iShares MSCI Peru and Global Exposure ETF (EPU) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.36: the stock has moved about 36% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares MSCI Peru and Global Exposure ETF (EPU) trades at $89.56. The iShares MSCI Peru and Global Exposure ETF (EPU) aims to replicate the investment results of an equity index focused on Peru. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for EPU: EPU does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares MSCI Peru and Global Exposure ETF (EPU) Financial Services Profile
iShares MSCI Peru and Global Exposure ETF (EPU) offers targeted exposure to the Peruvian equity market, tracking an MSCI index. With a market capitalization of $0.25 billion and a beta of 1.36, EPU provides a focused investment vehicle for those seeking to participate in the growth of the Peruvian economy.
What Is the Investment Thesis for EPU?
The iShares MSCI Peru and Global Exposure ETF (EPU) presents a focused investment opportunity for those seeking exposure to the Peruvian equity market. With a beta of 1.36, EPU exhibits higher volatility compared to the broader market, potentially offering enhanced returns during periods of Peruvian economic growth. The fund's performance is directly tied to the performance of the underlying MSCI index, making it crucial to monitor the economic and political landscape of Peru. While EPU does not offer a dividend yield, potential capital appreciation remains a key driver for investors. Upcoming catalysts include potential infrastructure development projects and favorable trade agreements that could boost the Peruvian economy. Potential risks include political instability and fluctuations in commodity prices, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
EPU Key Highlights
Market Cap: $0.25B indicates the fund's size and overall market value.
- Beta: 1.36 suggests higher volatility compared to the broader market.
- Dividend Yield: None reflects the fund's focus on capital appreciation rather than income generation.
- Exposure to Peru: The fund provides targeted exposure to the Peruvian equity market.
- Tracks MSCI Index: EPU aims to replicate the investment results of an MSCI equity index.
Who Are EPU's Competitors?
EPU is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVXC Avantis Emerging Markets ex-China Equity ETF | $83.81 | +1.93% | $422M | — |
| DFE WisdomTree Europe SmallCap Dividend Fund | $73.83 | +0.73% | $162M | — |
| EDEN iShares MSCI Denmark ETF | $107.75 | -0.88% | $179M | — |
| EWZS iShares MSCI Brazil Small-Cap ETF | $15.73 | +14.84% | $173M | — |
| FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF | $35.94 | -0.32% | $264M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EPU's Key Strengths?
Targeted exposure to the Peruvian equity market.
- Convenient and liquid investment vehicle.
- Managed by a reputable asset manager (BlackRock).
- Diversification benefits by holding a portfolio of Peruvian equities.
What Are EPU's Weaknesses?
Concentrated exposure to a single country (Peru).
- Subject to political and economic risks specific to Peru.
- Performance is dependent on the performance of the underlying MSCI index.
- No dividend yield.
What Are the Key Risks for EPU?
Political instability in Peru.
- Fluctuations in commodity prices.
- Economic slowdown in Peru.
- Dependence on the performance of the underlying MSCI index.
What Are EPU's Competitive Advantages?
- Brand recognition: iShares is a well-known and trusted provider of ETFs.
- Scale: BlackRock, the parent company of iShares, is one of the world's largest asset managers.
- Low cost: EPU offers a relatively low-cost way to gain exposure to the Peruvian equity market.
What Does EPU Do?
The iShares MSCI Peru and Global Exposure ETF (EPU) is designed to mirror the investment performance of an equity index that is representative of the Peruvian market. As an exchange-traded fund (ETF), EPU offers investors a convenient and liquid way to gain exposure to a basket of Peruvian stocks. The fund operates under the umbrella of iShares, a well-known provider of ETFs managed by BlackRock, one of the world's largest asset managers. EPU's investment strategy involves holding stocks that constitute the underlying index, aiming to replicate its returns before fees and expenses. The fund's holdings reflect the composition of the Peruvian equity market, spanning various sectors and market capitalizations. By investing in EPU, investors can diversify their portfolios and participate in the growth potential of the Peruvian economy without directly purchasing individual stocks. The ETF is subject to market risks associated with investing in equities, including fluctuations in stock prices and economic conditions specific to Peru.
What Products and Services Does EPU Offer?
- Tracks the investment results of an equity index focused on Peru.
- Provides investors with exposure to the Peruvian equity market.
- Offers a convenient and liquid way to invest in a basket of Peruvian stocks.
- Replicates the performance of the underlying MSCI index.
- Invests in stocks that constitute the underlying index.
- Offers diversification benefits by holding a portfolio of Peruvian equities.
- Allows investors to participate in the growth potential of the Peruvian economy.
How Does EPU Make Money?
- The fund generates revenue through management fees charged to investors.
- The fund's performance is directly linked to the performance of the underlying MSCI index.
- The fund aims to replicate the index's returns before fees and expenses.
What Industry Does EPU Operate In?
The iShares MSCI Peru and Global Exposure ETF (EPU) operates within the asset management industry, specifically focusing on providing exposure to emerging markets. The ETF competes with other funds offering similar exposure to Latin American or emerging market equities. The growth of the ETF is tied to the overall performance and investor sentiment towards the Peruvian economy. The asset management industry is characterized by increasing competition and a growing demand for specialized investment products. Investors are seeking targeted exposure to specific countries or regions, driving the demand for ETFs like EPU.
Who Are EPU's Key Customers?
- Institutional investors seeking exposure to the Peruvian equity market.
- Retail investors looking for a convenient way to invest in Peruvian stocks.
- Financial advisors seeking to diversify client portfolios with emerging market exposure.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -2.8%.
EPU Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to the Peruvian equity market.
- Convenient and liquid investment vehicle.
- Managed by a reputable asset manager (BlackRock).
- Diversification benefits by holding a portfolio of Peruvian equities.
Bear Case
- Concentrated exposure to a single country (Peru).
- Subject to political and economic risks specific to Peru.
- Performance is dependent on the performance of the underlying MSCI index.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
EPU Latest News
No recent news available for EPU.
EPU Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for EPU.
Price Targets
Wall Street price target analysis for EPU.
EPU MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for EPU; grades run from A+ (80-100) to F (below 30).
EPU Financials Stock FAQ
What does iShares MSCI Peru and Global Exposure ETF do?
The iShares MSCI Peru and Global Exposure ETF (EPU) is an exchange-traded fund that seeks to replicate the investment results of an equity index with exposure to Peru.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial goals.