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ANEW - ETF AI Analysis
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ProShares MSCI Transformational Changes ETF (ANEW)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Sector Mix
The fund spreads its investments across several sectors like health care, technology, and communication services, which can help reduce the impact if any one area struggles.
Generally Strong Top Holdings
Most of the largest positions, including well-known health care and industrial names, have shown solid year-to-date performance, supporting the ETF’s overall results.
Global, But U.S.-Led Exposure
While the ETF is mainly invested in U.S. companies, it also holds stocks from markets like Hong Kong, Germany, and Japan, adding some international diversification.
Negative Factors
Small Asset Base
The fund manages a relatively low amount of money, which can sometimes mean less trading liquidity and a higher chance of wider bid-ask spreads for investors.
Mixed Recent Performance
The ETF’s returns over the past one and three months have been weak, suggesting recent performance has been under pressure despite a slightly positive year-to-date result.
Higher Fee Than Basic Index ETFs
The expense ratio is noticeably higher than many broad market index funds, which means more of the fund’s returns go toward fees over time.
ANEW vs. SPDR S&P 500 ETF (SPY)
AUM7.35M
RegionGlobal
Expense Ratio0.45%
Beta0.94
IssuerProShares
Inception DateOct 14, 2020
Dividend Yield0.56%
Asset ClassEquity
Index TrackedMSCI Global Transformational Changes Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume479
30 Day Avg. Volume219
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
60.40Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering126
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ANEW Summary
ANEW is an ETF that follows the MSCI Global Transformational Changes Index, focusing on big long-term trends like new technology, aging populations, and cleaner energy. It holds companies from several sectors, mainly health care and technology, and is heavily invested in the U.S. Some well-known holdings include Alphabet (Google’s parent company) and Eli Lilly. Investors might consider ANEW if they want diversified exposure to companies shaping the future and potential long-term growth across many industries. A key risk is that these “future-focused” stocks can be volatile and may go up or down more than the overall market.
How much will it cost me?The ProShares MSCI Transformational Changes ETF (Ticker: ANEW) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is actively managed to focus on companies driving transformational changes across industries, requiring more research and specialized management.
What would affect this ETF?The ANEW ETF could benefit from continued advancements in technology, healthcare innovation, and global adoption of clean energy solutions, as these sectors are heavily represented in its holdings. However, it may face challenges from rising interest rates, which can impact growth-focused companies, and regulatory changes in key markets like China, where some top holdings are based. Global economic uncertainty could also affect consumer spending and corporate investments in transformational industries.
ANEW Top 10 Holdings
ANEW is leaning heavily into health care and innovation, with names like Roche, Danaher, Becton Dickinson, and Eli Lilly quietly powering the fund as their shares keep rising or at least holding steady. Alphabet adds a Big Tech engine, benefiting from the ongoing AI and cloud boom, while Deere and Nutrien give the portfolio a more down-to-earth tilt toward agriculture and materials. The main drag right now is DoorDash, which has been losing altitude lately. Overall, it’s a globally diversified bet on long-term transformational themes, not just U.S. tech high-flyers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 2.69% | $197.88K | CHF287.83B | 46.49% | 73 Outperform | |
| International Flavors & Fragrances | 2.65% | $195.05K | $21.26B | -3.01% | 61 Neutral | |
| Deere | 2.62% | $192.93K | $163.44B | 25.55% | 66 Neutral | |
| Nutrien | 2.46% | $180.92K | C$46.63B | 39.12% | 75 Outperform | |
| Corteva | 2.36% | $173.47K | $50.46B | 17.31% | 75 Outperform | |
| Agco | 2.27% | $167.04K | $10.48B | 43.28% | 59 Neutral | |
| McCormick & Company | 2.27% | $166.79K | $19.20B | -7.11% | 73 Outperform | |
| Alphabet Class A | 2.23% | $163.87K | $3.70T | 65.05% | 85 Outperform | |
| Symrise | 2.22% | $162.90K | €10.63B | -23.67% | 63 Neutral | |
| Meta Platforms | 2.19% | $161.22K | $1.62T | -13.15% | 76 Outperform |
ANEW Technical Analysis
Negative
―
Price Trends
50.45
Negative
50.83
Negative
50.14
Negative
Market Momentum
-0.47
Positive
38.05
Neutral
50.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ANEW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 50.04, equal to the 50-day MA of 50.45, and equal to the 200-day MA of 50.14, indicating a bearish trend. The MACD of -0.47 indicates Positive momentum. The RSI at 38.05 is Neutral, neither overbought nor oversold. The STOCH value of 50.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ANEW.
ANEW Peer Comparison
Comparison Results
Performance Comparison
ANEW
ProShares MSCI Transformational Changes ETF
48.83
-0.30
-0.61%
FFND
Future Fund Active ETF
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YNOT
Horizon Digital Frontier ETF
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NXTE
AXS Green Alpha ETF
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NBDS
Neuberger Berman Disrupters ETF
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DARP
Grizzle Growth Etf
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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