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EZU - ETF AI Analysis
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iShares MSCI Eurozone ETF (EZU)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, including ASML and Banco Santander, have delivered strong year-to-date performance, supporting the ETF's overall gains.
Broad Geographic Exposure
The ETF invests across multiple Eurozone countries, reducing reliance on any single economy.
Healthy Year-to-Date Performance
The fund has shown solid growth this year, indicating strong momentum in its underlying assets.
Negative Factors
High Expense Ratio
The ETF's expense ratio is higher than many passive funds, which could eat into long-term returns.
Underperforming Holdings
Some top holdings, like SAP and LVMH, have lagged in performance, potentially dragging down overall results.
Sector Concentration Risk
The fund is heavily weighted in Financials and Industrials, which could increase vulnerability to sector-specific downturns.
EZU vs. SPDR S&P 500 ETF (SPY)
AUM9.23B
RegionEurope
Expense Ratio0.50%
Beta0.70
IssueriShares
Inception DateJul 25, 2000
Dividend Yield2.79%
Asset ClassEquity
Index TrackedMSCI EMU
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,445,941
30 Day Avg. Volume1,519,098
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
71.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering222
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EZU Summary
The iShares MSCI Eurozone ETF (EZU) is an investment fund that lets you own shares in a variety of companies across the Eurozone, which includes countries like France, Germany, and Spain. It follows the MSCI EMU Index, focusing on large and mid-sized companies in industries like finance, technology, and industrials. Some of its top holdings include ASML Holding NV, a leading tech company, and SAP SE, a major software firm. Investors might consider EZU for international diversification and exposure to European markets. However, since it tracks the Eurozone economy, its performance can be affected by economic challenges in Europe.
How much will it cost me?The iShares MSCI Eurozone ETF (EZU) has an expense ratio of 0.51%, meaning you’ll pay $5.10 per year for every $1,000 invested. This is slightly higher than average because it is passively managed but focuses on international markets, which can involve higher costs.
What would affect this ETF?The iShares MSCI Eurozone ETF (EZU) could benefit from economic growth in the Eurozone, driven by industrial innovation, strong performance in technology companies like ASML Holding NV, and consumer demand for luxury goods from firms like LVMH. However, it may face challenges from rising interest rates, which could impact financial sector profitability, and geopolitical tensions or energy price volatility that could affect key holdings like TotalEnergies SE and Airbus Group SE.
EZU Top 10 Holdings
The iShares MSCI Eurozone ETF (EZU) leans heavily on financials and industrials, with standout performances from Banco Santander and BBVA driving gains thanks to strong earnings and bullish momentum. ASML Holding, a key player in technology, has been steady, though its high valuation tempers enthusiasm. Meanwhile, SAP and Schneider Electric are lagging, with bearish signals and valuation concerns holding them back. The fund’s focus on developed Europe provides a balanced mix of growth and stability, but its reliance on financials and industrials means sector performance will be a key driver of future returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 6.37% | $588.00M | €401.77B | 41.34% | 76 Outperform | |
| SAP SE | 3.42% | $315.37M | €237.28B | -15.64% | 66 Neutral | |
| Siemens | 3.05% | $281.42M | €199.94B | 30.63% | 74 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 2.45% | $226.40M | €312.82B | -1.45% | 78 Outperform | |
| Banco Santander | 2.36% | $217.56M | €148.65B | 131.32% | 73 Outperform | |
| Allianz | 2.33% | $214.77M | €145.72B | 29.19% | 67 Neutral | |
| Schneider Electric | 2.09% | $192.66M | €137.68B | -7.00% | 62 Neutral | |
| Airbus Group SE | 1.97% | $182.13M | $197.10B | 54.41% | 68 Neutral | |
| Iberdrola | 1.89% | $174.30M | €125.42B | 37.84% | 67 Neutral | |
| SAFRAN SA | 1.81% | $166.71M | €132.74B | 45.68% | 67 Neutral |
EZU Technical Analysis
Positive
―
Price Trends
62.72
Positive
61.70
Positive
58.95
Positive
Market Momentum
0.80
Negative
68.87
Neutral
87.90
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EZU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.22, equal to the 50-day MA of 62.72, and equal to the 200-day MA of 58.95, indicating a bullish trend. The MACD of 0.80 indicates Negative momentum. The RSI at 68.87 is Neutral, neither overbought nor oversold. The STOCH value of 87.90 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZU.
EZU Peer Comparison
Comparison Results
Performance Comparison
EZU
iShares MSCI Eurozone ETF
65.46
19.41
42.15%
BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
―
―
―
HEDJ
WisdomTree Europe Hedged Equity Fund
―
―
―
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.
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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