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ETFs

iShares MSCI Peru and Global Exposure ETF

EPU
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 19 2009
Expense Ratio
0.58%
Type
Global Ex. US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$518,921
AUM
$99,832,931
Associated Index
MSCI All Peru Capped Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

SCCO
Southern Copper Corporation
21.97%
BAP
Credicorp Ltd
21.56%
BVN
Compania de Minas Buenaventura S.A. - ADR
5.07%
ALICORC1
Alicorp S.A.
4.66%
CVERDEC1
Sociedad Minera Cerro Verde S.A.
3.65%
PTAL
PetroTal Corp
3.21%
FERREYC1
Ferreycorp S.A.A
3.19%
HOC
Hochschild Mining Plc
2.95%
LAUR
Laureate Education Inc
2.91%
INRETC1
InRetail Peru Corp.
2.73%
Invest with EPU

What is EPU?

The iShares MSCI Peru and Global Exposure ETF seeks to track the investment results of an equity index with exposure to Peru, as defined by the index provider. It provides exposure to a broad range of companies in or with economic exposure to Peru

ETFs related toEPU

ETFs correlated to EPU include COPX, PICK, GCOW

EPU
BlackRock Institutional Trust Company N.A. - iShares MSCI Peru and Global Exposure ETF
COPX
Global X Funds - Global X Copper Miners ETF
PICK
BlackRock Institutional Trust Company N.A. - iShares MSCI Global Metals & Mining Producers ETF
GCOW
Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
GNR
SSgA Active Trust - SPDR S&P Global Natural Resources ETF
GUNR
FlexShares Trust - FlexShares Global Upstream Natural Resources Index Fund
DFAX
Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IDV
BlackRock Institutional Trust Company N.A. - iShares International Select Dividend ETF
IQDF
FlexShares Trust - FlexShares International Quality Dividend Index Fund
DTH
WisdomTree Trust - WisdomTree International High Dividend Fund
VXUS
Vanguard Group, Inc. - Vanguard Total International Stock ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toEPU

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with EPU using Composer

FAQ

EPU is a Global Ex. US Equities ETF. The iShares MSCI Peru and Global Exposure ETF seeks to track the investment results of an equity index with exposure to Peru, as defined by the index provider. It provides exposure to a broad range of companies in or with economic exposure to Peru

EPU tracks the MSCI All Peru Capped Index.

No, EPU is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, EPU is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EPU is -0.0434%. This is the percent change in the value of EPU over the most recent 1-month period. The 3-month return on EPU is 0.0033%. This is the percent change in the value of EPU over the most recent 3-month period.

The standard deviation of EPU for the past year is 0.2233%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to EPU include EWZ, EWW, and EWT.

ETFs correlated to EPU include COPX, PICK, and GCOW.

ETFs that are inversely correlated to EPU include EDZ, EFZ, and EPV.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.