HSCZ vs MBSF
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and REGAN FLOATING RATE MBS ETF (MBSF, ETF).
HSCZ vs MBSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HSCZ
$222M
Winner
MBSF
$222M
Expense Ratio
Winner
HSCZ
0.43%
MBSF
0.49%
Max Drawdown
HSCZ
37.11%
Winner
MBSF
1.74%
Sharpe Ratio
Winner
HSCZ
1.55
MBSF
0.70
5Y Beta
HSCZ
0.66
Winner
MBSF
0.01
5Y Dividends CAGR
HSCZ
17.81%
MBSF
N/A
HSCZ vs MBSF - Historical Returns
Returns include dividend reinvestment.
1M
HSCZ
-0.22%
Winner
MBSF
+0.28%
3M
Winner
HSCZ
+4.17%
MBSF
+1.46%
6M
Winner
HSCZ
+6.95%
MBSF
+2.08%
1Y
Winner
HSCZ
+23.81%
MBSF
+5.87%
5Y(CAGR)
HSCZ
+11.25%
MBSF
N/A
10Y(CAGR)
HSCZ
+11.87%
MBSF
N/A
Max(CAGR)
Winner
HSCZ
+10.56%
MBSF
+5.82%
HSCZ vs MBSF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | HSCZ | MBSF |
|---|---|---|
| 2026 | +11.02% | +2.24% |
| 2025 | +25.75% | +5.58% |
| 2024 | +13.38% | +5.70% |
| 2023 | +15.69% | N/A |
| 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 MBSF Drawdown Comparison
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The maximum drawdown for MBSF was -0.97%, occurring on Jan 21, 2025. Recovery took 33 trading sessions.
The current HSCZ drawdown is -1.51%. The current MBSF drawdown is -0.08%.
| Rank | HSCZ | MBSF |
|---|---|---|
| #1 | -34.89% Feb 12, 2020 - Nov 23, 2020 | -0.97% Jan 6, 2025 - Feb 25, 2025 |
| #2 | -20.59% May 22, 2018 - Nov 1, 2019 | -0.95% Aug 15, 2024 - Sep 16, 2024 |
| #3 | -20.10% Sep 7, 2021 - Dec 19, 2023 | -0.79% Feb 25, 2026 - Apr 22, 2026 |
| #4 | -17.04% Jul 20, 2015 - Oct 7, 2016 | -0.77% May 29, 2024 - Jun 11, 2024 |
| #5 | -12.81% Mar 19, 2025 - May 8, 2025 | -0.66% Jul 29, 2024 - Aug 5, 2024 |
| #6 | -9.83% Jul 16, 2024 - Sep 26, 2024 | -0.66% Sep 16, 2024 - Oct 23, 2024 |
| #7 | -9.61% Feb 27, 2026 - Apr 17, 2026 | -0.60% Jun 30, 2025 - Jul 24, 2025 |
| #8 | -7.84% Jan 23, 2018 - May 10, 2018 | -0.56% Sep 23, 2025 - Oct 2, 2025 |
| #9 | -4.24% Jan 17, 2020 - Feb 12, 2020 | -0.55% May 8, 2025 - Jun 13, 2025 |
| #10 | -3.96% Apr 16, 2021 - Jun 1, 2021 | -0.55% Apr 29, 2025 - May 8, 2025 |
| #11 | -3.64% Feb 18, 2025 - Mar 17, 2025 | -0.55% Mar 3, 2025 - Apr 7, 2025 |
| #12 | -3.54% Jul 12, 2021 - Jul 23, 2021 | -0.51% Jun 14, 2024 - Jul 10, 2024 |
| #13 | -3.48% Oct 27, 2025 - Nov 28, 2025 | -0.49% May 1, 2026 - Jun 4, 2026 |
| #14 | -3.36% Apr 17, 2026 - May 11, 2026 | -0.47% Nov 5, 2024 - Nov 20, 2024 |
| #15 | -3.16% Nov 8, 2017 - Dec 18, 2017 | -0.47% Nov 28, 2025 - Dec 18, 2025 |
Correlation
Correlation between HSCZ and MBSF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
HSCZ vs MBSF dividend yield comparison.
| Year | HSCZ | MBSF |
|---|---|---|
| 2026 | 1.34% | 1.98% |
| 2025 | 3.25% | 4.71% |
| 2024 | 3.26% | 4.14% |
| 2023 | 2.98% | 0.00% |
| 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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