EWL - ETF AI Analysis

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iShares MSCI Switzerland ETF (EWL)

Rating:71Outperform

Price Target:―

EWL, the iShares MSCI Switzerland ETF, earns a solid overall rating largely because it is anchored by high‑quality Swiss blue chips like Novartis and Nestlé, which show strong financial performance, stable cash flows, and reasonable valuations that support long-term stability. Other major holdings such as ABB, Richemont, and Zurich Insurance Group further boost the fund with solid profitability and generally positive outlooks, though occasional bearish technical signals and valuation concerns in some stocks, plus sector-specific risks in financials like UBS, slightly temper the overall score. The main risk factor is the fund’s concentration in a single country (Switzerland), which ties its fortunes closely to the Swiss market and its sector dynamics.

Positive Factors

Strong Top Holdings

Several major holdings, such as Nestlé, Roche, and UBS, have shown strong year-to-date performance, supporting the ETF's overall returns.

Sector Focus on Stability

The ETF is heavily weighted in defensive sectors like Health Care and Consumer Defensive, which tend to perform well during economic uncertainty.

Geographic Stability

With over 83% exposure to Switzerland, the ETF benefits from the stability of a developed and economically resilient market.

Negative Factors

High Concentration in Top Holdings

The top three holdings make up nearly 40% of the portfolio, increasing the risk tied to a few companies.

Underperforming Holdings

Some holdings, such as Lonza Group and Holcim, have struggled with weak year-to-date performance, which could drag on the fund's returns.

Limited Geographic Diversification

The ETF is heavily concentrated in Switzerland, offering minimal exposure to other global markets and reducing diversification.

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

AUM1.57B

RegionEurope

Expense Ratio0.50%

Beta0.53

IssueriShares

Inception DateMar 12, 1996

Dividend Yield1.7%

Asset ClassEquity

Index TrackedMSCI Switzerland 25-50

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume437,377

30 Day Avg. Volume456,696

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

61.97

Price Target Upside― Downside

Rating ConsensusHold

Number of Analyst Covering39

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EWL Summary

The iShares MSCI Switzerland ETF (EWL) is a fund that lets investors own a mix of Swiss companies, tracking the MSCI Switzerland 25/50 Index. It includes well-known names like Nestlé and Novartis, which are leaders in consumer goods and healthcare. This ETF is a good choice for those looking to diversify globally and benefit from Switzerland’s stable economy and innovative industries. However, new investors should know that the ETF’s performance can be affected by changes in the Swiss market and its heavy focus on healthcare and consumer defensive sectors.

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

The iShares MSCI Switzerland ETF (EWL) leans heavily on healthcare giants like Roche and Novartis, which are steadily driving performance thanks to their robust pipelines and stable growth. Nestlé, a consumer defensive stalwart, is holding its ground but showing mixed momentum, while UBS Group is rising fast, buoyed by strong financial health and strategic initiatives. The fund’s concentration in healthcare and consumer defensive sectors provides a blend of stability and innovation, though lagging names like Swiss Re and Lonza are slightly weighing on returns. With its focus on Swiss blue chips, this ETF offers a steady European play with defensive appeal.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ROG	Roche Holding AG	14.47%	$222.25M	CHF263.44B	45.46%	73 Outperform
NOVN	Novartis AG	13.09%	$201.02M	CHF212.25B	24.89%	80 Outperform
NESN	Nestlé SA	11.68%	$179.45M	CHF192.48B	11.84%	71 Outperform
UBS	UBS Group AG	6.84%	$105.04M	$147.16B	45.67%	73 Outperform
ABB	ABB Ltd	4.60%	$70.64M	kr1.27T	21.39%	78 Outperform
CFR	Compagnie Financiere Richemont SA	4.42%	$67.96M	CHF101.42B	19.19%	78 Outperform
ZURN	Zurich Insurance Group	4.39%	$67.36M	CHF86.17B	23.50%	78 Outperform
HOLN	Holcim	2.76%	$42.39M	CHF42.26B	-11.92%	73 Outperform
LONN	Lonza Group Ltd	2.65%	$40.74M	CHF36.73B	-1.43%	71 Outperform
SREN	Swiss Re AG	2.60%	$39.92M	CHF35.05B	5.86%	73 Outperform

EWL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

57.89

Positive

100DMA

56.84

Positive

200DMA

54.96

Positive

Market Momentum

MACD

0.75

Positive

RSI

65.07

Neutral

STOCH

82.34

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 59.62, equal to the 50-day MA of 57.89, and equal to the 200-day MA of 54.96, indicating a bullish trend. The MACD of 0.75 indicates Positive momentum. The RSI at 65.07 is Neutral, neither overbought nor oversold. The STOCH value of 82.34 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWL	―	―	$1.57B	0.50%	―
EZU	―	―	$9.18B	0.50%	―
BBEU	―	―	$8.83B	0.09%	―
IEUR	―	―	$7.16B	0.09%	―
FLSW	―	―	$62.47M	0.09%	―
FSZ	―	―	$44.27M	0.80%	―

Performance Comparison

EWL

iShares MSCI Switzerland ETF

60.31

14.76

32.40%

EZU

iShares MSCI Eurozone ETF

―

BBEU

JPMorgan BetaBuilders Europe ETF

―

IEUR

iShares Core MSCI Europe ETF

―

FLSW

Franklin FTSE Switzerland ETF

―

FSZ

First Trust Switzerland AlphaDEX Fund

―

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.

Disclaimer

This 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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