HEZU vs IBTM
Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).
HEZU vs IBTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEZU
$540M
Winner
IBTM
$541M
Expense Ratio
HEZU
0.53%
Winner
IBTM
0.07%
Max Drawdown
HEZU
38.80%
Winner
IBTM
16.81%
Sharpe Ratio
Winner
HEZU
1.17
IBTM
0.01
5Y Beta
HEZU
0.76
Winner
IBTM
-0.02
5Y Dividends CAGR
HEZU
27.85%
IBTM
N/A
HEZU vs IBTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEZU
+7.31%
IBTM
+1.09%
3M
Winner
HEZU
+11.37%
IBTM
-0.49%
6M
Winner
HEZU
+13.63%
IBTM
-0.03%
1Y
Winner
HEZU
+24.45%
IBTM
+4.21%
5Y(CAGR)
HEZU
+12.79%
IBTM
N/A
10Y(CAGR)
HEZU
+12.83%
IBTM
N/A
Max(CAGR)
Winner
HEZU
+10.98%
IBTM
+1.61%
HEZU vs IBTM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEZU | IBTM |
|---|---|---|
| 2026 | +10.61% | +0.04% |
| 2025 | +25.49% | +7.99% |
| 2024 | +11.26% | +0.25% |
| 2023 | +19.62% | +2.94% |
| 2022 | -10.96% | -4.63% |
| 2021 | +22.36% | N/A |
| 2020 | -1.14% | N/A |
| 2019 | +28.78% | N/A |
| 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 IBTM Drawdown Comparison
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The current HEZU drawdown is -0.20%. The current IBTM drawdown is -1.90%.
| Rank | HEZU | IBTM |
|---|---|---|
| #1 | -38.80% Feb 19, 2020 - Jan 8, 2021 | -13.59% Aug 1, 2022 - Aug 1, 2025 |
| #2 | -26.19% Apr 10, 2015 - Mar 28, 2017 | -3.26% Feb 27, 2026 - May 19, 2026 |
| #3 | -22.76% Nov 16, 2021 - Feb 14, 2023 | -1.12% Nov 26, 2025 - Feb 10, 2026 |
| #4 | -17.41% Jan 22, 2018 - Apr 17, 2019 | -1.07% Oct 21, 2025 - Nov 24, 2025 |
| #5 | -14.83% Mar 19, 2025 - May 12, 2025 | -1.05% Jul 13, 2022 - Jul 22, 2022 |
| #6 | -12.51% Sep 5, 2014 - Dec 3, 2014 | -0.97% Sep 11, 2025 - Oct 13, 2025 |
| #7 | -10.95% Feb 25, 2026 - May 6, 2026 | -0.54% Aug 4, 2025 - Aug 22, 2025 |
| #8 | -10.36% Jul 28, 2023 - Dec 5, 2023 | -0.40% Jul 22, 2022 - Jul 28, 2022 |
| #9 | -9.62% May 15, 2024 - Sep 27, 2024 | -0.24% Aug 29, 2025 - Sep 3, 2025 |
| #10 | -7.70% Dec 5, 2014 - Jan 20, 2015 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #11 | -7.66% Jul 24, 2019 - Sep 12, 2019 | -0.21% Feb 13, 2026 - Feb 23, 2026 |
| #12 | -6.28% Mar 3, 2023 - Apr 10, 2023 | -0.21% Oct 16, 2025 - Oct 21, 2025 |
| #13 | -5.85% Apr 30, 2019 - Jul 1, 2019 | -0.19% Sep 8, 2025 - Sep 11, 2025 |
| #14 | -5.19% Nov 12, 2025 - Dec 11, 2025 | -0.17% Aug 22, 2025 - Aug 26, 2025 |
| #15 | -5.11% Sep 27, 2024 - Jan 15, 2025 | -0.13% Feb 23, 2026 - Feb 26, 2026 |
Correlation
Correlation between HEZU and IBTM is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2014 - 2026)
HEZU vs IBTM dividend yield comparison.
| Year | HEZU | IBTM |
|---|---|---|
| 2026 | 0.00% | 1.62% |
| 2025 | 2.92% | 3.87% |
| 2024 | 2.77% | 3.96% |
| 2023 | 2.52% | 3.39% |
| 2022 | 23.26% | 1.38% |
| 2021 | 2.25% | 0.00% |
| 2020 | 2.32% | 0.00% |
| 2019 | 5.40% | 0.00% |
| 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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