(EWSP) iShares SP500 Equal Weight - Ratings and Ratios
Equal-Weighted, ETF, US, Large-Cap, Mid-Cap, Equity, Shares
Description: EWSP iShares SP500 Equal Weight
The iShares S&P 500 Equal Weight UCITS ETF USD (Acc) is an exchange-traded fund that tracks the Morningstar US Large-Mid NR USD index, providing investors with broad exposure to the US large-cap equity market. By replicating the performance of this index, the ETF offers a diversified portfolio of stocks with equal weighting, reducing the dominance of any single stock or sector.
As a US Large-Cap Blend Equity ETF, EWSP invests in a mix of growth and value stocks, spreading risk across various industries and market capitalizations. With its Netherlands origin and UCITS compliance, the fund is accessible to a wide range of investors, including institutional and retail investors in Europe and beyond.
Analyzing the ETFs technical profile, we observe a recent uptrend, with the short-term Simple Moving Average (SMA20) at 6.32 and the long-term SMA200 at 6.29, indicating a potential bullish crossover. The Average True Range (ATR) of 0.07 (1.10%) suggests relatively low volatility, making it an attractive option for investors seeking stable returns. Considering the 52-week high and low of 6.66 and 5.44, respectively, the current price of 6.37 is near the upper end of its recent trading range.
With Assets Under Management (AUM) of 4721.32M USD, EWSP demonstrates significant scale and liquidity, making it an attractive option for investors seeking exposure to the US large-cap market. The funds equal weighting methodology and broad diversification can help mitigate risks associated with individual stocks or sectors.
Based on the technical and fundamental data, our forecast suggests that EWSP may continue its upward trajectory, driven by the positive momentum indicated by the SMA20 and SMA50. As the ETF approaches its 52-week high, we anticipate a potential short-term correction. However, with the long-term SMA200 providing support, we expect the fund to maintain its upward trend, potentially reaching 6.8-7.0 in the next 6-12 months, driven by the underlying strength of the US large-cap market.
Additional Sources for EWSP ETF
EWSP ETF Overview
| Market Cap in USD | 4,721m |
| Category | US Large-Cap Blend Equity |
| TER | 0.20% |
| IPO / Inception | 2022-08-02 |
EWSP ETF Ratings
| Growth Rating | 42.8 |
| Fundamental | - |
| Dividend Rating | 0.0 |
| Rel. Strength | -0.12 |
| Analysts | - |
| Fair Price Momentum | 6.08 USD |
| Fair Price DCF | - |
EWSP Dividends
Currently no dividends paidEWSP Growth Ratios
| Growth Correlation 3m | 89.7% |
| Growth Correlation 12m | 23.4% |
| Growth Correlation 5y | 89.8% |
| CAGR 5y | 9.07% |
| CAGR/Max DD 5y | 0.49 |
| Sharpe Ratio 12m | 0.72 |
| Alpha | 3.59 |
| Beta | 0.638 |
| Volatility | 11.28% |
| Current Volume | 42.9k |
| Average Volume 20d | 104.9k |
As of July 04, 2025, the stock is trading at USD 6.64 with a total of 42,944 shares traded.
Over the past week, the price has changed by +2.88%, over one month by +4.87%, over three months by +10.79% and over the past year by +14.67%.
Partly, yes. Based on ValueRay´s Analyses, iShares SP500 Equal Weight (AS:EWSP) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 42.84 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EWSP is around 6.08 USD . This means that EWSP is currently overvalued and has a potential downside of -8.43%.
iShares SP500 Equal Weight has no consensus analysts rating.
According to our own proprietary Forecast Model, EWSP iShares SP500 Equal Weight will be worth about 6.9 in July 2026. The stock is currently trading at 6.64. This means that the stock has a potential upside of +4.22%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 6.9 | 4.2% |