HEWJ vs EWJ

Both EWJ and HEWJ are ETFs. EWJ has a lower 5-year return than HEWJ (9.84% vs 11.55%). EWJ and HEWJ have the same expense ratio (0.51%). Below is the comparison between EWJ and HEWJ.

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EWJ HEWJ
Security Type ETF ETF
Finny Score 50 50
Category N/A N/A
Family BlackRock BlackRock
Net Assets N/A N/A
Expense Ratio 0.51% 0.51%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.02% 2.02%
Underlying Index MSCI Japan Index MSCI Japan 100% Hedged to USD
YTD Return -0.30% 5.46%
1-Year Return 34.72% 38.78%
3-Year Return 5.19% 6.71%
5-Year Return 9.84% 11.55%
10-Year Return 6.47% 0.00%

EWJ

EWJ description

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

EWJ performance & returns

YTD Return -0.30%
1-Month Return -2.57%
3-Month Return -1.96%
1-Year Return 34.72%
3-Year Return 5.19%
5-Year Return 9.84%
10-Year Return 6.47%
EWJ expense ratio is 0.51%.

EWJ holdings

Top 10 Holdings (21.69% of Total Assets)

Name Symbol % Assets
7203 7203 4.05%
9984 9984 3.24%
6758 6758 3.24%
6861 6861 2.02%
6098 6098 1.62%
8306 8306 1.60%
8035 8035 1.54%
7974 7974 1.53%
4063 4063 1.46%
4502 4502 1.39%

EWJ pros

The following are EWJ strengths from our perspective:

  • EWJ 3-year return is 5.19%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
  • EWJ 5-year return is 9.84%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.
  • EWJ 10-year return is 6.47%, which is higher than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.03%.

EWJ cons

The following are EWJ weaknesses from our perspective:

  • EWJ net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • EWJ 15-year return is 0.82%, which is lower than the 15-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 1.52%.
  • EWJ expense ratio is 0.51%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant EWJ comparisons

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

HEWJ

HEWJ description

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

HEWJ performance & returns

YTD Return 5.46%
1-Month Return -3.72%
3-Month Return 1.64%
1-Year Return 38.78%
3-Year Return 6.71%
5-Year Return 11.55%
10-Year Return 0.00%
HEWJ expense ratio is 0.51%.

HEWJ holdings

Top 10 Holdings (21.67% of Total Assets)

Name Symbol % Assets
7203 7203 4.04%
9984 9984 3.24%
6758 6758 3.23%
6861 6861 2.02%
6098 6098 1.62%
8306 8306 1.60%
8035 8035 1.54%
7974 7974 1.53%
4063 4063 1.46%
4502 4502 1.39%

HEWJ pros

The following are HEWJ strengths from our perspective:

  • HEWJ 3-year return is 6.71%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
  • HEWJ 5-year return is 11.55%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.

HEWJ cons

The following are HEWJ weaknesses from our perspective:

  • HEWJ net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HEWJ expense ratio is 0.51%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HEWJ comparisons

You may also want to check out the following HEWJ 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.