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EWL - ETF AI Analysis
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iShares MSCI Switzerland ETF (EWL)
Rating:71Outperform
Price Target:―
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)
AUM1.51B
RegionEurope
Expense Ratio0.50%
Beta0.53
IssueriShares
Inception DateMar 12, 1996
Dividend Yield1.75%
Asset ClassEquity
Index TrackedMSCI Switzerland 25-50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume586,035
30 Day Avg. Volume439,161
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
60.95Price 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 leans heavily on healthcare and consumer defensive giants like Roche and Nestlé, which are steady performers, albeit with Roche showing stronger momentum thanks to its innovative pipeline. Novartis adds to the healthcare strength but has been more subdued recently. On the financial side, UBS and Zurich Insurance have struggled to gain traction, holding back the fund’s overall performance. With a clear focus on Switzerland’s stable economy and defensive sectors, this ETF offers a concentrated play on resilience, though its reliance on a few key names could limit upside potential.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 14.03% | $208.58M | CHF253.28B | 42.40% | 73 Outperform | |
| Nestlé SA | 12.66% | $188.28M | CHF197.01B | 16.44% | 71 Outperform | |
| Novartis AG | 12.62% | $187.62M | CHF200.79B | 20.24% | 80 Outperform | |
| UBS Group AG | 6.54% | $97.17M | $134.73B | 35.62% | 73 Outperform | |
| Compagnie Financiere Richemont SA | 4.55% | $67.70M | CHF97.61B | 22.05% | 78 Outperform | |
| ABB Ltd | 4.55% | $67.65M | kr1.24T | 14.92% | 78 Outperform | |
| Zurich Insurance Group | 4.53% | $67.39M | CHF82.76B | 14.81% | 78 Outperform | |
| Holcim | 2.76% | $40.99M | CHF40.70B | -16.18% | 73 Outperform | |
| Swiss Re AG | 2.74% | $40.67M | CHF35.33B | 9.31% | 73 Outperform | |
| Lonza Group Ltd | 2.58% | $38.29M | CHF35.17B | -3.38% | 71 Outperform |
EWL Technical Analysis
Positive
―
Price Trends
56.89
Positive
55.84
Positive
54.30
Positive
Market Momentum
0.48
Negative
61.14
Neutral
81.53
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 57.44, equal to the 50-day MA of 56.89, and equal to the 200-day MA of 54.30, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 61.14 is Neutral, neither overbought nor oversold. The STOCH value of 81.53 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
58.37
12.15
26.29%
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
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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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