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Upturn AI SWOT - About
iShares MSCI Sweden ETF (EWD)
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Upturn Advisory Summary
03/11/2025: EWD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -7.61% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 191275 | Beta 1.38 | 52 Weeks Range 36.88 - 45.23 | Updated Date 04/2/2025 |
52 Weeks Range 36.88 - 45.23 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Sweden ETF
ETF Overview
Overview
The iShares MSCI Sweden ETF (EWD) seeks to track the investment results of an index composed of Swedish equities. It offers exposure to a broad range of Swedish companies, reflecting the performance of the Swedish stock market. Its asset allocation focuses on companies listed on the MSCI Sweden Index and aims for broad market exposure within Sweden.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable issuer with a long track record of providing well-managed ETFs.
Management Expertise
BlackRock has extensive expertise in managing ETFs and a large team of professionals dedicated to investment management and research.
Investment Objective
Goal
The investment objective is to track the investment results of an index composed of Swedish equities.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Sweden Index.
Composition The ETF holds a basket of stocks that comprise the MSCI Sweden Index, primarily focusing on large and mid-cap Swedish companies.
Market Position
Market Share: EWD holds a significant portion of the market share for ETFs focused specifically on Sweden.
Total Net Assets (AUM): 375500000
Competitors
Key Competitors
- First Trust Sweden AlphaDEX ETF (FSZ)
- Xtrackers MSCI Europe ex UK Hedged Equity ETF (DBEU)
Competitive Landscape
The competitive landscape is primarily defined by other ETFs offering exposure to the Swedish equity market. EWD has a significant first mover advantage. Its advantage lies in brand recognition and significant AUM, while disadvantages could include higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. Data not included due to dynamic and continuously changing nature.
Benchmark Comparison: The ETF aims to closely track the MSCI Sweden Index; tracking error is a key metric for comparison. Data not included due to dynamic and continuously changing nature.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which generally provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting the ETF's liquid nature.
Market Dynamics
Market Environment Factors
Economic indicators in Sweden, sector growth prospects (e.g., industrials, financials), and global market conditions influence EWD's performance.
Growth Trajectory
Growth is tied to Swedish economic performance and global investor sentiment towards European equities; changes in holdings reflect index rebalancing.
Moat and Competitive Advantages
Competitive Edge
EWD's advantages include its affiliation with BlackRock, a large and well-respected asset manager; its first-mover advantage in providing targeted exposure to Swedish equities; and its high AUM, which contributes to liquidity and tighter bid-ask spreads. These factors contribute to the fund's attractiveness to investors seeking broad-based exposure to the Swedish market. The strong brand of iShares provides a competitive edge. Its simplicity in tracking the index is also favorable.
Risk Analysis
Volatility
Historical volatility reflects the volatility of the Swedish equity market.
Market Risk
Market risk includes exposure to fluctuations in Swedish stock prices, currency risk (SEK vs. USD), and economic and political risks specific to Sweden.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking diversified exposure to the Swedish equity market, often as part of a broader international portfolio. Investors looking for long-term growth or diversification in the European region might find this ETF suitable.
Market Risk
This ETF is best suited for long-term investors seeking exposure to the Swedish market, who are comfortable with moderate risk.
Summary
The iShares MSCI Sweden ETF (EWD) provides investors with targeted access to the Swedish equity market through tracking the MSCI Sweden Index. Managed by BlackRock's iShares, the ETF is a well-established and liquid fund with a moderate expense ratio. Its performance is closely tied to the Swedish economy and global market sentiment. The fund is suitable for long-term investors seeking diversification in a developed European market, accepting the risks associated with international investing and currency fluctuations.
Similar Companies
- EIS
- IEUR
- FEZ
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Sweden ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is designed to measure the performance of the large- and mid-capitalization segments of the equity market in Sweden. The fund is non-diversified.
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