iShares MSCI Japan ETF EWJ
- Expense Ratio (TER) 0.49% · Good — low-cost index fund
- AUM (Fund Size) 22.31B · Large — good liquidity & low tracking error
- Distribution Yield 3.81% · Strong income distribution
- Diversification 10 holdings · Top-10 = 30.1% — well-diversified
- Long-Term Track Record 3Y avg +18.0%/yr · 5Y avg +9.0%/yr
- Annual Volatility 20.8% · High
- Worst 1-Year Drawdown -13.6% · Moderate drawdown
- Risk-Adjusted Return Sharpe 1.57 · 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 the performance of the large- and mid-capitalization segments of the Japanese equity market.
Investment Strategy & Highlights
- Theme: Tracks Japan.
- Category: Japan Stock · managed by iShares.
- Diversification: 10 top holdings reported; the top 10 positions account for 30.1% of the portfolio.
- Largest position: Tokyo Electron Ltd (8035.T) at 4.17%.
- Top sector: Technology at 24.9% of holdings.
- Geographic exposure: Japan (30.1%) .
- Cost: Expense ratio of 0.49% — low for this category.
- Income: Distributes a yield of approximately 3.81%.
- Track record: 3Y avg +17.97% · 5Y avg +9.01% 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: 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 (0.49%).
- Large AUM (~$22.3B) — deep liquidity and tight spreads.
- Attractive risk-adjusted return (Sharpe~1.57).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from fund metrics.
Price Chart
🔄 Similar Funds to Compare
This fund is in the Japan Stock 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 | 8035.T | Tokyo Electron Ltd | +4.17% |
| 2 | 8306.T | Mitsubishi UFJ Financial Group Inc | +4.14% |
| 3 | 285A.T | Kioxia Holdings Corp Ordinary Shares | +3.40% |
| 4 | 7203.T | Toyota Motor Corp | +3.12% |
| 5 | 6857.T | Advantest Corp | +2.86% |
| 6 | 8316.T | Sumitomo Mitsui Financial Group Inc | +2.79% |
| 7 | 9984.T | SoftBank Group Corp | +2.67% |
| 8 | 6501.T | Hitachi Ltd | +2.39% |
| 9 | 6758.T | Sony Group Corp | +2.31% |
| 10 | 6981.T | Murata Manufacturing Co Ltd | +2.23% |
Top holdings as reported by the fund issuer; full list of constituents may not be available.
Sector Allocation
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