MBSF vs HSCZ
Comparison between REGAN FLOATING RATE MBS ETF (MBSF, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF).
MBSF vs HSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBSF
$222M
HSCZ
$222M
Expense Ratio
MBSF
0.49%
Winner
HSCZ
0.43%
Max Drawdown
Winner
MBSF
1.74%
HSCZ
37.11%
Sharpe Ratio
MBSF
0.64
Winner
HSCZ
1.54
5Y Beta
Winner
MBSF
0.01
HSCZ
0.66
5Y Dividends CAGR
MBSF
N/A
HSCZ
17.81%
MBSF vs HSCZ - Historical Returns
Returns include dividend reinvestment.
1M
MBSF
+0.18%
Winner
HSCZ
+0.18%
3M
MBSF
+0.98%
Winner
HSCZ
+3.67%
6M
MBSF
+2.11%
Winner
HSCZ
+5.64%
1Y
MBSF
+5.60%
Winner
HSCZ
+20.57%
5Y(CAGR)
MBSF
N/A
HSCZ
+10.76%
10Y(CAGR)
MBSF
N/A
HSCZ
+11.82%
Max(CAGR)
MBSF
+5.81%
Winner
HSCZ
+10.45%
MBSF vs HSCZ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | MBSF | HSCZ |
|---|---|---|
| 2026 | +2.23% | +9.93% |
| 2025 | +5.58% | +25.75% |
| 2024 | +5.70% | +13.38% |
| 2023 | N/A | +15.69% |
| 2022 | N/A | -12.14% |
| 2021 | N/A | +17.57% |
| 2020 | N/A | +5.21% |
| 2019 | N/A | +27.16% |
| 2018 | N/A | -13.89% |
| 2017 | N/A | +23.03% |
| 2016 | N/A | +8.91% |
| 2015 | N/A | +0.28% |
MBSF vs HSCZ Drawdown Comparison
The maximum drawdown for MBSF was -0.97%, occurring on Jan 21, 2025. Recovery took 33 trading sessions.
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The current MBSF drawdown is -0.08%. The current HSCZ drawdown is -2.47%.
| Rank | MBSF | HSCZ |
|---|---|---|
| #1 | -0.97% Jan 6, 2025 - Feb 25, 2025 | -34.89% Feb 12, 2020 - Nov 23, 2020 |
| #2 | -0.95% Aug 15, 2024 - Sep 16, 2024 | -20.59% May 22, 2018 - Nov 1, 2019 |
| #3 | -0.79% Feb 25, 2026 - Apr 22, 2026 | -20.10% Sep 7, 2021 - Dec 19, 2023 |
| #4 | -0.77% May 29, 2024 - Jun 11, 2024 | -17.04% Jul 20, 2015 - Oct 7, 2016 |
| #5 | -0.66% Jul 29, 2024 - Aug 5, 2024 | -12.81% Mar 19, 2025 - May 8, 2025 |
| #6 | -0.66% Sep 16, 2024 - Oct 23, 2024 | -9.83% Jul 16, 2024 - Sep 26, 2024 |
| #7 | -0.60% Jun 30, 2025 - Jul 24, 2025 | -9.61% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -0.56% Sep 23, 2025 - Oct 2, 2025 | -7.84% Jan 23, 2018 - May 10, 2018 |
| #9 | -0.55% May 8, 2025 - Jun 13, 2025 | -4.24% Jan 17, 2020 - Feb 12, 2020 |
| #10 | -0.55% Apr 29, 2025 - May 8, 2025 | -3.96% Apr 16, 2021 - Jun 1, 2021 |
| #11 | -0.55% Mar 3, 2025 - Apr 7, 2025 | -3.64% Feb 18, 2025 - Mar 17, 2025 |
| #12 | -0.51% Jun 14, 2024 - Jul 10, 2024 | -3.54% Jul 12, 2021 - Jul 23, 2021 |
| #13 | -0.49% May 1, 2026 - Jun 4, 2026 | -3.48% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -0.47% Nov 5, 2024 - Nov 20, 2024 | -3.36% Apr 17, 2026 - May 11, 2026 |
| #15 | -0.47% Nov 28, 2025 - Dec 18, 2025 | -3.16% Nov 8, 2017 - Dec 18, 2017 |
Correlation
Correlation between MBSF and HSCZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
MBSF vs HSCZ dividend yield comparison.
| Year | MBSF | HSCZ |
|---|---|---|
| 2026 | 1.98% | 1.35% |
| 2025 | 4.71% | 3.25% |
| 2024 | 4.14% | 3.26% |
| 2023 | 0.00% | 2.98% |
| 2022 | 0.00% | 26.91% |
| 2021 | 0.00% | 2.90% |
| 2020 | 0.00% | 1.46% |
| 2019 | 0.00% | 4.66% |
| 2018 | 0.00% | 6.15% |
| 2017 | 0.00% | 2.52% |
| 2016 | 0.00% | 2.57% |
| 2015 | 0.00% | 1.75% |
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