XMPT vs HSCZ
Comparison between VANECK CEF MUNI INCOME ETF (XMPT, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (HSCZ, ETF).
5-Year PerformanceHSCZ has outperformed XMPT, delivering a return of +11.2% compared to -1.3%
XMPT vs HSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XMPT vs HSCZ - Historical Returns
Returns include dividend reinvestment.
XMPT vs HSCZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XMPT | HSCZ |
|---|---|---|
| 2026 | +3.52% | +11.02% |
| 2025 | +7.13% | +25.75% |
| 2024 | +6.25% | +13.38% |
| 2023 | +1.47% | +15.69% |
| 2022 | -23.77% | -12.14% |
| 2021 | +8.54% | +17.57% |
| 2020 | +7.74% | +5.21% |
| 2019 | +18.41% | +27.16% |
| 2018 | -6.11% | -13.89% |
| 2017 | +8.01% | +23.03% |
| 2016 | +1.29% | +8.91% |
| 2015 | +7.81% | +0.28% |
| 2014 | +18.27% | N/A |
| 2013 | -14.63% | N/A |
| 2012 | +10.97% | N/A |
| 2011 | +10.90% | N/A |
XMPT vs HSCZ Drawdown Comparison
The maximum drawdown for XMPT was -35.24%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 198 trading sessions.
The current XMPT drawdown is -7.93%. The current HSCZ drawdown is -1.51%.
| Rank | XMPT | HSCZ |
|---|---|---|
| #1 | -35.24% Sep 1, 2021 - Oct 25, 2023 | -34.89% Feb 12, 2020 - Nov 23, 2020 |
| #2 | -25.28% Feb 25, 2020 - Nov 27, 2020 | -20.59% May 22, 2018 - Nov 1, 2019 |
| #3 | -21.89% Jan 24, 2013 - Jan 7, 2015 | -20.10% Sep 7, 2021 - Dec 19, 2023 |
| #4 | -13.25% Jul 8, 2016 - Mar 27, 2019 | -17.04% Jul 20, 2015 - Oct 7, 2016 |
| #5 | -7.79% Jan 30, 2015 - Dec 1, 2015 | -12.81% Mar 19, 2025 - May 8, 2025 |
| #6 | -6.71% Mar 9, 2012 - Apr 30, 2012 | -9.83% Jul 16, 2024 - Sep 26, 2024 |
| #7 | -6.17% Nov 30, 2012 - Jan 24, 2013 | -9.61% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -5.78% Jul 22, 2011 - Aug 17, 2011 | -7.84% Jan 23, 2018 - May 10, 2018 |
| #9 | -4.91% Feb 11, 2021 - Apr 14, 2021 | -4.24% Jan 17, 2020 - Feb 12, 2020 |
| #10 | -4.26% Sep 4, 2019 - Jan 3, 2020 | -3.96% Apr 16, 2021 - Jun 1, 2021 |
| #11 | -3.68% Nov 25, 2011 - Dec 1, 2011 | -3.64% Feb 18, 2025 - Mar 17, 2025 |
| #12 | -3.50% Nov 12, 2012 - Nov 20, 2012 | -3.54% Jul 12, 2021 - Jul 23, 2021 |
| #13 | -3.05% Aug 6, 2012 - Sep 14, 2012 | -3.48% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -2.81% Oct 3, 2011 - Nov 1, 2011 | -3.36% Apr 17, 2026 - May 11, 2026 |
| #15 | -2.74% Feb 1, 2012 - Mar 1, 2012 | -3.16% Nov 8, 2017 - Dec 18, 2017 |
Correlation
Correlation between XMPT and HSCZ is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
XMPT vs HSCZ dividend yield comparison.
| Year | XMPT | HSCZ |
|---|---|---|
| 2026 | 3.39% | 1.34% |
| 2025 | 5.87% | 3.25% |
| 2024 | 5.35% | 3.26% |
| 2023 | 3.81% | 2.98% |
| 2022 | 5.12% | 26.91% |
| 2021 | 3.74% | 2.90% |
| 2020 | 3.79% | 1.46% |
| 2019 | 4.08% | 4.66% |
| 2018 | 5.05% | 6.15% |
| 2017 | 4.84% | 2.52% |
| 2016 | 5.35% | 2.57% |
| 2015 | 5.24% | 1.75% |
| 2014 | 5.50% | 0.00% |
| 2013 | 6.17% | 0.00% |
| 2012 | 5.48% | 0.00% |
| 2011 | 2.73% | 0.00% |
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