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iShares MSCI Emerging Markets ex China (EMXC)
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Upturn Advisory Summary
04/01/2025: EMXC (1-star) is currently NOT-A-BUY. Pass it for now.
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 -10.71% | Avg. Invested days 48 | Today’s Advisory PASS |
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) 3122154 | Beta 0.96 | 52 Weeks Range 53.48 - 62.17 | Updated Date 04/2/2025 |
52 Weeks Range 53.48 - 62.17 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Emerging Markets ex China
ETF Overview
Overview
The iShares MSCI Emerging Markets ex China ETF (EMXC) provides exposure to emerging markets stocks, excluding China, offering diversification beyond the Chinese market. It targets a broad range of emerging economies with the objective of long-term capital appreciation and is suitable for investors seeking exposure to emerging market growth potential without direct China exposure. It aims to reflect the performance of the MSCI Emerging Markets ex China Index.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of investment professionals and advanced risk management systems.
Investment Objective
Goal
To track the investment results of the MSCI Emerging Markets ex China Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or a substantial portion of the securities in the underlying MSCI Emerging Markets ex China Index.
Composition The ETF primarily holds stocks from various emerging market countries, excluding China, reflecting the composition of its benchmark index.
Market Position
Market Share: EMXC's market share fluctuates but represents a significant portion of the emerging markets ex-China ETF market.
Total Net Assets (AUM): 3120000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ex China ETF (VFEGX)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging markets ex-China ETF market is moderately competitive. EMXC benefits from iShares' brand recognition and size, while competitors may offer lower expense ratios or slightly different index tracking methodologies. EMXC's large AUM and liquidity are advantages, but its expense ratio needs to remain competitive.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. Returns can be obtained from iShares website.
Benchmark Comparison: The ETF's performance closely tracks the MSCI Emerging Markets ex China Index, with slight deviations due to expenses and tracking error.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
EMXC generally exhibits good liquidity with sufficient average trading volume, which contributes to tighter bid-ask spreads.
Bid-Ask Spread
The bid-ask spread for EMXC is typically tight, reflecting its high trading volume and liquid holdings.
Market Dynamics
Market Environment Factors
Economic growth rates in emerging markets (ex-China), geopolitical stability, currency fluctuations, and commodity prices influence EMXC's performance.
Growth Trajectory
EMXC's growth depends on the overall growth and development of the emerging markets it tracks. Changes in the index composition and adjustments to the fundu2019s strategy based on market trends may occur over time.
Moat and Competitive Advantages
Competitive Edge
EMXC benefits from BlackRock's extensive resources and expertise in ETF management. The ETF provides investors with a focused approach to emerging market exposure by excluding China, which makes it attractive for investors seeking targeted exposure. Its large AUM and resulting liquidity can attract larger investors, and iShares brand recognition provides a competitive edge. The ETF's scale offers efficiency.
Risk Analysis
Volatility
EMXC exhibits volatility characteristic of emerging markets, which can be higher than developed markets due to economic and political uncertainties.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices, currency risk, and geopolitical risks specific to the emerging markets it tracks.
Investor Profile
Ideal Investor Profile
The ideal investor for EMXC is one seeking targeted exposure to emerging markets, excluding China, and is willing to accept the associated risks for potential long-term growth.
Market Risk
EMXC is best suited for long-term investors who understand the risks of emerging market investing and are looking for diversification benefits or exposure to companies without direct involvement in China.
Summary
The iShares MSCI Emerging Markets ex China ETF (EMXC) provides investors with targeted exposure to emerging markets excluding China, allowing for focused diversification. Managed by BlackRock, it offers a liquid and accessible means to participate in the growth of diverse emerging economies. While exposed to the volatility and risks inherent in emerging markets, EMXC can be a valuable tool for investors seeking long-term capital appreciation beyond Chinese market dynamics. Its performance hinges on the economic and political stability of the included countries and is closely benchmarked to the MSCI Emerging Markets ex China Index. Overall, EMXC offers a blend of diversification and targeted exposure for investors seeking growth in non-China emerging markets.
Similar Companies
EEM
iShares MSCI Emerging Markets ETF
EEM
iShares MSCI Emerging Markets ETF
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
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own research and consultation with a qualified financial advisor.
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 ex China
Exchange NASDAQ | 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 the index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is a free float-adjusted market capitalization-weighted index that captures large- and mid-capitalization stocks across 23 of the 24 Emerging Markets countries, excluding China.
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