(EWD) MSCI Sweden - Overview
Etf: Large-Cap, Mid-Cap, Equity, Sweden
Dividends
| Dividend Yield | 3.50% |
| Yield on Cost 5y | 4.51% |
| Yield CAGR 5y | -10.68% |
| Payout Consistency | 82.8% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 20.4% |
| Relative Tail Risk | 1.64% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.15 |
| Alpha | 17.84 |
| Character TTM | |
|---|---|
| Beta | 0.762 |
| Beta Downside | 0.701 |
| Drawdowns 3y | |
|---|---|
| Max DD | 17.84% |
| CAGR/Max DD | 1.00 |
Description: EWD MSCI Sweden December 29, 2025
The iShares MSCI Sweden ETF (EWD) aims to track the MSCI Sweden IMI Index by investing at least 80% of its assets in the index’s large- and mid-cap Swedish equities, or in securities that closely mirror their economic characteristics. Because the fund is classified as non-diversified, its holdings are concentrated in a relatively small number of stocks, which can amplify both upside and downside relative to the broader market.
Key data points (as of the most recent public filings) include an expense ratio of 0.20%, total assets under management of roughly $1.2 billion, and top sector exposures to Industrials (≈30%), Financials (≈25%) and Consumer Staples (≈15%). Sweden’s economy is currently driven by strong export demand for machinery and automotive components, a robust fiscal position with a government debt-to-GDP ratio under 35%, and a monetary policy environment where the Riksbank’s policy rate has been held near zero, supporting corporate earnings growth.
For a deeper, data-rich analysis of EWD’s risk-adjusted performance and valuation metrics, you might find ValueRay’s interactive dashboard useful.
What is the price of EWD shares?
Over the past week, the price has changed by +1.26%, over one month by +5.63%, over three months by +14.06% and over the past year by +29.77%.
Is EWD a buy, sell or hold?
What are the forecasts/targets for the EWD price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 60.4 | 14.1% |
EWD Fundamental Data Overview February 02, 2026
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 = 326.3m USD (326.3m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 326.3m)
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 326.3m / 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 = 8.72% (E(326.3m)/V(326.3m) * Re(8.72%) + (debt-free company))
Discount Rate = 8.72% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)