HEWG vs EWG

Both EWG and HEWG are ETFs. EWG has a lower 5-year return than HEWG (-0.06% vs 4.39%). EWG has a lower expense ratio than HEWG (0.5% vs 0.53%). Below is the comparison between EWG and HEWG.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
EWG HEWG
Security Type ETF ETF
Finny Score 0 50
Category Miscellaneous Region Miscellaneous Region
Family BlackRock BlackRock
Net Assets N/A N/A
Expense Ratio 0.50% 0.53%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.75% 3.18%
Underlying Index MSCI Germany Index MSCI Germany 100% Hedged to USD
YTD Return 10.85% 13.63%
1-Year Return 30.95% 25.31%
3-Year Return 0.41% 6.22%
5-Year Return -0.06% 4.39%
10-Year Return 1.94% 0.00%

EWG

EWG description

iShares, Inc. - iShares MSCI Germany ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of Germany. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI Germany Index, by using representative sampling technique. iShares, Inc. - iShares MSCI Germany ETF was formed on March 12, 1996 and is domiciled in the United States.

EWG performance & returns

YTD Return 10.85%
1-Month Return -3.30%
3-Month Return -6.02%
1-Year Return 30.95%
3-Year Return 0.41%
5-Year Return -0.06%
10-Year Return 1.94%
EWG expense ratio is 0.5%.

EWG holdings

Top 10 Holdings (55.65% of Total Assets)

Name Symbol % Assets
SAP SE SAP 11.09%
Siemens AG SIE 8.70%
Allianz SE ALV 7.46%
Deutsche Telekom AG DTE 5.28%
Mercedes-Benz Group AG MBG 4.47%
Bayer AG BAYN 4.09%
Munchener Ruckversicherungs-Gesellschaft AG MUV2 4.03%
Infineon Technologies AG IFX 3.56%
DHL Group DHL 3.52%
Basf SE BAS 3.45%

EWG pros

None that we could think of.

EWG cons

The following are EWG weaknesses from our perspective:

  • EWG net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • EWG 3-year return is 0.41%, which is lower than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
  • EWG 5-year return is -0.06%, which is lower than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.
  • EWG 10-year return is 1.94%, which is lower than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.03%.
  • EWG 15-year return is 0.34%, which is lower than the 15-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 1.52%.

Other relevant EWG comparisons

You may also want to check out the following EWG comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

HEWG

HEWG description

iShares Trust - iShares Currency Hedged MSCI Germany ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of Germany. The fund invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. It uses derivatives such as forwards to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the MSCI Germany 100% Hedged to USD Index, by using representative sampling technique. iShares Trust - iShares Currency Hedged MSCI Germany ETF was formed on January 31, 2014 and is domiciled in the United States.

HEWG performance & returns

YTD Return 13.63%
1-Month Return -0.99%
3-Month Return -2.57%
1-Year Return 25.31%
3-Year Return 6.22%
5-Year Return 4.39%
10-Year Return 0.00%
HEWG expense ratio is 0.53%.

HEWG holdings

Top 10 Holdings (100.11% of Total Assets)

Name Symbol % Assets
iShares MSCI Germany ETF EWG 99.94%
BlackRock Cash Funds Treasury SL Agency XTSLA 0.17%

HEWG pros

The following are HEWG strengths from our perspective:

  • HEWG 3-year return is 6.22%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
  • HEWG 5-year return is 4.39%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.

HEWG cons

The following are HEWG weaknesses from our perspective:

  • HEWG net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HEWG expense ratio is 0.53%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HEWG comparisons

You may also want to check out the following HEWG comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.