(EWSP) iShares SP500 Equal Weight - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: USD • Type: Etf • ISIN: IE000MLMNYS0 • US Large-Cap Blend Equity
EWSP: Stocks, Bonds, Equities, US, Large, Mid
The iShares S&P 500 Equal Weight UCITS ETF USD (Acc) USD (SW:EWSP) is an exchange-traded fund designed to provide exposure to US large and mid-cap companies through an equal-weighted approach. Unlike traditional market-cap weighted ETFs, this fund allocates equal weight to each constituent, aiming to reduce concentration risk and offer more balanced exposure across the portfolio.
This ETF is domiciled in Ireland, which may have specific tax implications for investors in different regions. It is listed on the SIX Swiss Exchange under the ticker symbol EWSP and is denominated in USD, making it accessible to international investors seeking US market exposure.
The fund tracks the Morningstar US Large-Mid NR USD Index, which includes a diverse range of US large and mid-cap companies. By holding each constituent company equally, the ETF provides a different risk-return profile compared to market-cap weighted indices, potentially offering more balanced returns and reducing overexposure to the largest companies.
With assets under management (AUM) of approximately $3.95 billion, this ETF is well-established and liquid, indicating a stable and sizable investment vehicle. While specific metrics like P/E or P/B are not directly applicable due to the funds equal-weight strategy, investors should focus on its ability to provide consistent, broad market exposure without the bias of market capitalization.
For investors and fund managers, this ETF offers a strategic tool for diversification, particularly for those seeking to mitigate the dominance of mega-cap stocks in their portfolios. Its equal-weight approach can serve as a
Additional Sources for EWSP ETF
EWSP ETF Overview
Market Cap in USD | 4,368m |
Category | US Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2022-08-02 |
EWSP ETF Ratings
Growth 5y | 49.8% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | -3.77 |
Analysts | - |
Fair Price Momentum | 5.78 USD |
Fair Price DCF | - |
EWSP Dividends
No Dividends PaidEWSP Growth Ratios
Growth Correlation 3m | -33.2% |
Growth Correlation 12m | 78.2% |
Growth Correlation 5y | 92.3% |
CAGR 5y | 10.14% |
CAGR/Max DD 5y | 0.77 |
Sharpe Ratio 12m | 0.00 |
Alpha | -2.62 |
Beta | 0.698 |
Volatility | 13.88% |
Current Volume | 101.1k |
Average Volume 20d | 123.5k |
As of March 30, 2025, the stock is trading at USD 6.14 with a total of 101,138 shares traded.
Over the past week, the price has changed by -2.12%, over one month by -3.92%, over three months by -0.68% and over the past year by +4.37%.
Partly, yes. Based on ValueRay Analyses, iShares SP500 Equal Weight (SW:EWSP) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 49.75 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EWSP as of March 2025 is 5.78. This means that EWSP is currently overvalued and has a potential downside of -5.86%.
iShares SP500 Equal Weight has no consensus analysts rating.
According to ValueRays Forecast Model, EWSP iShares SP500 Equal Weight will be worth about 6.4 in March 2026. The stock is currently trading at 6.14. This means that the stock has a potential upside of +3.58%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 6.4 | 3.6% |