Winner
HEFA
32.39%
SPYD
47.32%
Sharpe Ratio
Winner
HEFA
1.69
SPYD
1.34
5Y Beta
HEFA
0.74
Winner
SPYD
0.48
P/E Ratio
HEFA
N/A
SPYD
25.21
Forward P/E
HEFA
N/A
SPYD
14.11
PEG Ratio
HEFA
N/A
SPYD
0.47
5Y Dividends CAGR
Winner
HEFA
17.50%
SPYD
5.84%
5Y EPS CAGR
HEFA
N/A
SPYD
5.13%
Debt to Equity
HEFA
N/A
SPYD
-100.64%
P/S Ratio
HEFA
N/A
SPYD
1.44
P/B Ratio
HEFA
N/A
SPYD
1.93
HEFA vs SPYD - Holdings Comparison
HEFA and SPYD have 1 common holdings. Overlap is -103.95%
HEFA's top 25 holdings weight is 286.96%. SPYD's top 25 holdings weight is 35.70%.
| Rank | HEFA | SPYD |
|---|---|---|
| #1 | EUR/USD PURCHASED (n/a) - 100.16% | FRANKLIN RESOURCES INC (BEN) - 1.58% |
| #2 | ISHARES MSCI EAFE ETF (EFA) - 100.02% | VIATRIS INC (VTRS) - 1.53% |
| #3 | JPY/USD PURCHASED (n/a) - 67.28% | APA CORP (APA) - 1.50% |
| #4 | GBP/USD PURCHASED (n/a) - 41.40% | CVS HEALTH CORP (CVS) - 1.50% |
| #5 | CHF/USD PURCHASED (n/a) - 26.62% | PHILLIPS 66 (PSX) - 1.48% |
| #6 | AUD/USD PURCHASED (n/a) - 18.79% | EDISON INTERNATIONAL (EIX) - 1.47% |
| #7 | SEK/USD PURCHASED (n/a) - 9.25% | HOST HOTELS & RESORTS INC (HST) - 1.47% |
| #8 | CASH OFFSET (n/a) - 2.29% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.46% |
| #9 | ILS/USD PURCHASED (n/a) - 0.11% | EOG RESOURCES INC (EOG) - 1.46% |
| #10 | DKK/USD PURCHASED (n/a) - 0.10% | IRON MOUNTAIN INC (IRM) - 1.45% |
| #11 | SGD/USD PURCHASED (n/a) - 0.10% | SIMON PROPERTY GROUP INC (SPG) - 1.44% |
| #12 | HKD/USD PURCHASED (n/a) - 0.08% | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% |
| #13 | NOK/USD PURCHASED (n/a) - 0.08% | KIMCO REALTY CORP (KIM) - 1.42% |
| #14 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% | TARGET CORP (TGT) - 1.41% |
| #15 | NZD/USD PURCHASED (n/a) - 0.02% | ALTRIA GROUP INC (MO) - 1.40% |
| #16 | NZD/USD SOLD (n/a) - -0.52% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.40% |
| #17 | NOK/USD SOLD (n/a) - -1.98% | ONEOK INC (OKE) - 1.40% |
| #18 | USD CASH (n/a) - -2.45% | BEST BUY CO INC (BBY) - 1.39% |
| #19 | ILS/USD SOLD (n/a) - -2.70% | HP INC (HPQ) - 1.38% |
| #20 | SGD/USD SOLD (n/a) - -4.36% | PINNACLE WEST CAPITAL CORP (PNW) - 1.36% |
| #21 | DKK/USD SOLD (n/a) - -5.03% | ESSEX PROPERTY TRUST INC (ESS) - 1.36% |
| #22 | HKD/USD SOLD (n/a) - -5.55% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.36% |
| #23 | SEK/USD SOLD (n/a) - -9.41% | KIMBERLY-CLARK CORP (KMB) - 1.35% |
| #24 | AUD/USD SOLD (n/a) - -19.36% | DOMINION ENERGY INC (D) - 1.35% |
| #25 | CHF/USD SOLD (n/a) - -28.05% | PUBLIC STORAGE (PSA) - 1.34% |
| Total Holdings | 28 | 81 |
HEFA vs SPYD - Historical Returns
Returns include dividend reinvestment.
1M
HEFA
+0.19%
Winner
SPYD
+5.09%
3M
HEFA
+3.38%
Winner
SPYD
+7.67%
6M
HEFA
+7.80%
Winner
SPYD
+12.34%
1Y
Winner
HEFA
+26.88%
SPYD
+19.43%
5Y(CAGR)
Winner
HEFA
+14.10%
SPYD
+9.42%
10Y(CAGR)
Winner
HEFA
+12.66%
SPYD
+8.60%
Max(CAGR)
Winner
HEFA
+10.73%
SPYD
+9.61%
HEFA vs SPYD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | SPYD |
|---|---|---|
| 2026 | +11.22% | +15.71% |
| 2025 | +24.11% | +4.95% |
| 2024 | +13.79% | +13.90% |
| 2023 | +18.27% | +3.67% |
| 2022 | -5.86% | -1.93% |
| 2021 | +19.07% | +35.01% |
| 2020 | +0.72% | -10.84% |
| 2019 | +27.05% | +21.98% |
| 2018 | -9.58% | -5.21% |
| 2017 | +15.19% | +11.68% |
| 2016 | +8.06% | +25.61% |
| 2015 | +3.94% | -2.59% |
| 2014 | +6.13% | N/A |
HEFA vs SPYD Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The current HEFA drawdown is -1.96%. The current SPYD drawdown is -0.30%.
| Rank | HEFA | SPYD |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -46.38% Jan 16, 2020 - Feb 24, 2021 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -22.20% Apr 20, 2022 - Jul 11, 2024 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -16.15% Nov 27, 2024 - Jan 14, 2026 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -13.63% Aug 20, 2018 - Feb 19, 2019 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -9.68% Nov 3, 2015 - Mar 2, 2016 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -9.60% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -9.52% Feb 25, 2026 - May 21, 2026 | -9.20% Jun 8, 2021 - Nov 15, 2021 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -8.71% Jul 3, 2019 - Sep 11, 2019 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -7.72% Apr 12, 2019 - Jul 3, 2019 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -7.05% Feb 13, 2026 - May 22, 2026 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -6.76% Nov 15, 2021 - Dec 27, 2021 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -6.34% Sep 7, 2016 - Nov 15, 2016 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -5.54% Jan 14, 2022 - Mar 25, 2022 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -5.01% Sep 11, 2019 - Oct 22, 2019 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -4.56% Mar 15, 2021 - Apr 15, 2021 |
Correlation
Correlation between HEFA and SPYD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
HEFA vs SPYD dividend yield comparison.
| Year | HEFA | SPYD |
|---|---|---|
| 2026 | 1.51% | 2.01% |
| 2025 | 4.40% | 4.52% |
| 2024 | 3.09% | 4.31% |
| 2023 | 3.02% | 4.66% |
| 2022 | 25.14% | 5.01% |
| 2021 | 3.06% | 3.68% |
| 2020 | 2.10% | 4.95% |
| 2019 | 7.56% | 4.42% |
| 2018 | 4.58% | 4.75% |
| 2017 | 2.55% | 4.63% |
| 2016 | 3.17% | 4.34% |
| 2015 | 3.54% | 1.13% |
| 2014 | 3.40% | 0.00% |
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