evenfolio
iSharesFocused RegionEWD · NYSE Arca

iShares MSCI Sweden ETF (EWD)

Price
$51.90
11 Sept 2026
Assets
$755.7M
Total net assets
Expense ratio
0.51%
Category 0.00%
Yield
3.37%
Trailing distributions
3Y CAGR
19.9%+1.3%
Category 18.6%
5Y CAGR
5.1%-4.1%
Category 9.2%
Loading NAV history…
iShares MSCI Sweden ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.0%+2.9%+7.7%+7.9%+13.7%+19.9%+5.1%+9.5%+8.5%
Focused Region average1.2%2.9%11.8%14.4%23.6%18.6%9.2%8.0%7.4%
Difference-2.2%0.0%-4.1%-6.4%-9.9%+1.3%-4.1%+1.5%+1.2%

Holdings

The 10 largest positions make up 58.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SPOTSpotify Technology SA10.19%
INVE BInvestor AB Class B9.52%
VOLV-B.STVolvo AB Class B7.15%
ATCO-A.STAtlas Copco AB Class A6.90%
SAND.STSandvik AB5.28%
ASSA-B.STAssa Abloy AB Class B4.44%
SEB-A.STSkandinaviska Enskilda Banken AB Class A4.30%
SWED-A.STSwedbank AB Class A4.09%
ATCO BAtlas Copco AB Class B3.53%
ERIC-B.STTelefonaktiebolaget L M Ericsson Class B3.39%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
15.0
P/B
2.9
P/S
2.9
P/CF
16.7

Sector allocation

Share of the equity the fund holds.

46.0%Industrials8 sectors
  1. Industrials46.0%
  2. Financial services24.9%
  3. Communication services14.0%
  4. Technology6.2%
  5. Materials3.0%
  6. Consumer discretionary2.6%
  7. Consumer staples2.2%
  8. Health care1.1%

Asset mix

  • Stocks98.9%
  • Cash1.1%

ETF details

Issuer
iShares
Category
Equity · Focused Region
Ticker
EWD
Exchange
NYSE Arca
Inception
12 Mar 1996 (30.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.51% (category 0.00%)
Holdings turnover
20%
Distribution yield
3.37%
Beta, 3 years
1.19
Total net assets
$755.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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