- The iShares MSCI South Korea ETF (EWY) has been available for 19 years. Inception date: May 9, 2000
- Since inception, this single-country ETF has outperformed an S&P 500 index fund by 0.96 CAGR
- EWY is considered an Emerging Market fund and carries a standard deviation measure of volatility similar to other emerging markets. EWY = 28.76%. S&P 500 fund = 14.47%
- EWY has relatively low correlation to U.S. Markets at 0.73
EWY vs S&P 500 Index Fund: June 2000 – September 2019
Source: https://www.portfoliovisualizer.com/
EWY vs SPY: May 12, 2000 – October 25, 2019
Source: https://www.koyfin.com/home
The iShares MSCI South Korea ETF (EWY) stated objectives and characteristics:
- The iShares MSCI South Korea ETF seeks to track the investment results of an index composed of South Korean equities. Exposure to large and mid-sized companies in South Korea. Targeted access to South Korean stocks. Use to express a single country view.
- Net assets: $4.3B
- Inception date: May 9, 2000
- Benchmark index: MSCI Korea 25/50 Index
- Number of holdings: 113
- 20-day average volume: $3.4M
- P/E ratio: 9.27
- P/B ratio: 0.95
- 12-month trailing yield: 1.39%
- Expense ratio: 0.59%
EWY Sector Weights:
EWY Top 10 Holdings:
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator articles on the iShares MSCI South Korea ETF (EWY):
The Excellent Long-Term Performance of The South Korea ETF (EWY) 1.2
A Single Country ETF Worth Buying On The Dips (EWY) 1.1
Disclosure: We currently own shares of EWY and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.