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HEWG vs. VNQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HEWG and VNQ is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

HEWG vs. VNQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Currency Hedged MSCI Germany ETF (HEWG) and Vanguard Real Estate ETF (VNQ). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
6.51%
9.18%
HEWG
VNQ

Key characteristics

Returns By Period


HEWG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VNQ

YTD

4.10%

1M

-6.48%

6M

8.61%

1Y

4.87%

5Y*

3.24%

10Y*

4.91%

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HEWG vs. VNQ - Expense Ratio Comparison

HEWG has a 0.53% expense ratio, which is higher than VNQ's 0.12% expense ratio.


HEWG
iShares Currency Hedged MSCI Germany ETF
Expense ratio chart for HEWG: current value at 0.53% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.53%
Expense ratio chart for VNQ: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Risk-Adjusted Performance

HEWG vs. VNQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI Germany ETF (HEWG) and Vanguard Real Estate ETF (VNQ). 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.


Sharpe ratio
No data
HEWG
VNQ


Chart placeholderNot enough data

Dividends

HEWG vs. VNQ - Dividend Comparison

HEWG has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 2.89%.


TTM20232022202120202019201820172016201520142013
HEWG
iShares Currency Hedged MSCI Germany ETF
5.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VNQ
Vanguard Real Estate ETF
2.89%3.95%3.91%2.56%3.93%3.39%4.74%4.23%4.82%3.92%3.60%4.32%

Drawdowns

HEWG vs. VNQ - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember0
-9.40%
HEWG
VNQ

Volatility

HEWG vs. VNQ - Volatility Comparison

The current volatility for iShares Currency Hedged MSCI Germany ETF (HEWG) is 0.00%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.65%. This indicates that HEWG experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember0
5.65%
HEWG
VNQ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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