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 +12.3% compared to +0.7%

HEZU vs IBMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEZU(ETF)	IBMO(ETF)
Net Assets	$584M	$582M
Expense Ratio	0.53%	0.18%
Max Drawdown	38.80%	14.77%
Sharpe Ratio	0.97	-0.83
5Y Beta	0.75	0.01
5Y Dividends CAGR	27.85%	22.17%

Net Assets

Winner

HEZU

$584M

IBMO

$582M

Expense Ratio

HEZU

0.53%

Winner

IBMO

0.18%

Max Drawdown

HEZU

38.80%

Winner

IBMO

14.77%

Sharpe Ratio

Winner

HEZU

0.97

IBMO

-0.83

5Y Beta

HEZU

0.75

Winner

IBMO

0.01

5Y Dividends CAGR

Winner

HEZU

27.85%

IBMO

22.17%

HEZU vs IBMO - Holdings Comparison

HEZU and IBMO have 1 common holdings. Overlap is -104.11%

HEZU's top 25 holdings weight is 293.06%. IBMO's top 25 holdings weight is 25.38%.

Rank	HEZU	IBMO
#1	EUR/USD PURCHASED (n/a) - 295.15%	n/a (n/a) - 3.22%
#2	ISHARES MSCI EUROZONE ETF (EZU) - 98.90%	CALIFORNIA ST 5% (n/a) - 2.07%
#3	CASH OFFSET (n/a) - 3.97%	n/a (n/a) - 2.02%
#4	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.04%	n/a (n/a) - 1.49%
#5	USD CASH (n/a) - -0.89%	NEW YORK N Y 5% (n/a) - 1.49%
#6	EUR/USD SOLD (n/a) - -104.11%	ILLINOIS ST 5% (n/a) - 1.48%
#7	N/A	METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06%
#8	N/A	ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06%
#9	N/A	PENNSYLVANIA ST 5% (n/a) - 0.99%
#10	N/A	CONNECTICUT ST 5% (n/a) - 0.96%
#11	N/A	n/a (n/a) - 0.95%
#12	N/A	MARYLAND ST 5% (n/a) - 0.71%
#13	N/A	n/a (n/a) - 0.69%
#14	N/A	PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67%
#15	N/A	n/a (n/a) - 0.64%
#16	N/A	MASSACHUSETTS ST 5% (n/a) - 0.63%
#17	N/A	WASHINGTON ST 5% (n/a) - 0.61%
#18	N/A	n/a (n/a) - 0.61%
#19	N/A	MISSISSIPPI ST 5% (n/a) - 0.60%
#20	N/A	TEXAS WTR DEV BRD REV 5% (n/a) - 0.60%
#21	N/A	n/a (n/a) - 0.59%
#22	N/A	LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58%
#23	N/A	NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58%
#24	N/A	ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54%
#25	N/A	GEORGIA ST 5% (n/a) - 0.54%
Total Holdings	6	648

HEZU vs IBMO - Historical Returns

Returns include dividend reinvestment.

Period	HEZU	IBMO
1 month	+3.30%	+0.13%
3 months	+7.06%	+0.54%
6 months	+10.10%	+1.02%
1 year	+18.63%	+2.74%
5 years(CAGR)	+12.27%	+0.66%
10 years(CAGR)	+11.86%	N/A
Max(CAGR)	+10.68%	+1.83%

Winner

HEZU

+3.30%

IBMO

+0.13%

Winner

HEZU

+7.06%

IBMO

+0.54%

Winner

HEZU

+10.10%

IBMO

+1.02%

Winner

HEZU

+18.63%

IBMO

+2.74%

5Y(CAGR)

Winner

HEZU

+12.27%

IBMO

+0.66%

10Y(CAGR)

HEZU

+11.86%

IBMO

N/A

Max(CAGR)

Winner

HEZU

+10.68%

IBMO

+1.83%

HEZU vs IBMO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HEZU	IBMO
2026	+6.75%	+1.00%
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 -1.81%. The current IBMO drawdown is -0.04%.

Rank	HEZU	IBMO
#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 2, 2019 - Jul 9, 2019
#13	-5.85% Apr 30, 2019 - Jul 1, 2019	-0.16% Feb 26, 2026 - Mar 13, 2026
#14	-5.19% Nov 12, 2025 - Dec 11, 2025	-0.16% Apr 4, 2019 - Apr 10, 2019
#15	-5.11% Sep 27, 2024 - Jan 15, 2025	-0.16% Feb 27, 2020 - Mar 3, 2020

Correlation

Correlation between HEZU and IBMO is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2014 - 2026)

HEZU vs IBMO dividend yield comparison.

Year	HEZU	IBMO
2026	0.00%	0.99%
2025	2.92%	2.37%
2024	2.77%	2.15%
2023	2.52%	1.65%
2022	23.26%	0.89%
2021	2.25%	0.62%
2020	2.32%	1.03%
2019	5.40%	1.01%
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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HEZU vs IBMO

HEZU vs IBMO - Performance Comparison

Key Characteristics

HEZU vs IBMO - Holdings Comparison

HEZU vs IBMO - Historical Returns

HEZU vs IBMO - Annual Returns (2014 - 2026)

HEZU vs IBMO Drawdown Comparison

Correlation

Dividend Comparison (2014 - 2026)

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