HSCZ vs FT

Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and Franklin Universal Trust (FT, ETF).

5-Year PerformanceHSCZ has outperformed FT, delivering a return of +10.9% compared to +7.1%

HSCZ vs FT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSCZ(ETF)	FT(ETF)
Net Assets	$222M	$221M
Expense Ratio	0.43%	N/A
Max Drawdown	37.11%	65.18%
Sharpe Ratio	1.82	0.96
5Y Beta	0.66	0.29
5Y Dividends CAGR	7.51%	5.84%

Net Assets

Winner

HSCZ

$222M

$221M

Expense Ratio

HSCZ

0.43%

N/A

Max Drawdown

Winner

HSCZ

37.11%

65.18%

Sharpe Ratio

Winner

HSCZ

1.82

0.96

5Y Beta

HSCZ

0.66

Winner

0.29

5Y Dividends CAGR

Winner

HSCZ

7.51%

5.84%

HSCZ vs FT - Historical Returns

Returns include dividend reinvestment.

Period	HSCZ	FT
1 month	+1.43%	-0.47%
3 months	+8.11%	+0.59%
6 months	+13.18%	+4.92%
1 year	+28.26%	+12.98%
5 years(CAGR)	+10.94%	+7.06%
10 years(CAGR)	+11.75%	+8.41%
Max(CAGR)	+10.61%	+7.27%

Winner

HSCZ

+1.43%

-0.47%

Winner

HSCZ

+8.11%

+0.59%

Winner

HSCZ

+13.18%

+4.92%

Winner

HSCZ

+28.26%

+12.98%

5Y(CAGR)

Winner

HSCZ

+10.94%

+7.06%

10Y(CAGR)

Winner

HSCZ

+11.75%

+8.41%

Max(CAGR)

Winner

HSCZ

+10.61%

+7.27%

HSCZ vs FT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HSCZ	FT
2026	+10.37%	+2.28%
2025	+25.75%	+16.44%
2024	+13.38%	+17.47%
2023	+15.69%	+4.51%
2022	-12.14%	-13.44%
2021	+17.57%	+21.55%
2020	+5.21%	+1.47%
2019	+27.16%	+30.84%
2018	-13.89%	-5.40%
2017	+23.03%	+13.25%
2016	+8.91%	+24.94%
2015	+0.28%	-12.94%
2014	N/A	+10.27%
2013	N/A	+3.10%
2012	N/A	+12.59%
2011	N/A	+13.70%
2010	N/A	+17.58%
2009	N/A	+59.78%
2008	N/A	-40.85%
2007	N/A	+7.05%
2006	N/A	+21.52%
2005	N/A	+10.02%
2004	N/A	+10.93%
2003	N/A	+21.38%
2002	N/A	-29.73%
2001	N/A	+16.33%
2000	N/A	+12.12%
1999	N/A	-14.17%

HSCZ vs FT Drawdown Comparison

The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The current HSCZ drawdown is -0.60%. The current FT drawdown is -3.07%.

Rank	HSCZ	FT
#1	-34.89% Feb 12, 2020 - Nov 23, 2020	-54.80% May 16, 2007 - Mar 9, 2010
#2	-20.59% May 22, 2018 - Nov 1, 2019	-40.90% Feb 21, 2020 - May 3, 2021
#3	-20.10% Sep 7, 2021 - Dec 19, 2023	-40.83% Apr 15, 2002 - May 16, 2006
#4	-17.04% Jul 20, 2015 - Oct 7, 2016	-23.17% Dec 28, 2021 - Jul 31, 2024
#5	-12.81% Mar 19, 2025 - May 8, 2025	-22.90% Nov 5, 1999 - Jan 3, 2001
#6	-9.83% Jul 16, 2024 - Sep 26, 2024	-22.53% Mar 24, 2015 - May 26, 2016
#7	-9.61% Feb 27, 2026 - Apr 17, 2026	-18.10% Mar 9, 2001 - Nov 28, 2001
#8	-7.84% Jan 23, 2018 - May 10, 2018	-13.30% May 20, 2013 - Apr 16, 2014
#9	-4.24% Jan 17, 2020 - Feb 12, 2020	-12.55% Jul 7, 2011 - Oct 21, 2011
#10	-3.96% Apr 16, 2021 - Jun 1, 2021	-12.20% Sep 26, 2012 - Jan 29, 2013
#11	-3.64% Feb 18, 2025 - Mar 17, 2025	-10.78% Dec 6, 2017 - Feb 25, 2019
#12	-3.54% Jul 12, 2021 - Jul 23, 2021	-9.94% Apr 29, 2010 - Jul 20, 2010
#13	-3.48% Oct 27, 2025 - Nov 28, 2025	-9.44% Jul 22, 2016 - Jan 17, 2017
#14	-3.36% Apr 17, 2026 - May 11, 2026	-8.76% Mar 3, 2025 - Jun 12, 2025
#15	-3.16% Nov 8, 2017 - Dec 18, 2017	-7.68% Nov 3, 2014 - Jan 16, 2015

Correlation

Correlation between HSCZ and FT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

HSCZ vs FT dividend yield comparison.

Year	HSCZ	FT
2026	0.00%	2.66%
2025	3.25%	6.37%
2024	3.26%	6.98%
2023	2.98%	7.67%
2022	26.91%	8.49%
2021	2.90%	6.00%
2020	1.46%	5.13%
2019	4.66%	4.95%
2018	6.15%	6.05%
2017	2.52%	5.36%
2016	2.57%	6.53%
2015	1.75%	8.28%
2014	0.00%	7.24%
2013	0.00%	6.64%
2012	0.00%	5.92%
2011	0.00%	6.82%
2010	0.00%	7.20%
2009	0.00%	7.86%
2008	0.00%	12.16%
2007	0.00%	6.60%
2006	0.00%	6.58%
2005	0.00%	6.82%
2004	0.00%	5.96%
2003	0.00%	6.79%
2002	0.00%	14.57%
2001	0.00%	9.85%
2000	0.00%	4.50%