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Upturn AI SWOT - About
iShares MSCI Emerging Markets ETF (EEM)
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Upturn Advisory Summary
07/29/2025: 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 -13.09% | Avg. Invested days 42 | 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 07/29/2025 |
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-capitalization stocks in emerging market countries. It is a broadly diversified fund investing across multiple sectors and countries, primarily using a passive indexing strategy.
Reputation and Reliability
iShares, managed by BlackRock, is a leading provider of ETFs with a strong reputation and a proven track record of managing index-tracking funds.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs, with a dedicated team responsible for portfolio construction, index replication, and risk management.
Investment Objective
Goal
The ETF aims to replicate the performance of the MSCI Emerging Markets Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to track the performance of the MSCI Emerging Markets Index by investing in its constituent securities.
Composition The ETF primarily holds stocks of companies located in emerging market countries. The composition reflects the index weights, with adjustments for transaction costs and fund expenses.
Market Position
Market Share: EEM has a significant market share among emerging market ETFs, but not the largest.
Total Net Assets (AUM): 21400000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging markets ETF landscape is competitive, with VWO holding the largest market share due to its lower expense ratio. EEM's advantages include its established brand and trading volume, while its disadvantages compared to VWO stem from its higher expense ratio. SCHE offers a similar low-cost option.
Financial Performance
Historical Performance: Historical performance depends on the time frame; past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance generally tracks the MSCI Emerging Markets Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.069
Liquidity
Average Trading Volume
The average daily trading volume of EEM is high, facilitating efficient trading.
Bid-Ask Spread
EEM generally has a narrow bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth in emerging market countries, interest rate policies, currency fluctuations, and geopolitical events all impact EEM's performance.
Growth Trajectory
The ETF's growth is tied to the overall economic performance and investor sentiment towards emerging markets. Changes in the index composition also impact the ETF.
Moat and Competitive Advantages
Competitive Edge
EEM benefits from the strong brand recognition and distribution network of iShares (BlackRock). Its high trading volume and liquidity make it attractive to institutional investors. As one of the oldest emerging market ETFs, it has a well-established track record. Its replication methodology and management by a reputable firm offer investors confidence. However, its expense ratio is slightly higher than some competitors.
Risk Analysis
Volatility
EEM exhibits higher volatility compared to developed market ETFs due to the inherent risks associated with emerging market economies.
Market Risk
The ETF is subject to market risk, currency risk, political risk, and economic instability risks specific to emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to emerging market equities and is willing to accept higher volatility.
Market Risk
EEM is suitable for long-term investors who are comfortable with the risks associated with emerging markets. It can be used as part of a diversified portfolio.
Summary
The iShares MSCI Emerging Markets ETF (EEM) offers exposure to a broad range of emerging market equities and aims to replicate the performance of the MSCI Emerging Markets Index. While providing diversified exposure, investors should be aware of the inherent risks associated with investing in emerging markets, including higher volatility and political risk. Despite a slightly higher expense ratio than some competitors, its strong brand recognition, high liquidity, and established track record make it a popular choice. It is best suited for long-term investors seeking capital appreciation and willing to tolerate higher risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. 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.