EWU - ETF AI Analysis
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iShares MSCI United Kingdom ETF (EWU)
EWU, the iShares MSCI United Kingdom ETF, earns a solid overall rating thanks to major positions in strong companies like HSBC, AstraZeneca, and Rio Tinto, which show healthy financial performance, supportive technical trends, and strategic growth initiatives. The fund is somewhat held back by holdings such as Rolls-Royce, Unilever, and National Grid, where financial stability concerns, high valuations, and leverage introduce added risk. The main risk factor is the ETF’s concentration in the UK market, where several large holdings face issues like high debt, cash flow challenges, or weaker short-term momentum.
EWU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.72B
- Region
- Europe
- Expense Ratio
- 0.50%
- Beta
- 0.49
- Issuer
- iShares
- Inception Date
- Mar 12, 1996
- Dividend Yield
- 3.13%
- Asset Class
- Equity
- Index Tracked
- MSCI United Kingdom
EWU Summary
EWU is an ETF that follows the MSCI United Kingdom Index, giving you broad exposure to the UK stock market in a single investment. It holds many types of companies, including banks, energy firms, healthcare, and consumer brands. Well-known names in the fund include Shell and HSBC, along with AstraZeneca and Unilever. Someone might invest in EWU to diversify beyond their home country and tap into the long-term growth of the UK economy. A key risk is that the value of the ETF can rise or fall with the overall UK stock market and its major sectors, like financials and energy.
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 invested. That’s higher than the average cost for many broad, passively managed index ETFs, likely because it focuses specifically on the UK market rather than a larger, ultra-low-cost global index.
What would affect this ETF?
EWU could benefit if the U.K. economy strengthens, interest rates stabilize or fall, and global demand supports its major sectors like financials, energy, and health care, helping big holdings such as HSBC, Shell, and AstraZeneca. On the downside, higher interest rates, weaker European or U.K. growth, stricter banking or energy regulations, or pressure on consumer and commodity companies like Unilever and Rio Tinto could weigh on the ETF’s future performance.
EWU Top 10 Holdings
EWU leans heavily on big UK energy and financial names, with Shell and BP doing much of the heavy lifting as their shares keep rising on solid operational momentum. HSBC, however, has been lagging lately, acting as a bit of a brake on the fund despite a decent longer-term trend. In health care, AstraZeneca looks mixed and has lost some steam year-to-date, while GSK is more steady but hardly a standout. Consumer giant Unilever is treading water, leaving this all-UK portfolio driven mainly by its oil majors and banks rather than tech or high-growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GB:SHEL | Shell (UK) | 9.91% | $369.22M | GBP 229.30B | 40.01% | 73Outperform |
 GB:HSBA | HSBC Holdings | 9.31% | $346.99M | GBP 218.81B | 19.37% | 80Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 GB:RR | Rolls-Royce Holdings | 4.36% | $162.58M | GBP 102.49B | 6.11% | 71Outperform |
 GB:ULVR | Unilever | 4.43% | $165.15M | GBP 104.93B | -6.01% | 72Outperform |
 GB:BP | BP p.l.c. | 4.17% | $155.46M | GBP 96.96B | 40.09% | 71Outperform |
 GB:BATS | British American Tobacco | 3.89% | $144.95M | GBP 98.70B | 17.93% | 71Outperform |
 GB:GSK | GlaxoSmithKline | 3.18% | $118.35M | GBP 74.37B | 4.04% | 77Outperform |
 GB:RIO | Rio Tinto | 2.76% | $102.71M | GBP 105.22B | 11.14% | 82Outperform |
 GB:NG | National Grid | 2.64% | $98.49M | GBP 63.06B | 8.76% | 76Outperform |
EWU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWU, the sentiment is Positive. The current price of 47.83 is above the 20-day moving average (MA) of 47.16, above the 50-day MA of 47.57, and above the 200-day MA of 46.63, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 56.45 is Neutral, neither overbought nor oversold. The STOCH value of 56.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWU.
EWU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EWU | $47.83 | $53.00(10.81% Upside) | $3.72B | 0.50% | 73Outperform |
 IEUR | $74.40 | $88.41(18.83% Upside) | $9.55B | 0.09% | 63Neutral |
 EZU | $65.16 | $80.47(23.50% Upside) | $9.25B | 0.50% | 63Neutral |
 FLGB | $36.84 | $45.21(22.73% Upside) | $875.27M | 0.09% | 72Outperform |
 EWUS | $44.26 | $52.64(18.92% Upside) | $40.33M | 0.59% | 66Neutral |
 FKU | $54.55 | $62.37(14.33% Upside) | $35.62M | 0.80% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EWU | iShares MSCI United Kingdom ETF | 47.83 | 6.70 | 16.28% | |
| IEUR | iShares Core MSCI Europe ETF | 74.40 | 8.18 | 12.36% | |
| EZU | iShares MSCI Eurozone ETF | 65.16 | 4.69 | 7.75% | |
| FLGB | Franklin FTSE United Kingdom ETF | 36.84 | 5.17 | 16.33% | |
| EWUS | iShares MSCI United Kingdom Small Cap ETF | 44.26 | 5.06 | 12.92% | |
| FKU | First Trust United Kingdom AlphaDEX Fund | 54.55 | 8.57 | 18.65% |
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.