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iShares MSCI Hong Kong ETF (EWH)
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Upturn Advisory Summary
12/05/2025: EWH (3-star) is a REGULAR-BUY. BUY since 19 days. Simulated Profits (-2.35%). Updated daily EoD!
Upturn Star 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 10.77% | Avg. Invested days 39 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/05/2025 |
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 |
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 the MSCI Hong Kong Index, providing exposure to large- and mid-sized companies in Hong Kong. It primarily focuses on the Hong Kong equity market and employs a representative sampling strategy.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a leading global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of portfolio managers and investment professionals with significant expertise in index tracking and ETF management.
Investment Objective
Goal
To track the investment results of the MSCI Hong Kong Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Hong Kong Index, a market-capitalization-weighted index designed to measure the performance of the Hong Kong equity market.
Composition The ETF holds a portfolio of stocks representing the MSCI Hong Kong Index, primarily consisting of large- and mid-cap Hong Kong-listed companies.
Market Position
Market Share: EWH holds a considerable market share in the Hong Kong equity ETF segment.
Total Net Assets (AUM): 1250000000
Competitors
Key Competitors
- HSBC Hang Seng Index ETF (02833.HK)
- Tracker Fund of Hong Kong (02800.HK)
Competitive Landscape
The Hong Kong equity ETF market is relatively concentrated. EWH benefits from BlackRock's brand and established presence, giving it an advantage in terms of AUM. However, local competitors offer lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is variable based on market conditions, but typically follows the MSCI Hong Kong Index.
Benchmark Comparison: The ETF's performance generally closely tracks the MSCI Hong Kong Index, but may have minor deviations due to tracking error and expenses.
Expense Ratio: 0.51
Liquidity
Average Trading Volume
The ETF has a good Average trading volume, making it relatively liquid.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Economic conditions in Hong Kong and China, geopolitical events, and global market sentiment significantly impact EWH.
Growth Trajectory
Growth trends are influenced by the performance of the Hong Kong equity market and investor demand for Hong Kong exposure. There are no changes made to strategy and holdings unless it is necessary to track the target index.
Moat and Competitive Advantages
Competitive Edge
EWH's competitive edge lies in its affiliation with BlackRock, a well-established and reputable asset manager. It benefits from BlackRock's global distribution network and brand recognition. The ETF offers a relatively liquid and cost-effective way to access the Hong Kong equity market. Its broad diversification across Hong Kong equities also provides a risk-adjusted investment.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the Hong Kong equity market, which can be relatively high compared to developed markets.
Market Risk
The ETF is subject to market risk, including economic and political instability in Hong Kong and China, currency fluctuations, and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Hong Kong equity market, who have a higher risk tolerance, and understand the implications of investing in foreign markets.
Market Risk
The ETF is suitable for long-term investors seeking diversification and exposure to Hong Kong equities.
Summary
The iShares MSCI Hong Kong ETF (EWH) offers a convenient way to invest in the Hong Kong equity market. It aims to track the MSCI Hong Kong Index and provides exposure to a diversified portfolio of Hong Kong-listed companies. While it benefits from BlackRock's strong brand and liquidity, investors should be aware of the risks associated with investing in emerging markets, including political and economic instability. Its expense ratio is moderately competitive. It is suitable for long-term investors seeking to diversify their portfolios with exposure to Hong Kong equities.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- BlackRock Fund Fact Sheet
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.