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Upturn AI SWOT - About
iShares MSCI Switzerland ETF (EWL)
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Upturn Advisory Summary
04/01/2025: EWL (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 2.61% | Avg. Invested days 43 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 452954 | Beta 0.99 | 52 Weeks Range 44.12 - 53.61 | Updated Date 04/2/2025 |
52 Weeks Range 44.12 - 53.61 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Switzerland ETF
ETF Overview
Overview
The iShares MSCI Switzerland ETF (EWL) seeks to track the investment results of an index composed of Swiss equities. It provides exposure to a broad range of Swiss companies, focusing on large and mid-cap stocks. The ETF offers investors a way to access the Swiss market, potentially for diversification or specific country allocation purposes. The fund primarily invests in companies located in Switzerland and aims to mirror the performance of the MSCI Switzerland 25/50 Index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
BlackRock, the issuer, has extensive experience and expertise in managing ETFs and investment funds.
Investment Objective
Goal
The investment seeks to track the investment results of the MSCI Switzerland 25/50 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the MSCI Switzerland 25/50 Index, employing a passive investment strategy.
Composition The ETF holds a diversified portfolio of Swiss equities, mainly large and mid-cap companies.
Market Position
Market Share: EWL is a leading ETF providing exposure to the Swiss equity market, holding a significant market share compared to other similar funds.
Total Net Assets (AUM): 1500000000
Competitors
Key Competitors
- FLSW
Competitive Landscape
EWL dominates the Swiss equity ETF market due to its size, liquidity, and brand recognition. FLSW offers a smaller, more concentrated exposure. EWL's size and trading volume are significant advantages. The fund focuses on broad market representation, which leads to better diversification.
Financial Performance
Historical Performance: Historical performance data should be consulted for specific returns over various time periods.
Benchmark Comparison: EWL's performance is benchmarked against the MSCI Switzerland 25/50 Index.
Expense Ratio: 0.51
Liquidity
Average Trading Volume
EWL generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for EWL is typically tight, resulting in lower trading costs.
Market Dynamics
Market Environment Factors
The ETF is affected by economic conditions in Switzerland, global market sentiment, and currency fluctuations.
Growth Trajectory
Growth depends on the performance of the Swiss economy and the overall stock market. Changes in holdings reflect index rebalancing.
Moat and Competitive Advantages
Competitive Edge
EWL benefits from iShares' brand recognition and the fund's size, resulting in greater liquidity and tighter bid-ask spreads. Its established presence and broad diversification provide an advantage over smaller competitors. The ETF's adherence to a well-known benchmark provides investors with transparency and predictability. The broad market capitalization coverage allows investors to get exposure to large and mid-cap Swiss stocks, giving it a better advantage over funds that focus on other sectors.
Risk Analysis
Volatility
Volatility is associated with Swiss equity market fluctuations and global economic events.
Market Risk
Risks include equity market risk, currency risk (CHF/USD), and concentration risk related to the Swiss market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the Swiss equity market for diversification or specific country allocation purposes.
Market Risk
EWL is suitable for long-term investors seeking exposure to the Swiss market and passive index followers.
Summary
The iShares MSCI Switzerland ETF (EWL) provides a convenient way to invest in a broad range of Swiss equities, tracking the MSCI Switzerland 25/50 Index. It benefits from iShares' established reputation and high liquidity. Risks are associated with the volatility of the Swiss equity market and currency fluctuations. The ETF is suitable for investors seeking to add Swiss exposure to their portfolios for diversification. EWL faces competition from other smaller funds such as FLSW, but overall dominates the market.
Similar Companies
FLSW
Franklin FTSE Switzerland ETF
FLSW
Franklin FTSE Switzerland ETF
Sources and Disclaimers
Data Sources:
- iShares.com
- ETFdb.com
- Morningstar.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a 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 Switzerland 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 a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large- and mid- capitalization segments of the equity market in Switzerland. The fund is non-diversified.
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