RING vs HDEF

Comparison between ISHARES MSCI GLOBAL GOLD MINERS ETF (RING, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceRING has outperformed HDEF, delivering a return of +23.7% compared to +11.9%

RING vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RING(ETF)	HDEF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.39%	0.09%
Max Drawdown	80.20%	38.17%
Sharpe Ratio	1.03	1.45
5Y Beta	0.80	0.40
5Y Dividends CAGR	15.39%	12.60%

Net Assets

RING

$2.20B

HDEF

$2.20B

Expense Ratio

RING

0.39%

Winner

HDEF

0.09%

Max Drawdown

RING

80.20%

Winner

HDEF

38.17%

Sharpe Ratio

RING

1.03

Winner

HDEF

1.45

5Y Beta

RING

0.80

Winner

HDEF

0.40

5Y Dividends CAGR

Winner

RING

15.39%

HDEF

12.60%

RING vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	RING	HDEF
1 month	+6.85%	+3.79%
3 months	-9.18%	+4.09%
6 months	-12.28%	+4.66%
1 year	+49.83%	+21.31%
5 years(CAGR)	+23.73%	+11.86%
10 years(CAGR)	+12.57%	+9.02%
Max(CAGR)	+3.74%	+8.06%

Winner

RING

+6.85%

HDEF

+3.79%

RING

-9.18%

Winner

HDEF

+4.09%

RING

-12.28%

Winner

HDEF

+4.66%

Winner

RING

+49.83%

HDEF

+21.31%

5Y(CAGR)

Winner

RING

+23.73%

HDEF

+11.86%

10Y(CAGR)

Winner

RING

+12.57%

HDEF

+9.02%

Max(CAGR)

RING

+3.74%

Winner

HDEF

+8.06%

RING vs HDEF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	RING	HDEF
2026	-0.90%	+11.44%
2025	+153.99%	+33.36%
2024	+18.15%	+3.36%
2023	+7.89%	+17.51%
2022	-13.64%	-3.03%
2021	-14.07%	+6.01%
2020	+25.24%	-2.76%
2019	+49.36%	+25.44%
2018	-15.61%	-13.77%
2017	+6.03%	+9.90%
2016	+53.92%	+13.43%
2015	-27.59%	-4.66%
2014	-20.43%	N/A
2013	-53.26%	N/A
2012	-23.54%	N/A

RING vs HDEF Drawdown Comparison

The maximum drawdown for RING was -79.47%, occurring on Nov 17, 2015. Recovery took 3337 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current RING drawdown is -26.68%. The current HDEF drawdown is -1.13%.

Rank	RING	HDEF
#1	-79.47% Feb 23, 2012 - Jun 2, 2025	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-38.64% Feb 27, 2026 - Jul 20, 2026	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-19.22% Oct 16, 2025 - Dec 11, 2025	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-18.47% Jan 28, 2026 - Feb 26, 2026	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-6.55% Dec 26, 2025 - Jan 6, 2026	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-6.34% Jun 13, 2025 - Jul 22, 2025	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-5.29% Jul 22, 2025 - Aug 4, 2025	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-5.02% Feb 2, 2012 - Feb 23, 2012	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-4.54% Oct 8, 2025 - Oct 13, 2025	-8.02% Feb 27, 2026 - Jul 17, 2026
#10	-4.32% Jun 2, 2025 - Jun 13, 2025	-6.39% May 8, 2023 - Jun 15, 2023
#11	-2.96% Aug 15, 2025 - Aug 21, 2025	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-2.61% Sep 15, 2025 - Sep 19, 2025	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-2.54% Sep 23, 2025 - Sep 26, 2025	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-1.99% Oct 6, 2025 - Oct 8, 2025	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-1.89% Dec 11, 2025 - Dec 19, 2025	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between RING and HDEF is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2012 - 2026)

RING vs HDEF dividend yield comparison.

Year	RING	HDEF
2026	0.73%	2.54%
2025	0.84%	3.88%
2024	1.43%	4.53%
2023	2.01%	4.38%
2022	2.29%	5.41%
2021	2.38%	4.76%
2020	0.83%	3.93%
2019	0.83%	4.20%
2018	0.70%	3.55%
2017	0.42%	3.38%
2016	1.41%	9.52%
2015	0.96%	1.87%
2014	0.85%	0.00%
2013	1.49%	0.00%
2012	0.98%	0.00%