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iShares MSCI Switzerland ETF (EWL)



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Upturn Advisory Summary
08/14/2025: EWL (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 0.33% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
iShares MSCI Switzerland ETF
ETF Overview
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.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing reliable 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 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
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.
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 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.

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