(EWU) MSCI United Kingdom - Overview
Etf: Large-Cap Stocks, Mid-Cap Stocks, Uk Equities
Dividends
| Dividend Yield | 3.99% |
| Yield on Cost 5y | 6.67% |
| Yield CAGR 5y | 3.27% |
| Payout Consistency | 86.1% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 15.0% |
| Relative Tail Risk | 3.31% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.77 |
| Alpha | 25.16 |
| Character TTM | |
|---|---|
| Beta | 0.529 |
| Beta Downside | 0.544 |
| Drawdowns 3y | |
|---|---|
| Max DD | 12.63% |
| CAGR/Max DD | 1.42 |
Description: EWU MSCI United Kingdom January 12, 2026
EWU is an iShares ETF that tracks the MSCI United Kingdom Index, targeting the large- and mid-cap segments of the UK equity market. The fund must allocate at least 80% of its assets to the index’s component securities-or to securities that are economically indistinguishable from them-and is classified as “non-diversified” under SEC regulations.
Recent data (Q4 2025) show the fund holds roughly $5 billion in net assets with an expense ratio of 0.30%. The index is heavily weighted toward financials (≈30% of assets) and consumer staples, sectors that are especially sensitive to the Bank of England’s policy rate (currently 5.25%) and the UK’s modest GDP growth of about 0.2% YoY.
For a deeper quantitative view, you might explore ValueRay’s analytical platform to compare EWU’s risk-adjusted returns against peer UK-focused ETFs.
What is the price of EWU shares?
Over the past week, the price has changed by +1.60%, over one month by +4.11%, over three months by +12.17% and over the past year by +35.29%.
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 | 57.9 | 23.4% |
EWU Fundamental Data Overview February 07, 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 = 2.95b USD (2.95b + (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 2.95b)
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 2.95b / 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 = 7.86% (E(2.95b)/V(2.95b) * Re(7.86%) + (debt-free company))
Discount Rate = 7.86% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)