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Upturn AI SWOT - About
iShares MSCI Japan Value (EWJV)
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Upturn Advisory Summary
10/24/2025: EWJV (1-star) is currently NOT-A-BUY. Pass it for now.
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 -12.12% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 27.23 - 36.44 | Updated Date 06/30/2025 |
52 Weeks Range 27.23 - 36.44 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Japan Value
ETF Overview
Overview
The iShares MSCI Japan Value ETF (EWJV) seeks to track the investment results of an index composed of Japanese equities that exhibit value characteristics. It focuses on large- and mid-capitalization Japanese companies with relatively low valuations. The ETF's strategy involves selecting and weighting stocks based on factors like book value to price, earnings to price, and dividend yield.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable issuer of ETFs, known for its wide range of investment options and consistent fund management.
Management Expertise
BlackRock has extensive expertise in managing ETFs, with a large team of portfolio managers and analysts dedicated to index tracking and investment strategy execution.
Investment Objective
Goal
To track the investment results of an index composed of Japanese equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Japan Value Weighted Index.
Composition The ETF holds primarily Japanese stocks selected based on value factors such as book value to price, earnings to price, and dividend yield.
Market Position
Market Share: Data not readily available. Generally lower compared to broader Japan ETFs.
Total Net Assets (AUM): 303000000
Competitors
Key Competitors
- WisdomTree Japan Hedged Equity Fund (DXJ)
- iShares MSCI Japan ETF (EWJ)
- JPMorgan BetaBuilders Japan ETF (BBJP)
Competitive Landscape
The ETF industry for Japanese equities is competitive, with several major players offering both broad market and specialized ETFs. EWJV focuses specifically on value stocks, which is a niche strategy compared to broad-market ETFs like EWJ. A potential advantage is outperformance during value-driven market cycles. A disadvantage is potential underperformance if growth stocks are favored.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers.
Benchmark Comparison: Benchmark comparison requires accessing historical returns data for both the ETF and its benchmark index.
Expense Ratio: 0.0052
Liquidity
Average Trading Volume
Average trading volume is moderate, but sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Economic conditions in Japan, global market sentiment, interest rates, and currency fluctuations (specifically the Yen) all influence the performance of EWJV.
Growth Trajectory
The growth trajectory depends on the performance of value stocks in the Japanese market and investor demand for value-focused ETFs. There have been no known drastic changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
EWJV's competitive edge lies in its focused value strategy within the Japanese equity market. It offers exposure to potentially undervalued companies, appealing to investors seeking long-term capital appreciation through value investing. BlackRock's brand recognition and established ETF management expertise also contribute to its competitive advantage. The low expense ratio makes it a cost-effective choice for investors targeting Japanese value stocks.
Risk Analysis
Volatility
The ETF's volatility will depend on the volatility of the underlying Japanese value stocks.
Market Risk
The ETF is subject to market risk associated with Japanese equities, including economic downturns, political instability, and currency fluctuations. Exposure to specific sectors within the Japanese market could also concentrate risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to Japanese equities with a value investing approach and a long-term investment horizon.
Market Risk
The ETF is suitable for long-term investors who believe in the potential of value stocks and are comfortable with exposure to the Japanese market.
Summary
The iShares MSCI Japan Value ETF (EWJV) provides targeted exposure to Japanese equities exhibiting value characteristics. Managed by BlackRock, it aims to track the MSCI Japan Value Weighted Index. Its low expense ratio makes it an attractive option for long-term investors seeking value-oriented exposure to the Japanese market. The ETF's performance is influenced by the economic conditions in Japan, global market sentiment, and the relative performance of value stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (e.g., Bloomberg, Reuters)
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data may be approximated due to data constraints.
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 Japan Value
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a free float-weighted index consisting of large- and mid-capitalization Japanese equities exhibiting overall value style characteristics. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.