4 min readBy Beqa Bumbeishvili ETF Insider
EPP VS AIA: Sectors and Top Holdings
In this article, we will conduct an in-depth comparison between two prominent ETFs: EPP (iShares MSCI Pacific ex-Japan ETF) and AIA (iShares Asia 50 ETF).
The iShares MSCI Pacific ex-Japan ETF (EPP) is managed by BlackRock Fund Advisors (BFA), a renowned provider of exchange-traded funds (ETFs) globally. Launched to the market, EPP aims to track the performance of the MSCI Pacific ex Japan Index, which covers major stocks from Australia, Hong Kong, New Zealand, and Singapore, representing approximately 85% of the free float-adjusted market capitalization in each country. Employing an indexing approach, BFA aims to provide investors with a cost-effective vehicle to gain exposure to the Pacific ex-Japan equity market while mitigating some risks associated with active management.
While the iShares MSCI Pacific ex Japan ETF (EPP) primarily focuses on tracking the MSCI Pacific ex Japan Index, which comprises stocks from Australia, Hong Kong, New Zealand, and Singapore, it still offers dividend distributions. These distributions occur in accordance with the dividend policies of the underlying companies within the index. Investors eligible for dividends from EPP can expect them on a periodic basis, influenced by the performance of constituent companies and the overall market conditions within the Pacific ex Japan region.
Tracking the MSCI Pacific ex Japan Index lies at the heart of the iShares MSCI Pacific ex Japan ETF's strategy. EPP invests in stocks from Australia, Hong Kong, New Zealand, and Singapore, encompassing about 85% of the free float-adjusted market capitalization in each country. The ETF focuses on large- and mid-capitalization companies, with significant representation from the financials and materials industries as of recent data. Employing an indexing approach, EPP aims to closely match the performance of its underlying index, offering investors exposure to the Pacific ex Japan region while seeking to minimize tracking error.
The correlation aspect of the iShares MSCI Pacific ex Japan ETF (EPP) is essential for understanding its behavior concerning the Pacific ex Japan equity market. As EPP tracks the MSCI Pacific ex Japan Index, its correlation with the stocks from Australia, Hong Kong, New Zealand, and Singapore is expected to be significant. Investors often analyze EPP's correlation with other assets and sectors to make informed decisions, utilizing tools like ETF Insider to delve deeper into these correlations and visualize overlaps within their investment portfolios.
The iShares MSCI Pacific ex Japan ETF (EPP) primarily focuses on the Asia-Pacific region, excluding Japan. This sector includes countries such as Australia, Hong Kong, New Zealand, and Singapore, covering approximately 85% of the free float-adjusted market capitalization in each country. As of the latest available data, the ETF has significant exposure to industries like financials and materials, mirroring the composition of the MSCI Pacific ex Japan Index it tracks. EPP provides investors with an opportunity to gain exposure to the dynamic economies of the Asia-Pacific region while maintaining a diversified portfolio. However, investors should be aware that sector concentration and geopolitical risks could impact the performance of this ETF.
The iShares MSCI Pacific ex Japan ETF (EPP) provides exposure to the Pacific region's equity markets, excluding Japan. By tracking the MSCI Pacific ex Japan Index, EPP primarily focuses on stocks from Australia, Hong Kong, New Zealand, and Singapore, covering approximately 85% of the free float-adjusted market capitalization in each country. As of the most recent data, the fund is significantly allocated towards the financials and materials sectors, reflecting the composition of the underlying index. Investors seeking diversification within the Asia-Pacific region may find EPP as a suitable investment option to capture the potential growth opportunities in these markets.
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4 min readIn this article, we will conduct an in-depth comparison between two prominent ETFs: EPP (iShares MSCI Pacific ex-Japan ETF) and AIA (iShares Asia 50 ETF).
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