HSCZ vs PY
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and PRINCIPAL VALUE ETF (PY, ETF).
5-Year PerformanceHSCZ has outperformed PY, delivering a return of +10.9% compared to +7.5%
HSCZ vs PY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HSCZ
$222M
PY
$220M
Expense Ratio
HSCZ
0.43%
Winner
PY
0.15%
Max Drawdown
Winner
HSCZ
37.11%
PY
45.51%
Sharpe Ratio
Winner
HSCZ
1.82
PY
0.90
5Y Beta
Winner
HSCZ
0.66
PY
0.77
P/E Ratio
HSCZ
N/A
PY
19.65
Forward P/E
HSCZ
N/A
PY
15.35
PEG Ratio
HSCZ
N/A
PY
0.51
5Y Dividends CAGR
Winner
HSCZ
7.51%
PY
2.26%
5Y EPS CAGR
HSCZ
N/A
PY
12.97%
Debt to Equity
HSCZ
N/A
PY
-4.33%
P/S Ratio
HSCZ
N/A
PY
1.70
P/B Ratio
HSCZ
N/A
PY
3.21
HSCZ vs PY - Holdings Comparison
HSCZ and PY have 0 common holdings. Overlap is 0.00%
HSCZ's top 25 holdings weight is 175.34%. PY's top 25 holdings weight is 46.50%.
| Rank | HSCZ | PY |
|---|---|---|
| #1 | ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) - 99.35% | APPLE INC (AAPL) - 8.52% |
| #2 | JPY/USD PURCHASED (n/a) - 35.81% | AMAZON.COM INC (AMZN) - 3.42% |
| #3 | EUR/USD PURCHASED (n/a) - 17.18% | WALMART INC (WMT) - 2.38% |
| #4 | GBP/USD PURCHASED (n/a) - 11.89% | BANK OF AMERICA CORP (BAC) - 1.95% |
| #5 | AUD/USD PURCHASED (n/a) - 10.43% | n/a (DELL) - 1.91% |
| #6 | SEK/USD PURCHASED (n/a) - 4.65% | UNITEDHEALTH GROUP INC (UNH) - 1.90% |
| #7 | ILS/USD PURCHASED (n/a) - 4.51% | PROCTER & GAMBLE CO (PG) - 1.86% |
| #8 | CHF/USD PURCHASED (n/a) - 4.32% | MERCK & CO INC (MRK) - 1.75% |
| #9 | NOK/USD PURCHASED (n/a) - 2.43% | THE HOME DEPOT INC (HD) - 1.61% |
| #10 | SGD/USD PURCHASED (n/a) - 2.06% | SALESFORCE INC (CRM) - 1.57% |
| #11 | DKK/USD PURCHASED (n/a) - 1.83% | CISCO SYSTEMS INC (CSCO) - 1.54% |
| #12 | HKD/USD PURCHASED (n/a) - 1.70% | JOHNSON & JOHNSON (JNJ) - 1.49% |
| #13 | CASH OFFSET (n/a) - 0.63% | INTEL CORP (INTC) - 1.48% |
| #14 | NZD/USD PURCHASED (n/a) - 0.36% | EXXON MOBIL CORP (XOM) - 1.46% |
| #15 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% | VERIZON COMMUNICATIONS INC (VZ) - 1.46% |
| #16 | USD CASH (n/a) - 0.00% | PEPSICO INC (PEP) - 1.37% |
| #17 | CHF CASH (n/a) - 0.00% | COCA-COLA CO (KO) - 1.33% |
| #18 | NZD/USD SOLD (n/a) - -0.36% | ACCENTURE PLC CLASS A (ACN) - 1.28% |
| #19 | HKD/USD SOLD (n/a) - -1.70% | CHARLES SCHWAB CORP (SCHW) - 1.24% |
| #20 | DKK/USD SOLD (n/a) - -1.83% | ADOBE INC (ADBE) - 1.21% |
| #21 | SGD/USD SOLD (n/a) - -2.06% | MASTERCARD INC CLASS A (MA) - 1.20% |
| #22 | NOK/USD SOLD (n/a) - -2.43% | QUALCOMM INC (QCOM) - 1.18% |
| #23 | CHF/USD SOLD (n/a) - -4.32% | FORD MOTOR CO (F) - 1.13% |
| #24 | ILS/USD SOLD (n/a) - -4.51% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.13% |
| #25 | SEK/USD SOLD (n/a) - -4.65% | CAPITAL ONE FINANCIAL CORP (COF) - 1.13% |
| Total Holdings | 29 | 99 |
HSCZ vs PY - Historical Returns
Returns include dividend reinvestment.
1M
HSCZ
+1.43%
Winner
PY
+2.09%
3M
Winner
HSCZ
+8.11%
PY
+6.57%
6M
Winner
HSCZ
+13.18%
PY
+3.78%
1Y
Winner
HSCZ
+28.26%
PY
+14.08%
5Y(CAGR)
Winner
HSCZ
+10.94%
PY
+7.46%
10Y(CAGR)
Winner
HSCZ
+11.75%
PY
+10.98%
Max(CAGR)
HSCZ
+10.61%
Winner
PY
+10.70%
HSCZ vs PY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | HSCZ | PY |
|---|---|---|
| 2026 | +10.37% | +4.78% |
| 2025 | +25.75% | +8.05% |
| 2024 | +13.38% | +16.72% |
| 2023 | +15.69% | +9.40% |
| 2022 | -12.14% | -5.17% |
| 2021 | +17.57% | +34.81% |
| 2020 | +5.21% | +2.72% |
| 2019 | +27.16% | +25.50% |
| 2018 | -13.89% | -12.94% |
| 2017 | +23.03% | +19.10% |
| 2016 | +8.91% | +14.28% |
| 2015 | +0.28% | N/A |
HSCZ vs PY Drawdown Comparison
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The maximum drawdown for PY was -45.44%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current HSCZ drawdown is -0.60%. The current PY drawdown is -0.23%.
| Rank | HSCZ | PY |
|---|---|---|
| #1 | -34.89% Feb 12, 2020 - Nov 23, 2020 | -45.44% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -20.59% May 22, 2018 - Nov 1, 2019 | -20.71% Jan 26, 2018 - Nov 5, 2019 |
| #3 | -20.10% Sep 7, 2021 - Dec 19, 2023 | -17.83% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -17.04% Jul 20, 2015 - Oct 7, 2016 | -17.72% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -12.81% Mar 19, 2025 - May 8, 2025 | -6.92% May 10, 2021 - Aug 27, 2021 |
| #6 | -9.83% Jul 16, 2024 - Sep 26, 2024 | -6.46% Nov 12, 2021 - Dec 27, 2021 |
| #7 | -9.61% Feb 27, 2026 - Apr 17, 2026 | -6.20% Feb 6, 2026 - Apr 30, 2026 |
| #8 | -7.84% Jan 23, 2018 - May 10, 2018 | -6.10% Jul 16, 2024 - Aug 23, 2024 |
| #9 | -4.24% Jan 17, 2020 - Feb 12, 2020 | -5.67% Mar 28, 2024 - Jul 11, 2024 |
| #10 | -3.96% Apr 16, 2021 - Jun 1, 2021 | -5.34% Sep 2, 2021 - Oct 15, 2021 |
| #11 | -3.64% Feb 18, 2025 - Mar 17, 2025 | -4.61% Mar 1, 2017 - Jul 3, 2017 |
| #12 | -3.54% Jul 12, 2021 - Jul 23, 2021 | -4.47% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -3.48% Oct 27, 2025 - Nov 28, 2025 | -4.46% Feb 24, 2021 - Mar 8, 2021 |
| #14 | -3.36% Apr 17, 2026 - May 11, 2026 | -4.32% Aug 23, 2016 - Nov 10, 2016 |
| #15 | -3.16% Nov 8, 2017 - Dec 18, 2017 | -4.26% Apr 19, 2016 - Jun 6, 2016 |
Correlation
Correlation between HSCZ and PY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
HSCZ vs PY dividend yield comparison.
| Year | HSCZ | PY |
|---|---|---|
| 2026 | 0.00% | 0.40% |
| 2025 | 3.25% | 2.14% |
| 2024 | 3.26% | 2.22% |
| 2023 | 2.98% | 2.68% |
| 2022 | 26.91% | 3.02% |
| 2021 | 2.90% | 2.83% |
| 2020 | 1.46% | 2.95% |
| 2019 | 4.66% | 2.25% |
| 2018 | 6.15% | 2.34% |
| 2017 | 2.52% | 1.69% |
| 2016 | 2.57% | 1.85% |
| 2015 | 1.75% | 0.00% |
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