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EWU - ETF AI Analysis
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iShares MSCI United Kingdom ETF (EWU)
Rating:72Outperform
Price Target:
$46.00
Positive Factors
Strong Top Holdings
Several major positions, such as Rolls-Royce and British American Tobacco, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Consumer Defensive, and Industrials, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating positive momentum for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in UK-based companies, limiting exposure to global markets and increasing sensitivity to UK-specific risks.
Moderate Expense Ratio
The fund's expense ratio is higher compared to some low-cost ETFs, which could slightly reduce net returns over time.
Underweight in Growth Sectors
The ETF has minimal exposure to high-growth areas like Technology and Real Estate, which could limit upside potential.
EWU vs. SPDR S&P 500 ETF (SPY)
AUM2.69B
RegionEurope
Expense Ratio0.50%
Beta0.51
IssueriShares
Inception DateMar 12, 1996
Dividend Yield3.72%
Asset ClassEquity
Index TrackedMSCI United Kingdom
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,484,108
30 Day Avg. Volume2,375,510
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
46.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWU Summary
The iShares MSCI United Kingdom ETF (EWU) is an investment fund that focuses on the UK stock market, giving you exposure to a wide range of British companies across different industries. It tracks the MSCI United Kingdom Index, which represents about 85% of the UK’s equity market. Some well-known companies in this ETF include AstraZeneca, a major pharmaceutical firm, and HSBC Holdings, a global banking giant. Investors might consider EWU to diversify their portfolios internationally and benefit from the UK’s economic growth. However, since it’s heavily tied to the UK market, its performance can be affected by changes in the British economy or political events like Brexit.
How much will it cost me?The iShares MSCI United Kingdom ETF (EWU) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific international index, which can involve more costs compared to passively managed U.S. market ETFs.
What would affect this ETF?The iShares MSCI United Kingdom ETF (EWU) could benefit from positive trends in the UK economy, such as growth in the financial and healthcare sectors, which are heavily represented in its holdings. However, it may face challenges from rising interest rates, which could impact financial stocks, or economic uncertainty tied to Brexit-related trade negotiations. Additionally, fluctuations in energy prices could affect major holdings like Shell and BP.
EWU Top 10 Holdings
The iShares MSCI United Kingdom ETF (EWU) leans heavily on financials and consumer defensive sectors, with HSBC and British American Tobacco playing key roles. HSBC has shown mixed performance, with strategic growth initiatives offsetting challenges in specific markets, while British American Tobacco is lagging due to bearish technical trends. AstraZeneca and GlaxoSmithKline provide a steady lift from the healthcare sector, driven by innovation and strong pipelines. Energy names like Shell and BP are steady contributors but face growth hurdles. Overall, the fund reflects a concentrated focus on UK blue-chip stocks, balancing resilience with sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AstraZeneca | 9.61% | $254.01M | £210.77B | 35.66% | 76 Outperform | |
| HSBC Holdings | 8.36% | $220.95M | £179.93B | 43.68% | 79 Outperform | |
| Shell (UK) | 7.53% | $198.96M | £160.28B | 8.34% | 77 Outperform | |
| Unilever | 5.01% | $132.33M | £109.80B | -1.32% | 77 Outperform | |
| Rolls-Royce Holdings | 4.12% | $109.03M | £89.61B | 104.42% | 71 Outperform | |
| British American Tobacco | 3.97% | $104.94M | £90.78B | 43.11% | 60 Neutral | |
| BP p.l.c. | 3.31% | $87.42M | £69.84B | 17.92% | 63 Neutral | |
| GlaxoSmithKline | 3.30% | $87.14M | £71.60B | 34.44% | 82 Outperform | |
| Rio Tinto | 2.73% | $72.21M | £90.22B | 8.38% | 79 Outperform | |
| Barclays | 2.59% | $68.42M | £55.57B | 51.44% | 76 Outperform |
EWU Technical Analysis
Negative
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Price Trends
42.27
Negative
41.51
Negative
39.40
Positive
Market Momentum
-0.06
Positive
33.96
Neutral
7.44
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 42.69, equal to the 50-day MA of 42.27, and equal to the 200-day MA of 39.40, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 33.96 is Neutral, neither overbought nor oversold. The STOCH value of 7.44 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EWU.
EWU Peer Comparison
Comparison Results
Performance Comparison
EWU
iShares MSCI United Kingdom ETF
41.34
7.58
22.45%
EZU
iShares MSCI Eurozone ETF
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BBEU
JPMorgan BetaBuilders Europe ETF
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FLGB
Franklin FTSE United Kingdom ETF
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FKU
First Trust United Kingdom AlphaDEX Fund
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EWUS
iShares MSCI United Kingdom Small Cap ETF
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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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