What is the expense ratio for EPU?

EPU (iShares MSCI Peru ETF) has an annual expense ratio of 0.57%, issued by iShares. This means for every $10,000 invested, you pay $57 per year in fund fees.

Is EPU a good ETF to buy?

iShares MSCI Peru ETF suits investors seeking exposure to Emerging Markets. View the full analysis including performance score, tracking quality, diversification, and macro regime fit on Fisclear.

EPU — iShares MSCI Peru ETF | Fisclear

Today

-0.48%

3 Month

-10.00%

YTD

+7.52%

1 Year

+64.83%

Price Chart

251 trading days · Use "Compare" tab to overlay other ETFs + regimes

Price History

Compare — add ETFs, toggle regime overlay

Base 100 = start of period

EPU

Technical Analysis

Technical Signals

Daily closes · 1-year data

ETF Structural Score

ETF Score evaluates fund wrapper quality, historical performance, and macro regime fit. Not financial advice.

Key Statistics

AUM

—

Expense Ratio

0.57%

Trailing Yield

—

Equity

—

Fixed Income

—

Issuer

iShares

vs S&P 500 (SPY) — 1 Year

Beta

1.46

EPU is 46% more volatile than the S&P 500. Higher risk, higher potential swing.

Correlation to SPY

0.59

Low correlation — moves more independently. Adding this alongside SPY reduces portfolio volatility.

Annualised Volatility

30.1%

Standard deviation of daily returns annualised. S&P 500 long-run avg ≈ 15%. At 30%, EPU is significantly more volatile than the broad market.

Relative Performance — EPU vs SPY (base 100)

Base: 100 (day 1)

EPU: 164.8

SPY: 124.7

Alpha: +40.15 (outperformed)

About EPU

Peruvian equities — mining and commodities dominant.

Macro Regime Alignment

Historical analysis of which macro regimes have favoured EPU. Based on the regime's characteristic interest rate environment, growth conditions, and sector rotation patterns.

Inflationary Boom

Growth ↑ · Inflation ↑

Active now

The economy is growing but prices are running hot. Real assets and commodities shine. Growth stocks suffer as discount rates rise. The Fed is typically tightening.

Liquidity Boom

QE · ZIRP · Fed BS ↑

The Fed is printing money and rates are near zero. Every asset inflates as cheap liquidity floods markets. The 'don't fight the Fed' regime — risk assets outperform.

Disclaimer: All data sourced from Yahoo Finance and is for informational purposes only. Holdings, sector weights, and AUM update daily but may lag official fund disclosures. Performance figures are price-based and do not include dividends. Regime alignment reflects historical observations and does not guarantee future returns. Nothing on this page constitutes investment advice. Always consult a qualified financial adviser before making investment decisions.