iShares MSCI South Korea ETF vs Nebius Group NV — how do they compare? iShares MSCI South Korea ETF trades at $176.87 (market cap $26.25B), while Nebius Group NV trades at $221.33 (market cap $59.73B). The key difference: Nebius Group NV is far larger — about 2.3× iShares MSCI South Korea ETF's market cap, and Nebius Group NV is more actively traded (21,563,700 versus 19,056,075). Which is the better fit depends on your goals — on Pluang, investors hold iShares MSCI South Korea ETF for 47 Days and Nebius Group NV for 24 Days on average.
| EWY | NBIS | |
|---|---|---|
Market Cap | $26.25B | $59.73B |
Volume | 19,056,075 | 21,563,700 |
Sector | Broad Market / Factor | Technology |
52-Week High | $219.20 | $286.69 |
52-Week Low | $80.72 | $73.87 |
Typical Hold Time | 47 Days | 24 Days |
Enterprise Value | — | $61.86B |
Signals from Pluang's Aura AI — not financial advice
EWY (iShares MSCI South Korea ETF) is trading at $177.18, down 3.56% amid broad Asian market weakness driven by rising oil prices and global bond yields. The ETF shows a bearish technical signal with moving averages indicating selling pressure, though RSI levels suggest potential oversold conditions. Recent news highlights South Korea's KOSPI volatility, with semiconductor stocks facing pressure despite strong AI demand fundamentals and corporate earnings resilience.
The outlook remains cautious due to concentrated exposure to Samsung and SK hynix, making EWY highly sensitive to memory cycle trends. While AI infrastructure spending provides long-term growth potential, near-term risks include rising borrowing costs, oil price volatility, and geopolitical tensions. The ETF's heavy technology weighting creates both opportunity and vulnerability to sector-specific headwinds.
NBIS trades at $220.95, down 6.8% on the day, with a bearish technical signal and high valuation ratios (P/E of 845.04). The company reported a net income of $82.50M in 2025, but recent quarterly EPS showed mixed results against expectations. Analyst consensus remains strongly bullish with a price target of $288.67, supported by significant revenue growth projections and strategic AI infrastructure deals.
The outlook for NBIS is clouded by high execution risks amid aggressive expansion, negative cash flow from investing, and insider selling. While analyst optimism and AI demand offer upside potential, investors face volatility from valuation concerns and competitive pressures in the cloud infrastructure sector.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
EWY tracks the MSCI Korea 25/50 Index, offering targeted exposure to large and mid-cap companies in South Korea. It is structurally centered on the global technology supply chain, industrials, and financial services, serving as a liquid tool for investors seeking a single-country view of this advanced, innovation-led economy.
Read more on EWY →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →