IPAC - ETF AI Analysis
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iShares Core MSCI Pacific ETF (IPAC)
Rating:68Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Country Diversification in the Pacific Region
Holdings spread across Japan, Australia, Hong Kong, Singapore, and other markets reduce reliance on any single Pacific country.
Solid Recent Performance
The fund has shown steady gains over the past month, three months, and year-to-date, indicating recent strength in its underlying markets.
Negative Factors
Heavy Japan Concentration
With a large majority of assets in Japanese stocks, the ETF is highly sensitive to economic and market conditions in Japan.
Sector Tilt Toward Financials and Industrials
A big share in financial and industrial companies means the fund could be more affected if these sectors face a downturn.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, a few key names have shown weak or negative results, which can drag on overall returns.
IPAC vs. SPDR S&P 500 ETF (SPY)
AUM2.57B
RegionAsia-Pacific
Expense Ratio0.09%
Beta0.85
IssueriShares
Inception DateJun 10, 2014
Dividend Yield3.82%
Asset ClassEquity
Index TrackedMSCI Pacific IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume169,368
30 Day Avg. Volume141,195
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
91.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1361
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IPAC Summary
The iShares Core MSCI Pacific ETF (IPAC) tracks the MSCI Pacific IMI index, which covers a wide range of companies in developed Pacific countries like Japan and Australia. It holds many types of businesses, including banks, industrial firms, and technology companies. Well-known names in the fund include Toyota and Sony. Someone might invest in IPAC to diversify outside the U.S. and get broad exposure to the economies of the Pacific region in a single investment. A key risk is that the fund can rise or fall with stock markets in those countries, especially Japan.
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 leans heavily on Japan and Australia, with big banks and industrial names steering the ship. Mitsubishi UFJ and Sumitomo Mitsui are rising and giving the fund a solid financial backbone, while BHP’s steady climb in materials adds extra lift. On the growth side, Tokyo Electron is riding the semiconductor wave, helping offset some bumps. But Toyota looks stuck in the slow lane and Sony has been losing steam, both acting as mild drags. Overall, it’s a developed Asia-Pacific story with a tilt toward financials and industrials, plus a dash of tech momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BHP Group Ltd | 2.41% | $61.92M | AU$321.96B | 90.65% | 68 Neutral | |
| Mitsubishi UFJ Financial Group | 2.26% | $58.00M | ¥34.06T | 25.64% | 76 Outperform | |
| Commonwealth Bank of Australia | 2.12% | $54.40M | AU$272.50B | -8.76% | 64 Neutral | |
| Toyota Motor | 1.91% | $49.10M | ¥33.68T | 6.06% | 80 Outperform | |
| SoftBank Group | 1.86% | $47.80M | ¥49.28T | 344.24% | 64 Neutral | |
| Tokyo Electron | 1.60% | $41.22M | ¥24.41T | 129.38% | 73 Outperform | |
| Hitachi,Ltd. | 1.58% | $40.67M | ¥22.99T | 17.35% | 77 Outperform | |
| Sumitomo Mitsui Financial Group | 1.43% | $36.67M | ¥22.71T | 50.36% | 77 Outperform | |
| Sony | 1.42% | $36.39M | ¥21.74T | -12.20% | 73 Outperform | |
| Advantest | 1.34% | $34.32M | ¥18.36T | 225.76% | 75 Outperform |
IPAC Technical Analysis
Positive
―
Price Trends
80.15
Positive
79.54
Positive
75.74
Positive
Market Momentum
0.72
Negative
61.82
Neutral
86.76
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 82.28, equal to the 50-day MA of 80.15, and equal to the 200-day MA of 75.74, indicating a bullish trend. The MACD of 0.72 indicates Negative momentum. The RSI at 61.82 is Neutral, neither overbought nor oversold. The STOCH value of 86.76 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
83.26
18.05
27.68%
INDA
iShares MSCI India ETF
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―
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DXJ
WisdomTree Japan Hedged Equity Fund
―
―
―
BBAX
JPMorgan BetaBuilders Developed Asia ex-Japan 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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