EWL - ETF AI Analysis
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iShares MSCI Switzerland ETF (EWL)
Rating:71Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, suggesting it is well-established and widely used by investors.
Defensive Sector Tilt
Heavy exposure to health care and consumer defensive companies can help provide some stability during market downturns.
Recent Short-Term Momentum
The fund’s recent one-month performance has been strong, indicating positive short-term momentum.
Negative Factors
High Concentration in a Few Stocks
A large portion of the portfolio is tied up in a handful of companies, which increases the impact if any of them struggle.
Several Top Holdings Are Lagging
Many of the largest positions have shown weak year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can slowly reduce investors’ net returns over time.
EWL vs. SPDR S&P 500 ETF (SPY)
AUM1.97B
RegionEurope
Expense Ratio0.50%
Beta0.61
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. Volume303,365
30 Day Avg. Volume525,545
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
66.53Price 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 Swiss stocks in one investment. It holds many of the country’s biggest names, including Nestlé, Novartis, and Roche, across sectors like health care, finance, and consumer goods. Someone might invest in EWL to diversify internationally and tap into Switzerland’s reputation for stability and strong global brands. However, the fund is heavily tied to the Swiss market and a few large companies, so its price can still go up and down with changes in that market.
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
This Switzerland-focused ETF leans heavily on healthcare and consumer staples, with Novartis and Nestlé acting as steady anchors while Roche has been losing a bit of steam and quietly weighing on returns. The real spark lately has come from industrial name ABB and luxury powerhouse Richemont, both rising sharply and giving the fund some welcome momentum. Financials are a mixed bag: UBS is pulling its weight, but insurers like Zurich and Swiss Re have been more sluggish. Overall, it’s a concentrated Swiss play, driven by a handful of global champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 12.99% | $252.95M | $315.55B | 23.56% | 73 Outperform | |
| Novartis AG | 12.81% | $249.44M | CHF215.97B | 26.50% | 80 Outperform | |
| Nestlé SA | 11.77% | $229.14M | CHF202.64B | -1.44% | 71 Outperform | |
| ABB Ltd | 6.45% | $125.64M | kr1.86T | 87.78% | 78 Outperform | |
| Compagnie Financiere Richemont SA | 5.11% | $99.45M | CHF107.76B | 23.72% | 78 Outperform | |
| UBS Group AG | 4.69% | $91.32M | $153.63B | 64.65% | 73 Outperform | |
| Zurich Insurance Group | 4.42% | $86.10M | CHF86.07B | 3.46% | 78 Outperform | |
| Lonza Group Ltd | 2.63% | $51.19M | CHF33.99B | -10.80% | 71 Outperform | |
| Swiss Re AG | 2.60% | $50.69M | CHF33.52B | -8.65% | 73 Outperform | |
| Holcim | 2.54% | $49.38M | CHF41.44B | 40.01% | 73 Outperform |
EWL Technical Analysis
Positive
―
Price Trends
61.04
Positive
60.51
Positive
58.79
Positive
Market Momentum
0.64
Negative
65.44
Neutral
80.17
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 61.68, equal to the 50-day MA of 61.04, and equal to the 200-day MA of 58.79, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 65.44 is Neutral, neither overbought nor oversold. The STOCH value of 80.17 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
63.98
10.40
19.41%
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
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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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