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EWL - ETF AI Analysis
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iShares MSCI Switzerland ETF (EWL)
Rating:71Outperform
Price Target:―
Positive Factors
Leading Swiss Blue-Chip Exposure
The ETF is built around major Swiss companies like Roche, Novartis, Nestlé, and UBS, giving investors access to well-established global businesses.
Defensive Sector Tilt
Heavy weights in health care and consumer defensive sectors can help provide some stability during market downturns.
Solid Size and Liquidity
The fund’s sizable assets under management suggest it is well-established and likely easier to trade for most investors.
Negative Factors
High Country Concentration
Most of the portfolio is invested in Switzerland, so returns are heavily tied to the Swiss market and currency.
Top Holdings Dominate
A small number of large positions make up a big share of the fund, increasing the impact if any of these companies struggle.
Mixed Performance Among Key Stocks
While some major holdings have shown strong gains, others like Nestlé, Richemont, Zurich Insurance, and Swiss Re have been weak, which can drag on overall results.
EWL vs. SPDR S&P 500 ETF (SPY)
AUM1.73B
RegionEurope
Expense Ratio0.50%
Beta0.53
IssueriShares
Inception DateMar 12, 1996
Dividend Yield1.59%
Asset ClassEquity
Index TrackedMSCI Switzerland 25-50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume416,987
30 Day Avg. Volume508,289
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
66.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWL Summary
The iShares MSCI Switzerland ETF (EWL) follows the MSCI Switzerland 25/50 Index, giving you broad exposure to the Swiss stock market. It holds many well-known Swiss companies, including Nestlé, Novartis, and Roche, with a big focus on health care, financials, and consumer goods. Someone might invest in this ETF to diversify internationally and tap into Switzerland’s reputation for stability and strong global brands, while still having some growth potential. A key risk is that the fund is concentrated in one country and a few sectors, so its value can rise or fall with the Swiss market and those industries.
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 very much a Swiss story, with the fund’s fate tied to a handful of global champions. Roche and Novartis are doing the heavy lifting, with rising share prices and solid pharma pipelines giving the ETF a healthy backbone. UBS has also been a quiet engine of gains, adding support from the financial side. On the flip side, consumer giant Nestlé has been losing steam, while Zurich Insurance and Swiss Re have been lagging, acting as a brake. Overall, it’s a Switzerland-heavy mix tilted toward health care and financials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 15.30% | $260.48M | CHF294.92B | 46.36% | 73 Outperform | |
| Novartis AG | 14.25% | $242.56M | CHF244.33B | 31.88% | 80 Outperform | |
| Nestlé SA | 11.94% | $203.14M | CHF199.86B | 12.45% | 71 Outperform | |
| UBS Group AG | 5.93% | $100.93M | $131.48B | 28.11% | 73 Outperform | |
| ABB Ltd | 5.12% | $87.20M | kr1.49T | 35.01% | 78 Outperform | |
| Zurich Insurance Group | 4.13% | $70.23M | CHF80.25B | 17.26% | 78 Outperform | |
| Compagnie Financiere Richemont SA | 4.09% | $69.65M | CHF93.12B | -10.37% | 78 Outperform | |
| Swiss Re AG | 2.52% | $42.91M | CHF35.47B | 7.40% | 73 Outperform | |
| Lonza Group Ltd | 2.49% | $42.38M | CHF36.54B | -8.10% | 71 Outperform | |
| Holcim | 2.48% | $42.23M | CHF38.21B | -23.88% | 73 Outperform |
EWL Technical Analysis
Positive
―
Price Trends
60.81
Positive
58.66
Positive
56.52
Positive
Market Momentum
1.00
Negative
68.79
Neutral
93.59
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 62.43, equal to the 50-day MA of 60.81, and equal to the 200-day MA of 56.52, indicating a bullish trend. The MACD of 1.00 indicates Negative momentum. The RSI at 68.79 is Neutral, neither overbought nor oversold. The STOCH value of 93.59 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
64.26
13.92
27.65%
EZU
iShares MSCI Eurozone ETF
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―
―
BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FLSW
Franklin FTSE Switzerland ETF
―
―
―
FSZ
First Trust Switzerland AlphaDEX Fund
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―
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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.
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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