IShares MSCI Competition

EQLT Etf

USD 31.94 -0.66 -2.02%

Peers for iShares MSCI Emerging include ProShares Equities, Allspring Exchange, IShares Environmentally, WHITEWOLF Publicly, and Harbor ETF and others in the group. Working capital trends for IShares MSCI relative to peers can flag liquidity risks before they show up in earnings.

Correlation: IShares MSCI vs First Trust View

Minimal diversification benefit

The correlation between IShares MSCI and First Trust is 0.98, which Macroaxis classifies as Minimal diversification benefit for the selected horizon. The overlap area shows the portion of risk that can be diversified away by holding both instruments together.

Moving together with IShares Etf

0.9	VWO	Vanguard FTSE Emerging	Pair Corr
0.99	IEMG	iShares Core MSCI	Pair Corr
0.92	EMC	Global X Funds	Pair Corr
0.99	EEM	iShares MSCI Emerging	Pair Corr
0.89	SPEM	SPDR Portfolio Emerging	Pair Corr

Moving against IShares Etf

0.56	IBM	International Business	Pair Corr
0.51	MDBX	Tradr 2X Long	Pair Corr
0.48	AVGG	Leverage Shares 2X	Pair Corr

Specify up to 10 symbols:

Statistical evidence for mean reversion in IShares MSCI's can be observed through its tendency to revert after extreme valuations. Investors who believe in mean reversion view IShares MSCI's price extremes as temporary dislocations that may self-correct. Valuation-driven investors use mean reversion to time IShares MSCI's investments around historical valuation multiples. Historical data for IShares MSCI shows that extreme valuations have tended to normalize over multi-year periods.

Hype

Prediction

Low	Estimated	High
31.05	32.60	34.15

Details

Intrinsic

Valuation

Low	Real	High
29.34	35.56	37.11

Details

Naive

Forecast

Low	Next	High
31.59	33.15	34.70

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
30.97	33.09	35.20

Details

Assessing IShares MSCI's competitive position relative to sector peers reveals where the company stands in its industry. IShares MSCI's current valuation may reflect market-wide multiple expansion rather than genuine competitive edge. Competitive analysis of IShares MSCI involves measuring IShares MSCI's position against direct competitors. Investment merit for IShares MSCI is best assessed through the lens of competitive peer performance.

IShares MSCI Competition Correlation Matrix

Reviewing how iShares MSCI Emerging moves relative to competing etfs can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. The useful question is whether competitors are behaving like true alternatives or simply tracking the same sector move with different volatility.

	EQRR	ASCE	ERET	LBO	EMES	JHID	EBIT	SEA	WAR	EMDM
EQRR		0.42	0.82	-0.72	0.87	0.83	0.74	0.88	0.62	0.84	EQRR
ASCE	0.42		0.55	0.1	0.66	0.64	0.82	0.23	0.26	0.57	ASCE
ERET	0.82	0.55		-0.67	0.88	0.93	0.83	0.87	0.54	0.91	ERET
LBO	-0.72	0.1	-0.67		-0.55	-0.58	-0.32	-0.9	-0.52	-0.63	LBO
EMES	0.87	0.66	0.88	-0.55		0.94	0.83	0.79	0.63	0.95	EMES
JHID	0.83	0.64	0.93	-0.58	0.94		0.85	0.81	0.61	0.98	JHID
EBIT	0.74	0.82	0.83	-0.32	0.83	0.85		0.6	0.42	0.8	EBIT
SEA	0.88	0.23	0.87	-0.9	0.79	0.81	0.6		0.66	0.85	SEA
WAR	0.62	0.26	0.54	-0.52	0.63	0.61	0.42	0.66		0.72	WAR
EMDM	0.84	0.57	0.91	-0.63	0.95	0.98	0.8	0.85	0.72		EMDM
	EQRR	ASCE	ERET	LBO	EMES	JHID	EBIT	SEA	WAR	EMDM

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High positive correlations

EMDM	+ 0.98	JHID
EMDM	+ 0.95	EMES
JHID	+ 0.94	EMES
JHID	+ 0.93	ERET
EMDM	+ 0.91	ERET
SEA	+ 0.88	EQRR

High negative correlations

SEA	- 0.9	LBO
LBO	- 0.72	EQRR
LBO	- 0.67	ERET
EMDM	- 0.63	LBO
JHID	- 0.58	LBO
EMES	- 0.55	LBO

IShares MSCI Constituents Risk-Adjusted Indicators

Headline performance for IShares Etf may not fully reflect how the business compares across its competitive set. Risk-adjusted metrics help compare IShares MSCI's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EQRR	0.73	0.04	0.13	-0.20	0.95	-0.75	1.38	-1.80	5.32
ASCE	0.91	-0.05	0.00	0.16	0.00	0.00	1.35	-2.00	6.09
ERET	0.55	0.06	0.09	0.06	0.93	-0.49	1.14	-1.17	4.62
LBO	1.28	-0.23	0.00	-0.23	0.00	0.00	2.27	-3.53	7.77
EMES	1.07	0.04	0.08	-0.22	1.64	-1.05	2.11	-2.51	7.49
JHID	0.68	0.13	0.14	0.11	0.99	-0.68	1.56	-1.60	4.73
EBIT	0.76	-0.04	0.00	0.12	0.00	0.00	1.33	-1.63	5.13
SEA	0.82	0.29	0.24	0.34	0.89	-0.86	2.05	-1.78	4.81
WAR	1.32	0.25	0.12	0.13	1.88	-1.29	2.46	-2.81	8.88
EMDM	1.32	0.35	0.14	0.18	2.00	-1.32	3.04	-3.24	9.93

IShares MSCI Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	EQLT	EQRR	ASCE	ERET	LBO	EMES	JHID	EBIT	SEA	WAR
	2.02 31.94 IShares	2.05 69.74 ProShares	4.16 27.82 Allspring	0.07 27.12 IShares	0.80 23.43 WHITEWOLF	1.61 23.37 Harbor	0.23 39.73 John	3.00 35.05 Harbor	1.02 16.81 SEA	2.45 24.66 ETF
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Contained	Moderate	Weak	Soft	Weak	Soft	Contained	Soft	Constructive	Contained
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Over Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Sell	Strong Sell	Strong Hold	Hold	Strong Sell	Strong Buy	Strong Sell	Strong Buy	Strong Buy
Price To Sales	1.05	N/A	N/A	N/A	N/A	0.01	N/A	N/A	0.83	N/A
Equity Positions Weight	97.69	99.88	N/A	N/A	N/A	N/A	N/A	N/A	94.58	N/A
Three Year Return	11.75	15.6	N/A	7.9	N/A	N/A	20.3	N/A	16.1	N/A
Net Asset	21.74 M	69.65 M	N/A	N/A	N/A	N/A	N/A	N/A	4.59 M	N/A
Price To Book	2.11	N/A	N/A	N/A	N/A	0.09	N/A	N/A	0.91	N/A
Five Year Return	9.84	10.7	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
One Year Return	28.2	18.2	N/A	8.8	-19.4	N/A	29.5	14.2	36.5	43.4
Last Dividend Paid	0.51	0.17	N/A	N/A	N/A	N/A	N/A	N/A	0.072	N/A
Price To Earning	17.65	N/A	N/A	N/A	N/A	0.43	N/A	N/A	11.15	N/A
Beta	N/A	0.87	N/A	1.05	N/A	N/A	1.02	N/A	0.7	N/A
Day Typical Price	31.94	69.72	27.62	27.1	23.44	23.45	39.59	34.96	16.76	24.87
Accumulation Distribution	N/A	0.47	456.82	1.75	0.0144	0.0508	0.0153	7.4	0.0113	0.0249
Market Facilitation Index	N/A	1.0E-4	0.0	3.0E-4	0.34	0.048	0.61	3.0E-4	0.19	0.63
Daily Balance Of Power	N/A	28.0	1.608696	-0.17	-0.56	1.541667	-0.15	3.642857	0.8947	-0.98
Period Momentum Indicator	-0.66	1.4	1.11	-0.02	-0.19	0.37	-0.09	1.02	0.17	-0.62
Rate Of Daily Change	0.98	1.02	1.04	1.0	0.99	1.02	1.0	1.03	1.01	0.98
Day Median Price	31.94	69.72	27.52	27.09	23.45	23.49	39.52	34.91	16.74	24.98
Price Action Indicator	-0.33	0.72	0.86	0.02	-0.12	0.065	0.17	0.65	0.16	-0.62
Relative Strength Index	47.81	58.69	49.45	39.58	38.31	46.73	46.06	48.84	59.05	48.12
Coefficient Of Variation	938.52	1268.07	-4,399	2002.36	-559.50	1989.85	1020.63	-5,905	432.9	1000.78
Mean Deviation	1.14	0.7349	0.9111	0.5549	1.28	1.07	0.6765	0.7614	0.8167	1.32
Jensen Alpha	0.2347	0.0445	-0.05	0.0619	-0.23	0.0447	0.1321	-0.04	0.2927	0.25
Total Risk Alpha	0.2735	0.1499	0.0599	0.0943	-0.18	0.186	0.1576	0.0565	0.3351	0.3073
Sortino Ratio	0.1316	0.1319	N/A	0.0914	N/A	0.0765	0.1409	N/A	0.235	0.1153
Downside Variance	2.73	1.06	N/A	1.13	N/A	2.97	1.11	N/A	1.76	4.03
Standard Deviation	1.5	0.9887	1.16	0.7853	1.74	1.47	0.9267	1.01	1.1	1.74
Kurtosis	1.4	0.8869	0.8674	3.17	0.3302	2.19	1.44	0.4677	0.4671	0.7975
Potential Upside	2.49	1.38	1.35	1.14	2.27	2.11	1.56	1.33	2.05	2.46
Treynor Ratio	0.1192	-0.20	0.1649	0.0608	-0.23	-0.22	0.1069	0.1176	0.3402	0.1283
Maximum Drawdown	7.39	5.32	6.09	4.62	7.77	7.49	4.73	5.13	4.81	8.88
Variance	2.24	0.9775	1.35	0.6166	3.04	2.17	0.8587	1.02	1.21	3.01
Market Risk Adjusted Performance	0.1292	-0.19	0.1749	0.0708	-0.22	-0.21	0.1169	0.1276	0.3502	0.1383
Risk Adjusted Performance	0.0919	0.0663	-0.02	0.0405	-0.14	0.0456	0.0815	-0.01	0.1919	0.0872
Skewness	-0.53	-0.14	0.2691	-1.13	-0.49	-0.91	-0.63	0.2836	-0.32	-0.60
Semi Deviation	1.51	0.9541	N/A	0.9337	N/A	1.64	0.9891	N/A	0.8944	1.88
Information Ratio	0.1452	0.1374	0.027	0.1237	-0.15	0.0896	0.1605	0.0404	0.2837	0.1333
Value At Risk	-2.10	-1.80	-2.00	-1.17	-3.53	-2.51	-1.60	-1.63	-1.78	-2.81
Expected Short fall	-1.17	-0.75	N/A	-0.49	N/A	-1.05	-0.68	N/A	-0.86	-1.29
Downside Deviation	1.65	1.03	N/A	1.06	N/A	1.72	1.06	N/A	1.33	2.01
Semi Variance	2.28	0.9103	N/A	0.8718	N/A	2.69	0.9783	N/A	0.8	3.55

IShares MSCI Competition Peer Performance Charts

How to Analyze IShares MSCI Against Peers

IShares MSCI's peer analysis compares IShares MSCI with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether IShares MSCI trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where IShares MSCI leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Operating expenses at IShares MSCI as a share of revenue sit below the peer group midpoint, signaling tighter cost control. Comparative analysis works best when peers share business drivers, cycle exposure, and capital structure characteristics.

Unless otherwise specified, data for iShares MSCI Emerging is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

Last reviewed on March 15th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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IShares MSCI Competition

Correlation: IShares MSCI vs First Trust View

Moving together with IShares Etf

Moving against IShares Etf

Specify up to 10 symbols:

IShares MSCI Competition Correlation Matrix

High positive correlations

High negative correlations

IShares MSCI Constituents Risk-Adjusted Indicators

IShares MSCI Competitive Analysis

IShares MSCI Competition Peer Performance Charts

How to Analyze IShares MSCI Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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