EWG - ETF AI Analysis
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iShares MSCI Germany ETF (EWG)
Rating:68Neutral
Price Target:―
Positive Factors
Large, Established German Companies
The ETF’s biggest positions are in well-known German blue-chip companies that have delivered generally strong performance, helping support the fund.
Sector Mix with Industrial and Technology Exposure
Holdings spread across industrial, technology, financial, and other sectors provide some diversification and exposure to different parts of the German economy.
Meaningful Fund Size
The ETF manages a significant amount of assets, which can help with trading liquidity and reduce the risk of the fund being shut down.
Negative Factors
High Concentration in Top Holdings
A large share of the portfolio is tied up in a small number of companies, so problems at those firms could have an outsized impact on the ETF.
Mixed Performance Among Key Stocks
Several of the top holdings have shown weak or lagging performance this year, which has weighed on the fund’s overall returns.
Single-Country and Regional Risk
With almost all assets invested in Germany and very little outside exposure, the ETF is heavily exposed to the health of the German market and economy.
EWG vs. SPDR S&P 500 ETF (SPY)
AUM1.71B
RegionEurope
Expense Ratio0.49%
Beta0.76
IssueriShares
Inception DateMar 12, 1996
Dividend Yield1.88%
Asset ClassEquity
Index TrackedMSCI Germany
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume438,469
30 Day Avg. Volume986,280
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWG Summary
The iShares MSCI Germany ETF (EWG) is a fund that follows the MSCI Germany Index, giving you broad exposure to the German stock market in a single investment. It holds many types of companies, from industrial giants to tech and financial firms. Well-known names in the fund include Siemens and Allianz. Someone might invest in EWG to diversify their portfolio internationally and benefit from Germany’s strong industrial and export-focused economy. A key risk is that the ETF is heavily tied to Germany, so its value can rise or fall with the German market and economy.
How much will it cost me?The iShares MSCI Germany ETF (EWG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific international market, which typically involves more management and operational costs compared to broad, passively managed funds. It’s still considered reasonable for the exposure it provides to Germany’s economy.
What would affect this ETF?The iShares MSCI Germany ETF (EWG) could benefit from Germany's strong industrial and technology sectors, which are key drivers of its export-driven economy. However, challenges such as rising interest rates in Europe, economic slowdowns, or regulatory changes affecting major holdings like SAP or Siemens could negatively impact the ETF's performance. Global economic trends and demand for German exports will play a significant role in shaping its future.
EWG Top 10 Holdings
EWG leans heavily on Germany’s industrial and tech backbone, with Siemens and Infineon doing much of the heavy lifting as their shares keep rising and set the tone for the fund. DHL has also been a steady engine of gains, adding support from the logistics side. On the flip side, SAP and Deutsche Telekom have been losing steam, tempering overall returns, while Munich Re and Deutsche Bank show more mixed progress. With all major holdings based in Germany, investors are getting a concentrated bet on the country’s blue-chip industrial and technology story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Siemens | 11.91% | $203.46M | €210.38B | 18.19% | 74 Outperform | |
| SAP SE | 11.32% | $193.45M | €216.75B | -19.90% | 66 Neutral | |
| Allianz | 9.71% | $165.87M | €165.98B | 17.96% | 67 Neutral | |
| Siemens Energy | 6.87% | $117.38M | €129.99B | 63.40% | 72 Outperform | |
| Deutsche Telekom | 5.75% | $98.17M | €137.36B | -7.53% | 67 Neutral | |
| Infineon Technologies AG | 4.20% | $71.78M | €72.11B | 57.00% | 67 Neutral | |
| Munich Reinsurance | 3.91% | $66.77M | €65.16B | -7.66% | 71 Outperform | |
| Deutsche Bank AG | 3.40% | $58.06M | $70.70B | 1.80% | 69 Neutral | |
| Rheinmetall | 3.14% | $53.59M | €54.22B | -28.99% | 63 Neutral | |
| DHL Group | 2.97% | $50.70M | €62.01B | 39.02% | 76 Outperform |
EWG Technical Analysis
Positive
―
Price Trends
42.20
Positive
41.78
Positive
41.44
Positive
Market Momentum
0.59
Positive
64.43
Neutral
63.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.47, equal to the 50-day MA of 42.20, and equal to the 200-day MA of 41.44, indicating a bullish trend. The MACD of 0.59 indicates Positive momentum. The RSI at 64.43 is Neutral, neither overbought nor oversold. The STOCH value of 63.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWG.
EWG Peer Comparison
Comparison Results
Performance Comparison
EWG
iShares MSCI Germany ETF
44.20
2.91
7.05%
EZU
iShares MSCI Eurozone ETF
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BBEU
JPMorgan BetaBuilders Europe ETF
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DAX
Global X DAX Germany ETF
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FGM
First Trust Germany AlphaDEX Fund
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FLGR
Franklin FTSE Germany ETF
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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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