HEEM
+3.60 · +10.88%
$36.66 · BATS

iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) ETF Analysis | Diversified Emerging Mkts

iShares · United States
AUM:$241.7M
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 44.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is HEEM?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index has been developed by MSCI as an equity benchmark for global emerging markets stock performance with the currency risk inherent in the securities included in the underlying index hedged to the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HEEM delivered 44.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 100.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$241.7M
Expense Ratio0.70%
Dividend Yield2.08%
Holdings1
Inception DateSept 2014
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.80
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

How would HEEM affect your portfolio?

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.9%
1Y
+38.5%
3Y
+87.3%
5Y
+63.4%
OpenBook InsightIf you had invested £10,000 in HEEM 5 years ago, it would have grown to £16,340 — a gain of £6,340.

Annual Returns

Calendar year performance

HEEM delivered positive returns in 4 of the last 5 calendar years.
YearHEEM
2026 YTD+18.5%
2025+34.5%
2024+13.0%
2023+8.3%
2022-17.4%
CAGR 4yr+8.0%
4/5 positive yearsAvg return: +11.4%Worst year: -17.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
23.2%
Moderate
Momentum
+3.2%
30-day change
Support Level
41.08
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.