HEZU
+2.63 · +6.18%
$45.14 · NYSE ARCA

iShares Currency Hedged MSCI Eurozone ETF (HEZU) ETF Analysis | Europe Stock

iShares · United States
AUM:$667.9M
#– of – in Europe Stock 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 21.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.53% — moderate cost. Consider how fees compound over long holding periods.

What is HEZU?

The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HEZU delivered 21.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.53%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$667.9M
Expense Ratio0.53%
Dividend Yield2.83%
Holdings2
Inception DateJul 2014
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.70
CategoryEurope Stock
CurrencyUSD
Portfolio Impact

How would HEZU 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
+6.4%
1Y
+22.1%
3Y
+66.1%
5Y
+79.5%
OpenBook InsightIf you had invested £10,000 in HEZU 5 years ago, it would have grown to £17,951 — a gain of £7,951.

Annual Returns

Calendar year performance

HEZU delivered positive returns in 4 of the last 5 calendar years.
YearHEZU
2026 YTD+11.6%
2025+25.5%
2024+11.2%
2023+19.6%
2022-11.0%
CAGR 4yr+10.4%
4/5 positive yearsAvg return: +11.4%Worst year: -11.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.0%
Low
Momentum
+3.5%
30-day change
Support Level
49.56
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.