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Upturn AI SWOT - About
iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
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Upturn Advisory Summary
10/01/2025: EEMS (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 16.16% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 49.72 - 64.51 | Updated Date 06/29/2025 |
52 Weeks Range 49.72 - 64.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Emerging Markets Small-Cap ETF
ETF Overview
Overview
The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) aims to track the investment results of the MSCI Emerging Markets Small Cap Index, providing exposure to small-cap companies in emerging markets.
Reputation and Reliability
iShares, a brand of BlackRock, is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of investment professionals.
Investment Objective
Goal
The primary investment goal is to track the performance of the MSCI Emerging Markets Small Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the index in proportion to their weighting.
Composition The ETF holds stocks of small-cap companies located in emerging market countries.
Market Position
Market Share: EEMS holds a significant portion of the total assets invested in emerging markets small-cap ETFs, but not the entire market share as several competitors exist.
Total Net Assets (AUM): 669200000
Competitors
Key Competitors
- SPDR S&P Emerging Markets Small Cap ETF (EWX)
- Columbia EM Core ex-China ETF (XCEM)
Competitive Landscape
The emerging markets small-cap ETF market is moderately competitive. EEMS benefits from the iShares brand and typically larger AUM, potentially leading to better liquidity. Competitors may offer slight variations in index tracking or expense ratios.
Financial Performance
Historical Performance: Historical performance can be found in the ETF's factsheet, or on various financial websites. (Past performance is not indicative of future results.)
Benchmark Comparison: Benchmark comparison can be found in the ETF's factsheet, or on various financial websites. (Past performance is not indicative of future results.)
Expense Ratio: 0.69
Liquidity
Average Trading Volume
The average trading volume of EEMS indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for EEMS is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, currency fluctuations, and global trade policies significantly impact the performance of EEMS.
Growth Trajectory
EEMS's growth is dependent on the overall performance of emerging markets and the appetite for small-cap investments.
Moat and Competitive Advantages
Competitive Edge
EEMS benefits from the strong brand recognition of iShares, a division of BlackRock, one of the world's largest asset managers. Its wide adoption and significant AUM contribute to strong liquidity, which attracts both institutional and individual investors. The ETF provides diversified exposure to a broad range of small-cap emerging market equities. It benefits from the economies of scale associated with BlackRock's large ETF platform.
Risk Analysis
Volatility
Emerging markets small-cap stocks are generally more volatile than developed market large-cap stocks.
Market Risk
EEMS is subject to risks associated with emerging markets, including political instability, currency fluctuations, and regulatory changes. Small-cap stocks are also susceptible to liquidity and valuation risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a high risk tolerance who is seeking long-term capital appreciation through exposure to emerging markets small-cap stocks.
Market Risk
EEMS is suitable for long-term investors with a higher risk tolerance. It might not be best for active traders.
Summary
The iShares MSCI Emerging Markets Small-Cap ETF (EEMS) offers exposure to the small-cap segment of emerging market equities. It is suitable for investors seeking diversification and long-term growth potential, accepting potentially higher volatility than developed market investments. The ETF's performance is closely tied to the economic growth and market conditions within emerging markets. EEMS benefits from the strong iShares brand and potentially lower expense ratios due to its high AUM, but competition remains.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Past performance is not indicative of future results.
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 Small-Cap 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities of small-capitalization companies in emerging market countries.
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.