iShares MSCI Emerging Markets Small-Cap ETF (EEMS)

Overview

The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) aims to track the investment results of an index composed of small-capitalization emerging market equities. The ETF provides exposure to a diversified portfolio of small-cap companies in emerging markets, targeting long-term capital appreciation.

Reputation and Reliability

iShares is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.

Management Expertise

BlackRock, the parent company of iShares, has significant experience and expertise in managing ETFs and indexing strategies.

Goal

To track the investment results of an index composed of small-capitalization emerging market equities.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI Emerging Markets Small Cap Index.

Composition The ETF holds a diversified portfolio of stocks issued by small-capitalization companies located in emerging markets.

Market Share: EEMS has a moderate market share within the emerging markets small-cap ETF category.

Total Net Assets (AUM): 795381890

Key Competitors

• SPDR S&P Emerging Markets Small Cap ETF (EWX)
• Columbia Emerging Markets Small Cap Equity ETF (EEMS)

Competitive Landscape

The emerging markets small-cap ETF market is moderately competitive. EEMS benefits from the iShares brand and generally lower expense ratio. EWX offers exposure to S&P index and may have different country weights. Columbia Emerging Markets Small Cap Equity ETF has the same ticker symbol, which it will change, giving an advantage to iShares's ticker symbol.

Historical Performance: Historical performance data (e.g., 1-year, 3-year, 5-year returns) would be inserted here to show performance over time. The historical performance is subject to change based on market conditions. Numerical data is not provided because it changes over time.

Benchmark Comparison: The ETF's performance is expected to closely track the MSCI Emerging Markets Small Cap Index, but may deviate slightly due to fees and tracking error.

Expense Ratio: 0.25

Average Trading Volume

EEMS has a moderate average trading volume, which indicates reasonable liquidity.

Bid-Ask Spread

The bid-ask spread for EEMS is generally tight, reflecting the ETF's decent liquidity.

Market Environment Factors

Emerging market economic growth, political stability, trade policies, and currency fluctuations influence the performance of EEMS.

Growth Trajectory

The growth trajectory of EEMS is tied to the overall economic growth and development of emerging market countries and the performance of their small-cap companies. Recent economic growth and inflation are influencing the growth trajectory.

Competitive Edge

EEMS benefits from the strong brand recognition of iShares, a well-established ETF issuer. It offers broad exposure to small-cap emerging market equities, providing diversification and potential for higher growth. The ETF's passive management strategy contributes to lower costs compared to actively managed funds. Its competitive advantage lies in its low expense ratio, brand recognition and breadth of coverage. While the ETF offers diversification benefits, it also carries inherent risks associated with investing in emerging markets.

Volatility

EEMS can experience higher volatility compared to developed market ETFs due to the inherent risks associated with emerging markets.

Market Risk

The ETF is subject to emerging market risks, including economic instability, political uncertainty, currency fluctuations, and regulatory changes. Investing in small-cap companies carries inherent risks such as liquidity and business risks.

Ideal Investor Profile

The ideal investor for EEMS is someone seeking long-term capital appreciation through exposure to emerging market small-cap equities and willing to tolerate higher levels of volatility and risk.

Market Risk

EEMS is suitable for long-term investors with a higher risk tolerance who are looking to diversify their portfolio with exposure to emerging markets.

The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) offers a diversified exposure to small-cap equities in emerging markets, tracking the MSCI Emerging Markets Small Cap Index. The ETF's low expense ratio and the established iShares brand are attractive to investors. However, it is important to recognize the inherent risks associated with emerging markets, including political instability and currency fluctuations. Suitable for long-term investors with a high risk tolerance, EEMS can be part of a diversified global portfolio. Its performance is influenced by the economic growth and political conditions of the underlying emerging market countries.

• EWX
• VWO
• IEMG

Data Sources:

• iShares official website
• MSCI Index Fact Sheet
• ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered as investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.