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Upturn AI SWOT - About
iShares MSCI Peru ETF (EPU)
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Upturn Advisory Summary
10/24/2025: EPU (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 70.87% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 35.27 - 49.11 | Updated Date 06/30/2025 |
52 Weeks Range 35.27 - 49.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI Peru ETF
ETF Overview
Overview
The iShares MSCI Peru ETF (EPU) seeks to track the investment results of the MSCI All Peru Capped Index, providing exposure to a broad range of Peruvian equities. It focuses on large and mid-capitalization companies in Peru, reflecting the performance of the Peruvian equity market.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of managing index-tracking funds.
Management Expertise
BlackRock has extensive expertise in managing ETFs and index funds globally, leveraging a team of experienced investment professionals.
Investment Objective
Goal
To track the investment results of the MSCI All Peru Capped Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index through full replication or representative sampling.
Composition The ETF holds a portfolio of Peruvian stocks, primarily concentrated in the financials, materials, and consumer discretionary sectors.
Market Position
Market Share: Difficult to estimate exact market share due to limited number of Peru-specific ETFs.
Total Net Assets (AUM): 56310000
Competitors
Key Competitors
Competitive Landscape
The competitive landscape for Peru-focused ETFs is limited. EPU is the primary option for investors seeking broad exposure to the Peruvian equity market. Because it has almost a complete monopoly, it has the freedom to decide its own strategy and goals. Its main disadvantage is its total dependence on Peru's economy and market.
Financial Performance
Historical Performance: Historical performance varies with the Peruvian stock market. Data must be obtained from financial sources for accurate values.
Benchmark Comparison: The ETF's performance is typically compared to the MSCI All Peru Capped Index. Data must be obtained from financial sources for accurate values.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, but the average trading volume is highly variable based on market conditions.
Bid-Ask Spread
The bid-ask spread is moderate and depends on trading volume and market volatility.
Market Dynamics
Market Environment Factors
Economic growth in Peru, political stability, commodity prices (especially minerals), and global market conditions influence the ETF's performance.
Growth Trajectory
The growth trajectory of the ETF is closely tied to the performance of the Peruvian economy and equity market; holdings might change over time.
Moat and Competitive Advantages
Competitive Edge
As one of the few ETFs focused specifically on Peru, EPU offers a unique investment opportunity. Its advantage lies in its ability to provide broad exposure to the Peruvian equity market, allowing investors to participate in the growth of the Peruvian economy. iShares' established brand and expertise also contribute to its appeal. However, its concentrated focus makes it more vulnerable to economic and political risks specific to Peru.
Risk Analysis
Volatility
The ETF's volatility is relatively high, reflecting the volatility of the Peruvian stock market.
Market Risk
The ETF is subject to market risk, currency risk (Peruvian Sol), and political and economic risks specific to Peru.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Peruvian equity market, those who are bullish on the Peruvian economy and are comfortable with emerging market risk, and those looking for diversification in their portfolio.
Market Risk
Suitable for long-term investors with a higher risk tolerance, not recommended for risk-averse investors.
Summary
The iShares MSCI Peru ETF (EPU) is designed to provide exposure to Peruvian equities and offers a convenient way to invest in the Peruvian market. Its passive investment strategy tracks the MSCI All Peru Capped Index, providing broad market coverage. The ETF is subject to market and political risks specific to Peru. While it's a niche product, its the main access point to the Peruvian stock market for US investors, making it interesting for emerging market specialists with a high-risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- BlackRock website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Data may be delayed or inaccurate.
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 Peru 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 index and in investments that have economic characteristics that are substantially identical to the component securities of the index. A significant portion of the index is represented by securities of companies in the financials and materials industries or sectors. Companies with economic exposure to and/or carry out the majority of their operations in Peru may include companies organized, listed, or with significant operations in developed countries. 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.