EMUM.L
iShares MSCI EMU Mid Cap UCITS ETF
Europe
EQUITY
Passive
MANAGEMENT STYLE
€ 408.8 M
ASSETS UNDER MGMT
49 bp
EXPENSES
Fund Basics
| Inception date | Sep 13, 2013 |
| Regulation | UCITS |
| ISIN | IE00BCLWRD08 |
| Distributions | |
| Currency | EUR |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| PRYSMIAN SPA | 2.7 % |
| LEONARDO SPA | 2.4 % |
| AERCAP HOLDINGS NV | 2.2 % |
| MTU AERO ENGINES HOLDING AG | 2.1 % |
| FRESENIUS SE | 2.0 % |
| PUBLICIS GROUPE | 2.0 % |
| AIB GROUP PLC | 2.0 % |
| REPSOL YPF SA | 1.8 % |
| ABN AMRO GROUP N.V. SHS DEPOSITARY RECEI | 1.8 % |
| NN GROUP NV | 1.8 % |
Constituent Breakdown
| Number of holdings | 129 |
| Herfindahl-Hirschman Index | 114 |
| Wgt avg mkt cap (mns) | $16,973 |
| Large cap (>$10bn) | 81.8% |
| Mid cap ($2-10bn) | 15.4% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 96.2% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
ITALY | 17.7 % |
 |
GERMANY | 16.0 % |
 |
FRANCE | 14.4 % |
 |
NETHERLANDS | 14.3 % |
 |
FINLAND | 8.2 % |
 |
SPAIN | 8.1 % |
 |
IRELAND | 8.0 % |
 |
BELGIUM | 4.2 % |
 |
PORTUGAL | 3.3 % |
 |
LUXEMBOURG | 1.5 % |
Historical Performance
Standardized Performance (as of 04/05/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | -- |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | -- | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | -- |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $39.67 |
| Relative strength (RSI) | 55 |
| MACD/Signal | 0.30/0.35 |
| Bollinger Bands (Upper/Lower) | $40.82/$39.15 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. EMUM.L |
Expenses vs. EMUM.L |
ALTAR Score™ vs. EMUM.L |
|---|---|---|---|---|
| DJMC.L | iShares EURO STOXX Mid UCITS ETF | 57.3% | -9 bp | -0.4% |
| IEFS.L | iShares MSCI Europe Mid-Cap Equal Weight UCITS ETF | 49.6% | -24 bp | -0.7% |
| EMID.L | iShares MSCI Europe Mid Cap UCITS ETF | 49.0% | -34 bp | -0.7% |
| EUMD.L | iShares MSCI Europe Mid Cap UCITS ETF | 49.0% | -34 bp | -0.7% |
| SRHE.L | Amundi MSCI EMU SRI Climate Paris Aligned UCITS ETF DR (C) | 27.6% | -31 bp | -1.5% |
| XD3E.DE | Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D | 27.4% | -19 bp | +2.6% |
| XCEU.DE | Xtrackers MSCI EMU Climate Transition UCITS ETF 1C | 23.1% | -37 bp | -0.2% |
| EMUD.L | iShares MSCI EMU CTB Enhanced ESG UCITS ETF | 22.2% | -37 bp | -0.5% |
| EDM4.DE | iShares MSCI EMU CTB Enhanced ESG UCITS ETF | 22.2% | -37 bp | -0.5% |
| SMUA.AS | iShares MSCI EMU SRI UCITS ETF | 21.7% | -29 bp | -1.3% |
Risk and Returns: EMUM.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (EUR)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
7.6%
ALTAR SCORE™
62nd
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 239 funds in the Europe Equity category with an average
ALTAR Score™ of 7.2% and a standard deviation
of 1.3%. EMUM.L's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places EMUM.L in the 62nd percentile
among funds in the category.
Sell-Side Consensus
€83.26
PRICE TARGET
+14.4%
UPSIDE