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Upturn AI SWOT - About
iShares MSCI United Kingdom ETF (EWU)
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Upturn Advisory Summary
04/01/2025: EWU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 11.45% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1777577 | Beta 0.94 | 52 Weeks Range 31.83 - 38.10 | Updated Date 04/2/2025 |
52 Weeks Range 31.83 - 38.10 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI United Kingdom ETF
ETF Overview
Overview
The iShares MSCI United Kingdom ETF (EWU) seeks to track the investment results of a broad-based index composed of United Kingdom equities. It offers exposure to a wide range of UK companies, providing investors with a convenient way to access the UK stock market.
Reputation and Reliability
iShares, managed by BlackRock, is a leading ETF provider with a strong reputation and a long track record of managing successful ETFs.
Management Expertise
BlackRock's management team possesses extensive expertise in ETF management and investment strategies.
Investment Objective
Goal
The primary investment objective is to track the investment results of the MSCI United Kingdom Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI United Kingdom Index.
Composition The ETF primarily holds stocks of companies domiciled in the United Kingdom, spanning various sectors.
Market Position
Market Share: EWU holds a significant market share among US-listed UK equity ETFs.
Total Net Assets (AUM): 2404000000
Competitors
Key Competitors
- FXUK
- GBDV
Competitive Landscape
The ETF market for UK equities includes several competitors. EWU's advantage lies in its large AUM and high liquidity, but it may have a slightly higher expense ratio than some competitors. Competitors like FXUK can offer lower costs, while GBDV focuses on dividends.
Financial Performance
Historical Performance: Historical performance varies depending on the period. Investors should refer to the fund's fact sheet for specific performance figures.
Benchmark Comparison: The ETF's performance closely tracks the MSCI United Kingdom Index. Some tracking error may occur due to expenses and other factors.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
EWU exhibits a high average trading volume, indicative of strong liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in the UK, global market conditions, and currency fluctuations significantly influence EWU's performance.
Growth Trajectory
Growth depends on the overall performance of the UK stock market and investor demand for UK equities. Strategic shifts in holdings are infrequent due to the passive tracking strategy.
Moat and Competitive Advantages
Competitive Edge
EWU benefits from its large AUM, high trading volume, and the strong reputation of iShares. Its passive tracking strategy provides broad market exposure at a reasonable cost. The fund's liquidity makes it attractive to institutional investors, and its long history lends credibility. These factors combine to create a sustainable competitive advantage.
Risk Analysis
Volatility
EWU's volatility reflects the volatility of the underlying UK stock market.
Market Risk
The ETF is subject to market risk associated with UK equities, including economic downturns, political instability, and currency risk.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the UK stock market, including both individual and institutional investors.
Market Risk
Suitable for long-term investors seeking diversified exposure to the UK equity market and passive index followers.
Summary
iShares MSCI United Kingdom ETF (EWU) offers convenient and cost-effective access to the UK equity market through its passive tracking of the MSCI United Kingdom Index. Managed by BlackRock/iShares, EWU benefits from its strong market position and high liquidity. While susceptible to market risk inherent in the UK, it provides a diversified avenue for investors seeking international exposure. Itu2019s best for passive investors seeking long-term growth and diversification into the UK markets.
Similar Companies
FKU
First Trust United Kingdom AlphaDEX® Fund
FKU
First Trust United Kingdom AlphaDEX® Fund
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- 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. Market conditions can change rapidly.
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 United Kingdom 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 underlying index is designed to measure the performance of the large- and mid-capitalization segments of the UK market. The fund is non-diversified.
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