HFXI - ETF AI Analysis
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IQ 50 Percent Hedged FTSE International ETF (HFXI)
Rating:60Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past month and year-to-date, indicating positive recent momentum.
Global Diversification
Holdings spread across many countries such as Japan, the UK, and several European and Asia-Pacific markets help reduce reliance on any single economy.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Mixed Performance Among Top Holdings
While some major positions have performed strongly, a few key holdings have been weak, which can drag on overall returns.
Heavy Exposure to Financials and Broad 'General' Category
A large share of assets in financials and a broad 'general' bucket may increase sensitivity to economic and market cycles.
Limited U.S. Market Exposure
The ETF has only a small allocation to U.S. stocks, which may be a drawback for investors who want more exposure to the U.S. market.
HFXI vs. SPDR S&P 500 ETF (SPY)
AUM1.62B
RegionDeveloped Markets
Expense Ratio0.20%
Beta0.75
IssuerNew York Life Investments
Inception DateJul 22, 2015
Dividend Yield4%
Asset ClassEquity
Index TrackedFTSE Developed ex North America 50% Hedged to USD Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume253,771
30 Day Avg. Volume291,970
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering797
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HFXI Summary
HFXI is an ETF that follows the FTSE Developed ex North America 50% Hedged to USD Index, giving you broad exposure to stocks in developed countries outside the U.S. and Canada, while partially reducing the impact of currency swings. It owns many well-known international companies such as Nestlé, Toyota, and AstraZeneca, across sectors like finance, industry, and health care. Someone might invest in HFXI to diversify beyond the U.S. market and seek long-term growth from global companies. A key risk is that international stock prices can still go up and down significantly with global markets.
How much will it cost me?The IQ 50 Percent Hedged FTSE International ETF (HFXI) has an expense ratio of 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?HFXI could benefit from growth in developed international markets, especially if sectors like financials and technology perform well, as they are heavily weighted in the ETF. However, potential risks include economic slowdowns in Europe or Asia, regulatory changes affecting top holdings like ASML and Nestlé, and adverse currency movements despite partial hedging. Global interest rate changes and geopolitical tensions could also impact the ETF's performance.
HFXI Top 10 Holdings
HFXI’s story is driven by a mix of European tech, global banks, and big pharma. ASML is the clear engine here, rising on strong chip-equipment demand and giving the fund a tech-powered tailwind. On the financial side, HSBC and Commonwealth Bank are also climbing, helping the ETF whenever global rates and loan growth cooperate. Health care heavyweights like AstraZeneca and Novartis are steady contributors, while Toyota and Nestlé have been more mixed to lagging, occasionally putting a small drag on returns. Overall, it’s a developed-markets ex-North America play with broad sector balance rather than a single-theme bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 3.42% | $53.15M | ― | ― | ― | |
| ― | 2.19% | $34.08M | ― | ― | ― | |
| ASML Holding NV | 2.15% | $33.48M | €498.49B | 113.07% | 76 Outperform | |
| HSBC Holdings | 1.26% | $19.51M | £230.84B | 59.32% | 80 Outperform | |
| Roche Holding AG | 1.18% | $18.27M | $330.18B | 27.90% | 73 Outperform | |
| Novartis AG | 1.12% | $17.33M | CHF211.11B | 25.94% | 80 Outperform | |
| AstraZeneca | 1.09% | $16.92M | $286.22B | 29.15% | 80 Outperform | |
| Shell (UK) | 1.02% | $15.83M | £179.32B | 32.21% | 73 Outperform | |
| Nestlé SA | 1.02% | $15.79M | CHF198.82B | -4.90% | 71 Outperform | |
| Siemens | 0.86% | $13.43M | €204.52B | 27.59% | 74 Outperform |
HFXI Technical Analysis
Positive
―
Price Trends
34.79
Positive
34.38
Positive
32.37
Positive
Market Momentum
0.48
Negative
63.03
Neutral
88.94
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HFXI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.84, equal to the 50-day MA of 34.79, and equal to the 200-day MA of 32.37, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 63.03 is Neutral, neither overbought nor oversold. The STOCH value of 88.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HFXI.
HFXI Peer Comparison
Comparison Results
Performance Comparison
HFXI
IQ 50 Percent Hedged FTSE International ETF
36.96
9.74
35.78%
FENI
Fidelity Enhanced International ETF
―
―
―
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
―
―
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BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
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IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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