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Upturn AI SWOT - About
IQ 50 Percent Hedged FTSE International ETF (HFXI)
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Upturn Advisory Summary
04/01/2025: HFXI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 12.89% | Avg. Invested days 63 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 241982 | Beta 0.82 | 52 Weeks Range 24.41 - 28.58 | Updated Date 04/2/2025 |
52 Weeks Range 24.41 - 28.58 | Updated Date 04/2/2025 |
Upturn AI SWOT
IQ 50 Percent Hedged FTSE International ETF
ETF Overview
Overview
The IQ 50 Percent Hedged FTSE International ETF (HFXI) aims to provide investment results that correspond generally to the price and yield performance of the FTSE Developed ex North America Index, hedged to 50% USD exposure. It offers exposure to developed markets outside North America while mitigating some currency risk.
Reputation and Reliability
IndexIQ is a well-established ETF provider known for its innovative and risk-managed investment solutions. Their track record indicates a commitment to delivering targeted investment outcomes.
Management Expertise
IndexIQ's management team consists of experienced professionals with expertise in ETF management, quantitative analysis, and currency hedging strategies.
Investment Objective
Goal
The fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE Developed ex North America Index, hedged to 50% USD exposure.
Investment Approach and Strategy
Strategy: The ETF aims to track the FTSE Developed ex North America Index, hedged to 50% USD exposure, employing a passive investment strategy with currency hedging.
Composition The ETF primarily holds stocks of companies located in developed markets outside of North America. The fund rebalances quarterly and hedges on a monthly basis.
Market Position
Market Share: Data unavailable to determine current market share.
Total Net Assets (AUM): 62440000
Competitors
Key Competitors
- DBEF
- VEA
- SCHF
Competitive Landscape
The international developed markets ETF space is highly competitive, with several large, low-cost ETFs dominating the market. HFXI differentiates itself with its currency hedging strategy, which may appeal to investors seeking to reduce currency risk. However, its relatively higher expense ratio and smaller AUM may put it at a disadvantage compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance unavailable in provided data, check official fund fact sheet.
Benchmark Comparison: Benchmark comparison data unavailable in provided data, check official fund fact sheet.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
Average trading volume indicates moderate liquidity, providing relative ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically small, indicating minimal cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside North America, currency fluctuations, and global trade policies can affect the ETF's performance.
Growth Trajectory
Growth depends on the international market it tracks and also on the appeal of the currency hedging component. An increase in global market volatility could encourage inflows.
Moat and Competitive Advantages
Competitive Edge
HFXI's primary competitive advantage is its 50% currency hedging strategy, offering investors a degree of protection against fluctuations in foreign exchange rates. This feature differentiates it from many other international equity ETFs that do not hedge currency risk. The hedging strategy might be advantageous during periods of heightened currency volatility, helping to stabilize returns in USD terms. However, in periods where the USD weakens, the hedging strategy may underperform funds without hedging.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying international equity markets and the effectiveness of the currency hedging strategy.
Market Risk
Market risk includes the potential for losses due to declines in international equity markets, political and economic instability in foreign countries, and fluctuations in currency exchange rates.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeks international equity exposure while mitigating currency risk. They may be concerned about currency fluctuations impacting their investment returns.
Market Risk
The ETF is suitable for long-term investors seeking diversified international equity exposure with a degree of currency risk management.
Summary
The IQ 50 Percent Hedged FTSE International ETF (HFXI) provides exposure to developed markets outside North America with a 50% currency hedge. It targets investors who desire international equity diversification but seek to reduce currency volatility. The ETF's competitive advantage lies in its hedging strategy, although its higher expense ratio should be considered. HFXI is best suited for long-term investors seeking stable returns in USD terms from international equities.
Similar Companies
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
IDEV
iShares Core MSCI International Developed Market
IDEV
iShares Core MSCI International Developed Market
IXUS
iShares Core MSCI Total International Stock ETF
IXUS
iShares Core MSCI Total International Stock ETF
SCHF
Schwab International Equity ETF
SCHF
Schwab International Equity ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own due diligence and risk tolerance. Market data and AUM may fluctuate. Market Share is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IQ 50 Percent Hedged FTSE International ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index hedged against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.
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