EWY
iShares MSCI South Korea ETFEWY Fund Description
EWY 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
iShares MSCI South Korea ETF has an MSCI ESG Fund Rating of BB based on a score of 3.41 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares MSCI South Korea ETF ranks in the 12nd percentile within its peer group and in the 5th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EWY Charts And Performance
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EWY Summary Data
EWY Portfolio Data
EWY Portfolio Management
EWY Tax Exposures
EWY Fund Structure
EWY Factset Analytics Block Liquidity
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
EWY Sector/Industry Breakdown
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EWY Top 10 Holdings[View All]
EWY Countries
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EWY Regions
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EWY Economic Development
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EWY Performance Statistics
EWY MSCI ESG Ratings
EWY Benchmark Comparison Summary
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EWY Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.