IPAC - ETF AI Analysis
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iShares Core MSCI Pacific ETF (IPAC)
IPAC, the iShares Core MSCI Pacific ETF, earns a solid overall rating thanks to high-quality holdings like Toyota, Hitachi, and major Japanese and Australian financial groups, which show strong profitability, healthy balance sheets, and generally supportive price trends. Some holdings, such as BHP Group and certain banks, face short-term bearish momentum, high leverage, or potential overvaluation, which slightly weigh on the fund’s rating. The main risk factor is its heavy concentration in Pacific-region stocks, meaning performance is closely tied to economic and market conditions in Japan and Australia.
IPAC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.70B
- Region
- Asia-Pacific
- Expense Ratio
- 0.09%
- Beta
- 0.85
- Issuer
- iShares
- Inception Date
- Jun 10, 2014
- Dividend Yield
- 3.86%
- Asset Class
- Equity
- Index Tracked
- MSCI Pacific IMI
IPAC Summary
IPAC is the iShares Core MSCI Pacific ETF, which follows the MSCI Pacific IMI index and invests in stocks from developed countries around the Pacific, mainly Japan and Australia. It holds a wide mix of industries, including financials, industrials, and technology, with well-known names like Toyota and Sony among its top positions. Someone might invest in IPAC to diversify beyond the U.S., spreading their money across many companies and sectors in the Pacific region for long-term growth potential. A key risk is that its value can rise or fall with stock markets in those countries, especially Japan and Australia.
How much will it cost me?
IPAC has an annual expense ratio of 0.09%, which means you’ll pay about $0.90 per year for every $1,000 invested. This cost is lower than the average ETF because IPAC is a passively managed fund that simply tracks the MSCI Pacific index instead of paying managers to pick individual stocks.
What would affect this ETF?
IPAC could benefit if developed Asia-Pacific economies like Japan and Australia grow steadily, boosting banks, industrials, and major exporters such as Toyota and BHP, and if global demand for technology and electronics supports holdings like Sony and Tokyo Electron. On the downside, higher interest rates, slower regional growth, or regulatory changes affecting financial institutions and resource companies could weigh on the fund, and its focus on developed Pacific markets means it may lag if other regions outperform.
IPAC Top 10 Holdings
IPAC is largely a Japan-led story, with financial giants like Mitsubishi UFJ and Sumitomo Mitsui providing a steady backbone while the Commonwealth Bank of Australia has been lagging and slightly weighing on returns. The real spark comes from Japan’s chip and tech names: Advantest, Tokyo Electron, Hitachi, and Recruit Holdings have been rising, giving the fund a clear tilt toward semiconductors and industrial technology. SoftBank adds a more volatile, mixed note. Overall, it’s a developed Asia-Pacific play, dominated by Japan with a meaningful dose of Australia.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JP:8306 | Mitsubishi UFJ Financial Group | 2.53% | $67.08M | JPY 38.80T | 48.45% | 76Outperform |
 AU:BHP | BHP Group Ltd | 2.21% | $58.64M | AUD 292.61B | 31.18% | 68Neutral |
 AU:CBA | Commonwealth Bank of Australia | 2.15% | $56.98M | AUD 278.72B | -2.23% | 64Neutral |
 JP:7203 | Toyota Motor | 2.03% | $53.79M | JPY 36.35T | -3.61% | 80Outperform |
 JP:6857 | Advantest | 1.73% | $45.89M | JPY 24.32T | 56.53% | 75Outperform |
 JP:6501 | Hitachi,Ltd. | 1.55% | $41.21M | JPY 23.04T | 2.64% | 77Outperform |
 JP:6098 | Recruit Holdings Co | 1.77% | $46.93M | JPY 26.61T | 152.27% | 67Neutral |
 JP:6758 | Sony | 1.62% | $42.86M | JPY 23.45T | -6.47% | 73Outperform |
 JP:8316 | Sumitomo Mitsui Financial Group | 1.61% | $42.63M | JPY 24.48T | 56.38% | 77Outperform |
 JP:8035 | Tokyo Electron | 1.49% | $39.45M | JPY 22.14T | 44.20% | 73Outperform |
IPAC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPAC, the sentiment is Negative. The current price of 82.80 is below the 20-day moving average (MA) of 84.23, below the 50-day MA of 85.02, and above the 200-day MA of 81.50, indicating a neutral trend. The MACD of -0.48 indicates Positive momentum. The RSI at 38.94 is Neutral, neither overbought nor oversold. The STOCH value of 60.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IPAC.
IPAC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IPAC | $82.80 | $92.00(11.11% Upside) | $2.70B | 0.09% | 68Neutral |
 DXJ | $58.39 | $72.91(24.87% Upside) | $7.11B | 0.48% | 71Outperform |
 BBAX | $62.75 | $68.09(8.51% Upside) | $6.77B | 0.19% | 66Neutral |
 INDA | $47.72 | $57.12(19.70% Upside) | $5.81B | 0.61% | 66Neutral |
 MCHI | $49.07 | $70.14(42.94% Upside) | $5.49B | 0.59% | 58Neutral |
 FLJP | $39.59 | $51.69(30.55% Upside) | $4.31B | 0.09% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IPAC | iShares Core MSCI Pacific ETF | 82.80 | 10.94 | 15.22% | |
| DXJ | WisdomTree Japan Hedged Equity Fund | 58.39 | 13.63 | 30.46% | |
| BBAX | JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 62.75 | 8.42 | 15.51% | |
| INDA | iShares MSCI India ETF | 47.72 | -6.52 | -12.02% | |
| MCHI | iShares MSCI China ETF | 49.07 | -13.30 | -21.32% | |
| FLJP | Franklin FTSE Japan ETF | 39.59 | 5.55 | 16.29% |
This 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.