IShares MSCI Competition

IMTM Etf

USD 49.51 0.05 0.10%

Peers for iShares MSCI Intl include IShares MSCI, IShares Edge, WisdomTree MidCap, IShares MSCI, and Capital Group and others in the group. Peer context helps frame relative positioning. Peer analytics here show whether IShares MSCI outperforms competitors on quality and value.

Pair Correlation for IShares MSCI and 2023 ETF Snapshot

Good diversification

The correlation between IMTM and EAGL is -0.09, which Macroaxis classifies as Good diversification for the selected horizon. Used correctly, the chart helps investors judge whether adding the second position genuinely diversifies the first.

Moving together with IShares Etf

0.98	VEA	Vanguard FTSE Developed	Pair Corr
0.99	IEFA	iShares Core MSCI	Pair Corr
0.99	VEU	Vanguard FTSE All	Pair Corr
0.99	EFA	iShares MSCI EAFE	Pair Corr
0.99	IXUS	iShares Core MSCI	Pair Corr

Moving against IShares Etf

0.63	AVGG	Leverage Shares 2X	Pair Corr
0.55	MDBX	Tradr 2X Long	Pair Corr

Specify up to 10 symbols:

The degree to which IShares MSCI's exhibits mean reversion depends on how efficiently the market prices new information. In highly covered equities, the mean reversion window tends to be shorter.

Hype

Prediction

Low	Estimated	High
48.39	49.51	50.63

Details

Intrinsic

Valuation

Low	Real	High
44.56	51.63	52.75

Details

Naive

Forecast

Low	Next	High
46.63	47.75	48.87

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
48.67	51.38	54.08

Details

Before investing in IShares MSCI, assess how IShares MSCI's compares to its competitive peer group. A company that appears undervalued in absolute terms may be fairly priced when measured against sector-relative benchmarks.

IShares MSCI Competition Correlation Matrix

Correlation analysis between iShares MSCI Intl and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	EWC	IVLU	DON	AAXJ	CGDG	XT	ITB	EMLP	DEM	EAGL
EWC		0.85	0.8	0.88	0.87	0.65	0.43	0.86	0.88	-0.25	EWC
IVLU	0.85		0.94	0.93	0.95	0.64	0.69	0.85	0.96	-0.32	IVLU
DON	0.8	0.94		0.89	0.95	0.66	0.82	0.78	0.91	-0.27	DON
AAXJ	0.88	0.93	0.89		0.96	0.82	0.66	0.79	0.97	-0.15	AAXJ
CGDG	0.87	0.95	0.95	0.96		0.76	0.73	0.79	0.95	-0.21	CGDG
XT	0.65	0.64	0.66	0.82	0.76		0.58	0.38	0.71	0.3	XT
ITB	0.43	0.69	0.82	0.66	0.73	0.58		0.43	0.66	-0.02	ITB
EMLP	0.86	0.85	0.78	0.79	0.79	0.38	0.43		0.87	-0.59	EMLP
DEM	0.88	0.96	0.91	0.97	0.95	0.71	0.66	0.87		-0.32	DEM
EAGL	-0.25	-0.32	-0.27	-0.15	-0.21	0.3	-0.02	-0.59	-0.32		EAGL
	EWC	IVLU	DON	AAXJ	CGDG	XT	ITB	EMLP	DEM	EAGL

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High positive correlations

DEM	+ 0.97	AAXJ
DEM	+ 0.96	IVLU
CGDG	+ 0.96	AAXJ
CGDG	+ 0.95	IVLU
CGDG	+ 0.95	DON
DEM	+ 0.95	CGDG

High negative correlations

EAGL	- 0.59	EMLP
EAGL	- 0.32	DEM
EAGL	- 0.32	IVLU
EAGL	- 0.27	DON
EAGL	- 0.25	EWC
EAGL	- 0.21	CGDG

IShares MSCI Constituents Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares MSCI ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares MSCI's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EWC	0.68	0.12	0.10	0.15	1.06	-0.64	1.24	-1.58	5.25
IVLU	0.69	0.12	0.14	-0.95	0.89	-0.75	1.30	-1.59	5.43
DON	0.63	0.05	0.06	0.03	0.71	-0.67	1.85	-1.37	3.56
AAXJ	0.89	0.16	0.13	0.16	1.20	-0.94	1.90	-1.59	8.02
CGDG	0.52	0.05	0.07	0.05	0.66	-0.52	0.82	-0.87	4.00
XT	0.71	0.03	0.04	0.02	0.95	-0.67	1.31	-1.46	4.52
ITB	1.26	-0.09	0.00	-0.11	0.00	0.00	3.47	-2.38	9.66
EMLP	0.51	0.18	0.38	2.70	0.17	-0.59	0.99	-0.73	3.01
DEM	0.59	0.11	0.15	0.18	0.70	-0.68	1.25	-0.85	4.58
EAGL	0.64	-0.06	0.00	0.27	0.00	0.00	0.88	-1.52	4.45

IShares MSCI Competitive Analysis

IShares MSCI competitive analysis is a powerful tool for investors seeking to contextualize IShares MSCI's financial performance. Comparing IShares MSCI's key ratios to peers highlights areas where the company excels or needs improvement.

Better Than Average

Worse Than Peers

View Performance Chart

	IMTM	EWC	IVLU	DON	AAXJ	CGDG	XT	ITB	EMLP	DEM
	0.10 49.51 IShares	0.04 56.46 IShares	1.82 39.39 IShares	1.13 52.34 WisdomTree	0.01 100.57 IShares	0.03 36.33 Capital	1.53 69.63 IShares	0.04 95.32 IShares	0.16 43.46 First	0.02 49.74 WisdomTree
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	Contained	Soft	Balanced	Contained	Soft	Weak	Firm	Balanced
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under 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)	Buy	Strong Buy	Cautious Hold	Buy	Strong Buy	Buy	Strong Hold	Hold	Strong Buy	Strong Buy
Price To Sales	1.38	1.67	0.57	1.32	1.28	N/A	1.71	0.89	1.48	0.92
Equity Positions Weight	99.14	99.57	98.88	100.0	99.17	N/A	100.52	99.8	96.7	99.53
Three Year Return	20.2	20.0	23.1	10.1	15.5	N/A	13.6	14.3	21.5	14.5
Net Asset	730.57 M	3.3 B	1.35 B	3.19 B	2.49 B	N/A	2.66 B	1.16 B	2.37 B	1.58 B
Price To Book	2.01	1.72	0.89	2.14	1.34	N/A	2.44	1.86	1.87	1.1
Five Year Return	9.6	13.5	14.1	9.2	2.7	N/A	6.1	10.8	18.6	8.8
One Year Return	31.0	41.7	37.4	10.9	32.0	19.1	24.9	-0.1	26.0	22.5
Last Dividend Paid	0.22	5.06	0.21	0.25	0.26	N/A	0.24	0.077	0.28	0.47
Ten Year Return	10.0	11.8	10.2	9.6	8.3	N/A	13.3	15.1	11.6	9.1
Price To Earning	18.34	7.99	13.17	20.38	13.12	N/A	20.25	13.22	15.76	9.37
Beta	0.93	1.0	0.93	0.95	0.94	N/A	1.36	1.92	0.61	0.76
Day Typical Price	49.49	56.46	39.83	52.55	100.57	36.33	69.97	95.32	43.46	49.74
Accumulation Distribution	0.001	N/A	0.0322	0.0117	1.0E-4	3.0E-4	0.0143	N/A	N/A	N/A
Market Facilitation Index	0.05	N/A	1.31	0.62	0.01	0.01	1.01	N/A	N/A	N/A
Daily Balance Of Power	1.0	0	-0.56	-0.97	1.0	1.0	-1.07	0	0	0
Period Momentum Indicator	0.05	-0.02	-0.73	-0.60	0.01	0.01	-1.08	-0.04	-0.07	-0.01
Rate Of Daily Change	1.0	1.0	0.98	0.99	1.0	1.0	0.98	1.0	1.0	1.0
Day Median Price	49.49	56.46	40.05	52.65	100.57	36.33	70.13	95.32	43.46	49.74
Price Action Indicator	0.05	-0.01	-1.02	-0.61	0.01	0.01	-1.05	-0.02	-0.04	-0.01
Relative Strength Index	46.51	53.11	43.09	38.97	51.76	45.9	44.1	34.93	69.18	50.97
Coefficient Of Variation	1302.8	851.2	678.3	2099.97	783.19	1587.92	3298.01	-1,637	331.44	736.45
Mean Deviation	0.7819	0.6758	0.69	0.6347	0.8851	0.5172	0.7059	1.26	0.5058	0.5922
Jensen Alpha	0.0929	0.117	0.1241	0.0471	0.1645	0.0454	0.0346	-0.09	0.1803	0.1074
Total Risk Alpha	0.1033	0.1282	0.1519	0.0515	0.1785	0.0492	0.0416	-0.07	0.1958	0.1171
Sortino Ratio	0.0726	0.0986	0.1401	0.0648	0.1267	0.0728	0.0391	N/A	0.3784	0.147
Downside Variance	1.7	1.56	1.11	0.5987	1.73	0.5165	0.9554	N/A	0.2787	0.6328
Standard Deviation	1.09	0.9571	0.9284	0.8244	1.22	0.6581	0.9012	1.72	0.6262	0.7812
Kurtosis	1.98	4.86	2.22	0.09	3.72	1.53	-0.04	2.51	0.5967	2.38
Potential Upside	1.75	1.24	1.3	1.85	1.9	0.8203	1.31	3.47	0.9868	1.25
Treynor Ratio	0.0809	0.1463	-0.95	0.0342	0.1616	0.047	0.0209	-0.11	2.7	0.1764
Maximum Drawdown	6.47	5.25	5.43	3.56	8.02	4.0	4.52	9.66	3.01	4.58
Variance	1.19	0.916	0.862	0.6796	1.49	0.4331	0.8121	2.95	0.3921	0.6103
Market Risk Adjusted Performance	0.0909	0.1563	-0.94	0.0442	0.1716	0.057	0.0309	-0.1	2.71	0.1864
Risk Adjusted Performance	0.0623	0.0928	0.1157	0.0375	0.1024	0.047	0.0249	-0.04	0.2311	0.1052
Skewness	-0.66	-1.46	-1.00	0.3155	-0.83	-0.32	-0.13	1.24	0.431	-0.79
Semi Deviation	1.17	1.06	0.8899	0.711	1.2	0.6628	0.9456	N/A	0.1715	0.6958
Information Ratio	0.0867	0.1288	0.1591	0.0608	0.1366	0.0795	0.0424	-0.05	0.319	0.1497
Value At Risk	-1.73	-1.58	-1.59	-1.37	-1.59	-0.87	-1.46	-2.38	-0.73	-0.85
Expected Short fall	-0.74	-0.64	-0.75	-0.67	-0.94	-0.52	-0.67	N/A	-0.59	-0.68
Downside Deviation	1.31	1.25	1.05	0.7738	1.31	0.7187	0.9774	N/A	0.5279	0.7955
Semi Variance	1.37	1.11	0.792	0.5056	1.45	0.4392	0.8942	N/A	0.0294	0.4841

IShares MSCI 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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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IShares MSCI Competition

Pair Correlation for IShares MSCI and 2023 ETF Snapshot

Good diversification

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 Peer Performance Charts

How to Analyze IShares MSCI Against Peers

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