evenfolio
iSharesFocused RegionEWZ · NYSE Arca

iShares MSCI Brazil ETF (EWZ)

Price
$38.19
11 Sept 2026
Assets
$8.2B
Total net assets
Expense ratio
0.59%
Category 0.00%
Yield
4.07%
Trailing distributions
3Y CAGR
13.2%-5.4%
Category 18.6%
5Y CAGR
10.3%+1.0%
Category 9.2%
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iShares MSCI Brazil 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+12.8%+9.8%+8.6%+21.4%+32.8%+13.2%+10.3%+6.8%+6.6%
Focused Region average1.2%2.9%11.8%14.4%23.6%18.6%9.2%8.0%7.4%
Difference+11.6%+7.0%-3.1%+7.0%+9.2%-5.4%+1.0%-1.2%-0.7%

Holdings

The 10 largest positions make up 57.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
VALE3.SAVale SA10.12%
NUNu Holdings Ltd Ordinary Shares Class A9.45%
ITUB4Itau Unibanco Holding SA Participating Preferred7.65%
PETR4Petroleo Brasileiro SA Petrobras Participating Preferred7.01%
PETR3.SAPetroleo Brasileiro SA Petrobras6.62%
BBDC4Bank Bradesco SA Participating Preferred3.61%
B3SA3.SAB3 SA - Brasil Bolsa Balcao3.35%
WEGE3.SAWeg SA3.31%
AXIA3.SAAxia Energia3.20%
ABEV3.SAAmbev SA2.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.5
P/B
1.8
P/S
1.3
P/CF
5.3

Sector allocation

Share of the equity the fund holds.

34.1%Financial services9 sectors
  1. Financial services34.1%
  2. Energy17.4%
  3. Materials14.5%
  4. Utilities12.4%
  5. Industrials11.5%
  6. Consumer staples4.4%
  7. Health care2.3%
  8. Communication services1.8%
  9. Consumer discretionary1.6%

Asset mix

  • Stocks96.5%
  • Cash2.7%
  • Preferred shares0.8%

ETF details

Issuer
iShares
Category
Equity · Focused Region
Ticker
EWZ
Exchange
NYSE Arca
Inception
10 Jul 2000 (26.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.59% (category 0.00%)
Holdings turnover
19%
Distribution yield
4.07%
Beta, 3 years
0.84
Total net assets
$8.2B

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

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