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EUAD - ETF AI Analysis
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Select STOXX Europe Aerospace & Defense ETF (EUAD)
Rating:67Neutral
Price Target:
$48.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Rheinmetall and HENSOLDT AG, have delivered strong year-to-date performance, supporting the ETF’s overall gains.
Focused Sector Exposure
The ETF’s concentration in the aerospace and defense sector provides targeted exposure to a high-demand industry.
Healthy Asset Base
With over $1 billion in assets under management, the fund benefits from strong investor interest and stability.
Negative Factors
High Stock Concentration
Airbus SE alone makes up nearly a quarter of the portfolio, increasing risk if the company underperforms.
Weak Recent Performance
The ETF has seen a slight decline in the past month, which may signal short-term volatility.
Limited Geographic Diversification
The fund is heavily weighted toward U.S.-based companies, offering little exposure to other global markets.
EUAD vs. SPDR S&P 500 ETF (SPY)
AUM1.03B
RegionEurope
Expense Ratio0.50%
Beta0.68
IssuerTuttle Capital
Inception DateOct 22, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedSTOXX Europe TMI / Aerospace & Defense - SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume364,069
30 Day Avg. Volume386,670
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUAD Summary
The Select STOXX Europe Aerospace & Defense ETF (EUAD) is an investment fund that focuses on companies in Europe’s Aerospace & Defense sector. It tracks the STOXX Europe Aerospace & Defense Index, which includes major players like Airbus SE and Rolls-Royce. This ETF is ideal for investors interested in industries like air travel, defense systems, and advanced technology manufacturing. People might consider investing in EUAD to benefit from the growth potential of these industries, driven by rising global security needs and technological innovation. However, new investors should be aware that the ETF’s performance is closely tied to the Aerospace & Defense sector, which can be sensitive to changes in government spending and geopolitical events.
How much will it cost me?The Select STOXX Europe Aerospace & Defense ETF (EUAD) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is a specialized, sector-focused ETF that requires more active management compared to broad market index funds.
What would affect this ETF?The EUAD ETF could benefit from increased defense spending across Europe, driven by geopolitical tensions and the growing need for advanced aerospace and defense technologies. However, it may face challenges from regulatory changes, budget constraints in defense sectors, or economic slowdowns that could impact funding for large-scale projects. The ETF’s reliance on top holdings like Airbus and BAE Systems means its performance is closely tied to the success and stability of these companies.
EUAD Top 10 Holdings
The EUAD ETF is heavily concentrated in Europe’s Aerospace & Defense sector, with Airbus leading the charge thanks to its strong year-to-date performance, despite some supply chain challenges. Rolls-Royce and Leonardo SpA are also contributing positively, buoyed by strategic growth and improved financial guidance. However, lagging momentum from Rheinmetall and BAE Systems is holding the fund back, as valuation concerns and bearish technical indicators weigh on their outlook. Overall, the fund’s focus on industrial giants in a single sector makes it a high-stakes bet on Europe’s defense and aerospace innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Airbus SE | 26.22% | $264.73M | $184.89B | 60.97% | 77 Outperform | |
| Rheinmetall | 13.64% | $137.75M | $77.98B | 160.46% | 59 Neutral | |
| BAE Systems plc ADR | 11.00% | $111.11M | $62.39B | 32.87% | 60 Neutral | |
| Thales SA Unsponsored ADR | 10.96% | $110.69M | $53.85B | 72.88% | 69 Neutral | |
| SAFRAN SA | 10.61% | $107.11M | $138.14B | 42.32% | 74 Outperform | |
| Rolls-Royce | 9.66% | $97.57M | $115.74B | 102.19% | 63 Neutral | |
| Leonardo SpA | 4.91% | $49.57M | $30.23B | 96.83% | 76 Outperform | |
| Saab AB Unsponsored ADR | 3.86% | $38.94M | $25.78B | 119.06% | 69 Neutral | |
| MTU Aero Engines | 3.26% | $32.97M | $21.81B | 20.83% | 73 Outperform | |
| HENSOLDT AG Unsponsored ADR | 1.24% | $12.52M | $9.21B | 107.10% | 63 Neutral |
EUAD Technical Analysis
Negative
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Price Trends
44.41
Negative
43.50
Negative
39.66
Positive
Market Momentum
-1.06
Positive
31.25
Neutral
9.95
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUAD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.04, equal to the 50-day MA of 44.41, and equal to the 200-day MA of 39.66, indicating a neutral trend. The MACD of -1.06 indicates Positive momentum. The RSI at 31.25 is Neutral, neither overbought nor oversold. The STOCH value of 9.95 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EUAD.
EUAD Peer Comparison
Comparison Results
Performance Comparison
EUAD
Select STOXX Europe Aerospace & Defense ETF
40.32
15.79
64.37%
EUFN
iShares MSCI Europe Financials ETF
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WDEF
WisdomTree Europe Defense Fund
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HSBH
HSBC Holdings plc ADRhedged
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SHEH
Shell plc ADRhedged
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NVOH
Novo Nordisk A/S (B Shares) ADRhedged
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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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