EWY

iShares MSCI South Korea ETF
B

93
*Unless otherwise stated, data provided by FactSet.

EWY Fund Description

The iShares MSCI South Korea fund tracks a market-cap-weighted index of large- and midcap Korean firms.

EWY Factset Analytics Insight

EWY leads its segment in assets and liquidity and does an excellent job of providing unbiased exposure to the Korean equity market. The fund tracks a less-inclusive variant of our chosen benchmark that ignores most small- and micro-caps, but still reflects the market well. As in our benchmark and many peer funds, tech giant Samsung dominates the portfolio, to the extent that it frequently bumps up against regulator-imposed concentration limits. EWY is a long-established fund that's not as cheaply priced as some of its newer peers, but solid tracking and strong liquidity mean that all-in costs should be competitive. Overall, the fund is a very practical way of gaining exposure to the segment for investors of all stripes, earning it a spot on our Analyst Pick list.

EWY MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of July 11, 2018 the iShares MSCI South Korea ETF MSCI ESG Fund Quality Score is 4.50 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EWY ranks in the 27th percentile within its peer group and in the 17th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

EWY CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/11/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWY -11.03% -11.49% -12.37% 0.17% 9.35% 5.46% 3.80%
EWY (NAV) -10.62% -10.79% -11.58% 0.68% 9.77% 5.72% 4.18%
MSCI Korea 25/50 Index -10.61% -10.69% 42.74% 1.17% 10.26% 6.23% 4.18%
MSCI Korea Investable Markets -9.39% -10.21% 46.04% 3.74% 9.20% 7.52% 4.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWY Top 10 Countries

EWY Top 10 Sectors

EWY Top 10 Holdings [View All]

EWY Summary Data

BlackRock
iShares
05/09/00
Open-Ended Fund
0.62%
$3.67B
$202.24M
0.01%

EWY Portfolio Data

$97.65B
11.04
1.12
3.29%
12/18/18
117

EWY Index Data

MSCI Korea 25/50 Index
Market Cap
Market Cap
MSCI Korea Investable Markets

EWY Portfolio Management

0.62%
-0.69%
-0.42%
-1.26%

EWY Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EWY Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EWY Factset Analytics Block Liquidity

As of 07/12/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EWY. EWY is rated a 5 out of 5.

EWY Tradability

2,843,362
$202.24M
2,683,265
$197.75M
0.01%
$0.01
-0.01%
3.62% / -4.05%
None
0.00%
50,000
53.67
0.12%
0.14%
108,669
$66.19
5

EWY Sector/Industry Breakdown


EWY
Segment Benchmark
40.98%
42.08%
13.90%
12.05%
10.76%
10.73%
7.80%
7.87%
7.44%
6.93%
6.94%
6.69%
5.45%
7.54%
2.75%
2.22%
1.33%
1.02%
0.70%
0.53%

EWY TOP 10 HOLDINGS[View All]

22.43%
6.10%
2.93%
2.78%
2.64%
2.60%
2.34%
2.33%
1.84%
1.73%
47.72%

EWY Countries


EWY
Segment Benchmark
100.00%
100.00%

EWY Regions


EWY
Segment Benchmark
100.00%
100.00%

EWY Economic Development


EWY
Segment Benchmark
100.00%
100.00%

EWY Performance Statistics

0.99
0.97
0.96
0.94
0.14%
MSCI Korea Investable Markets

EWY MSCI ESG Ratings

4.50 / 10
26.91
16.79
4.44%
4.17%
239.56

EWY BENCHMARK COMPARISON HOLDINGS

117
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EWY BENCHMARK COMPARISON SUMMARY


EWY
Segment Benchmark
117
--
$97.65B
--
11.04
--
1.12
--
1.85%
--
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EWY BENCHMARK COMPARISON MARKET CAP SIZE


EWY
Segment Benchmark
--
--
--
--
--
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