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HEZU vs BME

Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and BlackRock Health Sciences Trust (BME, ETF).

5-Year PerformanceHEZU has outperformed BME, delivering a return of +12.7% compared to +3.4%

HEZU vs BME - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HEZU
$540M
BME
$537M
Expense Ratio
HEZU
0.53%
BME
N/A
Max Drawdown
Winner
HEZU
38.80%
BME
44.61%
Sharpe Ratio
HEZU
1.11
Winner
BME
1.29
5Y Beta
HEZU
0.76
Winner
BME
0.47
5Y Dividends CAGR
Winner
HEZU
27.85%
BME
7.26%

HEZU vs BME - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEZU
+6.31%
BME
+4.61%
3M
Winner
HEZU
+11.35%
BME
+3.80%
6M
Winner
HEZU
+13.32%
BME
+4.97%
1Y
Winner
HEZU
+22.92%
BME
+21.01%
5Y(CAGR)
Winner
HEZU
+12.71%
BME
+3.44%
10Y(CAGR)
Winner
HEZU
+12.79%
BME
+8.41%
Max(CAGR)
Winner
HEZU
+10.94%
BME
+10.82%

HEZU vs BME - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearHEZUBME
2026+10.05%+2.67%
2025+25.49%+19.24%
2024+11.26%-0.39%
2023+19.62%-0.72%
2022-10.96%-3.83%
2021+22.36%+5.43%
2020-1.14%+17.46%
2019+28.78%+20.14%
2018-10.39%+6.52%
2017+12.71%+20.82%
2016+8.00%-11.56%
2015+6.93%+8.97%
2014+4.00%+35.48%
2013N/A+34.89%
2012N/A+19.82%
2011N/A+3.43%
2010N/A+8.16%
2009N/A+39.01%
2008N/A-19.73%
2007N/A+7.91%
2006N/A+16.02%
2005N/A+6.08%

HEZU vs BME Drawdown Comparison

The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.

The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

The current BME drawdown is -2.02%.

RankHEZUBME
#1-38.80%
Feb 19, 2020 - Jan 8, 2021
-42.05%
Jan 14, 2008 - Dec 8, 2009
#2-26.19%
Apr 10, 2015 - Mar 28, 2017
-36.68%
Feb 13, 2020 - Jul 7, 2020
#3-22.76%
Nov 16, 2021 - Feb 14, 2023
-25.46%
Oct 2, 2018 - Nov 27, 2019
#4-17.41%
Jan 22, 2018 - Apr 17, 2019
-23.65%
Aug 17, 2015 - Jul 5, 2017
#5-14.83%
Mar 19, 2025 - May 12, 2025
-21.66%
Jun 30, 2011 - Mar 27, 2012
#6-12.51%
Sep 5, 2014 - Dec 3, 2014
-18.29%
Dec 30, 2021 - Jul 15, 2024
#7-10.95%
Feb 25, 2026 - May 6, 2026
-14.73%
Apr 9, 2010 - Oct 5, 2010
#8-10.36%
Jul 28, 2023 - Dec 5, 2023
-14.36%
Oct 14, 2024 - Nov 7, 2025
#9-9.62%
May 15, 2024 - Sep 27, 2024
-13.92%
Mar 17, 2006 - Aug 21, 2006
#10-7.70%
Dec 5, 2014 - Jan 20, 2015
-12.95%
Apr 17, 2007 - Dec 26, 2007
#11-7.66%
Jul 24, 2019 - Sep 12, 2019
-11.08%
Nov 28, 2014 - Mar 5, 2015
#12-6.28%
Mar 3, 2023 - Apr 10, 2023
-11.03%
Feb 27, 2026 - Mar 27, 2026
#13-5.85%
Apr 30, 2019 - Jul 1, 2019
-10.97%
Jan 20, 2021 - Jul 12, 2021
#14-5.19%
Nov 12, 2025 - Dec 11, 2025
-10.91%
Mar 5, 2014 - Oct 3, 2014
#15-5.11%
Sep 27, 2024 - Jan 15, 2025
-10.23%
Jan 26, 2018 - May 24, 2018

Correlation

Correlation between HEZU and BME is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2005 - 2026)

HEZU vs BME dividend yield comparison.

YearHEZUBME
20260.00%3.20%
20252.92%7.65%
20242.77%6.87%
20232.52%6.32%
202223.26%5.87%
20212.25%5.03%
20202.32%5.04%
20195.40%5.65%
20183.48%6.58%
20171.92%6.58%
20163.11%9.45%
20152.68%17.04%
20141.15%9.83%
20130.00%9.86%
20120.00%8.52%
20110.00%9.95%
20100.00%8.53%
20090.00%5.86%
20080.00%8.59%
20070.00%7.66%
20060.00%9.67%
20050.00%4.55%

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