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EWUS - ETF AI Analysis
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iShares MSCI United Kingdom Small Cap ETF (EWUS)
Rating:66Neutral
Price Target:
$43.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as St. James's Place and Endeavour Mining, have delivered strong year-to-date gains, supporting the fund's overall performance.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Industrials, and Consumer Cyclical, reducing reliance on any single industry.
Focused Geographic Exposure
The fund's nearly exclusive focus on UK companies allows investors to target a specific regional market with growth potential.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, like Intermediate Capital, have lagged in year-to-date performance, which may drag on the fund's momentum.
Limited Global Diversification
With nearly all assets concentrated in the UK, the fund lacks exposure to international markets, increasing vulnerability to local economic risks.
EWUS vs. SPDR S&P 500 ETF (SPY)
AUM39.35M
RegionEurope
Expense Ratio0.59%
Beta0.78
IssueriShares
Inception DateJan 25, 2012
Dividend Yield3.91%
Asset ClassEquity
Index TrackedMSCI United Kingdom Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,341
30 Day Avg. Volume3,919
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
53.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering203
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWUS Summary
The iShares MSCI United Kingdom Small Cap ETF (EWUS) is an investment fund that focuses on small companies in the UK, offering exposure to the MSCI UK Small Cap Index. This ETF includes businesses across various industries, such as financial services and consumer goods, with well-known companies like Weir Group and Diploma among its top holdings. Investors might consider EWUS for its potential to tap into the growth of smaller, innovative companies and to diversify their portfolio with UK-focused stocks. However, new investors should be aware that small-cap stocks can be more volatile and may fluctuate significantly with market conditions.
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
The EWUS ETF is heavily tilted toward the UK’s small-cap financial and industrial sectors, which together make up over 40% of its portfolio. Recent performance has been a mixed bag: St. James’s Place is rising steadily, buoyed by strong revenue growth, while Intermediate Capital is dragging the fund with bearish momentum and negative returns. Endeavour Mining has been a bright spot, showing impressive gains, while Rightmove’s lagging performance and valuation concerns have held it back. Overall, this fund’s focus on smaller UK companies offers growth potential but comes with notable volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Weir Group plc (The) | 2.27% | $887.96K | £7.01B | 29.50% | 74 Outperform | |
| Diploma | 2.25% | $878.06K | £6.99B | 26.33% | 73 Outperform | |
| St. James's Place | 2.18% | $850.82K | £6.58B | 51.14% | 64 Neutral | |
| Endeavour Mining | 1.99% | $778.49K | £7.75B | 109.37% | ― | |
| Intermediate Capital | 1.92% | $751.48K | £5.81B | 0.29% | 70 Outperform | |
| IMI plc | 1.90% | $741.96K | £5.86B | 40.41% | 75 Outperform | |
| Beazley | 1.73% | $676.08K | £5.11B | 15.75% | 81 Outperform | |
| Games Workshop | 1.70% | $666.42K | £5.31B | 37.52% | 73 Outperform | |
| Hiscox | 1.44% | $562.86K | £4.36B | 34.79% | 71 Outperform | |
| LondonMetric Property | 1.42% | $556.50K | £4.40B | 2.11% | 80 Outperform |
EWUS Technical Analysis
Negative
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Price Trends
40.71
Negative
40.64
Negative
38.62
Positive
Market Momentum
-0.40
Positive
30.97
Neutral
6.99
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.48, equal to the 50-day MA of 40.71, and equal to the 200-day MA of 38.62, indicating a neutral trend. The MACD of -0.40 indicates Positive momentum. The RSI at 30.97 is Neutral, neither overbought nor oversold. The STOCH value of 6.99 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EWUS.
EWUS Peer Comparison
Comparison Results
Performance Comparison
EWUS
iShares MSCI United Kingdom Small Cap ETF
39.03
4.77
13.92%
EWU
iShares MSCI United Kingdom ETF
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FLGB
Franklin FTSE United Kingdom ETF
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FEUZ
First Trust Eurozone AlphaDEX ETF
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EUDG
WisdomTree Europe Quality Dividend Growth Fund
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FKU
First Trust United Kingdom 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.
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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