HSCZ vs XMPT
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and VANECK CEF MUNI INCOME ETF (XMPT, ETF).
5-Year PerformanceHSCZ has outperformed XMPT, delivering a return of +11.2% compared to -1.3%
HSCZ vs XMPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HSCZ vs XMPT - Historical Returns
Returns include dividend reinvestment.
HSCZ vs XMPT - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HSCZ | XMPT |
|---|---|---|
| 2026 | +11.02% | +3.52% |
| 2025 | +25.75% | +7.13% |
| 2024 | +13.38% | +6.25% |
| 2023 | +15.69% | +1.47% |
| 2022 | -12.14% | -23.77% |
| 2021 | +17.57% | +8.54% |
| 2020 | +5.21% | +7.74% |
| 2019 | +27.16% | +18.41% |
| 2018 | -13.89% | -6.11% |
| 2017 | +23.03% | +8.01% |
| 2016 | +8.91% | +1.29% |
| 2015 | +0.28% | +7.81% |
| 2014 | N/A | +18.27% |
| 2013 | N/A | -14.63% |
| 2012 | N/A | +10.97% |
| 2011 | N/A | +10.90% |
HSCZ vs XMPT Drawdown Comparison
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The maximum drawdown for XMPT was -35.24%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current HSCZ drawdown is -1.51%. The current XMPT drawdown is -7.93%.
| Rank | HSCZ | XMPT |
|---|---|---|
| #1 | -34.89% Feb 12, 2020 - Nov 23, 2020 | -35.24% Sep 1, 2021 - Oct 25, 2023 |
| #2 | -20.59% May 22, 2018 - Nov 1, 2019 | -25.28% Feb 25, 2020 - Nov 27, 2020 |
| #3 | -20.10% Sep 7, 2021 - Dec 19, 2023 | -21.89% Jan 24, 2013 - Jan 7, 2015 |
| #4 | -17.04% Jul 20, 2015 - Oct 7, 2016 | -13.25% Jul 8, 2016 - Mar 27, 2019 |
| #5 | -12.81% Mar 19, 2025 - May 8, 2025 | -7.79% Jan 30, 2015 - Dec 1, 2015 |
| #6 | -9.83% Jul 16, 2024 - Sep 26, 2024 | -6.71% Mar 9, 2012 - Apr 30, 2012 |
| #7 | -9.61% Feb 27, 2026 - Apr 17, 2026 | -6.17% Nov 30, 2012 - Jan 24, 2013 |
| #8 | -7.84% Jan 23, 2018 - May 10, 2018 | -5.78% Jul 22, 2011 - Aug 17, 2011 |
| #9 | -4.24% Jan 17, 2020 - Feb 12, 2020 | -4.91% Feb 11, 2021 - Apr 14, 2021 |
| #10 | -3.96% Apr 16, 2021 - Jun 1, 2021 | -4.26% Sep 4, 2019 - Jan 3, 2020 |
| #11 | -3.64% Feb 18, 2025 - Mar 17, 2025 | -3.68% Nov 25, 2011 - Dec 1, 2011 |
| #12 | -3.54% Jul 12, 2021 - Jul 23, 2021 | -3.50% Nov 12, 2012 - Nov 20, 2012 |
| #13 | -3.48% Oct 27, 2025 - Nov 28, 2025 | -3.05% Aug 6, 2012 - Sep 14, 2012 |
| #14 | -3.36% Apr 17, 2026 - May 11, 2026 | -2.81% Oct 3, 2011 - Nov 1, 2011 |
| #15 | -3.16% Nov 8, 2017 - Dec 18, 2017 | -2.74% Feb 1, 2012 - Mar 1, 2012 |
Correlation
Correlation between HSCZ and XMPT is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
HSCZ vs XMPT dividend yield comparison.
| Year | HSCZ | XMPT |
|---|---|---|
| 2026 | 1.34% | 3.39% |
| 2025 | 3.25% | 5.87% |
| 2024 | 3.26% | 5.35% |
| 2023 | 2.98% | 3.81% |
| 2022 | 26.91% | 5.12% |
| 2021 | 2.90% | 3.74% |
| 2020 | 1.46% | 3.79% |
| 2019 | 4.66% | 4.08% |
| 2018 | 6.15% | 5.05% |
| 2017 | 2.52% | 4.84% |
| 2016 | 2.57% | 5.35% |
| 2015 | 1.75% | 5.24% |
| 2014 | 0.00% | 5.50% |
| 2013 | 0.00% | 6.17% |
| 2012 | 0.00% | 5.48% |
| 2011 | 0.00% | 2.73% |
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