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Upturn AI SWOT - About
iShares MSCI Taiwan ETF (EWT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: EWT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 -0.98% | Avg. Invested days 43 | Today’s Advisory PASS |
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) 3102626 | Beta 1.15 | 52 Weeks Range 44.90 - 57.49 | Updated Date 04/2/2025 |
52 Weeks Range 44.90 - 57.49 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Taiwan ETF
ETF Overview
Overview
The iShares MSCI Taiwan ETF (EWT) seeks to track the investment results of an index composed of Taiwanese equities. It focuses on providing exposure to the Taiwanese stock market, offering investors access to a broad range of companies operating in Taiwan.
Reputation and Reliability
iShares is a reputable and reliable ETF provider, known for its broad range of ETFs and extensive experience in the market.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in investment management and ETF operations.
Investment Objective
Goal
The investment goal of EWT is to track the investment results of the MSCI Taiwan Index.
Investment Approach and Strategy
Strategy: EWT aims to track the MSCI Taiwan Index, a market-capitalization-weighted index representing the Taiwanese equity market.
Composition The ETF primarily holds stocks of companies based in Taiwan, reflecting the composition of the MSCI Taiwan Index.
Market Position
Market Share: EWT holds a substantial market share in the Taiwan-focused ETF segment.
Total Net Assets (AUM): 3270000000
Competitors
Key Competitors
- First Trust Taiwan AlphaDEX ETF (FTW)
- Franklin FTSE Taiwan ETF (FLTW)
- Xtrackers MSCI Taiwan Hedged Equity ETF (DBTW)
Competitive Landscape
The ETF landscape for Taiwan-focused ETFs is moderately competitive. EWT's large AUM provides liquidity advantage. FTW and FLTW offer alternative weighting strategies and lower cost alternatives, respectively. DBTW hedges currency risk. EWT's market capitalization weighting has historically generated lower volatility.
Financial Performance
Historical Performance: Historical performance data is not provided in this example, but the data would be presented numerically over various timeframes (e.g., 1-year, 3-year, 5-year returns) and as numerical array.
Benchmark Comparison: Benchmark comparison data is not provided in this example, but the data would be presented numerically against the MSCI Taiwan Index and as numerical array.
Expense Ratio: 0.079
Liquidity
Average Trading Volume
EWT exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for EWT is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in Taiwan, sector growth prospects in technology, and global market conditions influence EWT's performance.
Growth Trajectory
EWT's growth trajectory mirrors the performance of the Taiwanese equity market. There may be adjustments to holdings based on index changes.
Moat and Competitive Advantages
Competitive Edge
EWT's competitive edge lies in its substantial AUM, providing high liquidity and lower trading costs. iShares' brand recognition and reputation also contribute to its dominance. The ETF offers broad exposure to the Taiwanese equity market, attracting investors seeking diversification. It is a widely used benchmark for Taiwan equity investments. Its scale drives lower expense ratios compared to some niche competitors.
Risk Analysis
Volatility
EWT's volatility is correlated with the volatility of the Taiwanese stock market.
Market Risk
EWT is subject to market risk, including fluctuations in Taiwanese equities and geopolitical factors affecting the region.
Investor Profile
Ideal Investor Profile
EWT is suitable for investors seeking exposure to the Taiwanese equity market, international diversification, or growth in emerging markets.
Market Risk
EWT is suitable for long-term investors, those seeking passive index-tracking exposure, or tactical investors interested in emerging market exposure.
Summary
The iShares MSCI Taiwan ETF (EWT) offers a liquid and cost-effective way to access the Taiwanese equity market. It tracks the MSCI Taiwan Index and provides broad diversification across Taiwanese companies. EWT is well-managed and has a strong market position. Its performance is subject to the risks associated with emerging markets, but it is a suitable option for investors seeking exposure to this region.
Similar Companies
- FTW
- FLTW
- DBTW
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results.
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 Taiwan 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 Taiwan. The fund is non-diversified.
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