Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI World ETF (URTH)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: URTH (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 29.92% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 131.91 - 169.03 | Updated Date 06/29/2025 |
52 Weeks Range 131.91 - 169.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI World ETF
ETF Overview
Overview
The iShares MSCI World ETF (URTH) seeks to track the investment results of a broad global equity market, representing large- and mid-cap equity performance across developed markets, excluding the US. It offers diversified exposure to companies worldwide, making it a core holding for global equity exposure.
Reputation and Reliability
iShares, managed by BlackRock, is a leading ETF provider known for its wide range of investment products, strong track record, and reliable fund management.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs and global equities, with a large team of investment professionals overseeing the fund.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the United States.
Investment Approach and Strategy
Strategy: URTH aims to replicate the performance of the MSCI World ex USA Index by holding a portfolio of stocks that match the index's composition and weighting.
Composition The ETF primarily holds stocks of companies located in developed countries outside the US, providing exposure to sectors like financials, industrials, consumer discretionary, and healthcare.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 3340000000
Competitors
Key Competitors
- VXUS
- ACWX
- VEU
Competitive Landscape
The competitive landscape for ex-US developed market ETFs is dominated by a few large providers. URTH faces competition from ETFs with similar objectives, like VXUS and ACWX. URTH's advantage lies in the iShares brand and potentially a slightly different index methodology. Disadvantages could include a higher expense ratio or lower liquidity compared to some competitors.
Financial Performance
Historical Performance: Historical performance data not readily available in structured numerical format, see fund provider websites.
Benchmark Comparison: Benchmark comparison data not readily available in structured numerical format, see fund provider websites.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
URTH exhibits moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for URTH is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Global economic growth, interest rate policies of central banks outside the US, and geopolitical events influence URTH's performance.
Growth Trajectory
URTH's growth is tied to the economic performance and equity market returns of developed countries outside the US. Changes to the underlying index methodology and shifts in sector allocations also affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
URTH benefits from the established iShares brand, providing investors with confidence in the fund's management and reliability. Its focus on large- and mid-cap developed market equities offers a targeted and diversified approach to international investing. The ETF's well-defined index tracking strategy and relatively low expense ratio contribute to its attractiveness. BlackRock's expertise in ETF management and distribution also strengthens its competitive position.
Risk Analysis
Volatility
URTH's volatility reflects the volatility of the global equity markets it tracks, generally exhibiting moderate levels.
Market Risk
URTH is exposed to market risk stemming from fluctuations in global equity prices and currency exchange rates.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to developed market equities outside the US. This ETF would suit investors looking to add international diversification to their portfolio and believe in the long-term growth potential of global markets.
Market Risk
URTH is suitable for long-term investors seeking passive index exposure to international equities.
Summary
The iShares MSCI World ex US ETF (URTH) provides investors with diversified access to developed market equities outside the United States. Managed by BlackRock, this ETF tracks the MSCI World ex USA Index, offering a low-cost and efficient way to gain international exposure. URTH is suitable for long-term investors looking to diversify their portfolios and participate in the growth of global markets. Its performance is closely tied to the economic health and equity market returns of developed nations. Its moderate volatility and reasonable expense ratio make it an attractive option for those seeking international equity exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- BlackRock
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions may change over time.
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 World 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 in the large and mid-capitalization segments of developed 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.