EWG - ETF AI Analysis
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iShares MSCI Germany ETF (EWG)
Rating:68Neutral
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, suggesting it is widely used and offers good liquidity for investors.
Strong Recent Short-Term Rebound
The fund has shown a solid gain over the past month, indicating a recent improvement in performance despite a weaker year so far.
Several Strong Top Holdings
Key positions like Siemens Energy, Infineon Technologies, and Deutsche Boerse have delivered strong gains this year, helping support the fund’s returns.
Negative Factors
Single-Country Concentration
With almost all assets in Germany, the ETF is heavily exposed to the health of one country’s economy and market.
Mixed Performance Among Top Stocks
Some major holdings such as SAP, Rheinmetall, and Deutsche Bank have been weak this year, which has weighed on overall fund performance.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for a broad country ETF, which can gradually reduce net returns for long-term investors.
EWG vs. SPDR S&P 500 ETF (SPY)
AUM1.46B
RegionEurope
Expense Ratio0.49%
Beta0.76
IssueriShares
Inception DateMar 12, 1996
Dividend Yield1.58%
Asset ClassEquity
Index TrackedMSCI Germany
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,191,818
30 Day Avg. Volume2,424,023
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
50.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
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 many of the largest and most important companies in Germany. It holds well-known names like Siemens and SAP, along with other industrial, financial, and technology firms, so you get a slice of Germany’s overall stock market in one investment. Someone might invest in EWG to diversify internationally and benefit from Germany’s strong industrial and export-focused economy. A key risk is that the fund’s value can rise or fall with the German stock market and the health of Germany’s 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 a few German heavyweights, with industrial giant Siemens and chipmaker Infineon doing much of the heavy lifting as both have been rising steadily and giving the fund a solid tech-and-industry backbone. Siemens Energy has also been a bright spot, adding some spark from the energy side. On the flip side, software leader SAP and insurers like Munich Re have been losing steam, while Deutsche Bank remains a bit of a mixed bag. Overall, this is a Germany-only play, concentrated in industrials, tech, and financials rather than a broad global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Siemens | 12.25% | $175.82M | €204.74B | 25.80% | 74 Outperform | |
| SAP SE | 9.00% | $129.18M | €177.21B | -41.68% | 66 Neutral | |
| Allianz | 8.49% | $121.83M | €146.02B | 11.07% | 67 Neutral | |
| Siemens Energy | 7.99% | $114.57M | €149.44B | 115.01% | 72 Outperform | |
| Deutsche Telekom | 6.14% | $88.12M | €140.18B | -12.49% | 67 Neutral | |
| Infineon Technologies AG | 4.66% | $66.81M | €95.55B | 119.31% | 67 Neutral | |
| Munich Reinsurance | 3.71% | $53.18M | €59.55B | -17.31% | 71 Outperform | |
| Rheinmetall | 3.26% | $46.79M | €57.12B | -31.48% | 63 Neutral | |
| Deutsche Bank AG | 2.97% | $42.55M | $61.25B | 19.01% | 69 Neutral | |
| BASF SE | 2.89% | $41.39M | €46.12B | 21.44% | 61 Neutral |
EWG Technical Analysis
Positive
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Price Trends
41.32
Positive
42.25
Positive
41.87
Positive
Market Momentum
0.26
Negative
55.73
Neutral
87.46
Negative
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 42.30, equal to the 50-day MA of 41.32, and equal to the 200-day MA of 41.87, indicating a bullish trend. The MACD of 0.26 indicates Negative momentum. The RSI at 55.73 is Neutral, neither overbought nor oversold. The STOCH value of 87.46 is Negative, 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
42.91
1.29
3.10%
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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