EWUS - ETF AI Analysis

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iShares MSCI United Kingdom Small Cap ETF (EWUS)

Rating:68Neutral

Price Target:―

EWUS, the iShares MSCI United Kingdom Small Cap ETF, has a solid overall rating that reflects generally strong underlying companies with some pockets of risk. Standout holdings like Games Workshop, Intermediate Capital Group, and IG Group support the fund’s quality through strong financial performance, attractive valuations, and positive corporate actions such as share buybacks, while names like St. James’s Place and Hiscox introduce some drag due to profitability and cash flow challenges. The main risk factor is the ETF’s focus on smaller UK companies, which can be more volatile and sensitive to market conditions than larger, more diversified global firms.

Positive Factors

Broad Sector Spread Within the UK

The fund is spread across many sectors, including financials, industrials, consumer cyclical, real estate, and others, which helps reduce the impact if any one industry struggles.

Supportive Recent Performance

The ETF has shown steady gains over the past month, three months, and year to date, indicating improving momentum in its small-cap UK holdings.

Multiple Strong Top Contributors

Several of the largest positions, such as Weir Group, Beazley, IMI, and St. James’s Place, have delivered strong year-to-date performance, helping lift the overall fund.

Negative Factors

High UK Concentration

With almost all assets invested in UK companies, the fund is heavily exposed to the UK economy and currency, which can increase risk if local conditions worsen.

Relatively High Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.

Mixed Results Among Top Holdings

Some key positions like Games Workshop, Intermediate Capital, and Burberry have shown weak year-to-date performance, which can drag on the fund’s overall returns.

EWUS vs. SPDR S&P 500 ETF (SPY)

AUM44.11M

RegionEurope

Expense Ratio0.59%

Beta0.77

IssueriShares

Inception DateJan 25, 2012

Dividend Yield3.38%

Asset ClassEquity

Index TrackedMSCI United Kingdom Small Cap

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,618

30 Day Avg. Volume11,227

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

49.72

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering189

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EWUS Summary

EWUS is an ETF that follows the MSCI United Kingdom Small Cap Index, giving you a basket of smaller UK companies instead of just the big household names. It holds firms like Burberry and Games Workshop, and spreads your money across many sectors such as financials, industrials, and consumer companies. Someone might invest in EWUS to seek higher growth potential and diversify beyond large, well-known UK stocks. However, small-cap shares can be more volatile and sensitive to economic changes, so the value of this ETF can go up and down more sharply than the overall market.

How much will it cost me?The iShares MSCI United Kingdom Small Cap ETF (EWUS) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is passively managed but focuses on a niche market of small-cap UK companies, which can involve higher costs to track and maintain.

What would affect this ETF?The EWUS ETF, focused on UK small-cap companies, could benefit from economic recovery or growth in the UK, as smaller firms often adapt quickly to changing conditions and can thrive in innovative sectors like technology and consumer cyclical industries. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, or economic uncertainty in Europe that could negatively impact consumer spending and business investment. Sector-specific risks, such as volatility in financials and real estate, could also influence performance.

EWUS Top 10 Holdings

EWUS is a pure U.K. small-cap play, and its story right now is being written mostly by financials and industrials. Insurer Beazley has been a standout, rising strongly and giving the fund a helpful tailwind, while IMI and Weir add steady industrial strength to the mix. On the flip side, luxury name Burberry has been losing steam, and Intermediate Capital has been more of a wobble than a winner. With no single stock dominating, performance is driven by a broad cast of smaller U.K. companies rather than one star name.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WEIR	Weir Group plc (The)	2.72%	$1.20M	£8.94B	48.33%	75 Outperform
BEZ	Beazley	2.25%	$992.15K	£7.29B	46.95%	76 Outperform
DPLM	Diploma	2.21%	$974.53K	£7.32B	14.09%	66 Neutral
IMI	IMI plc	2.11%	$931.05K	£6.98B	47.32%	75 Outperform
STJ	St. James's Place	2.00%	$881.07K	£6.55B	13.02%	64 Neutral
GAW	Games Workshop	1.66%	$730.69K	£5.50B	13.18%	78 Outperform
ICG	Intermediate Capital	1.50%	$660.41K	£4.81B	-29.76%	76 Outperform
PSN	Persimmon	1.48%	$650.74K	£4.90B	22.09%	78 Outperform
HSX	Hiscox	1.46%	$642.33K	£4.69B	47.66%	71 Outperform
HWDN	Howden Joinery	1.43%	$628.90K	£4.69B	0.82%	74 Outperform

EWUS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

42.57

Positive

100DMA

41.19

Positive

200DMA

40.21

Positive

Market Momentum

MACD

0.49

Positive

RSI

57.73

Neutral

STOCH

62.61

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.16, equal to the 50-day MA of 42.57, and equal to the 200-day MA of 40.21, indicating a bullish trend. The MACD of 0.49 indicates Positive momentum. The RSI at 57.73 is Neutral, neither overbought nor oversold. The STOCH value of 62.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWUS.

EWUS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWUS	―	―	$44.11M	0.59%	―
EWU	―	―	$3.01B	0.50%	―
FLGB	―	―	$973.60M	0.09%	―
FGM	―	―	$97.51M	0.80%	―
FKU	―	―	$95.64M	0.80%	―
EUDG	―	―	$75.92M	0.58%	―

Performance Comparison

EWUS

iShares MSCI United Kingdom Small Cap ETF

44.41

9.78

28.24%

EWU

iShares MSCI United Kingdom ETF

―

FLGB

Franklin FTSE United Kingdom ETF

―

FGM

First Trust Germany AlphaDEX Fund

―

FKU

First Trust United Kingdom AlphaDEX Fund

―

EUDG

WisdomTree Europe Quality Dividend Growth 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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