Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares MSCI Emerging Markets ETF(EEM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EEM
10/08/2026: EEM (4-star) is a REGULAR-BUY. BUY for 30 days. Simulated Profits (-2.23%). Updated daily EoD!
The iShares MSCI Emerging Markets ETF (EEM) offers broad, liquid exposure to large- and mid-cap companies across various developing nations, primarily through a representative sampling of the MSCI Emerging Markets Index. Its core strengths include high trading volume and the robust issuer support of BlackRock, making it a preferred tool for institutional tactical positioning. However, investors should be mindful of its relatively higher expense ratio compared to lower-cost index alternatives and its concentration in markets like China and Taiwan. The fund is most suitable for tactical, risk-tolerant investors looking to capitalize on growth in emerging economies, provided they can monitor geopolitical and currency-related risks closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Emerging markets offer high potential growth but come with significantly higher volatility than domestic developed markets. |
| Momentum investor | Strong fit while signal remains positive | EEM is highly reactive to global macro trends, making it suitable for momentum strategies when emerging market sentiment turns positive. |
| Value investor | Strong fit | Emerging market equities often trade at lower valuations relative to US stocks, providing potential value opportunities. |
| Dividend/Income investor | Mixed fit | While many emerging market companies pay dividends, the inconsistency and currency risks make it less reliable for core income generation. |
| Low-risk investor | Weak fit | High geopolitical, currency, and concentration risks make this unsuitable for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institution using EEM for tactical, short-to-medium-term geographic rotation.
Suitability
Best suited for tactical investors or those who require high liquidity for entry, rather than passive buy-and-hold investors who might prefer lower-cost alternatives.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are subject to larger price swings than developed markets due to political and economic instability. |
| Market risk | High | Economic downturns in specific countries or regions can significantly impact the fund's overall performance. |
| Concentration | Medium / high | A significant portion of the fund is concentrated in a few countries, specifically China and Taiwan. |
| Tracking/expense | Medium | The higher expense ratio relative to competitors creates a structural drag on long-term net performance. |
| Liquidity | Low | EEM is highly liquid, making liquidity risk minimal for most individual investors. |
| Business/sector quality | Medium | Regulatory and corporate governance standards can vary significantly across the diverse countries held in the portfolio. |
Risk Analysis
Volatility
EEM historically exhibits higher beta than the S&P 500, reflecting the inherent instability of developing markets.
Market Risk
Risks include currency devaluation, political regime changes, and inconsistent regulatory protections for foreign investors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | China | 25 | This represents the largest geographic allocation, reflecting the significant weight of Chinese companies in the index. |
| Geography | Taiwan | 20 | Taiwan serves as a critical technology hub for the fund, heavily weighted toward semiconductor manufacturing. |
| Geography | India | 19 | India provides exposure to a rapidly growing domestic economy and large-cap equity market. |
| Geography | South Korea | 12 | South Korea offers exposure to globally dominant technology and industrial sectors. |
| Geography | Other Emerging Markets | 24 | The remaining portion provides diversification across smaller emerging markets like Brazil, Saudi Arabia, and South Africa. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 6.53% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $31.42B |
| Issuer | iShares |
| Expense Ratio | 0.7000000000000001% |
| Distribution Yield | 1.67% |
| Inception | Apr 7, 2003 |
Performance
| Period | Total Return |
|---|---|
| YTD | +24.31% |
| 1 Year | +27.59% |
| 3 Year | +24.40% |
| 5 Year | +8.64% |
| 10 Year | +8.45% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 21.92% |
| 3Y Volatility | 15.42% |
| 3Y Sharpe Ratio | 1.16 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 61.54% |
| Large Cap | 30.49% |
| Mid Cap | 6.39% |
| Small Cap | 0.39% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 44.18% |
| Financial Services | 19.15% |
| Consumer Cyclicals | 7.49% |
| Industrials | 6.05% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 9.38x |
| Portfolio P/B | 2.05x |
| Portfolio P/S | 1.9x |
| Holdings Turnover | 15.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 15.89% |
| Samsung Electronics | 7.51% |
| SK Hynix | 5.78% |
| Tencent Holdings | 2.66% |
| Alibaba Group Holding | 1.84% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.