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HEZU vs EMHY

Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF (EMHY, ETF).

5-Year PerformanceHEZU has outperformed EMHY, delivering a return of +12.3% compared to +4.2%

HEZU vs EMHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEZU
$584M
Winner
EMHY
$584M
Expense Ratio
HEZU
0.53%
Winner
EMHY
0.50%
Max Drawdown
Winner
HEZU
38.80%
EMHY
43.77%
Sharpe Ratio
HEZU
0.97
Winner
EMHY
1.46
5Y Beta
HEZU
0.75
Winner
EMHY
0.30
5Y Dividends CAGR
Winner
HEZU
27.85%
EMHY
0.80%

HEZU vs EMHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEZU
+3.30%
EMHY
+0.50%
3M
Winner
HEZU
+7.06%
EMHY
+1.34%
6M
Winner
HEZU
+10.10%
EMHY
+3.33%
1Y
Winner
HEZU
+18.63%
EMHY
+12.77%
5Y(CAGR)
Winner
HEZU
+12.27%
EMHY
+4.17%
10Y(CAGR)
Winner
HEZU
+11.86%
EMHY
+4.65%
Max(CAGR)
Winner
HEZU
+10.68%
EMHY
+4.94%

HEZU vs EMHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearHEZUEMHY
2026+6.75%+2.50%
2025+25.49%+13.16%
2024+11.26%+12.94%
2023+19.62%+10.68%
2022-10.96%-12.40%
2021+22.36%-1.83%
2020-1.14%+3.40%
2019+28.78%+12.72%
2018-10.39%-5.59%
2017+12.71%+8.51%
2016+8.00%+15.66%
2015+6.93%+1.72%
2014+4.00%+1.66%
2013N/A-6.95%
2012N/A+18.07%

HEZU vs EMHY Drawdown Comparison

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

The maximum drawdown for EMHY was -30.11%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The current HEZU drawdown is -1.81%. The current EMHY drawdown is -0.69%.

RankHEZUEMHY
#1-38.80%
Feb 19, 2020 - Jan 8, 2021
-30.11%
Feb 14, 2020 - Dec 4, 2020
#2-26.19%
Apr 10, 2015 - Mar 28, 2017
-25.84%
Sep 14, 2021 - Jul 31, 2024
#3-22.76%
Nov 16, 2021 - Feb 14, 2023
-14.90%
Jul 24, 2014 - Apr 19, 2016
#4-17.41%
Jan 22, 2018 - Apr 17, 2019
-14.03%
May 9, 2013 - May 23, 2014
#5-14.83%
Mar 19, 2025 - May 12, 2025
-9.70%
Jan 5, 2018 - Mar 15, 2019
#6-12.51%
Sep 5, 2014 - Dec 3, 2014
-6.31%
May 7, 2012 - Jul 6, 2012
#7-10.95%
Feb 25, 2026 - May 6, 2026
-5.96%
Feb 28, 2025 - May 16, 2025
#8-10.36%
Jul 28, 2023 - Dec 5, 2023
-5.88%
Oct 25, 2016 - Feb 3, 2017
#9-9.62%
May 15, 2024 - Sep 27, 2024
-4.47%
Dec 30, 2020 - May 25, 2021
#10-7.70%
Dec 5, 2014 - Jan 20, 2015
-4.34%
Feb 18, 2026 - Apr 17, 2026
#11-7.66%
Jul 24, 2019 - Sep 12, 2019
-3.99%
Jul 26, 2019 - Dec 16, 2019
#12-6.28%
Mar 3, 2023 - Apr 10, 2023
-2.95%
Jan 3, 2013 - May 2, 2013
#13-5.85%
Apr 30, 2019 - Jul 1, 2019
-2.73%
Oct 19, 2017 - Jan 4, 2018
#14-5.19%
Nov 12, 2025 - Dec 11, 2025
-2.34%
Dec 6, 2024 - Jan 30, 2025
#15-5.11%
Sep 27, 2024 - Jan 15, 2025
-2.20%
Sep 7, 2016 - Oct 24, 2016

Correlation

Correlation between HEZU and EMHY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2012 - 2026)

HEZU vs EMHY dividend yield comparison.

YearHEZUEMHY
20260.00%2.71%
20252.92%6.52%
20242.77%6.86%
20232.52%6.73%
202223.26%7.08%
20212.25%5.58%
20202.32%5.44%
20195.40%5.72%
20183.48%6.79%
20171.92%5.59%
20163.11%6.43%
20152.68%6.99%
20141.15%6.36%
20130.00%6.03%
20120.00%3.54%

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