HEEM ETF Analysis: Currency Hedged Emerging | BATS

Diversified Emerging Mkts | BATS, USA | Market Cap: 270m USD | 12M Return: 41.5% | Charts, Fundamentals & Technical Analysis

Emerging Equities, Currency Hedging, Index Tracking, International Stocks
Total Rating 72
Safety 67
Buy Signal 0.12
Diversified Emerging Mkts
Category Rotation: -19.3
TER: 0.70%
AUM: 270M
Avg Turnover: 9.59M
Risk 3d forecast
Volatility28.8%
VaR 5th Pctl4.88%
VaR vs Median-6.06%
Reward TTM
Sharpe Ratio1.50
Rel. Str. IBD68.7
Rel. Str. Peer Group81.7
Character TTM
Beta0.836
Beta Downside0.743
Hurst Exponent0.404
Drawdowns 3y
Max DD14.82%
CAGR/Max DD1.51
CAGR/Mean DD6.89

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.5 years of data

Jan +1.2% 18
Feb -1.2% 19
Mar +0.6% 8
Apr -0.1% 10
May +0.3% 8
Jun +0.6% 26
Jul +2.0% 27
Aug +0.1% 2
Sep -0.7% 14
Oct -0.1% 13
Nov -0.7% 14
Dec +0.3% 14

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HEEM Currency Hedged Emerging

The iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) is an exchange-listed fund that seeks to track the performance of global emerging market equities while hedging the associated currency exposure back to the U.S. dollar. The fund primarily invests at least 80% of its assets in the constituent securities of the MSCI Emerging Markets index or in instruments with substantially identical economic characteristics. The index, developed by MSCI, serves as a benchmark for large- and mid-cap equity performance across emerging market countries, and the currency risk is neutralized on a monthly basis through the use of currency hedging instruments such as forward contracts. Launched in 2014, HEEM is structured as a passive ETF, allowing investors to gain diversified emerging markets equity exposure without taking on direct foreign exchange risk against the U.S. dollar.

Headlines to Watch Out For
  • US dollar strength raises emerging market hedging costs
  • China growth slowdown pressures emerging market equity allocations
  • Fed rate hike cycle triggers emerging market capital outflows
What is the price of HEEM shares?

As of July 23, 2026, the stock is trading at USD 42.01 with a total of 285,937 shares traded. Over the past week, the price has changed by -0.84%, over one month by -8.83%, over three months by +3.74% and over the past year by +41.46%.

Current recommended Stop Loss: 40.70 (which is 3.1% or 1.2 ATR below the current price).

Is HEEM a buy, sell or hold?

Currency Hedged Emerging has no consensus analysts rating.