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EWD - ETF AI Analysis

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EWD

iShares MSCI Sweden ETF (EWD)

Rating:68Neutral
Price Target:
EWD, the iShares MSCI Sweden ETF, has a solid overall rating driven mainly by high-quality Swedish leaders like Investor AB and Volvo, which show strong financial performance, attractive dividends, and generally supportive technical trends. Assa Abloy and Swedbank also add strength through robust growth and appealing valuations, though some holdings such as Spotify and Ericsson introduce risks with signs of overvaluation, revenue pressures, and bearish or cautious technical signals. The main risk factor is the ETF’s concentration in a single country (Sweden), which makes it more sensitive to Sweden-specific economic and market conditions.
Positive Factors
Solid Recent Performance
The ETF has delivered positive returns so far this year and over the past month, showing recent strength in Swedish stocks.
Strong Core Swedish Holdings
Several major Swedish companies in the top holdings, such as Investor AB, Volvo, Atlas Copco, Sandvik, and Ericsson, have shown strong year-to-date performance, helping support the fund’s overall results.
Focused Exposure to Sweden with Some U.S. Balance
The fund is mainly invested in Sweden but includes a meaningful U.S. position through Spotify, giving investors targeted country exposure with a small degree of geographic diversification.
Negative Factors
High Country Concentration
With the vast majority of assets in Swedish stocks, the ETF is heavily exposed to economic and market conditions in Sweden.
Weak Performance from Largest Holding
Spotify, the fund’s single largest position, has shown weak year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.

EWD vs. SPDR S&P 500 ETF (SPY)

EWD Summary

The iShares MSCI Sweden ETF (EWD) tracks the MSCI Sweden 25-50 Index, giving you broad exposure to Swedish stocks in one investment. It holds a mix of well-known companies like Spotify and Volvo, along with banks, industrial firms, and other major Swedish businesses. Someone might consider EWD to diversify beyond the U.S., tap into Sweden’s export-driven economy, and spread risk across many companies and sectors. However, the fund is heavily tied to Sweden’s stock market and currency, so its value can go up and down based on Sweden’s economy and the global market.
How much will it cost me?The iShares MSCI Sweden ETF (EWD) has an expense ratio of 0.54%, meaning you’ll pay $5.40 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a niche market, which can involve higher costs to track the MSCI Sweden Index accurately.
What would affect this ETF?The iShares MSCI Sweden ETF (EWD) could benefit from Sweden's strong industrial and technology sectors, which are known for innovation and export-driven growth, especially if global demand for manufacturing and tech products remains high. However, the ETF may face challenges if European economic conditions weaken or if interest rate hikes negatively impact financial and real estate sectors, which are significant components of its portfolio. Additionally, regulatory changes or geopolitical tensions in Europe could affect the performance of its top holdings, such as Spotify and Volvo.

EWD Top 10 Holdings

This Sweden-focused ETF leans heavily on a few industrial and tech champions, with Investor AB, Volvo, Atlas Copco, and Sandvik doing much of the heavy lifting as their shares have been steadily rising. Sandvik, in particular, looks like the fund’s workhorse, while Atlas Copco adds extra momentum despite some valuation worries. Spotify is more of a wild card, recently losing steam after earlier gains, and Sweden’s big banks like SEB and Swedbank are treading water. Overall, it’s a concentrated bet on Sweden’s industrial strength with a dash of global tech flair.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Spotify10.16%$30.67M$106.62B-17.05%
66
Neutral
Investor AB9.63%$29.08Mkr1.14T30.35%
77
Outperform
Volvo AB7.23%$21.82Mkr655.11B20.56%
75
Outperform
Atlas Copco AB7.10%$21.45Mkr879.89B19.87%
67
Neutral
Sandvik AB5.93%$17.90Mkr496.61B90.82%
70
Outperform
Assa Abloy4.55%$13.75Mkr410.32B27.34%
76
Outperform
Telefonaktiebolaget LM Ericsson Class B4.11%$12.42Mkr348.35B30.79%
72
Outperform
Swedbank3.86%$11.67Mkr359.20B40.91%
74
Outperform
Skandinaviska Enskilda Banken AB3.85%$11.62Mkr359.48B17.80%
71
Outperform
Atlas Copco AB3.65%$11.03Mkr879.89B19.14%
71
Outperform

EWD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
51.46
Positive
100DMA
50.98
Positive
200DMA
48.61
Positive
Market Momentum
MACD
0.71
Negative
RSI
51.36
Neutral
STOCH
22.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 51.72, equal to the 50-day MA of 51.46, and equal to the 200-day MA of 48.61, indicating a bullish trend. The MACD of 0.71 indicates Negative momentum. The RSI at 51.36 is Neutral, neither overbought nor oversold. The STOCH value of 22.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWD.

EWD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$320.43M0.51%
68
Neutral
$856.64M0.09%
72
Outperform
$751.83M0.45%
64
Neutral
$722.09M0.07%
63
Neutral
$652.17M0.50%
69
Neutral
$468.57M0.50%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EWD
iShares MSCI Sweden ETF
50.60
8.45
20.05%
FLGB
Franklin FTSE United Kingdom ETF
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
SPEU
SPDR Portfolio Europe ETF
EWI
iShares MSCI Italy ETF
EWN
iShares MSCI Netherlands ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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