HEZU vs IXG
Comparison between ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).
5-Year PerformanceIXG has outperformed HEZU, delivering a return of +14.4% compared to +13.3%
HEZU vs IXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEZU
$585M
Winner
IXG
$586M
Expense Ratio
HEZU
0.53%
Winner
IXG
0.41%
Max Drawdown
Winner
HEZU
38.80%
IXG
79.98%
Sharpe Ratio
Winner
HEZU
1.20
IXG
1.08
5Y Beta
Winner
HEZU
0.76
IXG
0.79
P/E Ratio
HEZU
N/A
IXG
18.00
Forward P/E
HEZU
N/A
IXG
15.78
PEG Ratio
HEZU
N/A
IXG
0.59
5Y Dividends CAGR
HEZU
13.81%
Winner
IXG
20.46%
5Y EPS CAGR
HEZU
N/A
IXG
10.40%
Debt to Equity
HEZU
N/A
IXG
117.72%
P/S Ratio
HEZU
N/A
IXG
3.11
P/B Ratio
HEZU
N/A
IXG
2.38
HEZU vs IXG - Holdings Comparison
HEZU and IXG have 1 common holdings. Overlap is -310.06%
HEZU's top 25 holdings weight is 99.99%. IXG's top 25 holdings weight is 47.53%.
| Rank | HEZU | IXG |
|---|---|---|
| #1 | EUR/USD PURCHASED (n/a) - 309.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13% |
| #2 | ISHARES MSCI EUROZONE ETF (EZU) - 99.68% | JPMORGAN CHASE & CO (JPM) - 5.86% |
| #3 | CASH OFFSET (n/a) - 1.58% | VISA INC CLASS A (V) - 3.80% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% | MASTERCARD INC CLASS A (MA) - 2.77% |
| #5 | USD CASH (n/a) - -0.62% | BANK OF AMERICA CORP (BAC) - 2.49% |
| #6 | EUR/USD SOLD (n/a) - -310.06% | HSBC HOLDINGS PLC (n/a) - 2.18% |
| #7 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% |
| #8 | N/A | ROYAL BANK OF CANADA (n/a) - 1.93% |
| #9 | N/A | WELLS FARGO & CO (WFC) - 1.69% |
| #10 | N/A | MORGAN STANLEY (MS) - 1.67% |
| #11 | N/A | CITIGROUP INC (C) - 1.60% |
| #12 | N/A | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57% |
| #13 | N/A | THE TORONTO-DOMINION BANK (TD) - 1.36% |
| #14 | N/A | BANCO SANTANDER SA (n/a) - 1.36% |
| #15 | N/A | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28% |
| #16 | N/A | ALLIANZ SE (n/a) - 1.20% |
| #17 | N/A | AMERICAN EXPRESS CO (AXP) - 1.20% |
| #18 | N/A | CHARLES SCHWAB CORP (SCHW) - 1.01% |
| #19 | N/A | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% |
| #20 | N/A | UBS GROUP AG REGISTERED SHARES (n/a) - 0.99% |
| #21 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94% |
| #22 | N/A | BLACKROCK INC (BLK) - 0.93% |
| #23 | N/A | UNICREDIT SPA (n/a) - 0.90% |
| #24 | N/A | PROGRESSIVE CORP (PGR) - 0.85% |
| #25 | N/A | CAPITAL ONE FINANCIAL CORP (COF) - 0.83% |
| Total Holdings | 6 | 257 |
HEZU vs IXG - Historical Returns
Returns include dividend reinvestment.
1M
HEZU
-1.19%
Winner
IXG
+3.58%
3M
HEZU
+7.88%
Winner
IXG
+8.53%
6M
Winner
HEZU
+9.77%
IXG
+9.55%
1Y
Winner
HEZU
+24.09%
IXG
+19.68%
5Y(CAGR)
HEZU
+13.28%
Winner
IXG
+14.38%
10Y(CAGR)
HEZU
+12.46%
Winner
IXG
+13.06%
Max(CAGR)
Winner
HEZU
+10.94%
IXG
+6.34%
HEZU vs IXG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | HEZU | IXG |
|---|---|---|
| 2026 | +11.24% | +8.36% |
| 2025 | +25.49% | +29.11% |
| 2024 | +11.26% | +26.01% |
| 2023 | +19.62% | +14.46% |
| 2022 | -10.96% | -9.85% |
| 2021 | +22.36% | +26.24% |
| 2020 | -1.14% | -4.14% |
| 2019 | +28.78% | +24.34% |
| 2018 | -10.39% | -16.61% |
| 2017 | +12.71% | +22.14% |
| 2016 | +8.00% | +14.49% |
| 2015 | +6.93% | -3.56% |
| 2014 | +4.00% | +3.80% |
| 2013 | N/A | +23.48% |
| 2012 | N/A | +27.53% |
| 2011 | N/A | -21.35% |
| 2010 | N/A | +1.42% |
| 2009 | N/A | +30.94% |
| 2008 | N/A | -53.36% |
| 2007 | N/A | -8.55% |
| 2006 | N/A | +23.04% |
| 2005 | N/A | +11.86% |
| 2004 | N/A | +16.01% |
| 2003 | N/A | +34.91% |
| 2002 | N/A | -16.87% |
| 2001 | N/A | -0.05% |
HEZU vs IXG Drawdown Comparison
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The current HEZU drawdown is -1.61%. The current IXG drawdown is -1.31%.
| Rank | HEZU | IXG |
|---|---|---|
| #1 | -38.80% Feb 19, 2020 - Jan 8, 2021 | -78.41% Jun 4, 2007 - Jan 4, 2018 |
| #2 | -26.19% Apr 10, 2015 - Mar 28, 2017 | -43.47% Jan 26, 2018 - Feb 16, 2021 |
| #3 | -22.76% Nov 16, 2021 - Feb 14, 2023 | -33.08% Apr 19, 2002 - Oct 6, 2003 |
| #4 | -17.41% Jan 22, 2018 - Apr 17, 2019 | -27.16% Feb 9, 2022 - Feb 15, 2024 |
| #5 | -14.83% Mar 19, 2025 - May 12, 2025 | -13.54% Feb 18, 2025 - May 8, 2025 |
| #6 | -12.51% Sep 5, 2014 - Dec 3, 2014 | -13.48% May 9, 2006 - Oct 3, 2006 |
| #7 | -10.95% Feb 25, 2026 - May 6, 2026 | -11.75% Feb 17, 2004 - Nov 3, 2004 |
| #8 | -10.36% Jul 28, 2023 - Dec 5, 2023 | -11.33% Feb 9, 2026 - Jun 12, 2026 |
| #9 | -9.62% May 15, 2024 - Sep 27, 2024 | -9.59% Jan 4, 2002 - Mar 8, 2002 |
| #10 | -7.70% Dec 5, 2014 - Jan 20, 2015 | -9.00% Jun 4, 2021 - Oct 15, 2021 |
| #11 | -7.66% Jul 24, 2019 - Sep 12, 2019 | -8.30% Feb 20, 2007 - Apr 17, 2007 |
| #12 | -6.28% Mar 3, 2023 - Apr 10, 2023 | -8.02% Nov 3, 2021 - Jan 4, 2022 |
| #13 | -5.85% Apr 30, 2019 - Jul 1, 2019 | -7.74% Mar 8, 2005 - Aug 3, 2005 |
| #14 | -5.19% Nov 12, 2025 - Dec 11, 2025 | -7.33% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -5.11% Sep 27, 2024 - Jan 15, 2025 | -6.13% Jan 13, 2022 - Feb 9, 2022 |
Correlation
Correlation between HEZU and IXG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
HEZU vs IXG dividend yield comparison.
| Year | HEZU | IXG |
|---|---|---|
| 2026 | 1.72% | 1.36% |
| 2025 | 2.92% | 2.04% |
| 2024 | 2.77% | 2.64% |
| 2023 | 2.52% | 2.62% |
| 2022 | 23.26% | 3.71% |
| 2021 | 2.25% | 1.69% |
| 2020 | 2.32% | 2.13% |
| 2019 | 5.40% | 2.87% |
| 2018 | 3.48% | 3.14% |
| 2017 | 1.92% | 2.12% |
| 2016 | 3.11% | 2.21% |
| 2015 | 2.68% | 2.79% |
| 2014 | 1.15% | 2.38% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 2.48% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 2.11% |
| 2009 | 0.00% | 1.83% |
| 2008 | 0.00% | 5.73% |
| 2007 | 0.00% | 3.48% |
| 2006 | 0.00% | 1.34% |
| 2005 | 0.00% | 1.63% |
| 2004 | 0.00% | 1.34% |
| 2003 | 0.00% | 2.25% |
| 2002 | 0.00% | 1.33% |
| 2001 | 0.00% | 0.08% |
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