WAGN vs HSCZ
Comparison between Pabrai Wagons ETF (WAGN, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF).
WAGN vs HSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WAGN
$244M
HSCZ
$244M
Expense Ratio
WAGN
0.90%
Winner
HSCZ
0.43%
Max Drawdown
Winner
WAGN
1.36%
HSCZ
37.11%
Sharpe Ratio
Winner
WAGN
6.76
HSCZ
1.40
5Y Beta
Winner
WAGN
0.25
HSCZ
0.63
5Y Dividends CAGR
WAGN
N/A
HSCZ
17.81%
WAGN vs HSCZ - Holdings Comparison
WAGN and HSCZ have 1 common holdings. Overlap is -37.89%
WAGN's top 25 holdings weight is 99.99%. HSCZ's top 25 holdings weight is 179.46%.
| Rank | WAGN | HSCZ |
|---|---|---|
| #1 | REYSAS GAYRIMENKUL YATIRIM ORTAKLIGI AS (n/a) - 10.67% | ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) - 100.48% |
| #2 | WARRIOR MET COAL INC (HCC) - 9.18% | JPY/USD PURCHASED (n/a) - 37.88% |
| #3 | TRANSOCEAN LTD (RIG) - 8.87% | EUR/USD PURCHASED (n/a) - 17.46% |
| #4 | EDELWEISS FINANCIAL SERVICES LTD (n/a) - 6.83% | GBP/USD PURCHASED (n/a) - 13.36% |
| #5 | TAV HAVALIMANLARI HOLDING AS (n/a) - 6.34% | AUD/USD PURCHASED (n/a) - 10.76% |
| #6 | GIMAT MAGAZACILIK SANAYI VE TICARET AS (n/a) - 5.90% | SEK/USD PURCHASED (n/a) - 4.82% |
| #7 | ALPHA METALLURGICAL RESOURCES INC (AMR) - 4.82% | CHF/USD PURCHASED (n/a) - 4.31% |
| #8 | NOBLE CORP PLC CLASS A (NE) - 4.77% | ILS/USD PURCHASED (n/a) - 3.74% |
| #9 | VALARIS LTD (VAL) - 4.72% | NOK/USD PURCHASED (n/a) - 2.46% |
| #10 | KASPI.KZ JSC ADS (KSPI) - 4.67% | SGD/USD PURCHASED (n/a) - 2.08% |
| #11 | DANAOS CORP (DAC) - 4.65% | DKK/USD PURCHASED (n/a) - 1.89% |
| #12 | CONSTELLATION SOFTWARE INC (CNSWF) - 4.48% | HKD/USD PURCHASED (n/a) - 1.57% |
| #13 | LUMINE GROUP INC ORDINARY SHARES (SUB VOTING) (LMGIF) - 4.44% | NZD/USD PURCHASED (n/a) - 0.38% |
| #14 | TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 4.42% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.03% |
| #15 | TAB GIDA SANAYI VE TICARET AS (n/a) - 4.28% | USD CASH (n/a) - 0.00% |
| #16 | NUVAMA WEALTH MANAGEMENT LTD (n/a) - 3.51% | CHF CASH (n/a) - 0.00% |
| #17 | REYSAS TASIMACILIK VE LOJISTIK TICARET AS (n/a) - 3.34% | NZD/USD SOLD (n/a) - -0.38% |
| #18 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% | CASH OFFSET (n/a) - -0.51% |
| #19 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.46% | HKD/USD SOLD (n/a) - -1.57% |
| #20 | SYGNITY SA (n/a) - 1.14% | DKK/USD SOLD (n/a) - -1.89% |
| #21 | US DOLLARS (n/a) - 0.00% | SGD/USD SOLD (n/a) - -2.08% |
| #22 | TURKISH LIRA (n/a) - -0.25% | NOK/USD SOLD (n/a) - -2.46% |
| #23 | OTHER ASSETS AND LIABILITIES (n/a) - -0.58% | ILS/USD SOLD (n/a) - -3.74% |
| #24 | N/A | CHF/USD SOLD (n/a) - -4.31% |
| #25 | N/A | SEK/USD SOLD (n/a) - -4.82% |
| Total Holdings | 23 | 29 |
WAGN vs HSCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WAGN
+14.71%
HSCZ
+3.26%
3M
WAGN
N/A
HSCZ
+3.32%
6M
WAGN
N/A
HSCZ
+5.67%
1Y
WAGN
N/A
HSCZ
+22.44%
5Y(CAGR)
WAGN
N/A
HSCZ
+11.20%
10Y(CAGR)
WAGN
N/A
HSCZ
+12.13%
Max(CAGR)
Winner
WAGN
+157.78%
HSCZ
+10.78%
WAGN vs HSCZ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | WAGN | HSCZ |
|---|---|---|
| 2026 | +15.63% | +14.58% |
| 2025 | N/A | +25.75% |
| 2024 | N/A | +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% |
WAGN vs HSCZ Drawdown Comparison
The maximum drawdown for WAGN was -1.36%, occurring on Jul 17, 2026. Recovery took 10 trading sessions.
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The current HSCZ drawdown is -0.13%.
| Rank | WAGN | HSCZ |
|---|---|---|
| #1 | -1.36% Jul 13, 2026 - Jul 27, 2026 | -34.89% Feb 12, 2020 - Nov 23, 2020 |
| #2 | -1.16% Jul 2, 2026 - Jul 10, 2026 | -20.59% May 22, 2018 - Nov 1, 2019 |
| #3 | -0.85% Aug 14, 2026 - Aug 19, 2026 | -20.10% Sep 7, 2021 - Dec 19, 2023 |
| #4 | -0.82% Aug 21, 2026 - Aug 25, 2026 | -17.04% Jul 20, 2015 - Oct 7, 2016 |
| #5 | -0.57% Jul 27, 2026 - Jul 29, 2026 | -12.81% Mar 19, 2025 - May 8, 2025 |
| #6 | -0.52% Aug 11, 2026 - Aug 14, 2026 | -9.83% Jul 16, 2024 - Sep 26, 2024 |
| #7 | -0.29% Jun 30, 2026 - Jul 2, 2026 | -9.61% Feb 27, 2026 - Apr 17, 2026 |
| #8 | N/A | -7.84% Jan 23, 2018 - May 10, 2018 |
| #9 | N/A | -4.24% Jan 17, 2020 - Feb 12, 2020 |
| #10 | N/A | -3.96% Apr 16, 2021 - Jun 1, 2021 |
| #11 | N/A | -3.64% Feb 18, 2025 - Mar 17, 2025 |
| #12 | N/A | -3.54% Jul 12, 2021 - Jul 23, 2021 |
| #13 | N/A | -3.48% Oct 27, 2025 - Nov 28, 2025 |
| #14 | N/A | -3.36% Apr 17, 2026 - May 11, 2026 |
| #15 | N/A | -3.16% Nov 8, 2017 - Dec 18, 2017 |
Correlation
Correlation between WAGN and HSCZ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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