INCO vs HSCZ

Comparison between COLUMBIA INDIA CONSUMER ETF (INCO, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF).

5-Year PerformanceHSCZ has outperformed INCO, delivering a return of +10.9% compared to +5.9%

INCO vs HSCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INCO(ETF)	HSCZ(ETF)
Net Assets	$223M	$222M
Expense Ratio	0.75%	0.43%
Max Drawdown	47.90%	37.11%
Sharpe Ratio	-0.87	1.82
5Y Beta	0.41	0.66
5Y Dividends CAGR	138.31%	7.51%

Net Assets

Winner

INCO

$223M

HSCZ

$222M

Expense Ratio

INCO

0.75%

Winner

HSCZ

0.43%

Max Drawdown

INCO

47.90%

Winner

HSCZ

37.11%

Sharpe Ratio

INCO

-0.87

Winner

HSCZ

1.82

5Y Beta

Winner

INCO

0.41

HSCZ

0.66

5Y Dividends CAGR

Winner

INCO

138.31%

HSCZ

7.51%

INCO vs HSCZ - Historical Returns

Returns include dividend reinvestment.

Period	INCO	HSCZ
1 month	+0.00%	+1.43%
3 months	+1.12%	+8.11%
6 months	-8.63%	+13.18%
1 year	-9.99%	+28.26%
5 years(CAGR)	+5.95%	+10.94%
10 years(CAGR)	+8.54%	+11.75%
Max(CAGR)	+9.12%	+10.61%

INCO

+0.00%

Winner

HSCZ

+1.43%

INCO

+1.12%

Winner

HSCZ

+8.11%

INCO

-8.63%

Winner

HSCZ

+13.18%

INCO

-9.99%

Winner

HSCZ

+28.26%

5Y(CAGR)

INCO

+5.95%

Winner

HSCZ

+10.94%

10Y(CAGR)

INCO

+8.54%

Winner

HSCZ

+11.75%

Max(CAGR)

INCO

+9.12%

Winner

HSCZ

+10.61%

INCO vs HSCZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	INCO	HSCZ
2026	-11.53%	+10.37%
2025	-1.91%	+25.75%
2024	+13.15%	+13.38%
2023	+35.63%	+15.69%
2022	-7.89%	-12.14%
2021	+18.54%	+17.57%
2020	+13.93%	+5.21%
2019	-2.43%	+27.16%
2018	-11.27%	-13.89%
2017	+50.99%	+23.03%
2016	+2.44%	+8.91%
2015	-1.95%	+0.28%
2014	+46.94%	N/A
2013	-11.35%	N/A
2012	+50.22%	N/A
2011	-20.08%	N/A

INCO vs HSCZ Drawdown Comparison

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

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

The current INCO drawdown is -24.18%. The current HSCZ drawdown is -0.60%.

Rank	INCO	HSCZ
#1	-47.69% Jan 5, 2018 - Jan 12, 2021	-34.89% Feb 12, 2020 - Nov 23, 2020
#2	-30.81% Jan 2, 2013 - Apr 1, 2014	-20.59% May 22, 2018 - Nov 1, 2019
#3	-29.95% Sep 23, 2024 - Mar 30, 2026	-20.10% Sep 7, 2021 - Dec 19, 2023
#4	-27.77% Mar 18, 2015 - Mar 15, 2017	-17.04% Jul 20, 2015 - Oct 7, 2016
#5	-23.31% Sep 7, 2011 - Sep 21, 2012	-12.81% Mar 19, 2025 - May 8, 2025
#6	-22.05% Oct 15, 2021 - Jun 30, 2023	-9.83% Jul 16, 2024 - Sep 26, 2024
#7	-9.25% Feb 17, 2021 - May 25, 2021	-9.61% Feb 27, 2026 - Apr 17, 2026
#8	-9.24% Dec 5, 2014 - Jan 13, 2015	-7.84% Jan 23, 2018 - May 10, 2018
#9	-7.48% Sep 18, 2014 - Nov 4, 2014	-4.24% Jan 17, 2020 - Feb 12, 2020
#10	-7.09% Jan 22, 2015 - Mar 5, 2015	-3.96% Apr 16, 2021 - Jun 1, 2021
#11	-6.97% Jul 3, 2014 - Aug 19, 2014	-3.64% Feb 18, 2025 - Mar 17, 2025
#12	-6.73% Sep 19, 2017 - Oct 27, 2017	-3.54% Jul 12, 2021 - Jul 23, 2021
#13	-6.39% Oct 4, 2012 - Nov 27, 2012	-3.48% Oct 27, 2025 - Nov 28, 2025
#14	-5.81% Apr 8, 2014 - May 12, 2014	-3.36% Apr 17, 2026 - May 11, 2026
#15	-5.46% Aug 15, 2011 - Sep 7, 2011	-3.16% Nov 8, 2017 - Dec 18, 2017

Correlation

Correlation between INCO and HSCZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2014 - 2025)

INCO vs HSCZ dividend yield comparison.

Year	INCO	HSCZ
2025	0.00%	3.25%
2024	2.88%	3.26%
2023	3.81%	2.98%
2022	10.57%	26.91%
2021	6.25%	2.90%
2020	0.34%	1.46%
2019	0.28%	4.66%
2018	0.12%	6.15%
2017	0.05%	2.52%
2016	0.09%	2.57%
2015	0.00%	1.75%
2014	0.08%	0.00%