BBEU - ETF AI Analysis
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JPMorgan BetaBuilders Europe ETF (BBEU)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Overall Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad European Diversification
Holdings spread across major European markets like the UK, France, Germany, Switzerland, and others help reduce the impact of weakness in any single country.
Negative Factors
Concentrated in a Few Large Holdings
A small number of companies, such as ASML and several large banks and healthcare firms, make up a meaningful share of the portfolio, increasing single-stock risk.
Mixed Performance Among Top Stocks
Some major holdings have shown weak or negative performance this year, which can drag on the fund even when others are doing well.
Limited Exposure to Technology
The fund has only a small allocation to the technology sector, which may cause it to lag more tech-heavy funds if that sector continues to perform strongly.
BBEU vs. SPDR S&P 500 ETF (SPY)
AUM9.05B
RegionEurope
Expense Ratio0.09%
Beta0.70
IssuerJPMorgan
Inception DateJun 15, 2018
Dividend Yield2.79%
Asset ClassEquity
Index TrackedMorningstar Developed Europe Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume556,246
30 Day Avg. Volume550,704
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
87.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering356
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBEU Summary
BBEU, the JPMorgan BetaBuilders Europe ETF, tracks the Morningstar Developed Europe Target Market Exposure Index, giving you broad access to European stocks in one fund. It holds many types of companies across countries like the UK, France, and Germany, including well-known names such as Nestlé and Shell. Investors might consider BBEU to diversify beyond the U.S. and tap into the long-term growth potential of Europe’s major economies with a single, low-cost investment. However, the value of this ETF can go up and down with the European stock market and currency movements.
How much will it cost me?The JPMorgan BetaBuilders Europe ETF (BBEU) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks a broad European equity index, which typically involves lower costs compared to actively managed funds.
What would affect this ETF?The JPMorgan BetaBuilders Europe ETF (BBEU) could benefit from economic recovery in Europe, increased consumer spending, and advancements in technology and healthcare, as these sectors are heavily represented in its holdings. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in Europe could negatively impact financial and industrial sectors, which are significant components of this ETF. Investors should also monitor currency fluctuations and global economic conditions, as these factors can influence the performance of European markets.
BBEU Top 10 Holdings
BBEU’s story is all about Europe’s heavy hitters doing the lifting, with a clear tilt toward continental blue chips. ASML is the star of the show, rising steadily and giving the fund a strong tech engine, while HSBC and Banco Santander add fuel with improving bank sentiment. Health care giants AstraZeneca and Novartis are quietly supportive, though Roche has been more of a speed bump lately. SAP is clearly losing steam, weighing on returns, while Shell’s mixed energy performance adds some bumps but keeps the fund firmly anchored in developed Europe.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.48% | $401.54M | €509.19B | 105.88% | 76 Outperform | |
| HSBC Holdings | 2.31% | $206.88M | £233.70B | 54.21% | 80 Outperform | |
| AstraZeneca | 2.10% | $188.33M | $290.45B | 35.01% | 80 Outperform | |
| Roche Holding AG | 2.09% | $187.77M | $332.30B | 35.47% | 73 Outperform | |
| Novartis AG | 2.05% | $183.45M | CHF216.41B | 28.22% | 80 Outperform | |
| Nestlé SA | 1.86% | $166.89M | CHF202.28B | -6.56% | 71 Outperform | |
| Shell (UK) | 1.79% | $160.44M | £181.28B | 32.74% | 73 Outperform | |
| Siemens | 1.71% | $153.49M | €201.31B | 21.62% | 74 Outperform | |
| Banco Santander | 1.33% | $118.98M | €155.86B | 51.68% | 73 Outperform | |
| TotalEnergies SE | 1.32% | $118.67M | €177.26B | 44.71% | 78 Outperform |
BBEU Technical Analysis
Positive
―
Price Trends
74.85
Positive
75.42
Positive
72.33
Positive
Market Momentum
0.38
Negative
57.08
Neutral
69.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBEU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 76.37, equal to the 50-day MA of 74.85, and equal to the 200-day MA of 72.33, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 57.08 is Neutral, neither overbought nor oversold. The STOCH value of 69.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBEU.
BBEU Peer Comparison
Comparison Results
Performance Comparison
BBEU
JPMorgan BetaBuilders Europe ETF
77.52
12.90
19.96%
EZU
iShares MSCI Eurozone ETF
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IEUR
iShares Core MSCI Europe ETF
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FEZ
SPDR EURO STOXX 50 ETF
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HEDJ
WisdomTree Europe Hedged Equity Fund
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IEV
iShares Europe 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.
DisclaimerThis 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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