iShares MSCI Canada ETF EWC
- Expense Ratio (TER) 0.50% · Fair — moderate costs
- AUM (Fund Size) 5.96B · Large — good liquidity & low tracking error
- Distribution Yield 1.30% · Regular distributions
- Diversification 10 holdings · Top-10 = 44.5% — moderate concentration
- Long-Term Track Record 3Y avg +21.1%/yr · 5Y avg +12.1%/yr
- Annual Volatility 14.3% · Moderate
- Worst 1-Year Drawdown -8.5% · Resilient — contained loss periods
- Risk-Adjusted Return Sharpe 1.91 · Excellent
Auto-generated from fund data and price history. Not investment advice — verify with the fund issuer's factsheet before investing.
About This Fund
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is designed to measure broad-based equity performance in Canada. The underlying index includes large- and mid-capitalization companies and may change over time.
Investment Strategy & Highlights
- Theme: Tracks Canada.
- Category: Focused Region · managed by iShares.
- Diversification: 10 top holdings reported; the top 10 positions account for 44.5% of the portfolio.
- Largest position: Royal Bank of Canada (RY) at 9.69%.
- Top sector: Financial Services at 41.7% of holdings.
- Geographic exposure: Canada (23.4%), United States (21.1%) .
- Cost: Expense ratio of 0.50% — moderate for this category.
- Income: Distributes a yield of approximately 1.30%.
- Track record: 3Y avg +21.12% · 5Y avg +12.15% per year.
- Trading: Listed on PCX, denominated in USD.
Geographic Allocation
| Country / Region | Weight % |
|---|---|
| Canada | 23.42% |
| United States | 21.12% |
Inferred from the listing exchange of each top holding; the underlying fund may invest beyond the holdings shown here.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Bullish (price > SMA50 > SMA200)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Low expense ratio (0.50%).
- Attractive risk-adjusted return (Sharpe~1.91).
CONS
- Overbought short-term (RSI 81).
* The pros and cons are auto-generated from fund metrics.
Price Chart
🔄 Similar Funds to Compare
This fund is in the Focused Region category. Compare with other funds in the same category on the Funds & ETFs page to find the best fit for your strategy.
- Compare expense ratios — lower TER saves money
- Check 1Y/3Y/5Y returns — consistency matters
- Review AUM — larger funds have better liquidity
- Look at holdings overlap — avoid duplication
Top Holdings (10)
| # | Symbol / CUSIP | Name | Weight % |
|---|---|---|---|
| 1 | RY | Royal Bank of Canada | +9.69% |
| 2 | TD | The Toronto-Dominion Bank | +6.74% |
| 3 | SHOP | Shopify Inc Registered Shs -A- Subord Vtg | +4.69% |
| 4 | BMO.TO | Bank of Montreal | +4.07% |
| 5 | ENB.TO | Enbridge Inc | +3.96% |
| 6 | BNS.TO | Bank of Nova Scotia | +3.59% |
| 7 | CM.TO | Canadian Imperial Bank of Commerce | +3.54% |
| 8 | BN.TO | Brookfield Corp Registered Shs -A- Limited Vtg | +2.85% |
| 9 | CNQ.TO | Canadian Natural Resources Ltd | +2.76% |
| 10 | AEM.TO | Agnico Eagle Mines Ltd | +2.64% |
Top holdings as reported by the fund issuer; full list of constituents may not be available.
Sector Allocation
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