PBD vs HSCZ
Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF).
5-Year PerformanceHSCZ has outperformed PBD, delivering a return of +10.7% compared to -5.0%
PBD vs HSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBD
$208M
HSCZ
$208M
Expense Ratio
PBD
0.75%
Winner
HSCZ
0.43%
Max Drawdown
PBD
79.25%
Winner
HSCZ
37.11%
Sharpe Ratio
Winner
PBD
2.34
HSCZ
1.85
5Y Beta
PBD
1.02
Winner
HSCZ
0.66
5Y Dividends CAGR
Winner
PBD
22.17%
HSCZ
7.51%
PBD vs HSCZ - Holdings Comparison
PBD and HSCZ have 1 common holdings. Overlap is -36.15%
PBD's top 25 holdings weight is 35.06%. HSCZ's top 25 holdings weight is 175.99%.
| Rank | PBD | HSCZ |
|---|---|---|
| #1 | ITM POWER PLC (n/a) - 2.21% | ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) - 99.11% |
| #2 | BALLARD POWER SYSTEMS INC (BLDP) - 2.13% | JPY/USD PURCHASED (n/a) - 36.13% |
| #3 | CERES POWER HOLDINGS PLC (n/a) - 1.99% | EUR/USD PURCHASED (n/a) - 17.33% |
| #4 | DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 1.94% | GBP/USD PURCHASED (n/a) - 11.98% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 1.61% | AUD/USD PURCHASED (n/a) - 10.52% |
| #6 | LS CORP (n/a) - 1.58% | SEK/USD PURCHASED (n/a) - 4.69% |
| #7 | PLUG POWER INC (PLUG) - 1.56% | ILS/USD PURCHASED (n/a) - 4.55% |
| #8 | LS ELECTRIC CO LTD (n/a) - 1.53% | CHF/USD PURCHASED (n/a) - 4.36% |
| #9 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.53% | NOK/USD PURCHASED (n/a) - 2.45% |
| #10 | SMA SOLAR TECHNOLOGY AG (n/a) - 1.50% | SGD/USD PURCHASED (n/a) - 2.07% |
| #11 | ALFEN NV (n/a) - 1.49% | DKK/USD PURCHASED (n/a) - 1.84% |
| #12 | DELTA ELECTRONICS INC (n/a) - 1.40% | HKD/USD PURCHASED (n/a) - 1.71% |
| #13 | WEST HOLDINGS CORP (n/a) - 1.23% | CASH OFFSET (n/a) - 0.87% |
| #14 | RENOVA INC (n/a) - 1.21% | NZD/USD PURCHASED (n/a) - 0.37% |
| #15 | TAMURA CORP (n/a) - 1.19% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% |
| #16 | SAMSUNG SDI CO LTD (n/a) - 1.18% | USD CASH (n/a) - 0.00% |
| #17 | VERBIO SE (n/a) - 1.18% | CHF CASH (n/a) - 0.00% |
| #18 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 1.17% | NZD/USD SOLD (n/a) - -0.37% |
| #19 | ENPHASE ENERGY INC (ENPH) - 1.12% | HKD/USD SOLD (n/a) - -1.71% |
| #20 | SINO-AMERICAN SILICON PRODUCTS INC (n/a) - 1.09% | DKK/USD SOLD (n/a) - -1.84% |
| #21 | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 1.09% | SGD/USD SOLD (n/a) - -2.07% |
| #22 | PRYSMIAN SPA (n/a) - 1.07% | NOK/USD SOLD (n/a) - -2.45% |
| #23 | SANYO DENKI CO LTD (n/a) - 1.04% | CHF/USD SOLD (n/a) - -4.36% |
| #24 | ACCIONA SA (n/a) - 1.01% | ILS/USD SOLD (n/a) - -4.55% |
| #25 | BORALEX INC CLASS A (n/a) - 1.01% | SEK/USD SOLD (n/a) - -4.69% |
| Total Holdings | 126 | 29 |
PBD vs HSCZ - Historical Returns
Returns include dividend reinvestment.
1M
PBD
-3.67%
Winner
HSCZ
+1.59%
3M
Winner
PBD
+19.93%
HSCZ
+4.18%
6M
Winner
PBD
+29.17%
HSCZ
+11.75%
1Y
Winner
PBD
+78.29%
HSCZ
+27.01%
5Y(CAGR)
PBD
-4.98%
Winner
HSCZ
+10.72%
10Y(CAGR)
PBD
+8.52%
Winner
HSCZ
+11.54%
Max(CAGR)
PBD
+0.40%
Winner
HSCZ
+10.47%
PBD vs HSCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PBD | HSCZ |
|---|---|---|
| 2026 | +24.84% | +8.71% |
| 2025 | +41.06% | +25.75% |
| 2024 | -24.79% | +13.38% |
| 2023 | -10.02% | +15.69% |
| 2022 | -31.15% | -12.14% |
| 2021 | -23.91% | +17.57% |
| 2020 | +141.41% | +5.21% |
| 2019 | +41.07% | +27.16% |
| 2018 | -20.09% | -13.89% |
| 2017 | +27.84% | +23.03% |
| 2016 | -5.51% | +8.91% |
| 2015 | -0.11% | +0.28% |
| 2014 | -4.59% | N/A |
| 2013 | +50.73% | N/A |
| 2012 | -5.32% | N/A |
| 2011 | -40.89% | N/A |
| 2010 | -18.01% | N/A |
| 2009 | +28.38% | N/A |
| 2008 | -60.08% | N/A |
| 2007 | +26.14% | N/A |
PBD vs HSCZ Drawdown Comparison
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The current PBD drawdown is -43.11%. The current HSCZ drawdown is -2.10%.
| Rank | PBD | HSCZ |
|---|---|---|
| #1 | -78.61% Dec 26, 2007 - Nov 20, 2020 | -34.89% Feb 12, 2020 - Nov 23, 2020 |
| #2 | -75.38% Jan 22, 2021 - Apr 8, 2025 | -20.59% May 22, 2018 - Nov 1, 2019 |
| #3 | -16.85% Jul 13, 2007 - Sep 27, 2007 | -20.10% Sep 7, 2021 - Dec 19, 2023 |
| #4 | -13.00% Nov 8, 2007 - Dec 26, 2007 | -17.04% Jul 20, 2015 - Oct 7, 2016 |
| #5 | -5.80% Jan 7, 2021 - Jan 21, 2021 | -12.81% Mar 19, 2025 - May 8, 2025 |
| #6 | -3.48% Nov 27, 2020 - Dec 8, 2020 | -9.83% Jul 16, 2024 - Sep 26, 2024 |
| #7 | -3.04% Oct 17, 2007 - Oct 24, 2007 | -9.61% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -2.27% Nov 1, 2007 - Nov 6, 2007 | -7.84% Jan 23, 2018 - May 10, 2018 |
| #9 | -2.24% Dec 8, 2020 - Dec 15, 2020 | -4.24% Jan 17, 2020 - Feb 12, 2020 |
| #10 | -2.21% Oct 2, 2007 - Oct 17, 2007 | -3.96% Apr 16, 2021 - Jun 1, 2021 |
| #11 | -1.80% Jun 18, 2007 - Jun 28, 2007 | -3.64% Feb 18, 2025 - Mar 17, 2025 |
| #12 | -1.29% Jul 3, 2007 - Jul 9, 2007 | -3.54% Jul 12, 2021 - Jul 23, 2021 |
| #13 | -1.07% Dec 23, 2020 - Dec 30, 2020 | -3.48% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -0.46% Dec 30, 2020 - Jan 4, 2021 | -3.36% Apr 17, 2026 - May 11, 2026 |
| #15 | -0.38% Jun 28, 2007 - Jul 2, 2007 | -3.16% Nov 8, 2017 - Dec 18, 2017 |
Correlation
Correlation between PBD and HSCZ is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2008 - 2026)
PBD vs HSCZ dividend yield comparison.
| Year | PBD | HSCZ |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 2.71% | 3.25% |
| 2024 | 1.81% | 3.26% |
| 2023 | 2.85% | 2.98% |
| 2022 | 2.98% | 26.91% |
| 2021 | 0.67% | 2.90% |
| 2020 | 0.48% | 1.46% |
| 2019 | 1.83% | 4.66% |
| 2018 | 1.86% | 6.15% |
| 2017 | 1.76% | 2.52% |
| 2016 | 2.04% | 2.57% |
| 2015 | 1.24% | 1.75% |
| 2014 | 1.05% | 0.00% |
| 2013 | 0.88% | 0.00% |
| 2012 | 2.17% | 0.00% |
| 2011 | 1.59% | 0.00% |
| 2010 | 0.14% | 0.00% |
| 2009 | 0.10% | 0.00% |
| 2008 | 0.18% | 0.00% |
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