HFXI - ETF AI Analysis

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IQ 50 Percent Hedged FTSE International ETF (HFXI)

Rating:61Neutral

Price Target:―

HFXI, the IQ 50 Percent Hedged FTSE International ETF, has a solid but not top-tier rating, driven largely by high-quality global leaders like Novartis, AstraZeneca, HSBC, Toyota, and ASML, which show strong financial performance, positive earnings outlooks, and generally supportive valuations. The rating is held back somewhat by holdings such as Shell and Commonwealth Bank of Australia, where technical weakness, valuation concerns, and cash flow or leverage issues introduce added risk. A key risk factor is the fund’s meaningful exposure to a mix of financials, healthcare, and energy names where overvaluation or short-term technical pressures could weigh on returns.

Positive Factors

Broad International Diversification

The fund spreads its investments across many countries like Japan, the UK, France, and Germany, which helps reduce the impact of problems in any single market.

Balanced Sector Mix

Holdings are spread across financials, industrials, health care, technology, and several other sectors, helping avoid heavy dependence on just one part of the economy.

Competitive Expense Ratio

The ETF’s relatively low expense ratio means less of your return is lost to fees each year.

Negative Factors

Moderate Country Concentration

A sizable portion of assets is concentrated in a few markets like Japan and the UK, which can hurt returns if those economies struggle.

Mixed Performance Among Top Holdings

While some leading positions like ASML, Toyota, and Siemens have shown strong gains, others such as SAP, Nestlé, AstraZeneca, and Shell have been weaker, creating uneven support for the fund.

Limited U.S. Exposure

The fund has only a small allocation to U.S. stocks, so investors relying on U.S. market strength will not get much benefit from this ETF alone.

HFXI vs. SPDR S&P 500 ETF (SPY)

AUM1.40B

RegionDeveloped Markets

Expense Ratio0.20%

Beta0.71

IssuerNew York Life Investments

Inception DateJul 22, 2015

Dividend Yield3.8%

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. Volume247,607

30 Day Avg. Volume209,299

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

38.36

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering745

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 like Japan, the UK, and Europe while partially reducing currency swings versus the U.S. dollar. It owns many large, well-known companies such as Toyota, Nestlé, and AstraZeneca across sectors like financials, industrials, and healthcare. Someone might invest in HFXI to diversify beyond the U.S. and seek long-term growth from international markets with some currency protection. 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 heavily on a mix of European and Asia-Pacific blue chips, with health care and financial giants setting the tone. Drugmakers like Roche, Novartis, and AstraZeneca have been steadily rising, giving the fund a solid defensive backbone, while Nestlé adds a slow-and-steady consumer tilt. On the financial side, HSBC and Commonwealth Bank of Australia are helping, not hurting, as global banks regain their footing. ASML and Siemens bring an industrial and tech edge, though Siemens has been more mixed lately, slightly tapping the brakes on otherwise broad-based developed-market gains outside North America.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	2.23%	$31.19M	€475.49B	77.75%	76 Outperform
ROG	Roche Holding AG	1.35%	$18.90M	CHF294.84B	43.28%	73 Outperform
NOVN	Novartis AG	1.23%	$17.21M	CHF242.43B	30.05%	80 Outperform
AZN	AstraZeneca	1.19%	$16.67M	$323.92B	30.34%	80 Outperform
HSBA	HSBC Holdings	1.16%	$16.18M	£222.90B	47.29%	80 Outperform
NESN	Nestlé SA	1.02%	$14.30M	CHF198.29B	7.70%	71 Outperform
7203	Toyota Motor	0.98%	$13.74M	¥48.61T	34.33%	80 Outperform
SHEL	Shell (UK)	0.90%	$12.53M	£165.51B	12.59%	73 Outperform
CBA	Commonwealth Bank of Australia	0.84%	$11.69M	AU$295.71B	14.27%	64 Neutral
8306	Mitsubishi UFJ Financial Group	0.83%	$11.63M	¥33.00T	51.95%	76 Outperform

HFXI Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

33.79

Positive

100DMA

32.47

Positive

200DMA

30.67

Positive

Market Momentum

MACD

0.64

Negative

RSI

72.27

Negative

STOCH

68.68

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 35.11, equal to the 50-day MA of 33.79, and equal to the 200-day MA of 30.67, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 72.27 is Negative, neither overbought nor oversold. The STOCH value of 68.68 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
HFXI	―	―	$1.40B	0.20%	61 Neutral
DBEF	―	―	$8.75B	0.35%	65 Neutral
FENI	―	―	$8.16B	0.28%	67 Neutral
BBIN	―	―	$6.46B	0.07%	66 Neutral
EFAV	―	―	$5.69B	0.20%	62 Neutral
IHDG	―	―	$2.36B	0.58%	66 Neutral

Performance Comparison

HFXI

IQ 50 Percent Hedged FTSE International ETF

36.23

9.54

35.74%

DBEF

Xtrackers MSCI EAFE Hedged Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

BBIN

JPMorgan BetaBuilders International Equity ETF

―

EFAV

iShares MSCI EAFE Min Vol Factor ETF

―

IHDG

WisdomTree International Hedged Quality Dividend Growth Fund

―

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.

Disclaimer

This 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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