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 Emerging Markets ETF (EEM)
- 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
10/08/2025: EEM (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 -3.74% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 37.82 - 48.36 | Updated Date 06/29/2025 |
52 Weeks Range 37.82 - 48.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Emerging Markets ETF
ETF Overview
Overview
The iShares MSCI Emerging Markets ETF (EEM) seeks to track the investment results of the MSCI Emerging Markets Index, providing exposure to a broad range of emerging market equities. It aims for long-term capital appreciation by investing in companies located in emerging market countries.
Reputation and Reliability
BlackRock, the issuer, is a globally recognized and reputable asset manager with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and tracking various indices, with a dedicated team focused on emerging markets.
Investment Objective
Goal
To track the investment results of the MSCI Emerging Markets Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the MSCI Emerging Markets Index in approximately the same proportions as their weighting in the index.
Composition The ETF primarily holds stocks of companies located in emerging market countries, spanning various sectors.
Market Position
Market Share: EEM has a significant market share in the emerging markets ETF category.
Total Net Assets (AUM): 20870000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging markets ETF space is competitive, with EEM, VWO, and SCHE being major players. EEM was the first ETF of its kind in the US, establishing initial market share, but it has higher expense ratio compared to its competitors VWO and SCHE, which are known for their lower costs. Advantages of EEM include high liquidity, making it easier to trade large volumes.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is closely compared to the MSCI Emerging Markets Index to assess tracking efficiency.
Expense Ratio: 0.069
Liquidity
Average Trading Volume
EEM exhibits high liquidity, typically demonstrated through substantial daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating lower trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, currency fluctuations, trade policies, and geopolitical events significantly impact EEM's performance.
Growth Trajectory
EEM's growth trajectory is tied to the overall performance of emerging market economies and can fluctuate based on global economic conditions. There may be changes to holdings based on index rebalancing and market dynamics.
Moat and Competitive Advantages
Competitive Edge
EEM's competitive advantage lies in its first-mover status as one of the earliest emerging markets ETFs, which contributed to its high liquidity. The ETF's established presence and BlackRock's brand recognition are also advantages. EEM also benefits from extensive trading volume, facilitating efficient execution for large investors. However, lower cost competitors like VWO present a persistent challenge. Finally, its broad, market-cap-weighted approach provides comprehensive exposure to emerging markets.
Risk Analysis
Volatility
EEM is subject to higher volatility than developed market ETFs due to the inherent risks associated with emerging markets.
Market Risk
Risks include political instability, currency fluctuations, regulatory changes, and economic downturns in emerging market countries.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation and diversification through exposure to emerging market equities are ideal investors for EEM.
Market Risk
EEM is suitable for long-term investors with a higher risk tolerance who are seeking exposure to emerging markets as part of a diversified portfolio.
Summary
The iShares MSCI Emerging Markets ETF (EEM) is designed to track the MSCI Emerging Markets Index, offering investors exposure to a basket of emerging market equities. While the ETF has a high liquidity, its expense ratio is higher compared to competitors like VWO and SCHE. EEM's performance is highly correlated with the economic growth and stability of the emerging markets it tracks, making it susceptible to volatility and various market risks. It's suitable for long-term investors with a higher risk tolerance looking for broad exposure to emerging markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share figures are estimates and may vary.
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 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 index is designed to measure equity market performance in the global emerging markets. The underlying index includes large- and mid-capitalization companies and may change over time.
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.