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Upturn AI SWOT - About
iShares MSCI Brazil Small-Cap ETF (EWZS)
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Upturn Advisory Summary
04/01/2025: EWZS (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -31.81% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 255731 | Beta 1.11 | 52 Weeks Range 9.11 - 14.05 | Updated Date 04/2/2025 |
52 Weeks Range 9.11 - 14.05 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Brazil Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Brazil Small-Cap ETF (EWZS) seeks to track the investment results of the MSCI Brazil Small Cap Index, composed of Brazilian small-capitalization stocks. It provides exposure to a segment of the Brazilian equity market not typically covered by broad market ETFs. The fund aims for diversified exposure within the small-cap sector.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its wide range of investment products and strong track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and passive investment strategies.
Investment Objective
Goal
To track the investment results of the MSCI Brazil Small Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF holds a portfolio of small-capitalization Brazilian stocks, diversified across various sectors.
Market Position
Market Share: Data unavailable to determine the specific market share of EWZS within its sub-sector. Brazil-focused ETFs are dominated by broad-market funds.
Total Net Assets (AUM): 47340000
Competitors
Key Competitors
- iShares MSCI Brazil ETF (EWZ)
- Direxion Daily Brazil Bull 2X Shares (BRZU)
Competitive Landscape
The competitive landscape includes broad-market Brazil ETFs and leveraged products. EWZS provides targeted exposure to small-cap Brazilian stocks, differentiating it from broad-market ETFs like EWZ. However, the lack of granular market share data complicates direct comparison. BRZU is a leveraged ETF with a completely different risk/reward profile.
Financial Performance
Historical Performance: Historical performance data should be acquired through financial data providers, and must be viewed in the context of the high volatility of Brazil. Performance can vary widely based on political and economic events.
Benchmark Comparison: The ETF's performance can be compared to the MSCI Brazil Small Cap Index to evaluate its tracking effectiveness.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume of EWZS can vary, but it usually reflects the overall investor interest in Brazilian small-cap stocks.
Bid-Ask Spread
The bid-ask spread of EWZS typically widens during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
Economic growth in Brazil, commodity prices, political stability, and global market sentiment influence EWZS's performance.
Growth Trajectory
Growth patterns depend on the performance of the Brazilian small-cap sector and changes to the underlying index methodology and holdings.
Moat and Competitive Advantages
Competitive Edge
EWZS offers focused exposure to Brazilian small-cap stocks, a segment often underrepresented in broader emerging market ETFs. This niche focus can benefit investors seeking targeted exposure to this specific market segment. iShares' established brand and expertise in ETF management provide a competitive advantage. However, the ETF is also dependent on the specific political and economic climate of Brazil.
Risk Analysis
Volatility
EWZS exhibits higher volatility due to its exposure to small-cap stocks in an emerging market, Brazil.
Market Risk
Specific risks include currency fluctuations, political instability, regulatory changes, and economic downturns in Brazil that can significantly affect the value of the ETF.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Brazilian small-cap equity market and willing to accept higher levels of volatility are suitable investors.
Market Risk
This ETF is best suited for investors with a long-term investment horizon and a high-risk tolerance, who understand emerging market risks.
Summary
The iShares MSCI Brazil Small-Cap ETF (EWZS) provides focused exposure to the Brazilian small-cap market, offering diversification within this specific segment. However, it is important to consider the higher volatility and risks associated with investing in emerging markets and small-cap stocks. The ETF is suitable for investors with a long-term perspective and a high-risk tolerance, seeking targeted exposure. It is subject to market dynamics related to Brazil, and its performance hinges on Brazil's economic growth and political stability. Investors should compare its performance against the benchmark index, MSCI Brazil Small Cap Index, for insights on the ETFu2019s effectiveness.
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Sources and Disclaimers
Data Sources:
- iShares website
- MSCI index data
- Financial data providers
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 consultation with a financial professional. Market share data limitations apply.
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 Brazil Small-Cap ETF
Exchange NASDAQ | 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index designed to measure primarily the performance of equity securities of small capitalization companies listed on stock exchanges in Brazil.
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