Interactive Brokers · Hong Kong

HK Securities Screener

A curated shortlist of ETF picks with model portfolios — plus full screeners for the mutual funds and ETFs available to Hong Kong residents on IBKR: fees, Sharpe ratios, benchmark alpha and peer rankings.

—Curated picks
—Avg 5Y Sharpe
—HK-listed (SEHK)

Model portfolios

Suggested allocations built from the picks below.

The picks

—Factsheet-verified beaters
—Benchmark = index variant
—Cheapest share class on IBKR
—Median Sharpe 3Y

Featured (issuer factsheets)

Verified benchmark beaters

Name ISIN Ccy Index ccy Mgmt fee Official benchmark Match Excess(FX-fair) 1Y Excess(FX-fair) 3Y Excess(FX-fair) 5Y Sharpe 1Y Sharpe 3Y Sharpe 5Y Vol 3Y MaxDD 5Y Classes
—Total funds
—Fee < 1%
—Top decile in own ccy (Sharpe)
Name ISIN House Ccy Mgmt fee Exp ratio IBKR Sharpe vs ccy peers % Lipper AUM Txn
—Total ETFs
—5Y Sharpe > 1
—With benchmark alpha data
Name ISIN Ccy Sharpe 1Y Sharpe 3Y Sharpe 5Y Ret 3Y Benchmark Alpha 3Y Category vs peers 3Y