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iShares MSCI Hong Kong ETF (EWH)


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Upturn Advisory Summary
10/22/2025: EWH (4-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 13.43% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
iShares MSCI Hong Kong ETF
ETF Overview
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.
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.
Management Expertise
iShares has extensive experience and expertise in managing ETFs, with a dedicated team focused on index tracking and portfolio management.
Investment Objective
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
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.
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 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.

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