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IBMO vs HEZU

Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).

5-Year PerformanceHEZU has outperformed IBMO, delivering a return of +13.3% compared to +0.6%

IBMO vs HEZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBMO
$585M
HEZU
$585M
Expense Ratio
Winner
IBMO
0.18%
HEZU
0.53%
Max Drawdown
Winner
IBMO
14.77%
HEZU
38.80%
Sharpe Ratio
IBMO
-1.25
Winner
HEZU
1.20
5Y Beta
Winner
IBMO
0.01
HEZU
0.76
5Y Dividends CAGR
Winner
IBMO
23.81%
HEZU
13.81%

IBMO vs HEZU - Holdings Comparison

IBMO and HEZU have 1 common holdings. Overlap is -310.06%

IBMO's top 25 holdings weight is 25.38%. HEZU's top 25 holdings weight is 99.99%.

RankIBMOHEZU
#1
n/a (n/a) - 3.22%
EUR/USD PURCHASED (n/a) - 309.36%
#2
CALIFORNIA ST 5% (n/a) - 2.07%
ISHARES MSCI EUROZONE ETF (EZU) - 99.68%
#3
n/a (n/a) - 2.02%
CASH OFFSET (n/a) - 1.58%
#4
n/a (n/a) - 1.49%
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05%
#5
NEW YORK N Y 5% (n/a) - 1.49%
USD CASH (n/a) - -0.62%
#6
ILLINOIS ST 5% (n/a) - 1.48%
EUR/USD SOLD (n/a) - -310.06%
#7
METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06%
N/A
#8
ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06%
N/A
#9
PENNSYLVANIA ST 5% (n/a) - 0.99%
N/A
#10
CONNECTICUT ST 5% (n/a) - 0.96%
N/A
#11
n/a (n/a) - 0.95%
N/A
#12
MARYLAND ST 5% (n/a) - 0.71%
N/A
#13
n/a (n/a) - 0.69%
N/A
#14
PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67%
N/A
#15
n/a (n/a) - 0.64%
N/A
#16
MASSACHUSETTS ST 5% (n/a) - 0.63%
N/A
#17
WASHINGTON ST 5% (n/a) - 0.61%
N/A
#18
n/a (n/a) - 0.61%
N/A
#19
MISSISSIPPI ST 5% (n/a) - 0.60%
N/A
#20
TEXAS WTR DEV BRD REV 5% (n/a) - 0.60%
N/A
#21
n/a (n/a) - 0.59%
N/A
#22
LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58%
N/A
#23
NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58%
N/A
#24
ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54%
N/A
#25
GEORGIA ST 5% (n/a) - 0.54%
N/A
Total Holdings6486

IBMO vs HEZU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBMO
+0.15%
HEZU
-1.19%
3M
IBMO
+0.49%
Winner
HEZU
+7.88%
6M
IBMO
+0.92%
Winner
HEZU
+9.77%
1Y
IBMO
+2.45%
Winner
HEZU
+24.09%
5Y(CAGR)
IBMO
+0.61%
Winner
HEZU
+13.28%
10Y(CAGR)
IBMO
N/A
HEZU
+12.46%
Max(CAGR)
IBMO
+1.84%
Winner
HEZU
+10.94%

IBMO vs HEZU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIBMOHEZU
2026+1.25%+11.24%
2025+3.15%+25.49%
2024+2.05%+11.26%
2023+2.72%+19.62%
2022-5.31%-10.96%
2021-0.16%+22.36%
2020+5.38%-1.14%
2019+4.69%+28.78%
2018N/A-10.39%
2017N/A+12.71%
2016N/A+8.00%
2015N/A+6.93%
2014N/A+4.00%

IBMO vs HEZU Drawdown Comparison

The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.

The current IBMO drawdown is -0.10%. The current HEZU drawdown is -1.61%.

RankIBMOHEZU
#1-14.77%
Mar 9, 2020 - Jul 14, 2020		-38.80%
Feb 19, 2020 - Jan 8, 2021
#2-8.91%
Feb 12, 2021 - Jun 20, 2025		-26.19%
Apr 10, 2015 - Mar 28, 2017
#3-2.02%
Aug 16, 2019 - Jan 13, 2020		-22.76%
Nov 16, 2021 - Feb 14, 2023
#4-0.73%
Aug 7, 2020 - Nov 17, 2020		-17.41%
Jan 22, 2018 - Apr 17, 2019
#5-0.39%
Jan 31, 2020 - Feb 20, 2020		-14.83%
Mar 19, 2025 - May 12, 2025
#6-0.38%
Sep 15, 2025 - Nov 17, 2025		-12.51%
Sep 5, 2014 - Dec 3, 2014
#7-0.32%
Jan 5, 2021 - Jan 27, 2021		-10.95%
Feb 25, 2026 - May 6, 2026
#8-0.29%
Dec 24, 2025 - Jan 21, 2026		-10.36%
Jul 28, 2023 - Dec 5, 2023
#9-0.26%
Apr 10, 2019 - Apr 24, 2019		-9.62%
May 15, 2024 - Sep 27, 2024
#10-0.25%
Aug 12, 2019 - Aug 14, 2019		-7.70%
Dec 5, 2014 - Jan 20, 2015
#11-0.20%
Jun 3, 2019 - Jun 18, 2019		-7.66%
Jul 24, 2019 - Sep 12, 2019
#12-0.18%
Jul 17, 2026 - Jul 20, 2026		-6.28%
Mar 3, 2023 - Apr 10, 2023
#13-0.18%
Jul 2, 2019 - Jul 9, 2019		-5.85%
Apr 30, 2019 - Jul 1, 2019
#14-0.16%
Feb 26, 2026 - Mar 13, 2026		-5.19%
Nov 12, 2025 - Dec 11, 2025
#15-0.16%
Apr 4, 2019 - Apr 10, 2019		-5.11%
Sep 27, 2024 - Jan 15, 2025

Correlation

Correlation between IBMO and HEZU is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2014 - 2026)

IBMO vs HEZU dividend yield comparison.

YearIBMOHEZU
20261.20%1.72%
20252.37%2.92%
20242.15%2.77%
20231.65%2.52%
20220.89%23.26%
20210.62%2.25%
20201.03%2.32%
20191.01%5.40%
20180.00%3.48%
20170.00%1.92%
20160.00%3.11%
20150.00%2.68%
20140.00%1.15%

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