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

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)

AUM1.67B

RegionEurope

Expense Ratio0.50%

Beta0.53

IssueriShares

Inception DateMar 12, 1996

Dividend Yield1.64%

Asset ClassEquity

Index TrackedMSCI Switzerland 25-50

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume613,994

30 Day Avg. Volume524,008

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

65.69

Price 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
ROG	Roche Holding AG	14.99%	$245.68M	CHF283.12B	42.92%	73 Outperform
NOVN	Novartis AG	13.43%	$220.13M	CHF223.13B	22.27%	80 Outperform
NESN	Nestlé SA	11.97%	$196.16M	CHF190.98B	13.70%	71 Outperform
UBS	UBS Group AG	6.79%	$111.39M	$149.54B	47.08%	73 Outperform
ABB	ABB Ltd	5.13%	$84.05M	kr1.41T	36.28%	78 Outperform
ZURN	Zurich Insurance Group	4.17%	$68.34M	CHF79.42B	17.51%	78 Outperform
CFR	Compagnie Financiere Richemont SA	3.97%	$65.13M	CHF89.98B	-14.38%	78 Outperform
HOLN	Holcim	2.88%	$47.17M	CHF43.64B	-9.50%	73 Outperform
SREN	Swiss Re AG	2.52%	$41.23M	CHF33.73B	2.76%	73 Outperform
LONN	Lonza Group Ltd	2.51%	$41.20M	CHF36.19B	-13.89%	71 Outperform

EWL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

59.72

Positive

100DMA

57.93

Positive

200DMA

56.01

Positive

Market Momentum

MACD

0.69

Negative

RSI

62.15

Neutral

STOCH

76.87

Neutral

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 61.05, equal to the 50-day MA of 59.72, and equal to the 200-day MA of 56.01, indicating a bullish trend. The MACD of 0.69 indicates Negative momentum. The RSI at 62.15 is Neutral, neither overbought nor oversold. The STOCH value of 76.87 is Neutral, 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	―	―	$1.67B	0.50%	―
EZU	―	―	$9.56B	0.50%	―
BBEU	―	―	$9.06B	0.09%	―
IEUR	―	―	$7.45B	0.09%	―
FLSW	―	―	$68.33M	0.09%	―
FSZ	―	―	$45.58M	0.80%	―

Performance Comparison

EWL

iShares MSCI Switzerland ETF

62.47

13.43

27.39%

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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