EWUS - ETF AI Analysis
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iShares MSCI United Kingdom Small Cap ETF (EWUS)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past month, suggesting improving momentum in its holdings.
Solid Year-To-Date Results
The fund’s overall performance so far this year is positive, helped by several top holdings delivering strong returns.
Broad Sector Diversification Within the UK
Holdings spread across financials, industrials, consumer sectors, real estate, and other industries help reduce the impact of weakness in any single sector.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns for investors.
Concentrated UK Exposure
With almost all assets invested in UK companies, the ETF is heavily exposed to the health of the UK economy and currency.
Mixed Performance Among Top Holdings
A few of the largest positions have shown weak or negative performance this year, which can drag on the fund’s overall results.
EWUS vs. SPDR S&P 500 ETF (SPY)
AUM42.44M
RegionEurope
Expense Ratio0.59%
Beta0.85
IssueriShares
Inception DateJan 25, 2012
Dividend Yield3.64%
Asset ClassEquity
Index TrackedMSCI United Kingdom Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,105
30 Day Avg. Volume4,750
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
65.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering194
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWUS Summary
The iShares MSCI United Kingdom Small Cap ETF (EWUS) invests in smaller UK companies by tracking the MSCI UK Small Cap Index. These are businesses that are usually not in the headlines like big blue-chip stocks, but can have more room to grow. The fund holds a wide mix of sectors, including financials, industrials, and consumer companies, with names like Games Workshop and St. James’s Place among its top holdings. Investors might consider EWUS for growth potential and added diversification beyond large UK stocks. However, small-cap shares can be more volatile and can go up and down more sharply than bigger companies.
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 leaning heavily into U.K. financials and industrials, and that’s where much of the action is. Insurers like Beazley and Hiscox have been rising, giving the fund a helpful tailwind, while trading platform IG Group and engineering name IMI are also pulling their weight with steady gains. Diploma has been one of the brighter spots, though its strong run could be losing a bit of steam. On the flip side, wealth manager St. James’s Place and ICG are lagging, reminding investors that U.K. small caps still come with bumps in the road.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Diploma | 2.85% | $1.20M | £9.38B | 79.26% | 66 Neutral | |
| Beazley | 2.34% | $987.45K | £7.53B | 44.12% | 76 Outperform | |
| Weir Group plc (The) | 2.32% | $977.80K | £7.72B | 28.18% | 75 Outperform | |
| IMI plc | 2.18% | $919.05K | £6.93B | 61.58% | 75 Outperform | |
| St. James's Place | 2.02% | $852.62K | £6.42B | 31.72% | 64 Neutral | |
| Games Workshop | 1.98% | $836.62K | £6.43B | 28.90% | 78 Outperform | |
| ICG plc | 1.61% | $678.95K | £5.13B | -2.74% | 76 Outperform | |
| IG Group Holdings | 1.59% | $670.52K | £5.00B | 43.56% | 78 Outperform | |
| Hiscox | 1.54% | $651.04K | £5.02B | 42.66% | 71 Outperform | |
| DCC plc | 1.37% | $579.06K | £4.45B | 8.74% | 71 Outperform |
EWUS Technical Analysis
Negative
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Price Trends
41.82
Negative
42.24
Negative
41.00
Positive
Market Momentum
0.27
Positive
45.40
Neutral
6.47
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 42.08, equal to the 50-day MA of 41.82, and equal to the 200-day MA of 41.00, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 45.40 is Neutral, neither overbought nor oversold. The STOCH value of 6.47 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
41.32
5.73
16.10%
EWU
iShares MSCI United Kingdom ETF
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FLGB
Franklin FTSE United Kingdom ETF
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FLSW
Franklin FTSE Switzerland 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.
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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