HFXI - ETF AI Analysis
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IQ 50 Percent Hedged FTSE International ETF (HFXI)
Rating:61Neutral
Price Target:―
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)
AUM1.44B
RegionDeveloped Markets
Expense Ratio0.20%
Beta0.75
IssuerNew York Life Investments
Inception DateJul 22, 2015
Dividend Yield4.48%
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. Volume214,077
30 Day Avg. Volume278,908
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
37.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering744
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 Holding NV | 2.20% | $30.73M | €446.39B | 77.87% | 76 Outperform | |
| Novartis AG | 1.19% | $16.57M | CHF222.45B | 21.64% | 80 Outperform | |
| Roche Holding AG | 1.18% | $16.44M | $309.48B | 10.54% | 73 Outperform | |
| AstraZeneca | 1.17% | $16.38M | $293.59B | 21.15% | 80 Outperform | |
| HSBC Holdings | 1.12% | $15.67M | £201.23B | 38.02% | 80 Outperform | |
| Shell (UK) | 1.12% | $15.62M | £194.81B | 25.88% | 73 Outperform | |
| Nestlé SA | 1.02% | $14.19M | CHF193.82B | -3.13% | 71 Outperform | |
| Toyota Motor | 0.95% | $13.24M | ¥43.34T | 18.85% | 80 Outperform | |
| Commonwealth Bank of Australia | 0.89% | $12.49M | AU$296.51B | 24.04% | 64 Neutral | |
| Mitsubishi UFJ Financial Group | 0.80% | $11.19M | ¥30.03T | 13.79% | 76 Outperform |
HFXI Technical Analysis
Negative
―
Price Trends
34.56
Negative
33.11
Negative
31.24
Positive
Market Momentum
-0.43
Positive
30.46
Neutral
20.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HFXI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.65, equal to the 50-day MA of 34.56, and equal to the 200-day MA of 31.24, indicating a neutral trend. The MACD of -0.43 indicates Positive momentum. The RSI at 30.46 is Neutral, neither overbought nor oversold. The STOCH value of 20.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HFXI.
HFXI Peer Comparison
Comparison Results
Performance Comparison
HFXI
IQ 50 Percent Hedged FTSE International ETF
32.53
5.65
21.02%
JIRE
JPMorgan International Research Enhanced Equity ETF
―
―
―
FENI
Fidelity Enhanced International ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
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―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
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IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
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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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