HSCZ vs APMU
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF).
HSCZ vs APMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HSCZ
$244M
APMU
$244M
Expense Ratio
HSCZ
0.43%
Winner
APMU
0.35%
Max Drawdown
HSCZ
37.11%
Winner
APMU
5.20%
Sharpe Ratio
Winner
HSCZ
1.40
APMU
-0.69
5Y Beta
HSCZ
0.63
Winner
APMU
0.01
5Y Dividends CAGR
HSCZ
17.81%
APMU
N/A
HSCZ vs APMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HSCZ
+3.26%
APMU
+0.83%
3M
Winner
HSCZ
+3.32%
APMU
+0.27%
6M
Winner
HSCZ
+5.67%
APMU
-1.32%
1Y
Winner
HSCZ
+22.44%
APMU
+2.06%
5Y(CAGR)
HSCZ
+11.20%
APMU
N/A
10Y(CAGR)
HSCZ
+12.13%
APMU
N/A
Max(CAGR)
Winner
HSCZ
+10.78%
APMU
+2.07%
HSCZ vs APMU - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | HSCZ | APMU |
|---|---|---|
| 2026 | +14.58% | +0.20% |
| 2025 | +25.75% | +4.41% |
| 2024 | +13.38% | +1.04% |
| 2023 | +15.69% | +1.24% |
| 2022 | -12.14% | N/A |
| 2021 | +17.57% | N/A |
| 2020 | +5.21% | N/A |
| 2019 | +27.16% | N/A |
| 2018 | -13.89% | N/A |
| 2017 | +23.03% | N/A |
| 2016 | +8.91% | N/A |
| 2015 | +0.28% | N/A |
HSCZ vs APMU Drawdown Comparison
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The current HSCZ drawdown is -0.13%. The current APMU drawdown is -1.32%.
| Rank | HSCZ | APMU |
|---|---|---|
| #1 | -34.89% Feb 12, 2020 - Nov 23, 2020 | -4.39% May 3, 2023 - Dec 6, 2023 |
| #2 | -20.59% May 22, 2018 - Nov 1, 2019 | -2.46% Feb 28, 2025 - Jun 24, 2025 |
| #3 | -20.10% Sep 7, 2021 - Dec 19, 2023 | -2.40% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -17.04% Jul 20, 2015 - Oct 7, 2016 | -1.99% Feb 1, 2024 - Jul 31, 2024 |
| #5 | -12.81% Mar 19, 2025 - May 8, 2025 | -1.68% Oct 2, 2024 - Feb 25, 2025 |
| #6 | -9.83% Jul 16, 2024 - Sep 26, 2024 | -0.98% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -9.61% Feb 27, 2026 - Apr 17, 2026 | -0.87% Nov 11, 2025 - Jan 7, 2026 |
| #8 | -7.84% Jan 23, 2018 - May 10, 2018 | -0.80% Sep 17, 2025 - Nov 11, 2025 |
| #9 | -4.24% Jan 17, 2020 - Feb 12, 2020 | -0.54% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -3.96% Apr 16, 2021 - Jun 1, 2021 | -0.26% Aug 23, 2024 - Sep 4, 2024 |
| #11 | -3.64% Feb 18, 2025 - Mar 17, 2025 | -0.20% Dec 7, 2023 - Dec 13, 2023 |
| #12 | -3.54% Jul 12, 2021 - Jul 23, 2021 | -0.20% Sep 16, 2024 - Sep 27, 2024 |
| #13 | -3.48% Oct 27, 2025 - Nov 28, 2025 | -0.20% Jan 15, 2026 - Jan 27, 2026 |
| #14 | -3.36% Apr 17, 2026 - May 11, 2026 | -0.18% Jul 9, 2025 - Jul 29, 2025 |
| #15 | -3.16% Nov 8, 2017 - Dec 18, 2017 | -0.18% Aug 18, 2025 - Aug 27, 2025 |
Correlation
Correlation between HSCZ and APMU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
HSCZ vs APMU dividend yield comparison.
| Year | HSCZ | APMU |
|---|---|---|
| 2026 | 1.30% | 1.58% |
| 2025 | 3.25% | 2.63% |
| 2024 | 3.26% | 2.42% |
| 2023 | 2.98% | 1.32% |
| 2022 | 26.91% | 0.00% |
| 2021 | 2.90% | 0.00% |
| 2020 | 1.46% | 0.00% |
| 2019 | 4.66% | 0.00% |
| 2018 | 6.15% | 0.00% |
| 2017 | 2.52% | 0.00% |
| 2016 | 2.57% | 0.00% |
| 2015 | 1.75% | 0.00% |
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