EWUS - ETF AI Analysis

Top Page

iShares MSCI United Kingdom Small Cap ETF (EWUS)

Rating:66Neutral

Price Target:―

The iShares MSCI United Kingdom Small Cap ETF (EWUS) has a solid overall rating, reflecting a mix of strong performers and a few weaker holdings. Top contributors like Beazley, with its robust financial performance and positive technical indicators, and IMI plc, which demonstrates resilience and growth potential, significantly boost the fund's rating. However, weaker holdings such as Burberry, which faces financial challenges and declining profitability, slightly weigh on the overall score. A key risk factor is the ETF's concentration in small-cap UK companies, which may be more vulnerable to market volatility and economic shifts.

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)

AUM41.32M

RegionEurope

Expense Ratio0.59%

Beta0.78

IssueriShares

Inception DateJan 25, 2012

Dividend Yield3.72%

Asset ClassEquity

Index TrackedMSCI United Kingdom Small Cap

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,487

30 Day Avg. Volume5,206

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

48.68

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering193

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 leaning heavily into the UK’s small-cap sector, with a notable concentration in financials and industrials driving its overall performance. Games Workshop has been a standout, riding bullish momentum and strong cash flow to lift the fund, while St. James’s Place is lagging due to profitability challenges and bearish technical signals. Meanwhile, Intermediate Capital shows mixed signals, with strategic initiatives offset by short-term risks. The fund’s focus on smaller, nimble companies offers growth potential, but recent volatility in key holdings highlights the higher risk inherent in this niche market.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WEIR	Weir Group plc (The)	2.39%	$978.64K	£7.36B	26.71%	75 Outperform
DPLM	Diploma	2.30%	$941.45K	£7.13B	20.19%	73 Outperform
STJ	St. James's Place	2.24%	$916.71K	£6.87B	44.04%	64 Neutral
GAW	Games Workshop	2.07%	$846.92K	£6.43B	39.80%	78 Outperform
IMI	IMI plc	1.93%	$790.66K	£5.97B	30.50%	75 Outperform
ICG	Intermediate Capital	1.90%	$779.49K	£5.73B	-5.59%	76 Outperform
BEZ	Beazley	1.58%	$645.96K	£4.80B	-3.10%	76 Outperform
BRBY	Burberry	1.48%	$607.38K	£4.57B	31.78%	55 Neutral
HSX	Hiscox	1.45%	$592.86K	£4.39B	24.40%	71 Outperform
HWDN	Howden Joinery	1.41%	$576.86K	£4.34B	-1.88%	74 Outperform

EWUS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

40.66

Positive

100DMA

40.60

Positive

200DMA

39.10

Positive

Market Momentum

MACD

0.24

Negative

RSI

58.24

Neutral

STOCH

80.54

Negative

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 40.39, equal to the 50-day MA of 40.66, and equal to the 200-day MA of 39.10, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 58.24 is Neutral, neither overbought nor oversold. The STOCH value of 80.54 is Negative, 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	―	―	$41.32M	0.59%	―
EWU	―	―	$2.78B	0.50%	―
FLGB	―	―	$976.26M	0.09%	―
FEUZ	―	―	$88.59M	0.80%	―
EUDG	―	―	$85.63M	0.58%	―
FKU	―	―	$78.76M	0.80%	―

Performance Comparison

EWUS

iShares MSCI United Kingdom Small Cap ETF

41.35

6.04

17.11%

EWU

iShares MSCI United Kingdom ETF

―

FLGB

Franklin FTSE United Kingdom ETF

―

FEUZ

First Trust Eurozone AlphaDEX ETF

―

EUDG

WisdomTree Europe Quality Dividend Growth Fund

―

FKU

First Trust United Kingdom AlphaDEX 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: ―

Table of Contents