HSCZ vs. VIISX
Compare and contrast key facts about iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) and Virtus KAR International Small-Mid Cap Fund (VIISX).
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. VIISX is managed by Virtus. It was launched on Sep 4, 2012.
Performance
HSCZ vs. VIISX - Performance Comparison
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HSCZ vs. VIISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF | 1.96% | 25.74% | 12.89% | 17.03% | -11.46% | 17.75% | 6.40% | 27.89% | -13.99% | 24.52% |
VIISX Virtus KAR International Small-Mid Cap Fund | -8.80% | 14.30% | 4.06% | 22.36% | -34.42% | 5.84% | 24.38% | 27.62% | -6.81% | 28.48% |
Returns By Period
In the year-to-date period, HSCZ achieves a 1.96% return, which is significantly higher than VIISX's -8.80% return. Over the past 10 years, HSCZ has outperformed VIISX with an annualized return of 11.13%, while VIISX has yielded a comparatively lower 7.50% annualized return.
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%
VIISX
- 1D
- -0.21%
- 1M
- -11.13%
- YTD
- -8.80%
- 6M
- -10.48%
- 1Y
- -2.45%
- 3Y*
- 7.01%
- 5Y*
- -1.71%
- 10Y*
- 7.50%
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HSCZ vs. VIISX - Expense Ratio Comparison
HSCZ has a 0.43% expense ratio, which is lower than VIISX's 1.19% expense ratio.
Return for Risk
HSCZ vs. VIISX — Risk / Return Rank
HSCZ
VIISX
HSCZ vs. VIISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) and Virtus KAR International Small-Mid Cap Fund (VIISX). 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.
| HSCZ | VIISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | -0.25 | +2.17 |
Sortino ratioReturn per unit of downside risk | 2.62 | -0.25 | +2.87 |
Omega ratioGain probability vs. loss probability | 1.41 | 0.97 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | -0.29 | +2.90 |
Martin ratioReturn relative to average drawdown | 10.63 | -0.73 | +11.36 |
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
| HSCZ | VIISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | -0.25 | +2.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.11 | +0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.49 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between HSCZ and VIISX is 0.64, 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.
Dividends
HSCZ vs. VIISX - Dividend Comparison
HSCZ's dividend yield for the trailing twelve months is around 3.19%, less than VIISX's 4.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VIISX Virtus KAR International Small-Mid Cap Fund | 4.08% | 3.72% | 1.94% | 0.00% | 0.00% | 8.43% | 1.16% | 1.98% | 1.42% | 1.82% | 2.75% | 3.43% |
Drawdowns
HSCZ vs. VIISX - Drawdown Comparison
The maximum HSCZ drawdown since its inception was -34.89%, smaller than the maximum VIISX drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for HSCZ and VIISX.
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Drawdown Indicators
| HSCZ | VIISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.89% | -50.31% | +15.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.88% | -14.94% | +5.06% |
Max Drawdown (5Y)Largest decline over 5 years | -20.11% | -50.31% | +30.20% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -50.31% | +15.42% |
Current DrawdownCurrent decline from peak | -6.61% | -19.71% | +13.10% |
Average DrawdownAverage peak-to-trough decline | -4.70% | -11.24% | +6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 5.84% | -3.40% |
Volatility
HSCZ vs. VIISX - Volatility Comparison
iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) has a higher volatility of 5.41% compared to Virtus KAR International Small-Mid Cap Fund (VIISX) at 5.02%. This indicates that HSCZ's price experiences larger fluctuations and is considered to be riskier than VIISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCZ | VIISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 5.02% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.49% | 8.59% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 13.85% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.37% | 16.06% | -2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 15.33% | +0.32% |