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Upturn AI SWOT - About
iShares MSCI Pacific ex Japan ETF (EPP)
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Upturn Advisory Summary
04/01/2025: EPP (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 -12.73% | Avg. Invested days 40 | 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) 414469 | Beta 1.13 | 52 Weeks Range 38.95 - 48.25 | Updated Date 04/2/2025 |
52 Weeks Range 38.95 - 48.25 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Pacific ex Japan ETF
ETF Overview
Overview
The iShares MSCI Pacific ex Japan ETF (EPP) seeks to track the investment results of an index composed of Pacific ex Japan equities. It provides exposure to a broad range of companies in developed Pacific markets, excluding Japan, primarily focusing on countries like Australia, Hong Kong, and Singapore. The fund invests in stocks across various market capitalizations and sectors, aiming to replicate the performance of the MSCI Pacific ex Japan Index.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing diverse and reliable investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs, with a large team of professionals dedicated to portfolio management and research.
Investment Objective
Goal
The ETF's goal is to track the investment results of the MSCI Pacific ex Japan 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 Pacific ex Japan Index in proportion to their index weights.
Composition The ETF primarily holds stocks of companies located in developed Pacific markets, excluding Japan, such as Australia, Hong Kong, and Singapore. Sector allocation varies based on the index composition.
Market Position
Market Share: The iShares MSCI Pacific ex Japan ETF holds a significant market share within the Pacific ex Japan equities ETF category.
Total Net Assets (AUM): 4290000000
Competitors
Key Competitors
- Vanguard FTSE Pacific ex Japan ETF (VPL)
- SPDR Bloomberg Barclays International Treasury Bond ETF (BWX)
- Schwab Fundamental International Large Company Index ETF (FNDF)
Competitive Landscape
The Pacific ex Japan equities ETF market is moderately competitive. EPP benefits from iShares' strong brand and extensive distribution network. Competitors such as VPL offer slightly different tracking methodologies or lower expense ratios, while FNDF is fundamentally weighted. EPP has a competitive advantage due to its first-mover advantage and established AUM.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions in the Pacific ex Japan region. Returns are influenced by factors such as economic growth, interest rates, and currency fluctuations.
Benchmark Comparison: The ETF aims to closely track the performance of the MSCI Pacific ex Japan Index. Tracking error is typically low, reflecting the efficiency of the replication strategy.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume is generally high, indicating good liquidity for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient market making.
Market Dynamics
Market Environment Factors
Economic growth in countries like Australia, Hong Kong, and Singapore, interest rate policies, and global trade dynamics impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is linked to the economic performance and equity market development of the Pacific ex Japan region; strategy and holdings evolve as the underlying index is updated.
Moat and Competitive Advantages
Competitive Edge
EPP benefits from the established reputation of iShares, its extensive trading volume, and its broad market exposure to the Pacific ex Japan region. Its large AUM provides economies of scale. Furthermore, the ETF is well-recognized among institutional investors and financial advisors. These factors provide a competitive advantage over smaller or newer ETFs with a similar mandate. EPP also benefits from BlackRock's sophisticated risk management and trading capabilities.
Risk Analysis
Volatility
The ETF's volatility is comparable to that of the MSCI Pacific ex Japan Index and the broader Pacific ex Japan equity market.
Market Risk
Market risk is primarily associated with fluctuations in equity prices in the Pacific ex Japan region. Currency risk is also present due to investments in foreign securities.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking broad exposure to Pacific ex Japan equities as part of a diversified portfolio.
Market Risk
The ETF is suitable for long-term investors and passive index followers who want to gain exposure to the Pacific ex Japan equity market without stock picking.
Summary
The iShares MSCI Pacific ex Japan ETF (EPP) offers exposure to a diversified portfolio of Pacific ex Japan equities, tracking the MSCI Pacific ex Japan Index. Managed by BlackRock's iShares, it's a popular choice with high liquidity and a competitive expense ratio. Investors should consider the risks associated with international investing and currency fluctuations. It's suitable for investors seeking long-term growth in this specific geographic region and fits into diversified portfolio strategy.
Similar Companies
AAXJ
iShares MSCI All Country Asia ex Japan ETF
AAXJ
iShares MSCI All Country Asia ex Japan ETF
FNDF
Schwab Fundamental International Large Company Index ETF
FNDF
Schwab Fundamental International Large Company Index ETF
GWX
SPDR® S&P International Small Cap ETF
GWX
SPDR® S&P International Small Cap ETF
VPL
Vanguard FTSE Pacific Index Fund ETF Shares
VPL
Vanguard FTSE Pacific Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any 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 Pacific ex Japan 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 underlying index consists of stocks from the following four countries or regions: Australia, Hong Kong, New Zealand and Singapore. The underlying index include large- and mid-capitalization companies and may change over time. The fund is non-diversified.
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