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Upturn AI SWOT - About
iShares MSCI South Korea ETF (EWY)
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Upturn Advisory Summary
04/01/2025: EWY (1-star) is a SELL. SELL since 1 days. Profits (-4.51%). Updated daily EoD!
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 -23.31% | Avg. Invested days 33 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3192893 | Beta 1.53 | 52 Weeks Range 50.74 - 67.89 | Updated Date 04/2/2025 |
52 Weeks Range 50.74 - 67.89 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI South Korea ETF
ETF Overview
Overview
The iShares MSCI South Korea ETF (EWY) seeks to track the investment results of the MSCI Korea IMI 25/50 Index, which represents the performance of the broad South Korean equity market. The ETF provides exposure to a wide range of South Korean companies, offering investors a convenient way to participate in the growth of the South Korean economy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for managing ETFs and other investment products.
Management Expertise
BlackRock has extensive experience in managing index-tracking ETFs, with a team of portfolio managers and analysts dedicated to ensuring the fund accurately replicates its target index.
Investment Objective
Goal
The investment objective of the iShares MSCI South Korea ETF is to track the investment results of the MSCI Korea IMI 25/50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'replication' strategy, meaning it invests in all or a representative sample of the securities included in its underlying index in proportion to their weightings in the index.
Composition The ETF primarily holds stocks of South Korean companies across various sectors, reflecting the composition of the MSCI Korea IMI 25/50 Index. It focuses mainly on Equity.
Market Position
Market Share: The iShares MSCI South Korea ETF holds a significant market share in the South Korea-focused ETF category.
Total Net Assets (AUM): 2980000000
Competitors
Key Competitors
- Franklin FTSE South Korea ETF (FLKR)
- WisdomTree Korea Quality Dividend Growth Fund (WKOR)
- Amplify Online Retail ETF (IBUY)
Competitive Landscape
The competitive landscape includes ETFs with similar mandates, but EWY has a significantly larger AUM and liquidity, offering a distinct advantage. Competitors might focus on different sub-segments or employ alternative weighting methodologies. EWY's broad market coverage and high liquidity make it a leading choice, but other ETFs may offer more targeted exposure.
Financial Performance
Historical Performance: Historical performance data for EWY can be found on the iShares website and other financial data providers. (Data not provided in this example due to the real-time update requirement).
Benchmark Comparison: EWY's performance is typically compared against the MSCI Korea IMI 25/50 Index to assess its tracking efficiency.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with an average trading volume generally above hundreds of thousands of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators in South Korea, global trade conditions, sector growth prospects, and geopolitical events all impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the South Korean economy and equity market. Changes to its holdings mirror the index rebalancing and corporate actions within the South Korean market.
Moat and Competitive Advantages
Competitive Edge
The iShares MSCI South Korea ETF benefits from BlackRock's established brand, significant AUM, and high liquidity, leading to tighter bid-ask spreads and lower transaction costs. Its broad market coverage of the South Korean equity market, combined with BlackRock's index tracking expertise, provides a competitive advantage. The ETF's replication strategy and focus on mirroring the MSCI Korea IMI 25/50 Index enables efficient market exposure. This efficiency, along with its historical track record, provides a moat against newer and less established ETFs.
Risk Analysis
Volatility
The ETF's volatility is reflective of the South Korean equity market and is influenced by global economic conditions and market sentiment.
Market Risk
Specific risks include fluctuations in the South Korean Won, geopolitical risks related to the Korean peninsula, and sector-specific risks within the South Korean economy (e.g., technology, manufacturing).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the South Korean equity market as part of a diversified global portfolio.
Market Risk
This ETF is suitable for long-term investors seeking to gain exposure to the South Korean equity market.
Summary
The iShares MSCI South Korea ETF (EWY) provides investors with convenient access to the South Korean equity market. Its low expense ratio and high liquidity make it a cost-effective option for gaining diversified exposure to South Korean stocks. The ETF tracks the MSCI Korea IMI 25/50 Index, reflecting the performance of the broad South Korean equity market. However, potential investors should be aware of the risks associated with investing in a single-country ETF, including currency risk and geopolitical factors.
Similar Companies
FLKR
Franklin FTSE South Korea ETF
FLKR
Franklin FTSE South Korea ETF
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- MSCI
- Various financial data providers (e.g., Bloomberg, Yahoo Finance)
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. Investment decisions should be made based on individual circumstances and 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 South Korea 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 Korea. The fund is non-diversified.
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