(EWU) iShares MSCI United Kingdom - Ratings and Ratios
Financials, Energy, Consumer Staples, Healthcare
Dividends
| Dividend Yield | 3.72% |
| Yield on Cost 5y | 6.80% |
| Yield CAGR 5y | 17.99% |
| Payout Consistency | 86.1% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 11.9% |
| Value at Risk 5%th | 20.1% |
| Relative Tail Risk | 2.74% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.78 |
| Alpha | 24.69 |
| CAGR/Max DD | 1.38 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.361 |
| Beta | 0.517 |
| Beta Downside | 0.540 |
| Drawdowns 3y | |
|---|---|
| Max DD | 12.63% |
| Mean DD | 2.40% |
| Median DD | 1.63% |
Description: EWU iShares MSCI United Kingdom November 09, 2025
The iShares MSCI United Kingdom ETF (EWU) commits at least 80% of its assets to the securities that comprise its benchmark index, which tracks the large- and mid-cap segment of the UK equity market. Because the fund’s holdings must closely mirror the index’s economic characteristics, its performance is tightly linked to the broader UK market, and the fund is classified as non-diversified under SEC rules.
Key data points to watch: the fund’s expense ratio is 0.50%, and as of the latest reporting date it holds roughly 250 stocks, with the top three sectors-Financials, Consumer Staples, and Industrials-accounting for about 45% of assets. Recent macro-economic drivers include the Bank of England’s policy stance (currently a 5.25% policy rate) and the UK’s GDP growth forecast of 0.3% YoY for 2025, both of which can materially affect earnings for the underlying large-cap constituents.
For a deeper, data-driven look at how EWU’s sector exposures compare to alternative UK-focused ETFs, you might explore the analytics on ValueRay to see whether the fund’s risk-return profile aligns with your investment thesis.
What is the price of EWU shares?
Over the past week, the price has changed by +2.20%, over one month by +5.67%, over three months by +9.48% and over the past year by +34.46%.
Is EWU a buy, sell or hold?
What are the forecasts/targets for the EWU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 54.5 | 23.6% |
EWU Fundamental Data Overview December 20, 2025
Beta = 0.84
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 2.77b USD (2.77b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 2.77b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 2.77b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.92% (E(2.77b)/V(2.77b) * Re(7.92%) + (debt-free company))
Discount Rate = 7.92% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for EWU ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle