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IPKW vs HEZU

Comparison between INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).

5-Year PerformanceHEZU has outperformed IPKW, delivering a return of +13.0% compared to +11.7%

IPKW vs HEZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IPKW
$573M
HEZU
$571M
Expense Ratio
IPKW
0.55%
Winner
HEZU
0.53%
Max Drawdown
IPKW
50.31%
Winner
HEZU
38.80%
Sharpe Ratio
IPKW
1.08
Winner
HEZU
1.18
5Y Beta
Winner
IPKW
0.70
HEZU
0.76
5Y Dividends CAGR
Winner
IPKW
28.27%
HEZU
13.81%

IPKW vs HEZU - Holdings Comparison

IPKW and HEZU have 1 common holdings. Overlap is -297.86%

IPKW's top 25 holdings weight is 73.62%. HEZU's top 25 holdings weight is 100.01%.

RankIPKWHEZU
#1
MEITUAN CLASS B (n/a) - 5.75%
EUR/USD PURCHASED (n/a) - 298.32%
#2
SHELL PLC (n/a) - 5.44%
ISHARES MSCI EUROZONE ETF (EZU) - 100.17%
#3
MITSUBISHI CORP (n/a) - 5.03%
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.71%
#4
ING GROEP NV (n/a) - 5.02%
USD CASH (n/a) - 0.00%
#5
STANDARD CHARTERED PLC (n/a) - 4.82%
CASH OFFSET (n/a) - -1.33%
#6
SOCIETE GENERALE SA (n/a) - 4.64%
EUR/USD SOLD (n/a) - -297.86%
#7
NOVARTIS AG REGISTERED SHARES (n/a) - 4.64%
N/A
#8
SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.91%
N/A
#9
EQUINOR ASA (n/a) - 3.04%
N/A
#10
VODAFONE GROUP PLC (n/a) - 2.80%
N/A
#11
ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 2.72%
N/A
#12
JD.COM INC ORDINARY SHARES CLASS A (n/a) - 2.65%
N/A
#13
HONDA MOTOR CO LTD (n/a) - 2.60%
N/A
#14
AIB GROUP PLC (n/a) - 2.38%
N/A
#15
SOMPO HOLDINGS INC (n/a) - 2.10%
N/A
#16
CANON INC (n/a) - 2.04%
N/A
#17
IMPERIAL BRANDS PLC (n/a) - 2.02%
N/A
#18
GEBERIT AG (n/a) - 1.96%
N/A
#19
SEVEN & I HOLDINGS CO LTD (n/a) - 1.66%
N/A
#20
BANCO DE SABADELL SA (n/a) - 1.62%
N/A
#21
KYOCERA CORP (n/a) - 1.62%
N/A
#22
n/a (n/a) - 1.56%
N/A
#23
JAPAN POST HOLDINGS CO LTD (n/a) - 1.37%
N/A
#24
CGI INC CLASS A (n/a) - 1.17%
N/A
#25
A P MOLLER MAERSK AS CLASS B (n/a) - 1.06%
N/A
Total Holdings1936

IPKW vs HEZU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IPKW
+2.46%
HEZU
+2.20%
3M
IPKW
+3.67%
Winner
HEZU
+5.23%
6M
IPKW
+3.59%
Winner
HEZU
+7.50%
1Y
IPKW
+20.66%
Winner
HEZU
+24.07%
5Y(CAGR)
IPKW
+11.70%
Winner
HEZU
+13.01%
10Y(CAGR)
IPKW
+11.73%
Winner
HEZU
+12.43%
Max(CAGR)
IPKW
+10.56%
Winner
HEZU
+11.05%

IPKW vs HEZU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIPKWHEZU
2026+10.12%+13.68%
2025+46.10%+25.49%
2024+11.33%+11.26%
2023+15.49%+19.62%
2022-13.61%-10.96%
2021+11.57%+22.36%
2020+15.28%-1.14%
2019+19.76%+28.78%
2018-21.98%-10.39%
2017+33.30%+12.71%
2016+13.54%+8.00%
2015+7.30%+6.93%
2014-0.62%+4.00%

IPKW vs HEZU Drawdown Comparison

The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.

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

The current IPKW drawdown is -1.68%. The current HEZU drawdown is -1.68%.

RankIPKWHEZU
#1-47.21%
Jan 26, 2018 - Dec 2, 2020
-38.80%
Feb 19, 2020 - Jan 8, 2021
#2-33.13%
Jun 7, 2021 - May 14, 2024
-26.19%
Apr 10, 2015 - Mar 28, 2017
#3-19.10%
May 15, 2015 - Apr 19, 2016
-22.76%
Nov 16, 2021 - Feb 14, 2023
#4-17.78%
Mar 19, 2025 - May 16, 2025
-17.41%
Jan 22, 2018 - Apr 17, 2019
#5-13.05%
Apr 20, 2016 - Sep 6, 2016
-14.83%
Mar 19, 2025 - May 12, 2025
#6-12.29%
Jul 3, 2014 - Mar 19, 2015
-12.51%
Sep 5, 2014 - Dec 3, 2014
#7-9.14%
Feb 9, 2026 - May 6, 2026
-10.95%
Feb 25, 2026 - May 6, 2026
#8-8.01%
Oct 7, 2024 - Feb 6, 2025
-10.36%
Jul 28, 2023 - Dec 5, 2023
#9-7.53%
Jul 17, 2024 - Aug 19, 2024
-9.62%
May 15, 2024 - Sep 27, 2024
#10-6.36%
Sep 22, 2016 - Jan 4, 2017
-7.70%
Dec 5, 2014 - Jan 20, 2015
#11-5.94%
May 6, 2026 - Jul 29, 2026
-7.66%
Jul 24, 2019 - Sep 12, 2019
#12-5.62%
Nov 12, 2025 - Dec 10, 2025
-6.28%
Mar 3, 2023 - Apr 10, 2023
#13-5.08%
Mar 6, 2014 - May 12, 2014
-5.85%
Apr 30, 2019 - Jul 1, 2019
#14-4.99%
Jan 21, 2021 - Feb 8, 2021
-5.19%
Nov 12, 2025 - Dec 11, 2025
#15-4.71%
May 7, 2021 - May 27, 2021
-5.11%
Sep 27, 2024 - Jan 15, 2025

Correlation

Correlation between IPKW and HEZU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2014 - 2026)

IPKW vs HEZU dividend yield comparison.

YearIPKWHEZU
20261.67%1.68%
20253.55%2.92%
20244.12%2.77%
20232.66%2.52%
20223.77%23.26%
20217.37%2.25%
20201.45%2.32%
20192.41%5.40%
20182.61%3.48%
20170.93%1.92%
20162.82%3.11%
20151.31%2.68%
20141.41%1.15%

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