EWH - ETF AI Analysis
Top Page
iShares MSCI Hong Kong ETF (EWH)
EWH, the iShares MSCI Hong Kong ETF, has a solid overall rating driven mainly by large positions in financially strong companies like AIA Group and Techtronic Industries, which show robust growth and positive momentum. Additional support comes from holdings such as BOC Hong Kong and CLP Holdings, which combine healthy profitability with attractive dividends, though weaker names like HK:0823 with profitability and momentum challenges slightly weigh on the fund. The main risk is the ETF’s heavy concentration in a few Hong Kong stocks, especially AIA Group, which means performance is closely tied to a small number of companies and the Hong Kong market overall.
EWH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.21B
- Region
- Asia-Pacific
- Expense Ratio
- 0.50%
- Beta
- 0.53
- Issuer
- iShares
- Inception Date
- Mar 12, 1996
- Dividend Yield
- 4.60%
- Asset Class
- Equity
- Index Tracked
- MSCI Hong Kong 25/50 Index
EWH Summary
The iShares MSCI Hong Kong ETF (EWH) is a fund that follows the MSCI Hong Kong 25/50 Index, giving you broad exposure to companies based in Hong Kong, a major Asian financial center. It mainly holds financial, real estate, and industrial firms. Well-known names in the fund include AIA Group and Hong Kong Exchanges & Clearing. Investors might consider EWH to diversify internationally and tap into the long-term growth potential of Hong Kong’s economy. A key risk is that the ETF is heavily tied to Hong Kong’s market, so its value can rise or fall sharply with local economic and political conditions.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF, mainly because it focuses on a specific international market (Hong Kong), which tends to be more expensive to manage than broad U.S. index funds.
What would affect this ETF?
Future performance of EWH will be helped if Hong Kong’s financial sector stays strong, trading activity on Hong Kong Exchanges & Clearing grows, and local economic conditions support demand for insurance, utilities, and real estate. On the other hand, rising interest rates, weaker property markets, slower growth in Hong Kong or China, or regulatory and political changes affecting major holdings like AIA Group and local banks could weigh on the ETF.
EWH Top 10 Holdings
EWH is essentially a bet on Hong Kong’s financial and property backbone, with AIA Group and Hong Kong Exchanges & Clearing acting as heavy anchors that have been lagging lately and weighing on returns. Balancing that, Techtronic Industries has been a bright spot, rising steadily and injecting some growth flair into the mix. Real estate names like Sun Hung Kai and CK Asset are showing mixed but generally improving momentum, while utilities such as CLP and Power Assets provide a steadier, income-focused ballast. Overall, this is a Hong Kong-centric, finance-and-property-heavy portfolio with selective industrial strength.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 HK:1299 | AIA Group | 23.86% | $295.03M | HKD 780.14B | 3.01% | 72Outperform |
 HK:0388 | Hong Kong Exchanges & Clearing | 12.88% | $159.31M | HKD 464.92B | -15.03% | 69Neutral |
 HK:0001 | CK Hutchison Holdings | 5.58% | $68.98M | HKD 253.55B | 28.67% | 64Neutral |
 HK:2388 | BOC Hong Kong (Holdings) | 4.63% | $57.31M | HKD 533.93B | 32.27% | 78Outperform |
 HK:0669 | Techtronic Industries | 4.43% | $54.73M | HKD 242.84B | 41.06% | 80Outperform |
 HK:0002 | CLP Holdings | 4.49% | $55.48M | HKD 195.55B | 17.10% | 71Outperform |
 HK:0016 | Sun Hung Kai Properties | 4.18% | $51.65M | HKD 315.57B | 15.12% | 74Outperform |
 HK:0823 | Link Real Estate Investment | 3.74% | $46.24M | HKD 105.31B | -2.88% | 55Neutral |
 HK:0006 | Power Assets Holdings | 3.24% | $40.08M | HKD 136.18B | 28.36% | 62Neutral |
 HK:1113 | CK Asset Holdings | 2.98% | $36.89M | HKD 161.55B | 20.21% | 70Outperform |
EWH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWH, the sentiment is Positive. The current price of 22.52 is above the 20-day moving average (MA) of 21.96, above the 50-day MA of 22.37, and below the 200-day MA of 22.57, indicating a neutral trend. The MACD of -0.04 indicates Negative momentum. The RSI at 57.64 is Neutral, neither overbought nor oversold. The STOCH value of 67.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWH.
EWH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EWH | $22.52 | $23.50(4.35% Upside) | $1.21B | 0.50% | 66Neutral |
 DXJ | $58.39 | $72.91(24.87% Upside) | $7.11B | 0.48% | 71Outperform |
 BBAX | $62.75 | $68.09(8.51% Upside) | $6.77B | 0.19% | 66Neutral |
 INDA | $47.72 | $57.12(19.70% Upside) | $5.81B | 0.61% | 66Neutral |
 MCHI | $49.07 | $70.14(42.94% Upside) | $5.49B | 0.59% | 58Neutral |
 FLJP | $39.59 | $51.69(30.55% Upside) | $4.31B | 0.09% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EWH | iShares MSCI Hong Kong ETF | 22.52 | 1.54 | 7.37% | |
| DXJ | WisdomTree Japan Hedged Equity Fund | 58.39 | 13.63 | 30.46% | |
| BBAX | JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 62.75 | 8.42 | 15.51% | |
| INDA | iShares MSCI India ETF | 47.72 | -6.52 | -12.02% | |
| MCHI | iShares MSCI China ETF | 49.07 | -13.30 | -21.32% | |
| FLJP | Franklin FTSE Japan ETF | 39.59 | 5.55 | 16.29% |
This 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.