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

—Benchmark beaters (3Y & 5Y)
—Equity funds
—Bond funds
—Cheapest share class on IBKR

Featured (issuer factsheets)

All benchmark beaters

Name House Ccy Mgmt fee Benchmark Excess 1Y Excess 3Y Excess 5Y Ret 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