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HEZU vs IBMO

Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF).

5-Year PerformanceHEZU has outperformed IBMO, delivering a return of +13.3% compared to +0.6%

HEZU vs IBMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEZU
$585M
Winner
IBMO
$585M
Expense Ratio
HEZU
0.53%
Winner
IBMO
0.18%
Max Drawdown
HEZU
38.80%
Winner
IBMO
14.77%
Sharpe Ratio
Winner
HEZU
1.20
IBMO
-1.25
5Y Beta
HEZU
0.76
Winner
IBMO
0.01
5Y Dividends CAGR
HEZU
13.81%
Winner
IBMO
23.81%

HEZU vs IBMO - Holdings Comparison

HEZU and IBMO have 1 common holdings. Overlap is -310.06%

HEZU's top 25 holdings weight is 99.99%. IBMO's top 25 holdings weight is 25.38%.

RankHEZUIBMO
#1
EUR/USD PURCHASED (n/a) - 309.36%
n/a (n/a) - 3.22%
#2
ISHARES MSCI EUROZONE ETF (EZU) - 99.68%
CALIFORNIA ST 5% (n/a) - 2.07%
#3
CASH OFFSET (n/a) - 1.58%
n/a (n/a) - 2.02%
#4
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05%
n/a (n/a) - 1.49%
#5
USD CASH (n/a) - -0.62%
NEW YORK N Y 5% (n/a) - 1.49%
#6
EUR/USD SOLD (n/a) - -310.06%
ILLINOIS ST 5% (n/a) - 1.48%
#7N/A
METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06%
#8N/A
ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06%
#9N/A
PENNSYLVANIA ST 5% (n/a) - 0.99%
#10N/A
CONNECTICUT ST 5% (n/a) - 0.96%
#11N/A
n/a (n/a) - 0.95%
#12N/A
MARYLAND ST 5% (n/a) - 0.71%
#13N/A
n/a (n/a) - 0.69%
#14N/A
PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67%
#15N/A
n/a (n/a) - 0.64%
#16N/A
MASSACHUSETTS ST 5% (n/a) - 0.63%
#17N/A
WASHINGTON ST 5% (n/a) - 0.61%
#18N/A
n/a (n/a) - 0.61%
#19N/A
MISSISSIPPI ST 5% (n/a) - 0.60%
#20N/A
TEXAS WTR DEV BRD REV 5% (n/a) - 0.60%
#21N/A
n/a (n/a) - 0.59%
#22N/A
LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58%
#23N/A
NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58%
#24N/A
ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54%
#25N/A
GEORGIA ST 5% (n/a) - 0.54%
Total Holdings6648

HEZU vs IBMO - Historical Returns

Returns include dividend reinvestment.

1M
HEZU
-1.19%
Winner
IBMO
+0.15%
3M
Winner
HEZU
+7.88%
IBMO
+0.49%
6M
Winner
HEZU
+9.77%
IBMO
+0.92%
1Y
Winner
HEZU
+24.09%
IBMO
+2.45%
5Y(CAGR)
Winner
HEZU
+13.28%
IBMO
+0.61%
10Y(CAGR)
HEZU
+12.46%
IBMO
N/A
Max(CAGR)
Winner
HEZU
+10.94%
IBMO
+1.84%

HEZU vs IBMO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearHEZUIBMO
2026+11.24%+1.25%
2025+25.49%+3.15%
2024+11.26%+2.05%
2023+19.62%+2.72%
2022-10.96%-5.31%
2021+22.36%-0.16%
2020-1.14%+5.38%
2019+28.78%+4.69%
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 IBMO Drawdown Comparison

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

The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The current HEZU drawdown is -1.61%. The current IBMO drawdown is -0.10%.

RankHEZUIBMO
#1-38.80%
Feb 19, 2020 - Jan 8, 2021		-14.77%
Mar 9, 2020 - Jul 14, 2020
#2-26.19%
Apr 10, 2015 - Mar 28, 2017		-8.91%
Feb 12, 2021 - Jun 20, 2025
#3-22.76%
Nov 16, 2021 - Feb 14, 2023		-2.02%
Aug 16, 2019 - Jan 13, 2020
#4-17.41%
Jan 22, 2018 - Apr 17, 2019		-0.73%
Aug 7, 2020 - Nov 17, 2020
#5-14.83%
Mar 19, 2025 - May 12, 2025		-0.39%
Jan 31, 2020 - Feb 20, 2020
#6-12.51%
Sep 5, 2014 - Dec 3, 2014		-0.38%
Sep 15, 2025 - Nov 17, 2025
#7-10.95%
Feb 25, 2026 - May 6, 2026		-0.32%
Jan 5, 2021 - Jan 27, 2021
#8-10.36%
Jul 28, 2023 - Dec 5, 2023		-0.29%
Dec 24, 2025 - Jan 21, 2026
#9-9.62%
May 15, 2024 - Sep 27, 2024		-0.26%
Apr 10, 2019 - Apr 24, 2019
#10-7.70%
Dec 5, 2014 - Jan 20, 2015		-0.25%
Aug 12, 2019 - Aug 14, 2019
#11-7.66%
Jul 24, 2019 - Sep 12, 2019		-0.20%
Jun 3, 2019 - Jun 18, 2019
#12-6.28%
Mar 3, 2023 - Apr 10, 2023		-0.18%
Jul 17, 2026 - Jul 20, 2026
#13-5.85%
Apr 30, 2019 - Jul 1, 2019		-0.18%
Jul 2, 2019 - Jul 9, 2019
#14-5.19%
Nov 12, 2025 - Dec 11, 2025		-0.16%
Feb 26, 2026 - Mar 13, 2026
#15-5.11%
Sep 27, 2024 - Jan 15, 2025		-0.16%
Apr 4, 2019 - Apr 10, 2019

Correlation

Correlation between HEZU and IBMO is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2014 - 2026)

HEZU vs IBMO dividend yield comparison.

YearHEZUIBMO
20261.72%1.20%
20252.92%2.37%
20242.77%2.15%
20232.52%1.65%
202223.26%0.89%
20212.25%0.62%
20202.32%1.03%
20195.40%1.01%
20183.48%0.00%
20171.92%0.00%
20163.11%0.00%
20152.68%0.00%
20141.15%0.00%

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