HSCZ vs XTWY

Comparison between ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF) and BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF).

HSCZ vs XTWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSCZ(ETF)	XTWY(ETF)
Net Assets	$208M	$208M
Expense Ratio	0.43%	0.13%
Max Drawdown	37.11%	29.60%
Sharpe Ratio	1.85	-0.03
5Y Beta	0.66	0.07
5Y Dividends CAGR	7.51%	N/A

Net Assets

HSCZ

$208M

XTWY

$208M

Expense Ratio

HSCZ

0.43%

Winner

XTWY

0.13%

Max Drawdown

HSCZ

37.11%

Winner

XTWY

29.60%

Sharpe Ratio

Winner

HSCZ

1.85

XTWY

-0.03

5Y Beta

HSCZ

0.66

Winner

XTWY

0.07

5Y Dividends CAGR

HSCZ

7.51%

XTWY

N/A

HSCZ vs XTWY - Historical Returns

Returns include dividend reinvestment.

Period	HSCZ	XTWY
1 month	+1.59%	+0.10%
3 months	+4.18%	-3.61%
6 months	+11.75%	-1.68%
1 year	+27.01%	+2.46%
5 years(CAGR)	+10.72%	N/A
10 years(CAGR)	+11.54%	N/A
Max(CAGR)	+10.47%	-3.86%

Winner

HSCZ

+1.59%

XTWY

+0.10%

Winner

HSCZ

+4.18%

XTWY

-3.61%

Winner

HSCZ

+11.75%

XTWY

-1.68%

Winner

HSCZ

+27.01%

XTWY

+2.46%

5Y(CAGR)

HSCZ

+10.72%

XTWY

N/A

10Y(CAGR)

HSCZ

+11.54%

XTWY

N/A

Max(CAGR)

Winner

HSCZ

+10.47%

XTWY

-3.86%

HSCZ vs XTWY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HSCZ	XTWY
2026	+8.71%	-0.52%
2025	+25.75%	+2.58%
2024	+13.38%	-9.47%
2023	+15.69%	+0.81%
2022	-12.14%	-8.03%
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 XTWY Drawdown Comparison

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

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current HSCZ drawdown is -2.10%. The current XTWY drawdown is -15.50%.

Rank	HSCZ	XTWY
#1	-34.89% Feb 12, 2020 - Nov 23, 2020	-25.91% Dec 7, 2022 - Oct 19, 2023
#2	-20.59% May 22, 2018 - Nov 1, 2019	-16.28% Sep 15, 2022 - Dec 7, 2022
#3	-20.10% Sep 7, 2021 - Dec 19, 2023	N/A
#4	-17.04% Jul 20, 2015 - Oct 7, 2016	N/A
#5	-12.81% Mar 19, 2025 - May 8, 2025	N/A
#6	-9.83% Jul 16, 2024 - Sep 26, 2024	N/A
#7	-9.61% Feb 27, 2026 - Apr 17, 2026	N/A
#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

Correlation

Correlation between HSCZ and XTWY is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (2015 - 2026)

HSCZ vs XTWY dividend yield comparison.

Year	HSCZ	XTWY
2026	0.00%	2.03%
2025	3.25%	4.56%
2024	3.26%	4.65%
2023	2.98%	3.86%
2022	26.91%	1.08%
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%