HEZU vs. PRMN ETF Comparison

Comparison of iShares Currency Hedged MSCI EMU ETF (HEZU) to PlanRock Market Neutral Income ETF (PRMN)
HEZU

iShares Currency Hedged MSCI EMU ETF

HEZU Description

The investment seeks to track the investment results of the MSCI EMU 100% Hedged to USD Index. The index has been developed by MSCI Inc. ("MSCI") as an equity benchmark for the European Monetary Union countries with the currency risk of the securities included in the index hedged against the U.S. dollar on a monthly basis. The fund generally invests at least 80% of its assets in securities of the index (including indirect investments through the underlying fund) and in depositary receipts representing securities of the index, including foreign currency forward contracts designed to hedge against non-U.S. currency fluctuations. It is non-diversified.

Grade (RS Rating)

Last Trade

$36.53

Average Daily Volume

95,880

Number of Holdings *

1

* may have additional holdings in another (foreign) market
PRMN

PlanRock Market Neutral Income ETF

PRMN Description The fund strategy follows a proprietary, rules-based methodology that selects global high dividend-paying ETFs or stocks from those listed on an exchange and with significant underlying security liquidity, while using offsetting short positions through equity index futures. The strategy allocates to long and short equity index futures, volatility futures, options and options on futures to neutralize equity risk exposure and control volatility similar to the global bond market, while striving to achieve high dividend income and capital appreciation over the long-term.

Grade (RS Rating)

Last Trade

$29.39

Average Daily Volume

344

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period HEZU PRMN
30 Days -2.88% -1.61%
60 Days 2.67% -1.50%
90 Days 0.74% -0.19%
12 Months 14.96%
0 Overlapping Holdings
Symbol Grade Weight in HEZU Weight in PRMN Overlap
HEZU Overweight 1 Positions Relative to PRMN
Symbol Grade Weight
EZU C 101.16%
HEZU Underweight 6 Positions Relative to PRMN
Symbol Grade Weight
VYM A -41.57%
DVYE B -41.54%
DEM A -41.35%
VYMI C -41.27%
HDEF B -40.21%
SCHD C -39.9%

HEZU: Top Represented Industries & Keywords

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