EWL vs. MEDX ETF Comparison

Comparison of iShares MSCI Switzerland Capped Index Fund (EWL) to Horizon Kinetics Medical ETF (MEDX)
EWL

iShares MSCI Switzerland Capped Index Fund

EWL Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Switzerland 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The MSCI Switzerland 25/50 Index consists of stocks traded primarily on the Zurich Stock Exchange. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Switzerland 25/50 Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$49.77

Average Daily Volume

366,666

Number of Holdings *

2

* may have additional holdings in another (foreign) market
MEDX

Horizon Kinetics Medical ETF

MEDX Description The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.27

Average Daily Volume

512

Number of Holdings *

32

* may have additional holdings in another (foreign) market
Performance
Period EWL MEDX
30 Days -3.76% -4.20%
60 Days -6.02% -8.31%
90 Days -0.68% -4.39%
12 Months 17.81% 4.75%
2 Overlapping Holdings
Symbol Grade Weight in EWL Weight in MEDX Overlap
ABBV A 4.44% 8.78% 4.44%
NVS D 13.26% 5.98% 5.98%
EWL Overweight 0 Positions Relative to MEDX
Symbol Grade Weight
EWL Underweight 30 Positions Relative to MEDX
Symbol Grade Weight
LLY F -16.14%
AMGN C -6.01%
BMY A -5.3%
AZN F -5.15%
JNJ D -4.65%
ALNY C -4.6%
PFE D -4.19%
MRK F -3.99%
REGN F -3.77%
ALKS F -3.44%
BIIB F -3.21%
CRSP C -2.87%
IONS F -2.78%
GSK F -2.36%
BCYC D -1.96%
BEAM F -1.22%
NTLA F -1.17%
REPL B -0.99%
HLN D -0.78%
GALT F -0.77%
VNDA D -0.67%
EDIT F -0.54%
LTRN F -0.53%
GEHC D -0.48%
TSVT D -0.45%
ALLO D -0.29%
VTRS B -0.24%
PACB C -0.14%
BLUE F -0.1%
MURA D -0.05%
Compare ETFs