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Upturn AI SWOT - About
iShares MSCI Germany ETF (EWG)
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Upturn Advisory Summary
03/11/2025: EWG (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.67% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 2098554 | Beta 1.34 | 52 Weeks Range 29.20 - 39.36 | Updated Date 04/2/2025 |
52 Weeks Range 29.20 - 39.36 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Germany ETF
ETF Overview
Overview
The iShares MSCI Germany ETF (EWG) seeks to track the investment results of an index composed of German equities. It offers exposure to a broad range of German companies, providing investors with access to the German market and potential for capital appreciation. The ETF primarily focuses on large- and mid-cap companies and uses a representative sampling strategy.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager with a long track record in the ETF industry.
Management Expertise
BlackRock has extensive expertise in managing ETFs, with a dedicated team specializing in international equity investments.
Investment Objective
Goal
To track the investment results of an index composed of German equities.
Investment Approach and Strategy
Strategy: The ETF employs a 'replication' strategy, meaning it seeks to hold all the stocks in the MSCI Germany Index.
Composition The ETF primarily holds stocks of German companies across various sectors. There may be small allocations to cash and derivatives.
Market Position
Market Share: Estimated to be one of the largest ETFs focusing on the German equity market, although precise market share figures fluctuate.
Total Net Assets (AUM): 2190000000
Competitors
Key Competitors
- First Trust Germany AlphaDEX Fund (FGM)
- Xtrackers Germany Equity ETF (GRMY)
Competitive Landscape
The German equity ETF market is relatively concentrated, with EWG holding a dominant market share. Competitors like FGM offer alternative weighting methodologies, while GRMY aims to provide similar exposure at a lower cost. EWG's large AUM and liquidity offer advantages, but its expense ratio might be a disadvantage compared to lower-cost alternatives.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. It's tied to the performance of the German equity market.
Benchmark Comparison: The ETF's performance should closely track the MSCI Germany Index. Deviations may arise due to tracking error and expense ratio.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF generally exhibits good liquidity, with an average daily trading volume of several million shares.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the ETF's high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in Germany and the Eurozone, global trade conditions, interest rates, and currency fluctuations all influence EWG's performance.
Growth Trajectory
Growth depends on the performance of the German economy and its constituent companies. Changes in the composition of the MSCI Germany Index will also impact the ETF.
Moat and Competitive Advantages
Competitive Edge
EWG's primary advantage lies in its large AUM and high liquidity, making it easy for investors to buy and sell shares. The ETF's established track record and BlackRock's reputation also contribute to its appeal. Its dominant market share enables efficient price discovery. The fundu2019s longevity ensures many investors have confidence in the stability of the fundu2019s operation.
Risk Analysis
Volatility
EWG's volatility is tied to the volatility of the German equity market, reflecting the risk associated with equity investments.
Market Risk
Specific risks include currency risk (EUR/USD exchange rate), political risk within Europe, and economic downturns in Germany or the Eurozone.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the German equity market for diversification purposes and potential capital appreciation.
Market Risk
Suitable for long-term investors seeking international equity exposure and those comfortable with market fluctuations.
Summary
The iShares MSCI Germany ETF (EWG) offers investors convenient access to the German equity market by tracking the MSCI Germany Index. Managed by BlackRock, it provides exposure to a diversified basket of German companies. Investors should be aware of the risks associated with international investing, including currency risk and political uncertainties. EWG is a suitable option for long-term investors seeking to diversify their portfolios with German equities.
Similar Companies
FGM
First Trust Germany AlphaDEX® Fund
FGM
First Trust Germany AlphaDEX® Fund
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is estimated and may not be precise.
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 Germany 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 depositary receipts representing securities of the underlying index. The underlying index is designed to measure the performance of the large- and mid-capitalization segments of the German equity market. The fund is non-diversified.
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