HEZU vs BLUX
Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).
HEZU vs BLUX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEZU vs BLUX - Holdings Comparison
HEZU and BLUX have 0 common holdings. Overlap is 0.00%
HEZU's top 25 holdings weight is 100.01%. BLUX's top 25 holdings weight is 99.84%.
| Rank | HEZU | BLUX |
|---|---|---|
| #1 | EUR/USD PURCHASED (n/a) - 298.32% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 48.15% |
| #2 | ISHARES MSCI EUROZONE ETF (EZU) - 100.17% | VANGUARD RUSSELL 2000 ETF (VTWO) - 31.02% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.71% | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV) - 15.39% |
| #4 | USD CASH (n/a) - 0.00% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.28% |
| #5 | CASH OFFSET (n/a) - -1.33% | N/A |
| #6 | EUR/USD SOLD (n/a) - -297.86% | N/A |
| #7 | N/A | N/A |
| #8 | N/A | N/A |
| #9 | N/A | N/A |
| #10 | N/A | N/A |
| #11 | N/A | N/A |
| #12 | N/A | N/A |
| #13 | N/A | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 6 | 4 |
HEZU vs BLUX - Historical Returns
Returns include dividend reinvestment.
HEZU vs BLUX - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEZU | BLUX |
|---|---|---|
| 2026 | +13.69% | +16.25% |
| 2025 | +25.49% | +11.82% |
| 2024 | +11.26% | N/A |
| 2023 | +19.62% | N/A |
| 2022 | -10.96% | N/A |
| 2021 | +22.36% | N/A |
| 2020 | -1.14% | N/A |
| 2019 | +28.78% | N/A |
| 2018 | -10.39% | N/A |
| 2017 | +12.71% | N/A |
| 2016 | +8.00% | N/A |
| 2015 | +6.93% | N/A |
| 2014 | +4.00% | N/A |
HEZU vs BLUX Drawdown Comparison
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current HEZU drawdown is -1.67%. The current BLUX drawdown is -1.49%.
| Rank | HEZU | BLUX |
|---|---|---|
| #1 | -38.80% Feb 19, 2020 - Jan 8, 2021 | -9.03% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -26.19% Apr 10, 2015 - Mar 28, 2017 | -6.12% Oct 27, 2025 - Dec 3, 2025 |
| #3 | -22.76% Nov 16, 2021 - Feb 14, 2023 | -3.55% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -17.41% Jan 22, 2018 - Apr 17, 2019 | -3.25% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -14.83% Mar 19, 2025 - May 12, 2025 | -3.02% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -12.51% Sep 5, 2014 - Dec 3, 2014 | -2.89% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -10.95% Feb 25, 2026 - May 6, 2026 | -2.75% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -10.36% Jul 28, 2023 - Dec 5, 2023 | -2.65% May 14, 2026 - May 22, 2026 |
| #9 | -9.62% May 15, 2024 - Sep 27, 2024 | -2.57% Jul 6, 2026 - Aug 3, 2026 |
| #10 | -7.70% Dec 5, 2014 - Jan 20, 2015 | -1.99% Aug 14, 2026 - Aug 20, 2026 |
| #11 | -7.66% Jul 24, 2019 - Sep 12, 2019 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #12 | -6.28% Mar 3, 2023 - Apr 10, 2023 | -1.69% Jun 15, 2026 - Jun 29, 2026 |
| #13 | -5.85% Apr 30, 2019 - Jul 1, 2019 | -1.66% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -5.19% Nov 12, 2025 - Dec 11, 2025 | -1.47% Sep 22, 2025 - Oct 2, 2025 |
| #15 | -5.11% Sep 27, 2024 - Jan 15, 2025 | -1.24% Jul 10, 2025 - Jul 22, 2025 |
Correlation
Correlation between HEZU and BLUX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2014 - 2026)
HEZU vs BLUX dividend yield comparison.
| Year | HEZU | BLUX |
|---|---|---|
| 2026 | 1.68% | 0.43% |
| 2025 | 2.92% | 0.73% |
| 2024 | 2.77% | 0.00% |
| 2023 | 2.52% | 0.00% |
| 2022 | 23.26% | 0.00% |
| 2021 | 2.25% | 0.00% |
| 2020 | 2.32% | 0.00% |
| 2019 | 5.40% | 0.00% |
| 2018 | 3.48% | 0.00% |
| 2017 | 1.92% | 0.00% |
| 2016 | 3.11% | 0.00% |
| 2015 | 2.68% | 0.00% |
| 2014 | 1.15% | 0.00% |
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