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Upturn AI SWOT - About
iShares MSCI Emerging Markets ETF (EEM)
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Upturn Advisory Summary
09/16/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit -6.32% | Avg. Invested days 47 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 37.82 - 48.36 | Updated Date 06/29/2025 |
52 Weeks Range 37.82 - 48.36 | Updated Date 06/29/2025 |
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 the MSCI Emerging Markets Index, providing exposure to large- and mid-cap stocks in emerging markets. Its asset allocation focuses on equities in countries like China, India, and Taiwan. The investment strategy involves passively replicating the index's composition and weighting.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record and extensive experience in managing ETFs.
Management Expertise
BlackRock has a highly experienced management team with expertise in indexing and emerging market investments.
Investment Objective
Goal
To track the investment results of the MSCI Emerging Markets Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI Emerging Markets Index.
Composition The ETF primarily holds stocks from emerging market countries.
Market Position
Market Share: EEM has a significant market share in the emerging market ETF sector.
Total Net Assets (AUM): 21970000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging market ETF landscape is competitive. EEM's advantages include brand recognition and trading volume, while competitors like VWO offer lower expense ratios. SCHE is another low cost alternative. EEM faces the higher cost of fund management.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is compared to the MSCI Emerging Markets Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
EEM's average trading volume is high, making it highly liquid.
Bid-Ask Spread
EEM typically has a tight bid-ask spread, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, currency fluctuations, and geopolitical events affect EEM.
Growth Trajectory
EEM's growth depends on the performance of the underlying emerging markets and investor demand.
Moat and Competitive Advantages
Competitive Edge
iShares MSCI Emerging Markets ETF benefits from BlackRock's established brand and distribution network. It has a high trading volume, which makes it attractive to both retail and institutional investors looking for liquidity. The ETF tracks a widely recognized benchmark, which provides transparency and ease of understanding. However, the fund has higher expense ratio compared to competitors. In addition, the exposure to China is a risk.
Risk Analysis
Volatility
EEM's volatility is generally higher than developed market ETFs due to the inherent risks of emerging markets.
Market Risk
EEM is exposed to market risk in emerging market countries, including political instability, currency risk, and economic volatility.
Investor Profile
Ideal Investor Profile
The ideal investor for EEM is someone seeking exposure to emerging markets as part of a diversified portfolio and who is comfortable with higher volatility.
Market Risk
EEM is suitable for long-term investors and those who are willing to take on market risks associated with investing in emerging economies.
Summary
The iShares MSCI Emerging Markets ETF (EEM) provides exposure to a basket of large- and mid-cap companies in emerging markets. It seeks to replicate the performance of the MSCI Emerging Markets Index. Its high trading volume and well-known brand recognition are competitive advantages. EEM carries the risks associated with emerging markets such as volatility and political instability. Thus, it is suitable for investors with a long-term horizon and tolerance for higher risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- etfdb.com
- morningstar.com
- bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.