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Upturn AI SWOT - About
iShares MSCI Japan Value (EWJV)
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Upturn Advisory Summary
08/14/2025: EWJV (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 -13.15% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (ticker: EWJV) seeks to track the investment results of the MSCI Japan Value Index, which measures the performance of Japanese equity securities exhibiting overall value style characteristics.
Reputation and Reliability
iShares is a well-regarded and reliable ETF issuer with a long track record of providing a wide range of investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of an index composed of Japanese equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: Tracks the MSCI Japan Value Index, a benchmark of Japanese value stocks.
Composition Primarily holds stocks of Japanese companies identified as exhibiting value characteristics based on factors like book value to price, earnings to price, and dividend yield.
Market Position
Market Share: Market share data is dynamic and depends on live market information.
Total Net Assets (AUM): 41600000
Competitors
Key Competitors
- DXJ
- EWJ
- FXY
Competitive Landscape
The Japanese equity ETF market is competitive, with several ETFs offering exposure to various segments of the Japanese market. EWJV focuses specifically on value stocks, which differentiates it from broader market ETFs like EWJ. However, its AUM is significantly lower than larger, more popular ETFs.
Financial Performance
Historical Performance: Historical financial performance data requires real-time market information and cannot be provided in this format.
Benchmark Comparison: Benchmark comparisons necessitate current market data and index values.
Expense Ratio: 0.0052
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors, though it's relatively low compared to more popular ETFs.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting sufficient trading activity, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic conditions in Japan, global market sentiment, interest rate changes, and currency fluctuations significantly impact EWJV's performance.
Growth Trajectory
Growth depends on the performance of Japanese value stocks and investor interest in value-oriented strategies. Fluctuations in JPY/USD can also impact USD returns.
Moat and Competitive Advantages
Competitive Edge
EWJV's advantage lies in its specific focus on Japanese value stocks, offering targeted exposure for investors seeking value strategies in the Japanese market. This can be a niche for investors expecting value stocks to outperform. The low expense ratio compared to some competitors is also an advantage. However, it has a small asset base compared to broader-based Japan ETFs.
Risk Analysis
Volatility
Volatility is influenced by the volatility of the Japanese stock market, currency fluctuations, and the specific characteristics of the value stocks held in the portfolio.
Market Risk
Specific risks include exposure to the Japanese economy, sector-specific risks within the Japanese market, and potential currency risk between the Japanese Yen and the US Dollar.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to Japanese value stocks as part of a diversified portfolio, potentially as a complement to growth-oriented investments.
Market Risk
Suitable for long-term investors who believe in the value investing style and are willing to accept the risks associated with investing in a single country market.
Summary
iShares MSCI Japan Value ETF (EWJV) offers targeted exposure to Japanese value stocks, tracking the MSCI Japan Value Index. Its low expense ratio is attractive, but its asset base is small compared to broader Japan ETFs. Performance is tied to the Japanese economy and value investing trends. This ETF suits investors seeking a value tilt in their Japan equity allocation and who are comfortable with country-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Financial news outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a financial advisor.
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.