HFXI - ETF AI Analysis
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IQ 50 Percent Hedged FTSE International ETF (HFXI)
Rating:58Neutral
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)
AUM1.90B
RegionDeveloped Markets
Expense Ratio0.20%
Beta0.79
IssuerNew York Life Investments
Inception DateJul 22, 2015
Dividend Yield3.31%
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. Volume267,327
30 Day Avg. Volume266,930
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
43.80Price 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 leans on a mix of global heavyweights, with Dutch chip-tool giant ASML doing much of the heavy lifting as its share price keeps climbing. Japanese banking leader Mitsubishi UFJ is also rising, giving the fund a tailwind from financials, while Siemens adds steady industrial strength out of Germany. On the flip side, big pharma names like Roche and AstraZeneca have been losing steam, acting as mild brakes on performance. Overall, the ETF is broadly diversified across sectors and focused on developed markets outside North America, rather than any single country or theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 4.36% | $81.48M | ― | ― | ― | |
| ― | 3.56% | $66.55M | ― | ― | ― | |
| ASML Holding NV | 2.56% | $47.84M | €633.25B | 151.49% | 76 Outperform | |
| HSBC Holdings | 1.21% | $22.66M | £246.00B | 68.71% | 80 Outperform | |
| Roche Holding AG | 1.13% | $21.03M | $315.55B | 23.56% | 73 Outperform | |
| Novartis AG | 1.08% | $20.17M | CHF215.97B | 26.50% | 80 Outperform | |
| AstraZeneca | 1.03% | $19.27M | $271.40B | 27.54% | 80 Outperform | |
| Nestlé SA | 0.98% | $18.36M | CHF202.64B | -1.44% | 71 Outperform | |
| Siemens | 0.86% | $16.11M | €209.24B | 32.35% | 74 Outperform | |
| Mitsubishi UFJ Financial Group | 0.84% | $15.61M | ¥36.65T | 61.89% | 76 Outperform |
HFXI Technical Analysis
Positive
―
Price Trends
36.70
Positive
35.58
Positive
33.51
Positive
Market Momentum
0.35
Positive
52.72
Neutral
37.96
Neutral
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 37.55, equal to the 50-day MA of 36.70, and equal to the 200-day MA of 33.51, indicating a bullish trend. The MACD of 0.35 indicates Positive momentum. The RSI at 52.72 is Neutral, neither overbought nor oversold. The STOCH value of 37.96 is Neutral, 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
37.63
9.25
32.59%
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
―
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
―
―
―
DDWM
WisdomTree Dynamic Currency Hedged International Equity 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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