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Upturn AI SWOT - About
iShares MSCI Pacific ex Japan ETF (EPP)
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Upturn Advisory Summary
09/16/2025: 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 -0.97% | Avg. Invested days 46 | 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 09/16/2025 |
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 provides exposure to developed markets in the Pacific region, targeting sectors like financials, consumer discretionary, and materials.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of managing various ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing index-tracking ETFs, providing confidence in the management of EPP.
Investment Objective
Goal
The investment seeks to track the investment results of the MSCI Pacific ex Japan Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI Pacific ex Japan Index.
Composition The ETF primarily holds stocks of companies located in developed Pacific region countries, excluding Japan.
Market Position
Market Share: Data not available to precisely calculate market share; however, EPP is a prominent ETF in its category.
Total Net Assets (AUM): 4250000000
Competitors
Key Competitors
- SPDR S&P Pan Asia ex-Japan ETF (GMF)
- Vanguard FTSE Pacific ex Japan ETF (VPL)
Competitive Landscape
The ETF industry for Pacific ex-Japan equities is competitive, with several large providers. EPP benefits from iShares' brand recognition and AUM but faces competition from lower-cost options like VPL and funds with broader Asian exposure like GMF. EPP's advantage lies in its strict adherence to the MSCI Pacific ex Japan index, which offers a specific regional focus. Lower expense ratios give competitors an edge.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. Performance depends heavily on the underlying index and market conditions.
Benchmark Comparison: The ETF's performance is expected to closely track the MSCI Pacific ex Japan Index. Deviations may occur due to tracking error and expense ratio.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
EPP generally exhibits good liquidity with a relatively high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for EPP is typically tight, reflecting its high trading volume and liquid underlying holdings.
Market Dynamics
Market Environment Factors
Economic growth in Australia, Hong Kong, and Singapore, as well as global trade policies, significantly impact EPP.
Growth Trajectory
Growth depends on the economic health of the Pacific ex-Japan region and investor appetite for international equities; strategic changes are unlikely given its index-tracking nature.
Moat and Competitive Advantages
Competitive Edge
EPP's competitive advantage is its focus on providing pure exposure to the Pacific ex-Japan region with the backing of BlackRock's iShares brand. This strong brand and the ETF's substantial AUM offer a level of stability and liquidity appealing to investors. The fund's tight tracking of the MSCI Pacific ex Japan Index makes it a reliable tool for investors seeking to replicate the index's performance. While cost-conscious investors may opt for cheaper alternatives, EPP's proven track record and focused mandate distinguish it from competitors.
Risk Analysis
Volatility
EPP's volatility is influenced by the volatility of the underlying markets in the Pacific ex-Japan region.
Market Risk
EPP is subject to market risk, including fluctuations in equity prices and currency exchange rates within the Pacific ex-Japan region.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to developed Pacific region equities, excluding Japan, for diversification purposes.
Market Risk
EPP is suitable for long-term investors who want passive exposure to the Pacific ex-Japan region, and are comfortable with international equity market risk.
Summary
The iShares MSCI Pacific ex Japan ETF (EPP) provides targeted access to the developed Pacific region equity markets, excluding Japan. It tracks the MSCI Pacific ex Japan Index, offering a straightforward investment strategy for geographical diversification. Managed by BlackRock's iShares, EPP benefits from a reputable brand and generally exhibits good liquidity. While competing with lower-cost options, EPP's focused mandate and established presence in the market makes it an appropriate consideration for investors interested in the Pacific ex-Japan region.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI index data
- Various financial data providers.
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is based on estimates and may not be precise.
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.
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