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EWJ vs HEWJ: Japan Stocks — Do You Want Yen Exposure or Not?

EWJ and HEWJ hold the same Japanese companies. The difference is whether you also get yen currency exposure. When the yen weakens, EWJ underperforms HEWJ — and vice versa.

💰 HEWJ is cheaper 🔬 Compare top 10 holdings → 💡 Plain-English verdict
🤝 BFF Take
Depends on Your Yen View — HEWJ Removes Currency Noise, EWJ Is Simpler

EWJ (iShares MSCI Japan ETF) and HEWJ (iShares Currency Hedged MSCI Japan ETF) hold essentially the same Japanese equity portfolio — Toyota, Sony, Keyence, SoftBank, and similar major Japanese companies. The difference is currency treatment: EWJ gives you Japanese yen exposure alongside the equity returns, while HEWJ uses rolling one-month FX forwards to hedge out the yen, delivering only the local equity return in USD. When the yen weakens against the dollar (as it did dramatically in 2022-2023), HEWJ significantly outperforms EWJ because hedged investors don't lose money on the currency translation. When yen strengthens, EWJ wins. Both charge similar fees (~0.50%). The choice is essentially a yen view: neutral or bullish on yen → EWJ; bearish or wanting pure equity exposure → HEWJ.

📋 Quick Takeaways
🇯🇵Both hold the same Japanese stocks — Toyota, Sony, Keyence, Mitsubishi, SoftBank — same equity exposure
💴EWJ includes yen currency risk; HEWJ hedges it out — your yen view is the entire decision
💰HEWJ costs 0.48% vs EWJ's 0.50% — hedging cost is embedded in the FX forwards, not the expense ratio
📊 Data-Based Take: HEWJ has the lower fee

Whether the lower-cost fund suits your situation depends on your existing holdings, account type, tax situation, and how you use each fund. This is a cost comparison, not a personalized recommendation.

Reviewed by a CFA® Charterholder · Data as of Jul 14, 2026 · Educational only, not financial advice
EWJ
iShares MSCI Japan ETF
Expense Ratio
0.50%
1-Year Return
+30.6%
AUM
$22.3B
Holdings
240
HEWJ
iShares Currency Hedged MSCI Japan ETF
Expense Ratio
0.48% ✓
1-Year Return
+46.7%
AUM
$725.1M
Holdings
240

📋 EWJ vs HEWJ — Key Facts Side by Side

Metric EWJ HEWJ
Fund Name iShares MSCI Japan ETF iShares Currency Hedged MSCI Japan ETF
Issuer iShares iShares
Tracks Index MSCI Japan MSCI Japan (USD Hedged)
Expense Ratio 0.50% 0.48% ✓
Cost per $10K/yr $50.00 $48.00
AUM $22.3B $725.1M
Holdings 240 240
Inception 1996 2014
1-Year Return +30.58% +46.67%
3-Year Return +18.31% +29.11%
5-Year Return +9.03% +22.04%
Dividend Yield 3.81% 3.71%
Holdings Overlap See holdings overlap →
Avg Bid-Ask Spread 0.01% 0.03%

Expense ratio, AUM, and returns updated Jul 14, 2026 from ETF BFF database. Returns are annualised. Not investment advice.

📊 EWJ vs HEWJ — Annualised Returns

Annualised returns (trailing, price-based). Past performance does not guarantee future results.

🎯 Which Fund Fits Which Investor?

Often fits investors who...
EWJ
  • want the specific exposure defined by the MSCI Japan
Often fits investors who...
HEWJ
  • want the lowest fees: saves ~$2/yr per $10K vs EWJ

💰 What the Fee Difference Actually Costs

Adjust the numbers for your situation. This models each fund's expense ratio compounding against your balance over time.

Assumes a constant annual return reinvested, with each fund's expense ratio deducted yearly. Illustrative only; actual returns vary. Past performance does not guarantee future results.

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❓ EWJ vs HEWJ — Frequently Asked Questions

The answer depends entirely on your view of the Japanese yen. If you believe the yen will strengthen vs the dollar (historically likely after extended weakness), EWJ will benefit from currency tailwinds. If you believe the yen will remain weak or decline further, HEWJ protects you from currency drag. If you have no strong yen view and just want Japanese equity exposure without currency noise, HEWJ provides a "purer" Japan equity return in USD terms.
Significantly. The yen weakened from roughly 110 ¥/$ in 2021 to 155 ¥/$ by 2024 — a ~30% depreciation. Japanese stocks in local terms performed well during this period, but EWJ investors saw those gains partially erased by the currency translation loss. HEWJ investors captured the full local equity return. The yen depreciation was one of the clearest examples of why currency hedging matters for international investing.
The stated expense ratios for EWJ (0.50%) and HEWJ (0.48%) are similar, but HEWJ has an embedded hedging cost from rolling FX forwards. This cost varies with interest rate differentials — when US rates are higher than Japanese rates (as in 2022-2024), the cost of hedging yen to USD is actually negative (you receive the interest rate differential). This made HEWJ particularly attractive in recent years. The true all-in cost of hedging fluctuates with rate differentials.
Japan has attracted significant institutional attention due to corporate governance reforms pushed by the Tokyo Stock Exchange — companies are being pressured to improve capital efficiency, buy back shares, and increase dividends. Japanese equities trade at lower valuations than US stocks. Warren Buffett's investment in Japanese trading houses (sogo shosha) highlighted the value opportunity. Risks include yen volatility, demographic headwinds, and global trade exposure. EWJ/HEWJ provide easy access to this thesis.
DXJ (WisdomTree Japan Hedged Equity ETF, 0.48%) is a popular alternative that is hedged and also tilts toward export-oriented companies that benefit from yen weakness. EWJ's size makes it the most liquid Japan ETF. FLJP (Franklin FTSE Japan ETF, 0.09%) is dramatically cheaper but much less liquid. For most investors, EWJ or HEWJ's liquidity and options market depth outweigh the fee savings from smaller alternatives.

New to ETF investing? See answers to the most common ETF questions →

📄 EWJ & HEWJ Fact Sheets

EWJ Fact Sheet HEWJ Fact Sheet
ℹ️ Data shown is for educational purposes and may not reflect the most current figures. Returns are trailing price-based and exclude dividend reinvestment. Past performance does not guarantee future results. ETF BFF is not a licensed financial advisor — this is not personalized financial advice.