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EWL
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iShares MSCI Switzerland ETF (EWL)

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$54.1
Last Close (24-hour delay)
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Upturn Advisory Summary

08/14/2025: EWL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 0.33%
Avg. Invested days 46
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.99
52 Weeks Range 44.72 - 55.27
Updated Date 06/29/2025
52 Weeks Range 44.72 - 55.27
Updated Date 06/29/2025

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iShares MSCI Switzerland ETF

stock logo

ETF Overview

overview logo Overview

The iShares MSCI Switzerland ETF (EWL) seeks to track the investment results of an index composed of Swiss equities. It provides exposure to a broad range of Swiss companies, offering investors a way to participate in the Swiss market.

reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.

reliability logo Management Expertise

BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.

Investment Objective

overview logo Goal

To track the investment results of an index composed of Swiss equities.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI Switzerland 25/50 Index.

Composition The ETF primarily holds stocks of Swiss companies across various sectors.

Market Position

Market Share: EWL holds a substantial market share within the single-country Switzerland ETF category.

Total Net Assets (AUM): 1390000000

Competitors

overview logo Key Competitors

  • CS Switzerland ETF (CSWI)

Competitive Landscape

The competitive landscape is dominated by EWL. EWL advantages are its size, liquidity, and long track record, but CSWI has a lower expense ratio.

Financial Performance

Historical Performance: Historical performance data is not included but can be obtained from financial data providers.

Benchmark Comparison: The ETF's performance closely tracks the MSCI Switzerland 25/50 Index.

Expense Ratio: 0.51

Liquidity

Average Trading Volume

The average trading volume for EWL is relatively high, indicating good liquidity.

Bid-Ask Spread

The bid-ask spread for EWL is typically tight, reflecting its liquidity.

Market Dynamics

Market Environment Factors

Economic conditions in Switzerland, global market sentiment, and currency fluctuations can affect EWL's performance.

Growth Trajectory

Growth depends on the Swiss economy's performance and global market trends. No changes to strategy or holdings were noted.

Moat and Competitive Advantages

Competitive Edge

EWL's primary competitive advantage lies in its first-mover advantage, substantial AUM, and the strength of the iShares brand. These factors contribute to higher trading volume and liquidity, making it a preferred choice for many investors seeking exposure to the Swiss equity market. Furthermore, iShares' extensive distribution network and marketing efforts enhance its visibility and accessibility to a broader investor base. The ETF's focus on tracking a well-known index also adds to its appeal.

Risk Analysis

Volatility

Historical volatility can be assessed through standard deviation calculations using price data.

Market Risk

EWL is subject to market risk, including fluctuations in Swiss equity prices and currency risk due to changes in the value of the Swiss Franc.

Investor Profile

Ideal Investor Profile

Investors seeking exposure to the Swiss equity market, diversification, and potentially long-term growth.

Market Risk

Suitable for long-term investors, passive index followers, and those seeking diversification in developed markets.

Summary

iShares MSCI Switzerland ETF (EWL) offers investors a convenient way to access the Swiss equity market. It tracks the MSCI Switzerland 25/50 Index with a reasonable expense ratio. While it faces competition, its size and liquidity provide a competitive advantage. The ETF is suitable for long-term investors seeking diversification, but exposed to market risk and currency fluctuations. Overall, EWL is a sound choice for those looking to add Swiss equities to their portfolio.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares.com
  • Morningstar.com
  • ETFdb.com

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares MSCI Switzerland 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 a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large- and mid- capitalization segments of the equity market in Switzerland. The fund is non-diversified.