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BBEU - ETF AI Analysis
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JPMorgan BetaBuilders Europe ETF (BBEU)
Rating:65Neutral
Price Target:―
Positive Factors
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.
Supportive Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
Sector Concentration in Financials and Industrials
A large share of the portfolio is in financial and industrial companies, which can hurt returns if these sectors face a downturn.
Mixed Performance Among Top Holdings
While some leading positions like ASML and Siemens have been strong, others such as AstraZeneca, Nestlé, and SAP have been weak, creating uneven contribution to returns.
Limited Exposure Beyond Europe
The fund is heavily focused on European stocks with only a small allocation to the U.S., so it may not benefit as much when other global regions outperform Europe.
BBEU vs. SPDR S&P 500 ETF (SPY)
AUM8.76B
RegionEurope
Expense Ratio0.09%
Beta0.67
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. Volume681,985
30 Day Avg. Volume431,547
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
84.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering355
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBEU Summary
The JPMorgan BetaBuilders Europe ETF (BBEU) is a fund that aims to track the Morningstar Developed Europe Target Market Exposure Index, giving you broad access to many companies across major European markets like the UK, France, Germany, and Switzerland. It holds well-known names such as Nestlé and HSBC, along with firms in finance, industrials, health care, and technology. Someone might invest in BBEU to diversify beyond the U.S. and spread their money across many European stocks in one simple investment. A key risk is that its value can rise or fall with European stock markets 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 health care, financials, and a dash of industrial and tech muscle. ASML has been a powerful engine for the fund, riding strong momentum in chip equipment, while drugmakers like Roche, AstraZeneca, and Novartis are steadily pulling their weight. Big banks such as HSBC and Santander are also rising, giving the financial side a helpful push. On the flip side, SAP has been losing steam lately, slightly dragging on performance. Overall, it’s a diversified developed-Europe play rather than a single-country or U.S.-centric bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.03% | $351.74M | €458.38B | 86.92% | 76 Outperform | |
| AstraZeneca | 2.30% | $201.08M | $305.49B | 27.65% | 80 Outperform | |
| Novartis AG | 2.29% | $200.36M | CHF232.19B | 30.93% | 80 Outperform | |
| Roche Holding AG | 2.28% | $199.41M | CHF268.16B | 29.32% | 73 Outperform | |
| HSBC Holdings | 2.23% | $194.47M | £219.84B | 52.09% | 80 Outperform | |
| Nestlé SA | 2.02% | $175.99M | CHF201.30B | 0.07% | 71 Outperform | |
| Shell (UK) | 1.87% | $162.87M | £179.19B | 24.58% | 73 Outperform | |
| SAP SE | 1.58% | $138.05M | €193.11B | -29.30% | 66 Neutral | |
| Siemens | 1.47% | $128.31M | €176.96B | 2.09% | 74 Outperform | |
| Banco Santander | 1.26% | $110.00M | €146.91B | 62.23% | 73 Outperform |
BBEU Technical Analysis
Negative
―
Price Trends
76.29
Negative
73.50
Positive
70.37
Positive
Market Momentum
-0.65
Positive
36.90
Neutral
29.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBEU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 77.12, equal to the 50-day MA of 76.29, and equal to the 200-day MA of 70.37, indicating a neutral trend. The MACD of -0.65 indicates Positive momentum. The RSI at 36.90 is Neutral, neither overbought nor oversold. The STOCH value of 29.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBEU.
BBEU Peer Comparison
Comparison Results
Performance Comparison
BBEU
JPMorgan BetaBuilders Europe ETF
74.19
13.65
22.55%
EZU
iShares MSCI Eurozone ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
―
―
―
HEDJ
WisdomTree Europe Hedged Equity Fund
―
―
―
IEV
iShares Europe ETF
―
―
―
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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