iShares MSCI Germany ETF EWG

About this Fund

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in depositary receipts representing securities of the underlying index. The underlying index is designed to measure the performance of the large- and mid-capitalization segments of the German equity market. The fund is non-diversified.

Investment Strategy & Highlights

• Theme: Tracks Germany.
• Category: Focused Region · managed by iShares.
• Diversification: 10 top holdings reported; the top 10 positions account for 61.9% of the portfolio.
• Largest position: Siemens AG (SIE.DE) at 11.47%.
• Top sector: Industrials at 30.3% of holdings.
• Geographic exposure: Germany (61.9%) .
• Cost: Expense ratio of 0.49% — low for this category.
• Income: Distributes a yield of approximately 1.61%.
• Track record: 3Y avg +18.43% · 5Y avg +6.56% per year.
• Trading: Listed on PCX, denominated in USD.

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: Mildly bearish (50/200 in downtrend)

Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.

Top Holdings (10)

Top holdings as reported by the fund issuer; full list of constituents may not be available.

Sector Allocation