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18 important things you should know about BlackRock IEMG ETF

Updated: February 12, 2021
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • Low expense ratio
Bear Case
  • No Bear case arguments for now!

Before we start: if you’re looking for IEMG “stock” price, you can quickly find it out by visiting Finny and typing "IEMG quote". If you’re looking for a quick scoop on IEMG "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IEMG". You’ll get all this info in one place.

Are you looking to buy or sell IEMG? Or perhaps you’re looking for IEMG fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IEMG ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IEMG performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IEMG buy or sell; the pros and cons of investing in IEMG ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IEMG.

And here is the list of questions we’ll answer:

  1. Describe iShares Core MSCI Emerging Markets ETF (IEMG).
  2. What is IEMG underlying index?
  3. What are IEMG holdings?
  4. What is IEMG performance? What are IEMG historical returns?
  5. How many up and down years did IEMG have historically?
  6. What is IEMG dividend yield?
  7. What is IEMG expense ratio?
  8. What is IEMG tax efficiency (tax-cost ratio)?
  9. What is IEMG beta? How would you assess IEMG risk?
  10. What is IEMG Sharpe ratio?
  11. What is IEMG Finny Score? IEMG buy or sell?
  12. What are the pros of investing in IEMG? What are IEMG buy reasons?
  13. What are the cons of investing in IEMG? What are IEMG sell reasons?
  14. Compare and contrast: IEMG vs EEM.
  15. Compare and contrast: IEMG vs VWO.
  16. Compare and contrast: IEMG vs SPEM.
  17. Compare and contrast: IEMG vs FEMKX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe iShares Core MSCI Emerging Markets ETF (IEMG).

The Fund seeks to track the investment results of an index composed if large-, mid- and small-capitalization emerging market equities. The Fund invests at least 90% of its assets in the component securities of the Underlying Index and in investments that have economic characteristics similar to such securities.

2. What is IEMG underlying index?

MSCI Emerging Markets Investable Market Index.

3. What are IEMG top holdings?

IEMG has 2,507 stock holdings and 0 bond holdings.

The top 10 holdings represent 29.17% of total assets. Here are the top holdings:

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 7.84%
Tencent Holdings Ltd 00700 5.99%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.10%
Samsung Electronics Co Ltd 005930.KS 3.26%
Meituan 03690 1.82%
Naspers Ltd Class N NPN.JO 1.16%
Reliance Industries Ltd RELIANCE.B 1.08%
BlackRock Cash Funds Treasury SL Agency XTSLA 1.07%
JD.com Inc ADR JD 0.95%
China Construction Bank Corp Class H 00939 0.90%

4. What is IEMG performance? What are IEMG historical returns?

IEMG has generated the following returns:

  • 1-month return is 2.89%;
  • 3-month return is 20.82%;
  • 1-year return is 28.88%;
  • 3-year return is 4.02%;
  • 5-year return is 14.21%.

5. How many up and down years did IEMG have historically?

In the last 10 years, IEMG had 4 up years and 4 down years.

IEMG up and down years

6. What is IEMG dividend yield?

IEMG yield is 1.87%.

7. What is IEMG expense ratio?

IEMG expense ratio is 0.11%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

IEMG expenses

8. What is IEMG tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.86%;
  • 3-year ax cost ratio is 0.9%.
IEMG tax costs

9. What is IEMG beta? How would you assess IEMG risk?

  • 3-year beta is 1.02;
  • 5-year beta is 1.06.
IEMG Beta

10. What is IEMG Sharpe ratio?

  • 3-year Sharpe ratio is 0.23;
  • 5-year Sharpe ratio is 0.80.
IEMG Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 3 reasons to buy and 0 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

12. What are the pros of investing in IEMG? What are IEMG buy reasons?

The following are IEMG strengths from our perspective:

  • IEMG 3-year return is 4.02%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 3.08%.
  • IEMG 5-year return is 14.21%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 10.52%.
  • IEMG expense ratio is 0.11%, which is considered low. Nice job picking a low-cost fund.

13. What are the cons of investing in IEMG? What are IEMG negatives?

There are no visible red flags.

Alternatives

14. Compare and contrast: IEMG vs EEM.

Both IEMG and EEM are ETFs. IEMG has a higher 5-year return than EEM (14.21% vs 14.14%). IEMG has a lower expense ratio than EEM (0.11% vs 0.68%). Below is the comparison between IEMG and EEM.

IEMG EEM
Segment Equity: Emerging Markets - Total Market Equity: Emerging Markets - Total Market
Net Assets $73.73B $29.16B
Expense Ratio 0.11% 0.68%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI Emerging Markets Investable Market Index MSCI Emerging Markets Index
YTD Return 2.89% 3.17%
1-Year Return 28.88% 28.66%
3-Year Return 4.02% 3.73%
5-Year Return 14.21% 14.14%
10-Year Return N/A 3.67%
Dividend Yield 1.87% 1.45%

EEM profile: The Fund seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities. The Fund invests, under normal circumstances, at least 90% of its assets in the securities of its Underlying Index and in depositary receipts representing securities in its Underlying Index.

For further information, check out IEMG vs EEM comparison details.

15. Compare and contrast: IEMG vs VWO.

Both IEMG and VWO are ETFs. IEMG has a higher 5-year return than VWO (14.21% vs 13.86%). IEMG has a higher expense ratio than VWO (0.11% vs 0.1%). Below is the comparison between IEMG and VWO.

IEMG VWO
Segment Equity: Emerging Markets - Total Market Equity: Emerging Markets - Total Market
Net Assets $73.73B $74.15B
Expense Ratio 0.11% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI Emerging Markets Investable Market Index FTSE Emerging Markets All Cap China A Inclusion Index Net TR US RIC
YTD Return 2.89% 3.13%
1-Year Return 28.88% 25.76%
3-Year Return 4.02% 4.05%
5-Year Return 14.21% 13.86%
10-Year Return N/A 3.77%
Dividend Yield 1.87% 1.85%

VWO profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The Fund employs an indexing investment approach designed to track the FTSE Emerging Markets All Cap China A Inclusion Index by sampling the Index.

For further information, check out IEMG vs VWO comparison details.

16. Compare and contrast: IEMG vs SPEM.

IEMG is an ETF, whereas SPEM is a mutual fund. IEMG has a lower 5-year return than SPEM (14.21% vs 16.69%). IEMG and SPEM have the same expense ratio (0.11%). Below is the comparison between IEMG and SPEM.

IEMG SPEM
Segment Equity: Emerging Markets - Total Market
Net Assets $73.73B $5.63B
Expense Ratio 0.11% 0.11%
Management Style passive (index-based) N/A
Underlying Index MSCI Emerging Markets Investable Market Index N/A
YTD Return 2.89% 7.64%
1-Year Return 28.88% 20.14%
3-Year Return 4.02% 5.27%
5-Year Return 14.21% 16.69%
10-Year Return N/A 4.52%
Dividend Yield 1.87% 1.78%

SPEM profile: The Fund seeks to replicate as closely as possible the total return performance of an equity index based upon the emerging markets of the world. The Fund uses a passive management strategy designed to track the total return performance of the S&P Emerging Markets Index.

For further information, check out IEMG vs SPEM comparison details.

17. Compare and contrast: IEMG vs FEMKX.

IEMG is an ETF, whereas FEMKX is a mutual fund. IEMG has a lower 5-year return than FEMKX (14.21% vs 21.47%). IEMG has a lower expense ratio than FEMKX (0.11% vs 0.92%). Below is the comparison between IEMG and FEMKX.

IEMG FEMKX
Segment Equity: Emerging Markets - Total Market International Equity: Diversified Emerging Market
Net Assets $73.73B $5.99B
Expense Ratio 0.11% 0.92%
Management Style passive (index-based) active
Underlying Index MSCI Emerging Markets Investable Market Index N/A
YTD Return 2.89% 8.06%
1-Year Return 28.88% 21.46%
3-Year Return 4.02% 13.43%
5-Year Return 14.21% 21.47%
10-Year Return N/A 7.65%
Dividend Yield 1.87% 0.19%

FEMKX profile: The Fund seeks capital appreciation. Fidelity Management & Research normally invests in securities of issuers in emerging markets, by allocating investments across countries considering the size of the market in each country relative to the size of markets in countries considered emerging markets as a whole.

For further information, check out IEMG vs FEMKX comparison details.

In the IEMG review, we covered IEMG key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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