IPAC - ETF AI Analysis
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iShares Core MSCI Pacific ETF (IPAC)
Rating:68Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its holdings.
Broad Sector Diversification
Holdings spread across financials, industrials, technology, consumer sectors, and more help reduce the impact if any one industry struggles.
Negative Factors
Heavy Japan Concentration
With a large majority of assets in Japanese companies, the fund is highly exposed to economic and market conditions in Japan.
Financial Sector Dependence
A sizable allocation to financial stocks means the ETF could be more sensitive to changes in interest rates and banking conditions.
Mixed Performance Among Top Holdings
While several major positions have delivered strong gains, a few key names have been weak, which can create uneven performance within the portfolio.
IPAC vs. SPDR S&P 500 ETF (SPY)
AUM2.80B
RegionAsia-Pacific
Expense Ratio0.09%
Beta0.86
IssueriShares
Inception DateJun 10, 2014
Dividend Yield3.68%
Asset ClassEquity
Index TrackedMSCI Pacific IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume129,281
30 Day Avg. Volume96,142
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
100.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1331
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IPAC Summary
IPAC is the iShares Core MSCI Pacific ETF, which follows the MSCI Pacific IMI index and invests in stocks from developed countries in the Pacific region, mainly Japan and Australia. It holds a wide mix of sectors, including financials, industrials, and technology, and owns well-known companies like Toyota and BHP Group. Investors might consider IPAC for international diversification and long-term growth outside the U.S. market. However, because it focuses heavily on Pacific-region stocks, its value can go up and down with economic and market conditions in those countries.
How much will it cost me?The iShares Core MSCI Pacific ETF (IPAC) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The iShares Core MSCI Pacific ETF (IPAC) could benefit from economic growth in developed Asia-Pacific countries, particularly if sectors like technology and financials continue to expand. However, challenges such as rising interest rates or geopolitical tensions in the region could negatively impact industries like consumer cyclical and real estate, which are sensitive to economic conditions. Additionally, fluctuations in the performance of top holdings like Toyota and Sony may influence the ETF's overall returns.
IPAC Top 10 Holdings
IPAC is leaning heavily on Japan, with financial giants like Mitsubishi UFJ and Sumitomo Mitsui quietly powering the fund thanks to steady, rising share prices, even as Commonwealth Bank of Australia has been lagging and acting as a mild brake. On the growth side, semiconductor names Advantest and Tokyo Electron, along with Recruit Holdings, have been the real engines, climbing strongly and giving the ETF a tech-flavored boost despite its core in banks and industrials. Toyota and Sony are more mixed, leaving the fund driven mainly by Japan’s banks and chip-related plays across the developed Pacific region.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsubishi UFJ Financial Group | 2.57% | $70.92M | ¥40.90T | 49.62% | 76 Outperform | |
| BHP Group Ltd | 2.55% | $70.27M | AU$342.12B | 70.12% | 68 Neutral | |
| Commonwealth Bank of Australia | 1.98% | $54.61M | AU$262.89B | -7.66% | 64 Neutral | |
| Toyota Motor | 1.94% | $53.64M | ¥36.90T | 8.46% | 80 Outperform | |
| Advantest | 1.66% | $45.89M | ¥24.60T | 185.88% | 75 Outperform | |
| Sumitomo Mitsui Financial Group | 1.65% | $45.46M | ¥26.16T | 60.89% | 77 Outperform | |
| Tokyo Electron | 1.63% | $44.85M | ¥25.56T | 141.97% | 73 Outperform | |
| Hitachi,Ltd. | 1.61% | $44.36M | ¥25.10T | 29.71% | 77 Outperform | |
| Recruit Holdings Co | 1.54% | $42.55M | ¥24.17T | 84.79% | 67 Neutral | |
| Sony | 1.53% | $42.14M | ¥23.28T | -14.31% | 73 Outperform |
IPAC Technical Analysis
Positive
―
Price Trends
83.80
Positive
82.34
Positive
79.05
Positive
Market Momentum
0.69
Negative
64.41
Neutral
80.12
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPAC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 85.68, equal to the 50-day MA of 83.80, and equal to the 200-day MA of 79.05, indicating a bullish trend. The MACD of 0.69 indicates Negative momentum. The RSI at 64.41 is Neutral, neither overbought nor oversold. The STOCH value of 80.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IPAC.
IPAC Peer Comparison
Comparison Results
Performance Comparison
IPAC
iShares Core MSCI Pacific ETF
87.14
16.15
22.75%
DXJ
WisdomTree Japan Hedged Equity Fund
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―
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BBAX
JPMorgan BetaBuilders Developed Asia ex-Japan ETF
―
―
―
INDA
iShares MSCI India ETF
―
―
―
MCHI
iShares MSCI China ETF
―
―
―
FLJP
Franklin FTSE Japan ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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