DISV vs. HSCZ
Compare and contrast key facts about Dimensional International Small Cap Value ETF (DISV) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ).
DISV and HSCZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DISV is an actively managed fund by Dimensional. It was launched on Mar 23, 2022. HSCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small-Cap 100% Hedged to USD Index. It was launched on Jun 29, 2015.
Performance
DISV vs. HSCZ - Performance Comparison
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DISV vs. HSCZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DISV Dimensional International Small Cap Value ETF | 3.83% | 47.42% | 5.87% | 19.52% | -9.72% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 1.96% | 25.74% | 12.89% | 17.03% | -5.60% |
Returns By Period
In the year-to-date period, DISV achieves a 3.83% return, which is significantly higher than HSCZ's 1.96% return.
DISV
- 1D
- 3.14%
- 1M
- -8.65%
- YTD
- 3.83%
- 6M
- 11.28%
- 1Y
- 39.51%
- 3Y*
- 21.72%
- 5Y*
- —
- 10Y*
- —
HSCZ
- 1D
- 2.14%
- 1M
- -6.61%
- YTD
- 1.96%
- 6M
- 7.54%
- 1Y
- 27.45%
- 3Y*
- 16.89%
- 5Y*
- 9.84%
- 10Y*
- 11.13%
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DISV vs. HSCZ - Expense Ratio Comparison
DISV has a 0.42% expense ratio, which is lower than HSCZ's 0.43% expense ratio.
Return for Risk
DISV vs. HSCZ — Risk / Return Rank
DISV
HSCZ
DISV vs. HSCZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap Value ETF (DISV) and iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DISV | HSCZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.92 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.97 | 2.62 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.41 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.97 | 2.61 | +0.36 |
Martin ratioReturn relative to average drawdown | 12.04 | 10.63 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DISV | HSCZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.92 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.62 | +0.24 |
Correlation
The correlation between DISV and HSCZ is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DISV vs. HSCZ - Dividend Comparison
DISV's dividend yield for the trailing twelve months is around 2.55%, less than HSCZ's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISV Dimensional International Small Cap Value ETF | 2.55% | 2.69% | 2.77% | 2.73% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.19% | 3.25% | 3.26% | 2.98% | 26.91% | 2.90% | 1.46% | 4.66% | 6.15% | 2.52% | 2.57% | 1.75% |
Drawdowns
DISV vs. HSCZ - Drawdown Comparison
The maximum DISV drawdown since its inception was -26.77%, smaller than the maximum HSCZ drawdown of -34.89%. Use the drawdown chart below to compare losses from any high point for DISV and HSCZ.
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Drawdown Indicators
| DISV | HSCZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.77% | -34.89% | +8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -9.88% | -2.81% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.89% | — |
Current DrawdownCurrent decline from peak | -8.65% | -6.61% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -4.70% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.44% | +0.69% |
Volatility
DISV vs. HSCZ - Volatility Comparison
Dimensional International Small Cap Value ETF (DISV) has a higher volatility of 7.19% compared to iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) at 5.41%. This indicates that DISV's price experiences larger fluctuations and is considered to be riskier than HSCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISV | HSCZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 5.41% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 8.49% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 14.44% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 13.37% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 15.65% | +1.76% |