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EWH
Upturn stock rating

iShares MSCI Hong Kong ETF (EWH)

Upturn stock rating
$21.03
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

10/22/2025: EWH (4-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 13.43%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/22/2025

Key Highlights

Volume (30-day avg) -
Beta 0.72
52 Weeks Range 14.27 - 20.06
Updated Date 06/29/2025
52 Weeks Range 14.27 - 20.06
Updated Date 06/29/2025

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iShares MSCI Hong Kong ETF

stock logo

ETF Overview

overview logo Overview

The iShares MSCI Hong Kong ETF (EWH) seeks to track the investment results of an index composed of Hong Kong equities. It focuses on providing exposure to a broad range of companies based in Hong Kong, primarily targeting large and mid-sized firms. The ETF employs a passive investment strategy, aiming to mirror the performance of its underlying index.

reliability logo Reputation and Reliability

iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment products and reliable tracking of indexes.

reliability logo Management Expertise

iShares has extensive experience and expertise in managing ETFs, with a dedicated team focused on index tracking and portfolio management.

Investment Objective

overview logo Goal

The investment goal is to track the performance of the MSCI Hong Kong Index, providing investors with exposure to the Hong Kong equity market.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI Hong Kong Index.

Composition The ETF primarily holds stocks of companies based in Hong Kong, across various sectors, weighted according to their market capitalization in the index.

Market Position

Market Share: EWH holds a significant, but not dominating, market share within the Hong Kong-focused ETF segment.

Total Net Assets (AUM): 1160000000

Competitors

overview logo Key Competitors

  • HSBC Hang Seng Index ETF (02833.HK)
  • Tracker Fund of Hong Kong (02800.HK)

Competitive Landscape

The competitive landscape includes several ETFs tracking Hong Kong equities, with EWH being a prominent player. Advantages of EWH include its affiliation with iShares and high AUM. A potential disadvantage could be its expense ratio compared to some local Hong Kong-listed ETFs.

Financial Performance

Historical Performance: Historical performance varies depending on market conditions in Hong Kong. Reviewing past performance data over 1, 3, 5, and 10-year periods will provide insight.

Benchmark Comparison: The ETF's performance is generally expected to closely track the MSCI Hong Kong Index. Deviations can occur due to tracking error and ETF expenses.

Expense Ratio: 0.51

Liquidity

Average Trading Volume

The iShares MSCI Hong Kong ETF (EWH) typically experiences moderate to high average trading volume, facilitating relatively easy buying and selling.

Bid-Ask Spread

The bid-ask spread for EWH is generally tight, indicating efficient trading and lower transaction costs for investors.

Market Dynamics

Market Environment Factors

Economic growth in Hong Kong and mainland China, political stability, regulatory changes, and global market sentiment significantly influence EWH's performance.

Growth Trajectory

The growth trajectory is tied to the overall performance of the Hong Kong stock market and any adjustments to the MSCI Hong Kong Index methodology. Changes to the index composition may influence the ETF's holdings.

Moat and Competitive Advantages

Competitive Edge

EWH benefits from the iShares brand recognition and established presence in the ETF market. Its relatively large AUM can contribute to liquidity and efficient trading. The ETFu2019s adherence to a widely tracked index offers transparency. A broader investor base and global accessibility are further advantages. The ETF provides a convenient way for US investors to get exposure to the Hong Kong market.

Risk Analysis

Volatility

EWH's volatility is linked to the volatility of the Hong Kong stock market, and tends to be more volatile than US markets.

Market Risk

Market risk includes economic downturns in Hong Kong and China, geopolitical risks, and regulatory changes that could negatively impact the value of the ETF's holdings.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking exposure to the Hong Kong equity market for diversification purposes and has a moderate to high risk tolerance.

Market Risk

EWH is suitable for long-term investors seeking international diversification or active traders looking to capitalize on short-term market movements.

Summary

The iShares MSCI Hong Kong ETF (EWH) provides a convenient and liquid way to invest in a basket of Hong Kong-based companies. Its passive investment approach seeks to replicate the performance of the MSCI Hong Kong Index. Performance is closely tied to the economic and political conditions of the region. Investors should carefully consider their risk tolerance and investment goals before investing. The ETF's high expense ratio is a consideration for cost conscious investors.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares website
  • MSCI index factsheet
  • Morningstar
  • ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares MSCI Hong Kong ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund seeks to track the investment results of the index, which is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large- and mid-capitalization segments of the equity market in Hong Kong. It generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.