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iSharesFocused RegionEPOL · NYSE Arca

iShares MSCI Poland ETF (EPOL)

Price
$45.56
11 Sept 2026
Assets
$848.3M
Total net assets
Expense ratio
0.59%
Category 0.00%
Yield
3.32%
Trailing distributions
3Y CAGR
43.8%+25.2%
Category 18.6%
5Y CAGR
18.8%+9.6%
Category 9.2%
Loading NAV history…
iShares MSCI Poland ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.2%+12.1%+33.1%+30.4%+45.6%+43.8%+18.8%+12.9%+6.8%
Focused Region average1.2%2.9%11.8%14.4%23.6%18.6%9.2%8.0%7.4%
Difference+1.0%+9.2%+21.3%+16.1%+22.0%+25.2%+9.6%+4.8%-0.5%

Holdings

The 10 largest positions make up 66.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
PKO.WAPKO Bank Polski SA15.43%
PKN.WAOrlen SA13.85%
PEO.WABank Polska Kasa Opieki SA7.09%
PZU.WAPowszechny Zaklad Ubezpieczen SA6.42%
KGH.WAKGHM Polska Miedz SA4.59%
ALE.WAAllegro.EU SA Ordinary Shares4.52%
EBP.WAErste Bank Polska SA4.43%
LPP.WALPP SA3.81%
MBK.WAmBank SA3.30%
DNP.WADino Polska SA2.97%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
13.5
P/B
2.0
P/S
1.4
P/CF
5.9

Sector allocation

Share of the equity the fund holds.

46.1%Financial services10 sectors
  1. Financial services46.1%
  2. Energy14.5%
  3. Consumer discretionary12.7%
  4. Materials6.8%
  5. Consumer staples5.2%
  6. Communication services5.0%
  7. Utilities4.4%
  8. Technology3.1%
  9. Industrials1.6%
  10. Health care0.7%

Asset mix

  • Stocks99.3%
  • Cash0.7%

ETF details

Issuer
iShares
Category
Equity · Focused Region
Ticker
EPOL
Exchange
NYSE Arca
Inception
25 May 2010 (16.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.59% (category 0.00%)
Holdings turnover
12%
Distribution yield
3.32%
Beta, 3 years
0.73
Total net assets
$848.3M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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