EWL - ETF AI Analysis
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iShares MSCI Switzerland ETF (EWL)
EWL, the iShares MSCI Switzerland ETF, benefits from large positions in high-quality Swiss leaders like Novartis and Nestlé, whose strong financial performance, solid profitability, and stable cash flows support the fund’s overall quality. However, some holdings such as Lonza and Givaudan face valuation concerns and mixed or bearish technical signals, which can weigh on the rating. A key risk is the fund’s concentration in a single country, Switzerland, meaning performance is closely tied to the health of the Swiss market and its dominant sectors like pharmaceuticals and consumer staples.
EWL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.02B
- Region
- Europe
- Expense Ratio
- 0.50%
- Beta
- 0.59
- Issuer
- iShares
- Inception Date
- Mar 12, 1996
- Dividend Yield
- 1.68%
- Asset Class
- Equity
- Index Tracked
- MSCI Switzerland 25-50
EWL Summary
EWL is the iShares MSCI Switzerland ETF, which follows the MSCI Switzerland 25/50 Index to give investors broad exposure to Swiss stocks. It holds many types of companies, including health care, finance, and consumer brands. Well-known names in the fund include Nestlé, Roche, and Novartis. Someone might invest in EWL to diversify internationally and tap into Switzerland’s mix of stable, global businesses and potential long-term growth. A key risk is that the ETF’s value can go up or down with the Swiss stock market and is heavily influenced by a few large companies.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because it focuses on a specific country (Switzerland), so the specialized exposure comes with a slightly higher fee.
What would affect this ETF?
EWL could benefit from steady demand for Swiss health care, consumer defensive, and financial giants like Roche, Novartis, Nestlé, and UBS, especially if global markets favor stable, defensive companies and Europe’s economy remains resilient. On the downside, weaker European growth, tighter global financial conditions, currency swings in the Swiss franc, or new regulations affecting banks and drug makers could weigh on the fund’s performance.
EWL Top 10 Holdings
EWL is leaning heavily on Switzerland’s pharma powerhouses, with Roche and Novartis doing most of the heavy lifting as their shares keep rising and set the tone for the fund. Lonza and Givaudan add more health care and consumer staples flavor, and both have been climbing steadily, giving the ETF a helpful tailwind. On the defensive side, Nestlé has been more mixed, while UBS and Richemont have been lagging and occasionally tugging performance lower. Overall, this is a Switzerland‑centric, health care‑tilted portfolio with a global footprint through its multinational champions.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 CH:NOVN | Novartis AG | 12.79% | $388.17M | CHF 244.89B | 32.49% | 80Outperform |
 CH:NESN | Nestlé SA | 11.50% | $348.98M | CHF 217.87B | 10.09% | 71Outperform |
 UBS | UBS Group AG | ― | ― | ― | ― | 73Outperform |
 CH:ZURN | Zurich Insurance Group | 4.60% | $139.61M | CHF 92.06B | 11.56% | 78Outperform |
 CH:CFR | Compagnie Financiere Richemont SA | 3.89% | $118.00M | CHF 97.29B | 5.20% | 78Outperform |
 SE:ABB | ABB Ltd | ― | ― | ― | ― | 78Outperform |
 CH:LONN | Lonza Group Ltd | 2.98% | $90.57M | CHF 43.90B | 16.96% | 71Outperform |
 CH:SREN | Swiss Re AG | 2.85% | $86.49M | CHF 41.66B | 4.81% | 73Outperform |
 CH:GIVN | Givaudan SA | 2.52% | $76.39M | CHF 36.66B | 21.29% | 69Neutral |
EWL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWL, the sentiment is Positive. The current price of 65.02 is above the 20-day moving average (MA) of 61.99, above the 50-day MA of 61.58, and above the 200-day MA of 61.26, indicating a bullish trend. The MACD of 0.96 indicates Negative momentum. The RSI at 73.20 is Negative, neither overbought nor oversold. The STOCH value of 91.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWL.
EWL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EWL | $65.02 | $68.00(4.58% Upside) | $3.02B | 0.50% | 71Outperform |
 IEUR | $74.79 | $88.16(17.88% Upside) | $9.49B | 0.09% | 63Neutral |
 EZU | $65.71 | $80.40(22.36% Upside) | $9.11B | 0.50% | 63Neutral |
 BBEU | $76.73 | $90.77(18.30% Upside) | $9.04B | 0.09% | 64Neutral |
 FLSW | $44.67 | $46.88(4.95% Upside) | $93.47M | 0.09% | 70Neutral |
 FSZ | $83.13 | $88.72(6.72% Upside) | $36.86M | 0.80% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EWL | iShares MSCI Switzerland ETF | 65.02 | 10.92 | 20.18% | |
| IEUR | iShares Core MSCI Europe ETF | 74.79 | 9.33 | 14.25% | |
| EZU | iShares MSCI Eurozone ETF | 65.71 | 5.94 | 9.95% | |
| BBEU | JPMorgan BetaBuilders Europe ETF | 76.73 | 9.45 | 14.05% | |
| FLSW | Franklin FTSE Switzerland ETF | 44.67 | 7.42 | 19.93% | |
| FSZ | First Trust Switzerland AlphaDEX Fund | 83.13 | 9.34 | 12.65% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.