What is EWT?

EWT tracks an index of Taiwanese firms, covering the top 85% of the market and weighted by market cap subjected to diversification requirements.

PERFORMANCE [as of 01/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWT 8.82% 24.83% 10.03% -21.02% 9.52% 8.24% 8.99%
EWT (NAV) 8.72% 23.99% 9.73% -21.05% 9.53% 8.34% 9.19%
MSCI Taiwan 25/50 Index -- -- -- -- -- -- --
MSCI Taiwan IMI Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWT Factset Analytics Insight

EWT tracks an index that includes large- and midcap stocks, covering 85% of broad Taiwanese companies by market cap. EWT changed its name from iShares MSCI Taiwan ETF to iShares MSCI Taiwan Capped ETF on Dec. 1, 2016. It changed its underlying index from MSCI Taiwan Index to MSCI Taiwan 25/50 Index. The new index has explicit diversification requirements which may impact the weights of EWT’s top holdings. The capping methodology aims to limit the weight of any single issuer to a maximum of 25% of the Underlying Index. Additionally, individual issuers that constitute more than 5% of the weight of the Underlying Index cannot exceed a maximum of 50% of the weight of the Underlying Index in the aggregate.

EWT Summary Data

Blackrock
06/20/00
0.57%
$4.08B
MSCI Taiwan 25/50 Index
MSCI Taiwan IMI Index
Open-Ended Fund

Peers

MSCI Taiwan IMI Index

Fund Flows

$0.00B 5 Days
+$0.45B 30 Days
+$0.89B 90 Days

EWT Portfolio Data

$101.10B
10.63
1.95
17.16%
12/20/23
89

EWT Index Data

MSCI Taiwan 25/50 Index
Market Cap
Market Cap
MSCI Taiwan IMI Index

EWT Portfolio Management

0.57%
-0.54%
-0.41%
-3.98%

EWT Tax Exposures

20.00% / 39.60%
2.82%
Ordinary income
No

EWT Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 01/23/23

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

EWT Tradability

3,246,517
$146.80M
2,860,350
$129.01M
0.02%
$0.01
-0.29%
1.72% / -1.73%
None
0.00%
100,000
28.60
0.07%
0.26%
58,973
$44.05
5

EWT Sector/Industry Breakdown

EWT Segment
Benchmark
54.13% --
19.46% --
4.75% --
3.11% --
3.04% --
2.82% --
2.35% --
2.28% --
2.14% --
1.91% --

EWT Top 10 Holdings

23.33%
4.45%
3.96%
2.26%
2.18%
1.87%
1.74%
1.71%
1.57%
1.51%
44.60%

EWT Performance Statistics

0.99
0.92
0.91
0.92
0.22%
MSCI Taiwan IMI Index

EWT Countries

EWT Segment
Benchmark
99.80% 100.00%
0.20% --

EWT Regions

EWT Segment
Benchmark
99.80% 100.00%
0.20% --

EWT Economic Development

EWT Segment
Benchmark
99.80% 100.00%
0.20% 0.00%

EWT Benchmark Comparison Holdings

89
395
87
69.44%

EWT Benchmark Comparison Summary

EWT Segment
Benchmark
89 395
$101.10B $152.51B
10.63 11.45
1.95 2.15
5.16% 4.52%
High High

EWT Benchmark Comparison Market Cap Size

EWT Segment
Benchmark
51.58% 56.32%
46.78% 27.07%
1.10% 13.60%
0.00% 2.95%