HSCZ vs PBD
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF).
5-Year PerformanceHSCZ has outperformed PBD, delivering a return of +10.7% compared to -5.0%
HSCZ vs PBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HSCZ
$208M
PBD
$208M
Expense Ratio
Winner
HSCZ
0.43%
PBD
0.75%
Max Drawdown
Winner
HSCZ
37.11%
PBD
79.25%
Sharpe Ratio
HSCZ
1.85
Winner
PBD
2.34
5Y Beta
Winner
HSCZ
0.66
PBD
1.02
5Y Dividends CAGR
HSCZ
7.51%
Winner
PBD
22.17%
HSCZ vs PBD - Holdings Comparison
HSCZ and PBD have 1 common holdings. Overlap is -36.15%
HSCZ's top 25 holdings weight is 175.99%. PBD's top 25 holdings weight is 35.06%.
| Rank | HSCZ | PBD |
|---|---|---|
| #1 | ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) - 99.11% | ITM POWER PLC (n/a) - 2.21% |
| #2 | JPY/USD PURCHASED (n/a) - 36.13% | BALLARD POWER SYSTEMS INC (BLDP) - 2.13% |
| #3 | EUR/USD PURCHASED (n/a) - 17.33% | CERES POWER HOLDINGS PLC (n/a) - 1.99% |
| #4 | GBP/USD PURCHASED (n/a) - 11.98% | DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 1.94% |
| #5 | AUD/USD PURCHASED (n/a) - 10.52% | BLOOM ENERGY CORP CLASS A (BE) - 1.61% |
| #6 | SEK/USD PURCHASED (n/a) - 4.69% | LS CORP (n/a) - 1.58% |
| #7 | ILS/USD PURCHASED (n/a) - 4.55% | PLUG POWER INC (PLUG) - 1.56% |
| #8 | CHF/USD PURCHASED (n/a) - 4.36% | LS ELECTRIC CO LTD (n/a) - 1.53% |
| #9 | NOK/USD PURCHASED (n/a) - 2.45% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.53% |
| #10 | SGD/USD PURCHASED (n/a) - 2.07% | SMA SOLAR TECHNOLOGY AG (n/a) - 1.50% |
| #11 | DKK/USD PURCHASED (n/a) - 1.84% | ALFEN NV (n/a) - 1.49% |
| #12 | HKD/USD PURCHASED (n/a) - 1.71% | DELTA ELECTRONICS INC (n/a) - 1.40% |
| #13 | CASH OFFSET (n/a) - 0.87% | WEST HOLDINGS CORP (n/a) - 1.23% |
| #14 | NZD/USD PURCHASED (n/a) - 0.37% | RENOVA INC (n/a) - 1.21% |
| #15 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% | TAMURA CORP (n/a) - 1.19% |
| #16 | USD CASH (n/a) - 0.00% | SAMSUNG SDI CO LTD (n/a) - 1.18% |
| #17 | CHF CASH (n/a) - 0.00% | VERBIO SE (n/a) - 1.18% |
| #18 | NZD/USD SOLD (n/a) - -0.37% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 1.17% |
| #19 | HKD/USD SOLD (n/a) - -1.71% | ENPHASE ENERGY INC (ENPH) - 1.12% |
| #20 | DKK/USD SOLD (n/a) - -1.84% | SINO-AMERICAN SILICON PRODUCTS INC (n/a) - 1.09% |
| #21 | SGD/USD SOLD (n/a) - -2.07% | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 1.09% |
| #22 | NOK/USD SOLD (n/a) - -2.45% | PRYSMIAN SPA (n/a) - 1.07% |
| #23 | CHF/USD SOLD (n/a) - -4.36% | SANYO DENKI CO LTD (n/a) - 1.04% |
| #24 | ILS/USD SOLD (n/a) - -4.55% | ACCIONA SA (n/a) - 1.01% |
| #25 | SEK/USD SOLD (n/a) - -4.69% | BORALEX INC CLASS A (n/a) - 1.01% |
| Total Holdings | 29 | 126 |
HSCZ vs PBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HSCZ
+1.59%
PBD
-3.67%
3M
HSCZ
+4.18%
Winner
PBD
+19.93%
6M
HSCZ
+11.75%
Winner
PBD
+29.17%
1Y
HSCZ
+27.01%
Winner
PBD
+78.29%
5Y(CAGR)
Winner
HSCZ
+10.72%
PBD
-4.98%
10Y(CAGR)
Winner
HSCZ
+11.54%
PBD
+8.52%
Max(CAGR)
Winner
HSCZ
+10.47%
PBD
+0.40%
HSCZ vs PBD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HSCZ | PBD |
|---|---|---|
| 2026 | +8.71% | +24.84% |
| 2025 | +25.75% | +41.06% |
| 2024 | +13.38% | -24.79% |
| 2023 | +15.69% | -10.02% |
| 2022 | -12.14% | -31.15% |
| 2021 | +17.57% | -23.91% |
| 2020 | +5.21% | +141.41% |
| 2019 | +27.16% | +41.07% |
| 2018 | -13.89% | -20.09% |
| 2017 | +23.03% | +27.84% |
| 2016 | +8.91% | -5.51% |
| 2015 | +0.28% | -0.11% |
| 2014 | N/A | -4.59% |
| 2013 | N/A | +50.73% |
| 2012 | N/A | -5.32% |
| 2011 | N/A | -40.89% |
| 2010 | N/A | -18.01% |
| 2009 | N/A | +28.38% |
| 2008 | N/A | -60.08% |
| 2007 | N/A | +26.14% |
HSCZ vs PBD Drawdown Comparison
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The current HSCZ drawdown is -2.10%. The current PBD drawdown is -43.11%.
| Rank | HSCZ | PBD |
|---|---|---|
| #1 | -34.89% Feb 12, 2020 - Nov 23, 2020 | -78.61% Dec 26, 2007 - Nov 20, 2020 |
| #2 | -20.59% May 22, 2018 - Nov 1, 2019 | -75.38% Jan 22, 2021 - Apr 8, 2025 |
| #3 | -20.10% Sep 7, 2021 - Dec 19, 2023 | -16.85% Jul 13, 2007 - Sep 27, 2007 |
| #4 | -17.04% Jul 20, 2015 - Oct 7, 2016 | -13.00% Nov 8, 2007 - Dec 26, 2007 |
| #5 | -12.81% Mar 19, 2025 - May 8, 2025 | -5.80% Jan 7, 2021 - Jan 21, 2021 |
| #6 | -9.83% Jul 16, 2024 - Sep 26, 2024 | -3.48% Nov 27, 2020 - Dec 8, 2020 |
| #7 | -9.61% Feb 27, 2026 - Apr 17, 2026 | -3.04% Oct 17, 2007 - Oct 24, 2007 |
| #8 | -7.84% Jan 23, 2018 - May 10, 2018 | -2.27% Nov 1, 2007 - Nov 6, 2007 |
| #9 | -4.24% Jan 17, 2020 - Feb 12, 2020 | -2.24% Dec 8, 2020 - Dec 15, 2020 |
| #10 | -3.96% Apr 16, 2021 - Jun 1, 2021 | -2.21% Oct 2, 2007 - Oct 17, 2007 |
| #11 | -3.64% Feb 18, 2025 - Mar 17, 2025 | -1.80% Jun 18, 2007 - Jun 28, 2007 |
| #12 | -3.54% Jul 12, 2021 - Jul 23, 2021 | -1.29% Jul 3, 2007 - Jul 9, 2007 |
| #13 | -3.48% Oct 27, 2025 - Nov 28, 2025 | -1.07% Dec 23, 2020 - Dec 30, 2020 |
| #14 | -3.36% Apr 17, 2026 - May 11, 2026 | -0.46% Dec 30, 2020 - Jan 4, 2021 |
| #15 | -3.16% Nov 8, 2017 - Dec 18, 2017 | -0.38% Jun 28, 2007 - Jul 2, 2007 |
Correlation
Correlation between HSCZ and PBD is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2008 - 2026)
HSCZ vs PBD dividend yield comparison.
| Year | HSCZ | PBD |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 3.25% | 2.71% |
| 2024 | 3.26% | 1.81% |
| 2023 | 2.98% | 2.85% |
| 2022 | 26.91% | 2.98% |
| 2021 | 2.90% | 0.67% |
| 2020 | 1.46% | 0.48% |
| 2019 | 4.66% | 1.83% |
| 2018 | 6.15% | 1.86% |
| 2017 | 2.52% | 1.76% |
| 2016 | 2.57% | 2.04% |
| 2015 | 1.75% | 1.24% |
| 2014 | 0.00% | 1.05% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.59% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.10% |
| 2008 | 0.00% | 0.18% |
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