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Upturn AI SWOT - About
iShares MSCI Sweden ETF (EWD)
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Upturn Advisory Summary
10/24/2025: EWD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.56% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.38 | 52 Weeks Range 35.69 - 46.30 | Updated Date 06/29/2025 |
52 Weeks Range 35.69 - 46.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Sweden ETF
ETF Overview
Overview
The iShares MSCI Sweden ETF (EWD) seeks to track the investment results of the MSCI Sweden IMI 25/50 Index, providing exposure to a broad range of Swedish companies. It primarily focuses on large and mid-sized companies and aims to reflect the overall performance of the Swedish equity market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and investment portfolios globally.
Investment Objective
Goal
The ETF aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Sweden IMI 25/50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the composition and weighting of the MSCI Sweden IMI 25/50 Index.
Composition The ETF primarily holds stocks of Swedish companies across various sectors, reflecting the composition of its benchmark index.
Market Position
Market Share: The iShares MSCI Sweden ETF dominates the Swedish equity ETF market in the US.
Total Net Assets (AUM): 486789074.25
Competitors
Key Competitors
- FSZ (First Trust Switzerland AlphaDEX Fund)
- EWQ (iShares MSCI France ETF)
- EWG (iShares MSCI Germany ETF)
Competitive Landscape
The Swedish equity ETF space is dominated by EWD. Compared to other European country ETFs such as FSZ, EWQ and EWG, EWD offers more focused Swedish equity exposure and the brand recognition and resources of iShares, which gives EWD an edge. The smaller ETFs lack the same AUM and investor recognition.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Numerical data available through financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the MSCI Sweden IMI 25/50 Index. Numerical data available through financial data providers.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
The iShares MSCI Sweden ETF exhibits good liquidity, generally showing a robust average trading volume on major exchanges.
Bid-Ask Spread
The bid-ask spread for EWD is usually tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Sweden, global market conditions, and currency fluctuations all influence the performance of the ETF.
Growth Trajectory
Growth trends depend on Swedish economic development, global trade, and investor sentiment toward Swedish equities; EWD aims to provide a stable investment exposure.
Moat and Competitive Advantages
Competitive Edge
EWD benefits from iShares' brand recognition, substantial AUM, and deep integration with the underlying index provider, MSCI. Its low expense ratio, when compared to other country ETFs, further enhances its appeal. The ETF's established trading volume and liquidity make it a convenient and cost-effective option for investors seeking exposure to the Swedish market. This brand recognition and liquidity gives it a significant advantage against competitors. The ETF's market share reflects its position as the premier choice for investing in Swedish equities.
Risk Analysis
Volatility
Volatility is influenced by Swedish market conditions and global economic factors. Specific volatility data is available via financial information providers.
Market Risk
The ETF is subject to market risk, including fluctuations in Swedish stock prices and currency exchange rates, as well as political risks specific to Sweden.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking exposure to the Swedish equity market, international diversification, or those with a positive outlook on the Swedish economy.
Market Risk
The ETF is suitable for long-term investors seeking passive exposure to Swedish equities, and may be used by active traders as well.
Summary
The iShares MSCI Sweden ETF provides a convenient and cost-effective way to gain exposure to a broad range of Swedish equities. Its passive management strategy closely tracks the MSCI Sweden IMI 25/50 Index. It is ideal for investors seeking to diversify their portfolios with exposure to the Swedish market. It has high liquidity, good volume and expense ratio. However, it is exposed to risk associated with the Swedish economy and the global market environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- MSCI official website
- Bloomberg
- Morningstar
- ETFdb.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Sweden ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is designed to measure the performance of the large- and mid-capitalization segments of the equity market in Sweden. The fund is non-diversified.
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