EWUS - MSCI United Kingdom Small Cap Index Fund

Description: The Underlying Index is designed to measure the performance of equity securities of small-capitalization companies whose market capitalization, as calculated by the index provider, represents the bottom 14% of the British securities market. Component companies include consumer discretionary, financial and industrial companies. The component companies may change over time.

Last Updated:

EWUS - Profile


Summary Data for EWUS

52 Week Lo: $31.44 52 Week Hi: $45.03
AUM: $38.0 M Shares: 0.9 M
Avg. Volume (1 month) 10,259 Avg. Volume (3 month) 12,924
Filings Data as of:

EWUS - Holdings

Top Ten Holdings

  1. Ashtead Group PLC ASHTF: 1.80%
  2. St. James's Place PLC STJPF: 1.59%
  3. Barratt Developments PLC BTDPF: 1.53%
  4. Mondi PLC MONDF: 1.45%
  5. Taylor Wimpey PLC TWODF: 1.44%
  6. Berkeley Group Holdings (The) PLC BKGFF: 1.23%
  7. Informa PLC IFPJF: 1.20%
  8. Drax Group PLC DRXGF: 1.16%
  9. Smith (DS) PLC DITHF: 1.15%
  10. Inchcape PLC IHCPF: 1.07%
%Assets in Top 10: 13.61%
Total Holdings: 245.0

EWUS Asset Allocation


Asset Percentage
U.S. Stocks 0.0%
International Stocks 99.32%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.1%
Other 0.59%

EWUS Sector Breakdown


Sector Percentage
Consumer Cyclical 24.44%
Industrials 24.1%
Financial Services 14.39%
Technology 7.61%
Real Estate 7.02%
Basic Materials 6.26%
Energy 4.04%
Consumer Defensive 3.56%
Health Care 3.13%
Communication Services 2.59%
Utilities 2.18%

EWUS Market Cap Breakdown


Market Cap Percentage
Giant 0.0%
Large 0.0%
Medium 74.06%
Small 24.44%
Micro 0.8%

EWUS Region Breakdown


Region Percentage
Europe 98.93%
Canada 0.24%
Asia (Developed) 0.14%
Middle East 0.0%
Japan 0.0%
Africa 0.0%
Australia 0.0%
Latin America 0.0%
Asia (Emerging) 0.0%
U.S. 0.0%
Region Percentage
Developed 99.23%
Emerging 0.09%

EWUS Country Breakdown


Country Percentage
United Kingdom 95.81%
Ireland 3.03%
Canada 0.24%
Singapore 0.14%
Ukraine 0.09%
Other 0.69%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

EWUS - Fact Sheet

A fact sheet is not available for this ETF. Please visit the EWUS ETF home page for more information.

EWUS - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of EWUS relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

EWUS - Fundamentals

EWUS Performance

1 Week Return: 3.83%
2 Week Return: 0.80%
4 Week Return: 0.90%
13 Week Return: 0.73%
26 Week Return: 7.24%
YTD Return: 1.59%
1 Year Return: 35.65%
3 Year Return: n/a
5 Year Return: n/a

EWUS Expenses & Fees

  • Expense Ratio: 0.59%
  • Category: Europe Equities
  • Category Range: 0.12% to 0.80%
  • Category Average: 0.53%

EWUS Valuation

P/E Ratio: n/a
Beta: -1.40
20 Day Moving Average: $42.65
60 Day Moving Average: $42.77

EWUS Dividend

Annual Dividend Rate: $0.28
Dividend Date: 2013-12-18
Dividend: $0.28
Annual Dividend Yield %: 0.67%

EWUS Volatility

5 Day Volatility: 41.78%
20 Day Volatility: 16.41%
50 Day Volatility: 16.41%
200 Day Volatility: 16.43%
Standard Deviation: 3.73%

EWUS - Technicals

EWUS Technicals

20 Day MA: $42.65
60 Day MA: $42.77
MACD 15 Period: 0.23
MACD 100 Period: 0.77
Williams % Range 10 Day: 23.51
Williams % Range 20 Day: 34.14
RSI 10 Day: 54
RSI 20 Day: 51
RSI 30 Day: 51
Ultimate Oscillator: 57

EWUS Bollinger Bands

Lower Bollinger (10 Day): $40.84
Upper Bollinger (10 Day): $43.53
Lower Bollinger (20 Day): $41.23
Upper Bollinger (20 Day): $44.07
Lower Bollinger (30 Day): $41.44
Upper Bollinger (30 Day): $44.15

EWUS Support & Resistance

Support Level 1: $42.64
Support Level 2: $42.45
Resistance Level 1: $42.99
Resistance Level 2: $43.15

EWUS Stochastic

Stochastic Oscillator %D (1 Day): 76.48
Stochastic Oscillator %D (5 Day): 76.38
Stochastic Oscillator %K (1 Day): 73.07
Stochastic Oscillator %K (5 Day): 57.10

EWUS Volatility

5 Day Volatility: 41.78%
20 Day Volatility: 16.41%
50 Day Volatility: 16.41%
200 Day Volatility: 16.43%
Standard Deviation: 3.73%

EWUS - ETFdb Realtime Rating & Analyst Report

EWUS is a passive ETF that seeks to replicate MSCI United Kingdom Small Cap Index. The Underlying Index is designed to measure the performance of equity securities of small-capitalization companies whose market capitalization, as calculated by the index provider, represents the bottom 14% of the British securities market. Component companies include consumer discretionary, financial and industrial companies. The component companies may change over time.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Europe Equities 0.59 2012-01-26 iShares ETF +1.59%

EWUS Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity C
Expenses B-
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for EWUS on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Europe Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.

EWUS Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for EWUS, as well as the A+ Overall Rated ETF in EWUS's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for EWUS

EWUS offers exposure to a portfolio of nearly 270 British small cap stocks, meaning that this fund may serve as a better "pure play" on the United Kingdom economy than its more popular large cap counterpart EWU. EWUS can exhibit significant volatility in the short term, but its long term potentia...

Pro Membership Required to Continue Reading ETFdb Pro Members Only

To view the entire ETFdb Realtime Rating, you must be an ETFdb Pro member. To see all that is included in the ETFdb Realtime Rating, see the free previews of ten of the most popular ETFs: SPY, GLD, VWO, EFA, EEM, IVV, QQQ, TIP, VTI, LQD . Please login or begin your 14-day free trial to continue reading. There are several benefits to becoming an ETFdb Pro member today:

  • Register on ETFdb Get valuable insight from our analysts in the ETFdb Category reports, with in-depth breakdown every ETF niche, large or small.
  • Get portfolio guidance on nearly every possible investor scenario and include detailed information on risk profiles, asset correlation, portfolio management, and more.
  • Get access to our premium monthly newsletter ETF Edge.
  • Gain access to premium research reports covering popular sectors of the ETF industry.
  • Read in-depth monthly Q&A's with our Senior Analyst Michael Johnston.
  • Use the ETFdb Pro Screener to screen ETFs according to your own customized parameters, then download the results in Microsoft Excel format.
  • Get 100% access to the ETF Head-To-Head Comparison Tool, a resource that shows how more than 1,100 ETFs stack up against the competition in terms of performance, holdings, and technical strength.

Begin Your Free 14-Day Trial Now - or - Read more about ETFdb Pro

Latest EWUS News Stories

Search ETF Database

Enter a ticker symbol or keyword: