ducovest

EWT:ARCA-iShares MSCI Taiwan Index Fund (USD)

ETF | China Region | NYSE Arca

Last Closing

USD 48.68

Change

+0.09 (+0.19)%

Market Cap

USD 2.78B

Volume

2.70M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI Taiwan Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index may include large-, mid- or small-capitalization companies. Components of the underlying index primarily include financials, information technology and materials companies. The fund is non-diversified.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 20/06/2000

Primary Benchmark: MSCI Taiwan 25/50 NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.64%

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for China Region

Symbol Name Mer Price(Change) Market Cap
KWEB KraneShares CSI China Internet.. 0.75 %

N/A

 USD 5.72B
FXI iShares China Large-Cap ETF 0.74 %

N/A

 USD 4.39B
ASHR Xtrackers Harvest CSI 300 Chin.. 0.65 %

N/A

 USD 1.69B
CQQQ Invesco China Technology ETF 0.70 %

N/A

 USD 0.60B
EWH iShares MSCI Hong Kong ETF 0.48 %

N/A

 USD 0.49B
GXC SPDR® S&P China ETF 0.59 %

N/A

 USD 0.48B
CHIQ Global X MSCI China Consumer D.. 0.65 %

N/A

 USD 0.23B
FLTW Franklin FTSE Taiwan ETF 0.19 %

N/A

 USD 0.20B
KBA KraneShares Bosera MSCI China .. 0.60 %

N/A

 USD 0.19B
FLCH Franklin FTSE China ETF 0.19 %

N/A

 USD 0.11B

ETFs Containing EWT

DWCR 9.70 % 0.79 %

N/A

 N/A
DMCY Democracy International F.. 3.21 % 0.00 %

N/A

 USD 7.39M
CWO:CA 0.00 % 0.71 %

N/A

 N/A
HGM:CA 0.00 % 1.40 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (China Region) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.76% 95% A 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.76% 95% A 57% F
Trailing 12 Months  
Capital Gain 7.41% 95% A 48% F
Dividend Return 8.25% 100% F 86% B+
Total Return 15.66% 95% A 56% F
Trailing 5 Years  
Capital Gain 40.78% 95% A 67% D+
Dividend Return 20.47% 95% A 73% C
Total Return 61.25% 95% A 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.14% 86% B+ 73% C
Dividend Return 12.38% 90% A- 74% C
Total Return 2.23% 81% B- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 30.52% 33% F 36% F
Risk Adjusted Return 40.55% 95% A 67% D+
Market Capitalization 2.78B 90% A- 72% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.