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Upturn AI SWOT - About
iShares MSCI Emerging Markets ETF (EEM)
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Upturn Advisory Summary
04/01/2025: EEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.78% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 27803259 | Beta 0.99 | 52 Weeks Range 38.66 - 46.65 | Updated Date 04/4/2025 |
52 Weeks Range 38.66 - 46.65 | Updated Date 04/4/2025 |
Upturn AI SWOT
iShares MSCI Emerging Markets ETF
ETF Overview
Overview
The iShares MSCI Emerging Markets ETF (EEM) seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities. It provides exposure to a broad range of companies in emerging markets, offering diversification across sectors and countries. The ETF primarily invests in stocks and aims for long-term capital appreciation through replicating the performance of its benchmark index.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally. BlackRock has a strong track record in managing ETFs and a history of providing innovative investment solutions.
Management Expertise
The iShares management team has extensive experience in investment management, ETF operations, and index tracking, providing confidence in the ETF's ability to meet its investment objective.
Investment Objective
Goal
The ETF's primary investment goal is to replicate the performance of the MSCI Emerging Markets Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or a representative sample of the securities included in the MSCI Emerging Markets Index.
Composition The ETF primarily holds stocks of large and mid-sized companies located in emerging market countries.
Market Position
Market Share: EEM holds a significant market share within the emerging markets ETF category, but faces strong competition.
Total Net Assets (AUM): 20140000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging markets ETF industry is highly competitive, with several large players vying for market share. EEM benefits from its first-mover advantage and strong brand recognition, but VWO's lower expense ratio and SCHE's competitive pricing present significant challenges. EEM offers higher liquidity compared to some competitors, but its expense ratio is slightly higher.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. Data for historical performance should be available from the iShares website or financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the MSCI Emerging Markets Index, but may deviate slightly due to expenses and tracking error.
Expense Ratio: 0.069
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, currency fluctuations, political stability, and global trade policies significantly impact EEM's performance.
Growth Trajectory
Growth is tied to the economic development and market liberalization in emerging economies. Changes to the composition of the underlying index can affect the ETF's holdings and performance.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Emerging Markets ETF's competitive edge stems from its established brand recognition, significant assets under management which ensure high liquidity, and broad market coverage of emerging market equities. Its long-standing presence in the market has fostered investor confidence. However, competitors offer lower expense ratios, providing alternative attractive options. The ETF benefits from the scale and resources of BlackRock.
Risk Analysis
Volatility
The ETF exhibits higher volatility compared to developed market ETFs due to the inherent risks associated with emerging markets.
Market Risk
The ETF is exposed to risks specific to emerging markets, including political instability, currency risk, regulatory changes, and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to emerging market equities and is willing to accept higher levels of risk.
Market Risk
The ETF is best suited for long-term investors and passive index followers who understand the risks and potential rewards of investing in emerging markets.
Summary
iShares MSCI Emerging Markets ETF (EEM) offers broad exposure to emerging market equities, tracking the MSCI Emerging Markets Index. It's managed by BlackRock, a reputable ETF provider. While EEM benefits from high liquidity and brand recognition, its expense ratio is higher than some competitors. It's suitable for long-term investors seeking emerging market exposure and willing to accept higher risk. However, investors should consider other ETFs with lower expense ratios for similar exposure.
Similar Companies
IEMG
iShares Core MSCI Emerging Markets ETF
IEMG
iShares Core MSCI Emerging Markets ETF
SCHE
Schwab Emerging Markets Equity ETF
SCHE
Schwab Emerging Markets Equity ETF
SPEM
SPDR® Portfolio Emerging Markets ETF
SPEM
SPDR® Portfolio Emerging Markets ETF
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. ETF performance can vary and is not guaranteed. Investors should conduct their own research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Emerging Markets ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is designed to measure equity market performance in the global emerging markets. The underlying index includes large- and mid-capitalization companies and may change over time.
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