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HEZU vs FDHY

Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and FIDELITY ENHANCED HIGH YIELD ETF (FDHY, ETF).

5-Year PerformanceHEZU has outperformed FDHY, delivering a return of +12.9% compared to +4.0%

HEZU vs FDHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HEZU
$571M
FDHY
$571M
Expense Ratio
HEZU
0.53%
Winner
FDHY
0.35%
Max Drawdown
HEZU
38.80%
Winner
FDHY
21.81%
Sharpe Ratio
Winner
HEZU
1.13
FDHY
0.81
5Y Beta
HEZU
0.76
Winner
FDHY
0.21
5Y Dividends CAGR
Winner
HEZU
13.81%
FDHY
2.65%

HEZU vs FDHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEZU
+2.81%
FDHY
+1.55%
3M
Winner
HEZU
+5.24%
FDHY
+1.70%
6M
Winner
HEZU
+7.18%
FDHY
+2.71%
1Y
Winner
HEZU
+23.27%
FDHY
+6.87%
5Y(CAGR)
Winner
HEZU
+12.92%
FDHY
+3.96%
10Y(CAGR)
Winner
HEZU
+12.47%
FDHY
+5.80%
Max(CAGR)
Winner
HEZU
+11.05%
FDHY
+5.80%

HEZU vs FDHY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearHEZUFDHY
2026+13.69%+3.92%
2025+25.49%+8.93%
2024+11.26%+8.05%
2023+19.62%+10.92%
2022-10.96%-11.21%
2021+22.36%+4.46%
2020-1.14%+10.41%
2019+28.78%+17.14%
2018-10.39%-2.14%
2017+12.71%N/A
2016+8.00%N/A
2015+6.93%N/A
2014+4.00%N/A

HEZU vs FDHY Drawdown Comparison

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

The maximum drawdown for FDHY was -20.01%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.

The current HEZU drawdown is -1.67%.

RankHEZUFDHY
#1-38.80%
Feb 19, 2020 - Jan 8, 2021
-20.01%
Feb 18, 2020 - Jun 8, 2020
#2-26.19%
Apr 10, 2015 - Mar 28, 2017
-16.39%
Dec 27, 2021 - Mar 21, 2024
#3-22.76%
Nov 16, 2021 - Feb 14, 2023
-5.26%
Mar 5, 2025 - May 13, 2025
#4-17.41%
Jan 22, 2018 - Apr 17, 2019
-5.22%
Oct 2, 2018 - Jan 30, 2019
#5-14.83%
Mar 19, 2025 - May 12, 2025
-3.08%
Jun 8, 2020 - Jul 20, 2020
#6-12.51%
Sep 5, 2014 - Dec 3, 2014
-2.53%
Nov 9, 2021 - Dec 23, 2021
#7-10.95%
Feb 25, 2026 - May 6, 2026
-2.48%
Sep 2, 2020 - Oct 8, 2020
#8-10.36%
Jul 28, 2023 - Dec 5, 2023
-2.22%
Feb 12, 2021 - Apr 30, 2021
#9-9.62%
May 15, 2024 - Sep 27, 2024
-2.12%
Feb 13, 2026 - Apr 8, 2026
#10-7.70%
Dec 5, 2014 - Jan 20, 2015
-2.10%
Oct 22, 2020 - Nov 9, 2020
#11-7.66%
Jul 24, 2019 - Sep 12, 2019
-1.94%
Mar 28, 2024 - May 3, 2024
#12-6.28%
Mar 3, 2023 - Apr 10, 2023
-1.85%
Dec 6, 2024 - Jan 27, 2025
#13-5.85%
Apr 30, 2019 - Jul 1, 2019
-1.52%
Sep 15, 2021 - Nov 9, 2021
#14-5.19%
Nov 12, 2025 - Dec 11, 2025
-1.37%
Sep 30, 2024 - Nov 25, 2024
#15-5.11%
Sep 27, 2024 - Jan 15, 2025
-1.37%
May 15, 2024 - Jun 5, 2024

Correlation

Correlation between HEZU and FDHY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2014 - 2026)

HEZU vs FDHY dividend yield comparison.

YearHEZUFDHY
20261.68%3.74%
20252.92%6.56%
20242.77%6.58%
20232.52%6.26%
202223.26%5.34%
20212.25%6.09%
20202.32%5.78%
20195.40%4.94%
20183.48%2.55%
20171.92%0.00%
20163.11%0.00%
20152.68%0.00%
20141.15%0.00%

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