HEFA
+2.74 · +6.87%
$42.69 · BATS

iShares Currency Hedged MSCI EAFE ETF (HEFA) ETF Analysis | Foreign Large Blend

iShares · United States
AUM:$7.3B
#– of – in Foreign Large Blend 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 26.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is HEFA?

The fund generally will invest at least 80% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is composed of large- and mid-capitalization equities in Europe, Australasia, and the Far East while mitigating exposure to fluctuations between the value of the component currencies and the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HEFA delivered 26.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 98.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$7.3B
Expense Ratio0.35%
Dividend Yield3.24%
Holdings1
Inception DateJan 2014
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.51
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would HEFA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.0%
1Y
+24.6%
3Y
+69.6%
5Y
+90.4%
OpenBook InsightIf you had invested £10,000 in HEFA 5 years ago, it would have grown to £19,038 — a gain of £9,038.

Annual Returns

Calendar year performance

HEFA delivered positive returns in 4 of the last 5 calendar years.
YearHEFA
2026 YTD+12.9%
2025+24.1%
2024+13.8%
2023+18.3%
2022-5.9%
CAGR 4yr+12.0%
4/5 positive yearsAvg return: +12.6%Worst year: -5.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.1%
Low
Momentum
+3.6%
30-day change
Support Level
46.63
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.