EWL - ETF AI Analysis
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iShares MSCI Switzerland ETF (EWL)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains so far this year, helped by positive recent returns over the last few months.
Leading Swiss Blue-Chip Holdings
Top positions in well-known Swiss companies like Novartis, Nestlé, and ABB have shown strong or solid performance, supporting the fund’s overall results.
Defensive Sector Tilt
Heavy exposure to health care and consumer defensive companies can help cushion the portfolio during market downturns.
Negative Factors
High Country Concentration
Most of the fund is invested in Switzerland, which limits diversification and ties performance closely to that market’s economy and currency.
Moderate Stock Concentration
A small group of large holdings makes up a significant share of the portfolio, increasing the impact if any of these companies stumble.
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.
EWL vs. SPDR S&P 500 ETF (SPY)
AUM2.47B
RegionEurope
Expense Ratio0.50%
Beta0.61
IssueriShares
Inception DateMar 12, 1996
Dividend Yield1.69%
Asset ClassEquity
Index TrackedMSCI Switzerland 25-50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume501,943
30 Day Avg. Volume480,610
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
67.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWL Summary
EWL is the iShares MSCI Switzerland ETF, which follows the MSCI Switzerland 25/50 Index to give you broad exposure to Swiss stocks. It holds many types of companies, including health care, finance, and consumer brands. Well-known names in the fund include Nestlé and Novartis, so you’re investing in established global businesses. Someone might choose EWL to diversify their portfolio by adding stable, international companies outside their home market. A key risk is that the value of the ETF can go up and down with the Swiss stock market and global economic conditions.
How much will it cost me?The iShares MSCI Switzerland ETF (EWL) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it is a passively managed fund that focuses on a specific geographic region, Switzerland, which can involve higher costs for tracking a niche index.
What would affect this ETF?The iShares MSCI Switzerland ETF (EWL) could benefit from Switzerland's strong healthcare and consumer defensive sectors, which are known for stability and innovation, especially during economic uncertainty. However, potential risks include global economic slowdowns impacting financial and industrial sectors, or regulatory changes affecting major holdings like Nestlé and Novartis. Additionally, currency fluctuations in the Swiss franc could influence returns for international investors.
EWL Top 10 Holdings
EWL is essentially a bet on Switzerland’s global champions, with healthcare and consumer staples in the driver’s seat. Roche and Novartis have been rising steadily, giving the fund a solid backbone of pharma strength, while ABB’s strong run adds an industrial growth twist. On the flip side, Nestlé has been losing a bit of steam lately, and Holcim’s mixed performance has been a mild drag. Financial names like UBS and Zurich Insurance are holding their own, rounding out a portfolio that’s heavily Swiss, defensive, and anchored in a few dominant names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 14.30% | $347.90M | $368.25B | 44.39% | 73 Outperform | |
| Novartis AG | 12.74% | $309.96M | CHF232.04B | 26.72% | 80 Outperform | |
| Nestlé SA | 11.11% | $270.22M | CHF206.96B | 6.25% | 71 Outperform | |
| ABB Ltd | 5.72% | $139.12M | kr1.66T | 47.90% | 78 Outperform | |
| Compagnie Financiere Richemont SA | 5.03% | $122.35M | CHF110.43B | 39.28% | 78 Outperform | |
| UBS Group AG | 4.97% | $120.87M | $163.15B | 33.74% | 73 Outperform | |
| Zurich Insurance Group | 4.31% | $104.92M | CHF86.76B | -0.24% | 78 Outperform | |
| Lonza Group Ltd | 2.81% | $68.27M | CHF40.06B | 2.70% | 71 Outperform | |
| Swiss Re AG | 2.79% | $67.92M | CHF38.07B | -3.38% | 73 Outperform | |
| Holcim | 2.42% | $58.98M | CHF37.97B | 7.17% | 73 Outperform |
EWL Technical Analysis
Positive
―
Price Trends
63.09
Positive
61.78
Positive
60.37
Positive
Market Momentum
0.36
Negative
54.82
Neutral
84.95
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.85, equal to the 50-day MA of 63.09, and equal to the 200-day MA of 60.37, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 54.82 is Neutral, neither overbought nor oversold. The STOCH value of 84.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWL.
EWL Peer Comparison
Comparison Results
Performance Comparison
EWL
iShares MSCI Switzerland ETF
64.19
9.91
18.26%
EZU
iShares MSCI Eurozone ETF
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―
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BBEU
JPMorgan BetaBuilders Europe ETF
―
―
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IEUR
iShares Core MSCI Europe ETF
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―
―
FLSW
Franklin FTSE Switzerland ETF
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―
―
FSZ
First Trust Switzerland AlphaDEX Fund
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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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