EWUS - ETF AI Analysis
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iShares MSCI United Kingdom Small Cap ETF (EWUS)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, such as Beazley, Diploma, and DCC, have shown strong gains this year, helping support the ETF’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including financials, industrials, consumer cyclical, real estate, and others, which helps reduce reliance on any single industry.
Solid Recent Momentum
The ETF’s performance over the past month and three months has been positive, suggesting steady short-term momentum in its small-cap UK holdings.
Negative Factors
High UK Concentration
With almost all assets invested in UK companies, the fund is heavily exposed to the UK economy and local market conditions.
Notable Lagging Holdings
Some key positions like St. James's Place, Weir Group, and ICG have shown weak performance this year, which can drag on the ETF’s overall results.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are used to cover fees instead of going to investors.
EWUS vs. SPDR S&P 500 ETF (SPY)
AUM38.92M
RegionEurope
Expense Ratio0.59%
Beta0.83
IssueriShares
Inception DateJan 25, 2012
Dividend Yield3.16%
Asset ClassEquity
Index TrackedMSCI United Kingdom Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,866
30 Day Avg. Volume2,937
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
51.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering191
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWUS Summary
EWUS is an ETF that follows the MSCI United Kingdom Small Cap Index, focusing on smaller UK companies with room to grow. It spreads your money across many sectors, including financials, industrials, and consumer businesses, and holds well-known names like Games Workshop and Beazley. Investors might consider EWUS to diversify beyond large, familiar UK stocks and tap into the potential growth of up-and-coming companies. However, small-cap shares can be more volatile than bigger, established firms, so the value of this ETF can move up and down sharply with market conditions.
How much will it cost me?The iShares MSCI United Kingdom Small Cap ETF (EWUS) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is passively managed but focuses on a niche market of small-cap UK companies, which can involve higher costs to track and maintain.
What would affect this ETF?The EWUS ETF, focused on UK small-cap companies, could benefit from economic recovery or growth in the UK, as smaller firms often adapt quickly to changing conditions and can thrive in innovative sectors like technology and consumer cyclical industries. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, or economic uncertainty in Europe that could negatively impact consumer spending and business investment. Sector-specific risks, such as volatility in financials and real estate, could also influence performance.
EWUS Top 10 Holdings
EWUS is leaning heavily into UK financials and industrials, with insurers like Beazley and Hiscox quietly powering the fund thanks to rising, if sometimes choppy, share prices. Bank of Georgia has been a standout, adding extra fuel from the financial side. On the flip side, St. James’s Place has been losing steam, while Games Workshop and ICG have been lagging and acting as small speed bumps. Overall, this is a UK-only, small-cap play where a handful of nimble financial names are doing most of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| IMI plc | 2.23% | $863.96K | £7.26B | 33.74% | 75 Outperform | |
| Weir Group plc (The) | 2.06% | $799.08K | £6.82B | -6.77% | 75 Outperform | |
| Hiscox | 1.79% | $693.81K | £5.83B | 31.18% | 71 Outperform | |
| Games Workshop | 1.63% | $633.35K | £5.42B | 13.27% | 78 Outperform | |
| St. James's Place | 1.62% | $628.20K | £5.13B | -21.70% | 64 Neutral | |
| DCC plc | 1.61% | $625.07K | £5.49B | 32.97% | 71 Outperform | |
| ICG plc | 1.42% | $548.48K | £5.18B | -14.80% | 76 Outperform | |
| Aberdeen Group | 1.35% | $523.39K | £4.33B | 18.19% | 78 Outperform | |
| Bank of Georgia Group Plc | 1.33% | $514.53K | £5.33B | 59.02% | ― | |
| Croda International | 1.32% | $511.96K | £4.73B | 23.86% | 65 Neutral |
EWUS Technical Analysis
Neutral
―
Price Trends
44.50
Negative
43.54
Negative
42.72
Positive
Market Momentum
-0.38
Negative
46.75
Neutral
61.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 43.39, equal to the 50-day MA of 44.50, and equal to the 200-day MA of 42.72, indicating a neutral trend. The MACD of -0.38 indicates Negative momentum. The RSI at 46.75 is Neutral, neither overbought nor oversold. The STOCH value of 61.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EWUS.
EWUS Peer Comparison
Comparison Results
Performance Comparison
EWUS
iShares MSCI United Kingdom Small Cap ETF
43.32
3.52
8.84%
EWU
iShares MSCI United Kingdom ETF
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―
―
FLGB
Franklin FTSE United Kingdom ETF
―
―
―
FLEE
Franklin FTSE Europe ETF
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―
―
FGM
First Trust Germany AlphaDEX Fund
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―
―
FKU
First Trust United Kingdom AlphaDEX Fund
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―
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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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