HEEM vs. VYMI
Compare and contrast key facts about iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) and Vanguard International High Dividend Yield ETF (VYMI).
HEEM and VYMI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HEEM is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets 100% USD Hedged Index. It was launched on Sep 23, 2014. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016. Both HEEM and VYMI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEEM or VYMI.
Correlation
The correlation between HEEM and VYMI is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HEEM vs. VYMI - Performance Comparison
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Key characteristics
HEEM:
0.56
VYMI:
1.10
HEEM:
0.85
VYMI:
1.40
HEEM:
1.11
VYMI:
1.19
HEEM:
0.50
VYMI:
1.21
HEEM:
1.80
VYMI:
4.29
HEEM:
5.06%
VYMI:
3.63%
HEEM:
17.48%
VYMI:
16.23%
HEEM:
-34.45%
VYMI:
-40.00%
HEEM:
-5.57%
VYMI:
-0.09%
Returns By Period
In the year-to-date period, HEEM achieves a 6.71% return, which is significantly lower than VYMI's 17.18% return.
HEEM
6.71%
5.27%
6.55%
9.70%
8.82%
7.81%
4.33%
VYMI
17.18%
6.13%
15.07%
17.70%
12.14%
15.83%
N/A
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HEEM vs. VYMI - Expense Ratio Comparison
HEEM has a 0.68% expense ratio, which is higher than VYMI's 0.22% expense ratio.
Risk-Adjusted Performance
HEEM vs. VYMI — Risk-Adjusted Performance Rank
HEEM
VYMI
HEEM vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) and Vanguard International High Dividend Yield ETF (VYMI). 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.
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Dividends
HEEM vs. VYMI - Dividend Comparison
HEEM's dividend yield for the trailing twelve months is around 2.23%, less than VYMI's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEEM iShares Currency Hedged MSCI Emerging Markets ETF | 2.23% | 2.38% | 2.75% | 7.49% | 1.19% | 1.49% | 3.04% | 2.37% | 2.05% | 1.84% | 6.28% | 2.04% |
VYMI Vanguard International High Dividend Yield ETF | 4.15% | 4.84% | 4.58% | 4.71% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
Drawdowns
HEEM vs. VYMI - Drawdown Comparison
The maximum HEEM drawdown since its inception was -34.45%, smaller than the maximum VYMI drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for HEEM and VYMI. For additional features, visit the drawdowns tool.
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Volatility
HEEM vs. VYMI - Volatility Comparison
iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) has a higher volatility of 3.67% compared to Vanguard International High Dividend Yield ETF (VYMI) at 2.41%. This indicates that HEEM's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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