IBTM vs HEZU
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).
IBTM vs HEZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTM
$541M
HEZU
$540M
Expense Ratio
Winner
IBTM
0.07%
HEZU
0.53%
Max Drawdown
Winner
IBTM
16.81%
HEZU
38.80%
Sharpe Ratio
IBTM
0.18
Winner
HEZU
1.11
5Y Beta
Winner
IBTM
-0.02
HEZU
0.76
5Y Dividends CAGR
IBTM
N/A
HEZU
27.85%
IBTM vs HEZU - Historical Returns
Returns include dividend reinvestment.
1M
IBTM
+0.07%
Winner
HEZU
+6.31%
3M
IBTM
-0.54%
Winner
HEZU
+11.35%
6M
IBTM
-0.07%
Winner
HEZU
+13.32%
1Y
IBTM
+3.34%
Winner
HEZU
+22.92%
5Y(CAGR)
IBTM
N/A
HEZU
+12.71%
10Y(CAGR)
IBTM
N/A
HEZU
+12.79%
Max(CAGR)
IBTM
+1.52%
Winner
HEZU
+10.94%
IBTM vs HEZU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | HEZU |
|---|---|---|
| 2026 | -0.31% | +10.05% |
| 2025 | +7.99% | +25.49% |
| 2024 | +0.25% | +11.26% |
| 2023 | +2.94% | +19.62% |
| 2022 | -4.63% | -10.96% |
| 2021 | N/A | +22.36% |
| 2020 | N/A | -1.14% |
| 2019 | N/A | +28.78% |
| 2018 | N/A | -10.39% |
| 2017 | N/A | +12.71% |
| 2016 | N/A | +8.00% |
| 2015 | N/A | +6.93% |
| 2014 | N/A | +4.00% |
IBTM vs HEZU Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The current IBTM drawdown is -2.24%.
| Rank | IBTM | HEZU |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -38.80% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -26.19% Apr 10, 2015 - Mar 28, 2017 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -22.76% Nov 16, 2021 - Feb 14, 2023 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | -17.41% Jan 22, 2018 - Apr 17, 2019 |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | -14.83% Mar 19, 2025 - May 12, 2025 |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | -12.51% Sep 5, 2014 - Dec 3, 2014 |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | -10.95% Feb 25, 2026 - May 6, 2026 |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | -10.36% Jul 28, 2023 - Dec 5, 2023 |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | -9.62% May 15, 2024 - Sep 27, 2024 |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -7.70% Dec 5, 2014 - Jan 20, 2015 |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | -7.66% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -6.28% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -5.85% Apr 30, 2019 - Jul 1, 2019 |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | -5.19% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | -5.11% Sep 27, 2024 - Jan 15, 2025 |
Correlation
Correlation between IBTM and HEZU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2014 - 2026)
IBTM vs HEZU dividend yield comparison.
| Year | IBTM | HEZU |
|---|---|---|
| 2026 | 1.63% | 0.00% |
| 2025 | 3.87% | 2.92% |
| 2024 | 3.96% | 2.77% |
| 2023 | 3.39% | 2.52% |
| 2022 | 1.38% | 23.26% |
| 2021 | 0.00% | 2.25% |
| 2020 | 0.00% | 2.32% |
| 2019 | 0.00% | 5.40% |
| 2018 | 0.00% | 3.48% |
| 2017 | 0.00% | 1.92% |
| 2016 | 0.00% | 3.11% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.15% |
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