HSCZ vs WAGN

Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and Pabrai Wagons ETF (WAGN, ETF).

HSCZ vs WAGN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSCZ(ETF)	WAGN(ETF)
Net Assets	$244M	$244M
Expense Ratio	0.43%	0.90%
Max Drawdown	37.11%	1.36%
Sharpe Ratio	1.40	6.76
5Y Beta	0.63	0.25
5Y Dividends CAGR	17.81%	N/A

Net Assets

HSCZ

$244M

Winner

WAGN

$244M

Expense Ratio

Winner

HSCZ

0.43%

WAGN

0.90%

Max Drawdown

HSCZ

37.11%

Winner

WAGN

1.36%

Sharpe Ratio

HSCZ

1.40

Winner

WAGN

6.76

5Y Beta

HSCZ

0.63

Winner

WAGN

0.25

5Y Dividends CAGR

HSCZ

17.81%

WAGN

N/A

HSCZ vs WAGN - Holdings Comparison

HSCZ and WAGN have 1 common holdings. Overlap is -37.89%

HSCZ's top 25 holdings weight is 179.46%. WAGN's top 25 holdings weight is 99.99%.

Rank	HSCZ	WAGN
#1	ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) - 100.48%	REYSAS GAYRIMENKUL YATIRIM ORTAKLIGI AS (n/a) - 10.67%
#2	JPY/USD PURCHASED (n/a) - 37.88%	WARRIOR MET COAL INC (HCC) - 9.18%
#3	EUR/USD PURCHASED (n/a) - 17.46%	TRANSOCEAN LTD (RIG) - 8.87%
#4	GBP/USD PURCHASED (n/a) - 13.36%	EDELWEISS FINANCIAL SERVICES LTD (n/a) - 6.83%
#5	AUD/USD PURCHASED (n/a) - 10.76%	TAV HAVALIMANLARI HOLDING AS (n/a) - 6.34%
#6	SEK/USD PURCHASED (n/a) - 4.82%	GIMAT MAGAZACILIK SANAYI VE TICARET AS (n/a) - 5.90%
#7	CHF/USD PURCHASED (n/a) - 4.31%	ALPHA METALLURGICAL RESOURCES INC (AMR) - 4.82%
#8	ILS/USD PURCHASED (n/a) - 3.74%	NOBLE CORP PLC CLASS A (NE) - 4.77%
#9	NOK/USD PURCHASED (n/a) - 2.46%	VALARIS LTD (VAL) - 4.72%
#10	SGD/USD PURCHASED (n/a) - 2.08%	KASPI.KZ JSC ADS (KSPI) - 4.67%
#11	DKK/USD PURCHASED (n/a) - 1.89%	DANAOS CORP (DAC) - 4.65%
#12	HKD/USD PURCHASED (n/a) - 1.57%	CONSTELLATION SOFTWARE INC (CNSWF) - 4.48%
#13	NZD/USD PURCHASED (n/a) - 0.38%	LUMINE GROUP INC ORDINARY SHARES (SUB VOTING) (LMGIF) - 4.44%
#14	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.03%	TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 4.42%
#15	USD CASH (n/a) - 0.00%	TAB GIDA SANAYI VE TICARET AS (n/a) - 4.28%
#16	CHF CASH (n/a) - 0.00%	NUVAMA WEALTH MANAGEMENT LTD (n/a) - 3.51%
#17	NZD/USD SOLD (n/a) - -0.38%	REYSAS TASIMACILIK VE LOJISTIK TICARET AS (n/a) - 3.34%
#18	CASH OFFSET (n/a) - -0.51%	OCCIDENTAL PETROLEUM CORP (OXY) - 2.33%
#19	HKD/USD SOLD (n/a) - -1.57%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.46%
#20	DKK/USD SOLD (n/a) - -1.89%	SYGNITY SA (n/a) - 1.14%
#21	SGD/USD SOLD (n/a) - -2.08%	US DOLLARS (n/a) - 0.00%
#22	NOK/USD SOLD (n/a) - -2.46%	TURKISH LIRA (n/a) - -0.25%
#23	ILS/USD SOLD (n/a) - -3.74%	OTHER ASSETS AND LIABILITIES (n/a) - -0.58%
#24	CHF/USD SOLD (n/a) - -4.31%	N/A
#25	SEK/USD SOLD (n/a) - -4.82%	N/A
Total Holdings	29	23

HSCZ vs WAGN - Historical Returns

Returns include dividend reinvestment.

Period	HSCZ	WAGN
1 month	+3.26%	+14.71%
3 months	+3.32%	N/A
6 months	+5.67%	N/A
1 year	+22.44%	N/A
5 years(CAGR)	+11.20%	N/A
10 years(CAGR)	+12.13%	N/A
Max(CAGR)	+10.78%	+157.78%

HSCZ

+3.26%

Winner

WAGN

+14.71%

HSCZ

+3.32%

WAGN

N/A

HSCZ

+5.67%

WAGN

N/A

HSCZ

+22.44%

WAGN

N/A

5Y(CAGR)

HSCZ

+11.20%

WAGN

N/A

10Y(CAGR)

HSCZ

+12.13%

WAGN

N/A

Max(CAGR)

HSCZ

+10.78%

Winner

WAGN

+157.78%

HSCZ vs WAGN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HSCZ	WAGN
2026	+14.58%	+15.63%
2025	+25.75%	N/A
2024	+13.38%	N/A
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 WAGN Drawdown Comparison

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

The maximum drawdown for WAGN was -1.36%, occurring on Jul 17, 2026. Recovery took 10 trading sessions.

The current HSCZ drawdown is -0.13%.

Rank	HSCZ	WAGN
#1	-34.89% Feb 12, 2020 - Nov 23, 2020	-1.36% Jul 13, 2026 - Jul 27, 2026
#2	-20.59% May 22, 2018 - Nov 1, 2019	-1.16% Jul 2, 2026 - Jul 10, 2026
#3	-20.10% Sep 7, 2021 - Dec 19, 2023	-0.85% Aug 14, 2026 - Aug 19, 2026
#4	-17.04% Jul 20, 2015 - Oct 7, 2016	-0.82% Aug 21, 2026 - Aug 25, 2026
#5	-12.81% Mar 19, 2025 - May 8, 2025	-0.57% Jul 27, 2026 - Jul 29, 2026
#6	-9.83% Jul 16, 2024 - Sep 26, 2024	-0.52% Aug 11, 2026 - Aug 14, 2026
#7	-9.61% Feb 27, 2026 - Apr 17, 2026	-0.29% Jun 30, 2026 - Jul 2, 2026
#8	-7.84% Jan 23, 2018 - May 10, 2018	N/A
#9	-4.24% Jan 17, 2020 - Feb 12, 2020	N/A
#10	-3.96% Apr 16, 2021 - Jun 1, 2021	N/A
#11	-3.64% Feb 18, 2025 - Mar 17, 2025	N/A
#12	-3.54% Jul 12, 2021 - Jul 23, 2021	N/A
#13	-3.48% Oct 27, 2025 - Nov 28, 2025	N/A
#14	-3.36% Apr 17, 2026 - May 11, 2026	N/A
#15	-3.16% Nov 8, 2017 - Dec 18, 2017	N/A