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Upturn AI SWOT - About
iShares MSCI Pacific ex Japan ETF (EPP)
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Upturn Advisory Summary
07/21/2025: EPP (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 -5.34% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/21/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 37.77 - 49.57 | Updated Date 06/30/2025 |
52 Weeks Range 37.77 - 49.57 | Updated Date 06/30/2025 |
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 region equities, excluding Japan. It offers exposure to developed markets in the Pacific region outside of Japan, primarily focusing on large and mid-sized companies. The ETF is passively managed, aiming to replicate the MSCI Pacific ex Japan Index.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing index-tracking ETFs.
Investment Objective
Goal
To track the investment results of the MSCI Pacific ex Japan Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding the same securities as the underlying index in similar proportions.
Composition Primarily holds stocks of companies located in Australia, Hong Kong, and Singapore.
Market Position
Market Share: The market share of EPP varies based on the specific definition of the market, but it is a significant player in the Pacific ex-Japan ETF space.
Total Net Assets (AUM): 4874569760
Competitors
Key Competitors
- SPDR S&P Pan Asia ETF (GMF)
- Vanguard FTSE Pacific ETF (VPL)
Competitive Landscape
The Pacific ex-Japan ETF market is competitive with multiple providers offering similar exposure. EPP's advantages include its established track record, BlackRock's brand recognition, and potentially tighter tracking of its benchmark index compared to some competitors. Disadvantages could include a slightly higher expense ratio than some other options and a potential for differences in tracking error.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers, presenting annual returns over various periods such as 1 year, 3 years, 5 years, and 10 years.
Benchmark Comparison: The ETF's performance should closely track the MSCI Pacific ex Japan Index. Any deviations are measured as tracking error.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
EPP generally has a high average trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for EPP is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth in Australia, Hong Kong, and Singapore significantly impacts EPP, as well as global trade and investor sentiment towards emerging markets.
Growth Trajectory
Growth depends on the economic performance of the underlying countries and investor interest in Pacific ex-Japan equities. There are no major changes to the strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
EPP's competitive edge lies in its established presence and the strong reputation of BlackRock as the issuer. It offers a passively managed, broad-based exposure to Pacific region equities excluding Japan. BlackRock's economies of scale and efficient trading capabilities can help to minimize tracking error and optimize returns. The ETF is highly liquid.
Risk Analysis
Volatility
EPP's volatility is tied to the volatility of the underlying markets, particularly Australia, Hong Kong, and Singapore.
Market Risk
Market risk includes fluctuations in equity prices, currency risk (as the ETF invests in foreign currencies), and political or economic instability in the region.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to the Pacific region excluding Japan as part of a broader global equity portfolio.
Market Risk
EPP is suitable for long-term investors seeking capital appreciation and diversification. It can also be used by active traders seeking to express a view on the Pacific ex-Japan region.
Summary
The iShares MSCI Pacific ex Japan ETF (EPP) provides diversified exposure to developed markets in the Pacific region, excluding Japan. It is a passively managed ETF seeking to replicate the MSCI Pacific ex Japan Index, primarily holding stocks from Australia, Hong Kong, and Singapore. BlackRock's reputation and the ETF's high liquidity are key advantages. Investors should consider the risks associated with international investing and currency fluctuations. The ETF is suitable for long-term investors seeking regional diversification or active traders looking to express a view on the Pacific ex-Japan region.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
The information 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.
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.
