HFXI
+2.51 · +8.01%
$33.82 · NYSE ARCA

IQ 50 Percent Hedged FTSE International ETF (HFXI) ETF Analysis | Foreign Large Blend

New York Life Investment Management LLC · United States
AUM:$1.4B
#– of – in Foreign Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 37.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is HFXI?

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. 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HFXI delivered 37.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 13.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.4B
Expense Ratio0.20%
Dividend Yield3.96%
Holdings49
Inception DateJul 2015
DomicileUnited States
DistributionNA
Index–
ProviderNew York Life Investment Management LLC
Beta0.78
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would HFXI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.6%
1Y
+29.0%
3Y
+74.0%
5Y
+76.8%
OpenBook InsightIf you had invested £10,000 in HFXI 5 years ago, it would have grown to £17,681 — a gain of £7,681.

Annual Returns

Calendar year performance

HFXI delivered positive returns in 4 of the last 5 calendar years.
YearHFXI
2026 YTD+16.3%
2025+30.1%
2024+8.1%
2023+18.3%
2022-11.2%
CAGR 4yr+10.2%
4/5 positive yearsAvg return: +12.3%Worst year: -11.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.9%
Low
Momentum
+4.1%
30-day change
Support Level
37.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.