EWU - ETF AI Analysis
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iShares MSCI United Kingdom ETF (EWU)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its portfolio has generally been working well for investors.
Leading Holdings With Strong Momentum
Several of the largest positions, including major banks, energy companies, and industrial names, have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification Within the UK
The fund spreads its investments across many sectors such as financials, consumer defensive, health care, industrials, and energy, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Concentration in a Few UK Giants
A small number of large UK companies make up a significant share of the portfolio, which increases the fund’s sensitivity to news and events affecting those specific firms.
Notable Lagging Defensive Holdings
Some key consumer and health care stocks in the top holdings have been weak recently, which can drag on the ETF’s overall performance.
Higher Expense Ratio for a Broad Market ETF
The fund’s fee is relatively high for a simple country-focused index ETF, meaning more of the return is eaten up by costs over time.
EWU vs. SPDR S&P 500 ETF (SPY)
AUM3.72B
RegionEurope
Expense Ratio0.50%
Beta0.50
IssueriShares
Inception DateMar 12, 1996
Dividend Yield3.12%
Asset ClassEquity
Index TrackedMSCI United Kingdom
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,184,043
30 Day Avg. Volume1,222,703
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
59.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering66
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWU Summary
EWU is the iShares MSCI United Kingdom ETF, which aims to track the MSCI United Kingdom Index, giving you broad exposure to the UK stock market in one investment. It holds many types of companies, including banks, consumer brands, energy, and healthcare firms. Well-known names in the fund include HSBC Holdings and AstraZeneca, along with Shell and Unilever. Someone might invest in EWU to diversify internationally and tap into the long-term growth potential of the UK economy. A key risk is that the value of the ETF can rise or fall with the overall UK stock market.
How much will it cost me?The iShares MSCI United Kingdom ETF (EWU) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific international index, which can involve more costs compared to passively managed U.S. market ETFs.
What would affect this ETF?The iShares MSCI United Kingdom ETF (EWU) could benefit from positive trends in the UK economy, such as growth in the financial and healthcare sectors, which are heavily represented in its holdings. However, it may face challenges from rising interest rates, which could impact financial stocks, or economic uncertainty tied to Brexit-related trade negotiations. Additionally, fluctuations in energy prices could affect major holdings like Shell and BP.
EWU Top 10 Holdings
EWU leans heavily on big U.K. financials and energy names, with HSBC and Barclays acting as key engines for the fund’s recent momentum, even if their short-term moves have been a bit mixed. Shell and BP add extra fuel, with energy stocks generally rising and helping performance. On the flip side, AstraZeneca has been losing steam, and Unilever looks steady but not particularly exciting, slightly weighing on returns. Overall, this is a U.K.-centric play dominated by banks, oil majors, and a few global consumer and healthcare giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 11.36% | $419.04M | £266.42B | 54.18% | 80 Outperform | |
| Shell (UK) | 8.79% | $324.25M | £203.38B | 34.66% | 73 Outperform | |
| AstraZeneca | 7.55% | $278.60M | $245.44B | -0.73% | 80 Outperform | |
| Rolls-Royce Holdings | 5.16% | $190.29M | £120.89B | 27.13% | 71 Outperform | |
| Unilever | 4.19% | $154.50M | £98.05B | -12.62% | 72 Outperform | |
| BP p.l.c. | 3.79% | $139.93M | £87.24B | 34.25% | 71 Outperform | |
| British American Tobacco | 3.49% | $128.76M | £88.29B | -1.44% | 71 Outperform | |
| Rio Tinto | 3.34% | $123.18M | £125.69B | 60.23% | 82 Outperform | |
| GlaxoSmithKline | 3.06% | $112.84M | £70.94B | 17.76% | 77 Outperform | |
| Barclays | 2.84% | $104.76M | £66.20B | 29.90% | 78 Outperform |
EWU Technical Analysis
Neutral
―
Price Trends
47.88
Positive
46.96
Positive
45.90
Positive
Market Momentum
-0.02
Positive
45.73
Neutral
25.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 48.43, equal to the 50-day MA of 47.88, and equal to the 200-day MA of 45.90, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 45.73 is Neutral, neither overbought nor oversold. The STOCH value of 25.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EWU.
EWU Peer Comparison
Comparison Results
Performance Comparison
EWU
iShares MSCI United Kingdom ETF
47.80
7.28
17.97%
EZU
iShares MSCI Eurozone ETF
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BBEU
JPMorgan BetaBuilders Europe ETF
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FLGB
Franklin FTSE United Kingdom ETF
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―
EWUS
iShares MSCI United Kingdom Small Cap ETF
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FKU
First Trust United Kingdom AlphaDEX Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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