Loading…
Loading…
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.
Is EPU's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
EPU: Hold But Stay Underweight
When it comes to broad international equities exposure, the sum of the parts is traditionally greater than the whole. Today, however, single-country exposure is also proving that individual parts can deliver a whole lot of performance.
iShares MSCI Peru ETF delivered the highest five-year total return among 41 country-specific ETFs, driven by copper and silver miners. South Korea (EWY) and Taiwan (EWT) outperformed the S&P 500 over five years, benefiting from AI and memory chip demand. International diversification is compelling, but expense ratios for iShares country ETFs range from 0.49% to 0.75% annually.
AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.
The iShares MSCI Peru and Global Exposure ETF covers 25 stocks, with only 66% of its holdings consisting of Peruvian pure-plays. EPU is heavily weighted toward cyclical sectors, especially materials (52%), and its top two holdings comprise 46% of the portfolio, amplifying concentration risk. EPU suits investors with aggressive risk appetites seeking to profit from a potential commodity supercycle or the growth of trade.