EWY

iShares MSCI South Korea ETF
B

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*Unless otherwise stated, data provided by FactSet.

EWY 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 3.21 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 10th percentile within its peer group and in the 6th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWY Charts And Performance

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Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/19/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWY 9.10% -2.30% -3.25% -13.28% 2.91% -0.39% 3.06%
EWY (NAV) 9.18% -2.21% -2.83% -12.82% 2.48% -0.17% 3.49%
MSCI Korea 25/50 Index 9.23% -2.13% -- -12.57% 2.91% 0.23% 3.49%
MSCI Korea IMI -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWY Summary Data

Blackrock
iShares
05/09/00
Open-Ended Fund
0.59%
$4.12B
$183.37M
0.02%

EWY Portfolio Data

$72.86B
10.29
0.89
1.38%
12/16/19
115

EWY Portfolio Management

0.59%
-0.25%
0.19%
-0.46%

EWY Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

EWY Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EWY Factset Analytics Block Liquidity

As of 09/20/19
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

3,386,240
$183.37M
2,995,507
$167.04M
0.02%
$0.01
0.04%
2.77% / -2.88%
None
0.00%
50,000
59.91
0.14%
0.16%
122,605
$57.19
5

EWY Sector/Industry Breakdown


EWY
Segment Benchmark
42.49%
44.48%
13.29%
11.71%
12.32%
11.62%
8.30%
8.24%
7.42%
7.30%
6.55%
6.25%
4.96%
6.57%
2.50%
2.09%
1.20%
0.96%
0.98%
0.76%

EWY Top 10 Holdings[View All]

22.74%
5.87%
3.00%
2.64%
2.52%
2.49%
2.31%
2.31%
2.09%
2.03%
48%

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

--
--
--
--
0.00%
MSCI Korea IMI

EWY MSCI ESG Ratings

BB
3.21 / 10
5.63
10.40
5.43%
3.33%
177.18

EWY Benchmark Comparison Holdings

115
422
107
82.70%

EWY Benchmark Comparison Summary


EWY
Segment Benchmark
115
422
$72.86B
$79.90B
10.29
10.57
0.89
0.93
2.43%
2.37%
High
High

EWY Benchmark Comparison Market Cap Size


EWY
Segment Benchmark
62.22%
58.64%
29.25%
21.97%
8.53%
14.01%
0.00%
5.38%

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