EPU: iShares MSCI Peru and Global Exposure ETF
About
EPU was created on 2009-06-19 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 82.99m in AUM and 26 holdings. EPU is passively managed to track market cap -weighted index that seeks to provide broad Peru equity exposure. Selection includes a minimum number of Peruvian securities and issuers before expanding exposure to those stocks with related exposure.
Current Value
$43.641 Year Return
Current Value
$43.641 Year Return
Key Details
Assets Under Management
$78.43M
Div Yield %
3.90%
P/E Ratio
15.71
Net Asset Value
$43.78
Expense Ratio
0.59%
1Y ETF Return
0.48%
Strategies that include EPU
Stock's related to EPU
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SCCO | 85.72% | $79.58B | +36.82% | 2.09% |
| FCX | 82.26% | $62.88B | +19.01% | 1.03% |
| HBM | 78.00% | $3.21B | +102.89% | 0.16% |
| TECK | 76.22% | $24.53B | +30.81% | 0.79% |
| PAAS | 68.44% | $8.32B | +59.32% | 1.74% |
| HL | 68.18% | $3.62B | +22.10% | 0.81% |
| SBSW | 66.09% | $3.02B | -5.53% | 0.00% |
| AA | 64.97% | $12.00B | +76.08% | 0.86% |
| AG | 64.53% | $1.94B | +18.38% | 0.28% |
| MAG | 63.53% | $1.61B | +45.84% | 0.00% |
| CDE | 63.39% | $2.65B | +148.31% | 0.00% |
| ASA | 62.69% | - | - | 0.20% |
| PSLV | 62.36% | - | - | 0.00% |
| CEF | 61.38% | - | - | 0.00% |
| AEM | 59.91% | $41.91B | +68.56% | 1.90% |
| BVN | 59.83% | $3.12B | +34.06% | 0.00% |
| BAP | 59.78% | $15.80B | +58.12% | 4.67% |
| SSL | 59.67% | $1.72B | +22.36% | 1.00% |
| WPM | 59.50% | $28.80B | +34.29% | 1.21% |
| FSM | 59.05% | $1.57B | +36.99% | 0.00% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| RLMD | -0.05% | $82.98M | -3.51% | 0.00% |
| GSK | -0.08% | $68.73B | -4.26% | 4.64% |
| XBIT | 0.10% | $201.80M | +84.92% | 0.00% |
| CAG | -0.14% | $12.97B | -4.09% | 5.14% |
| CASI | -0.19% | $70.36M | -6.25% | 0.00% |
| VHC | 0.21% | $18.68M | -40.78% | 0.00% |
| GAN | -0.25% | $82.94M | +20.53% | 0.00% |
| HSY | 0.28% | $35.40B | -8.69% | 3.12% |
| HMN | 0.29% | $1.67B | +22.91% | 3.29% |
| AMSF | 0.30% | $1.11B | +21.09% | 2.48% |
| SYPR | -0.32% | $32.23M | -26.70% | 0.00% |
| BNED | -0.47% | $270.40M | -91.94% | 0.00% |
| OXBR | 0.53% | $19.24M | +183.49% | 0.00% |
| EYPT | -0.60% | $446.88M | +39.17% | 0.00% |
| TRV | 0.60% | $59.21B | +48.12% | 1.57% |
| UTHR | 0.63% | $16.40B | +59.39% | 0.00% |
| OCX | 0.67% | $44.95M | -32.75% | 0.00% |
| HIHO | -0.69% | $8.50M | -1.53% | 6.22% |
| SIGI | -0.81% | $5.86B | -6.20% | 1.48% |
| TMUS | 0.81% | $274.55B | +58.87% | 0.82% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.16% | $22.09B | +17.17% | 1.08% |
| MCK | -15.69% | $79.75B | +37.34% | 0.41% |
| AJG | -14.22% | $66.36B | +20.50% | 0.77% |
| PGR | -13.61% | $154.33B | +62.01% | 0.44% |
| VRSK | -13.16% | $40.61B | +19.80% | 0.52% |
| CAH | -13.08% | $29.87B | +16.57% | 1.63% |
| CME | -11.10% | $81.64B | +7.34% | 2.00% |
| STG | -10.07% | $35.47M | +5.43% | 0.00% |
| MMC | -10.02% | $110.22B | +12.11% | 1.35% |
| ACGL | -9.77% | $37.09B | +20.63% | 0.00% |
| CHD | -9.49% | $27.50B | +19.29% | 1.01% |
| CPB | -8.87% | $13.23B | +8.54% | 3.29% |
| AON | -8.54% | $82.75B | +16.30% | 0.69% |
| PG | -7.62% | $406.83B | +14.39% | 2.27% |
| WRB | -7.04% | $23.68B | +34.33% | 0.68% |
| MNOV | -6.76% | $98.09M | +5.26% | 0.00% |
| LTM | -6.63% | $8.37B | -100.00% | <0.01% |
| JNPR | -6.41% | $11.73B | +31.03% | 2.48% |
| CYD | -6.14% | $384.48M | -0.79% | 4.00% |
| URGN | -6.13% | $487.40M | -7.82% | 0.00% |
ETF's related to EPU
News
SeekingAlpha
Securing The Soft Landing
SeekingAlpha
While the US is up 58% on a total return basis during the current bull market, the rest of the world is up 13.5 percentage points less at +44.5%.
SeekingAlpha
iShares MSCI Chile ETF has been an underperformer for many years now, and most investors have probably given up on the country. See why I rate ECH fund a buy.
SeekingAlpha
iShares MSCI Peru ETF is a strong investment option but with concentration risks due to its top holdings in volatile sectors. Read more on EPU ETF here.
Yahoo
See which emerging markets countries are beating the U.S. stock market.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.