EWUSiShares MSCI United Kingdom Small-Cap ETF

Grow my money14y track recordRanked #1,786 of 3,055 in this goal

Tracks the investment results of the MSCI United Kingdom Small Cap Index.

By iShares · Launched 2012

Annual Cost

0.59%

#3,222 of 6,040 · average

Fund Size

$44M

#3,883 of 6,040 · mid-size

Return (1Y)

+11.9%

Track Record

14 years

#956 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,337+23.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Small

Strategy

Index tracking

Index tracked

MSCI United Kingdom Small Cap Index

Holdings

By weight

Concentration

Top 10 holdings = 19.1% of funddiversified

WEIR GROUP PLC(THE)

2.7%

DIPLOMA PLC

2.2%

BEAZLEY PLC

2.2%

IMI PLC

2.1%

ST. JAMES'S PLACE PLC

2.1%

Games Workshop Group PLC

1.7%

HOWDEN JOINERY GROUP PLC

1.5%

HISCOX LTD

1.5%

ICG PLC

1.4%

PERSIMMON PUBLIC LIMITED COMPANY

1.4%

Asset allocation

Stocks

96.9%

Other

1.6%

Cash

1.5%

By sector

Financial Services

22.3%

Industrials

19.2%

Consumer Cyclical

18.5%

Real Estate

8.7%

Communication

7.2%

Basic Materials

6.5%

Consumer Defensive

4.2%

Technology

4.1%

Other

9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.1%Moderate

Year-on-year price swings

Max drawdown

-49.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.62Decent risk-adjusted returns

Sortino (3Y)

0.88Moderate downside risk

Listing

Exchange: Cboe BZX

Full fund details

Objective: Tracks the investment results of the MSCI United Kingdom Small Cap Index.
Strategy: Invests primarily in small-capitalization U.K. equities using a representative sampling indexing strategy. Seeks to track the MSCI United Kingdom Small Cap Index, which includes sectors like consumer goods and services, financials, and industrials.
Inception date: January 25, 2012
Fund family: iShares