미국 ETF/주식HEDJETF

WisdomTree Europe Hedged Equity Fund 계산기

HEDJ is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.WisdomTree Europe Hedged Equity Fund를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 WisdomTree Europe Hedged Equity Fund의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, WisdomTree Europe Hedged Equity Fund 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Global

HEDJ

WisdomTree Europe Hedged Equity Fund

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Price Chart

WisdomTree Europe Hedged Equity Fund (HEDJ) is an exchange-traded fund that provides investors with exposure to international and global markets. It carries an expense ratio of 0.58%. The fund offers a dividend yield of approximately 2.30%. The portfolio holds 130 securities.

Category

Global

Dividend Yield

2.3%

Expense Ratio

0.58%

Holdings

130

Dividend History

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Top Holdings

1ASML Holding
2LVMH
3Siemens
4SAP
5TotalEnergies

Key Features

  • •Currency hedging strategy
  • •Large-cap exporters
  • •Dividend-focused
  • •Monthly rebalancing

Advantages

  • •Benefits from European export recovery
  • •Currency fluctuation mitigation
  • •Secures dividend income
  • •Dollar investor-friendly

Risks

  • •Increasing hedging costs
  • •European economic slowdown
  • •Energy price fluctuation
  • •Political and regulatory risk

Rebalancing Strategy

Review monthly hedging ratios and keep European equity allocation below 15%.

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VPL

Vanguard FTSE Pacific ETF

ER 0.08%·Yield 2.6%

VXUS

Vanguard Total International Stock ETF

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INDA

iShares MSCI India ETF

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EWZ

iShares MSCI Brazil ETF

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HEDJ Investment Analysis

HEDJ (WisdomTree Europe Hedged Equity Fund) is a Global ETF comprising 130 holdings. It has an expense ratio of 0.58% and a dividend yield of 2.3%. The expense ratio is relatively high, so consider costs relative to returns.

A 2.3% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

HEDJ can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →