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GEW - ETF AI Analysis

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GEW

Cambria Global EW ETF (GEW)

Rating:59Neutral
Price Target:
GEW (Cambria Global EW ETF) has a solid but not outstanding overall rating, reflecting a mix of strong blue-chip holdings and some weaker or less-defined positions. High-quality names like Walmart, Exxon Mobil, JPMorgan Chase, and Constellation Energy support the fund with strong financial performance, positive earnings commentary, and generally favorable growth outlooks, while Berkshire Hathaway adds stability despite weaker recent price momentum and no dividend. A key risk is that several smaller holdings are not clearly detailed, which, along with mixed technical and valuation signals in some top positions, may limit the fund’s overall strength.
Positive Factors
Broad Global Reach
The fund invests across many countries, including the U.S., Europe, and Asia, which helps spread out geographic risk.
Sector Diversification
Holdings are spread across financials, technology, industrials, health care, and several other sectors, reducing reliance on any single industry.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
Heavy U.S. Tilt
More than half of the fund is invested in U.S. companies, which may limit the benefits of international diversification.
Mixed Top-Holding Performance
While some major positions like Walmart and Exxon Mobil have performed strongly, others such as Constellation Energy and JPMorgan have been weak, creating uneven contribution to returns.
Moderate Expense Ratio
The fund’s fees are not especially high but are also not among the very cheapest, which slightly reduces net returns over time.

GEW vs. SPDR S&P 500 ETF (SPY)

GEW Summary

The Cambria Global EW ETF (GEW) is an actively managed fund that invests in stocks from around the world, with about half in the U.S. and the rest spread across countries like Japan, the UK, and Germany. It doesn’t track a specific index, but follows a global “total market” theme and spreads its money fairly evenly so no single stock dominates. Well-known holdings include Walmart and Exxon Mobil. Investors might consider GEW for broad, diversified stock market exposure in one fund. A key risk is that it still invests in stocks, so its value can go up and down with global markets.
How much will it cost me?This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because GEW is actively managed and uses a more involved strategy to balance holdings across global markets.
What would affect this ETF?This globally diversified ETF could benefit if worldwide economic growth improves, supporting its broad mix of financial, technology, industrial, and consumer companies, and if large, stable firms like Walmart, Exxon Mobil, Berkshire Hathaway, and JPMorgan continue to perform well. On the other hand, a global slowdown, rising interest rates that pressure financials, or energy price swings that hurt companies like Exxon Mobil could weigh on returns, and changes in international regulations or trade tensions could add extra uncertainty for its global holdings.

GEW Top 10 Holdings

GEW’s story is one of broad global balance, but a few familiar names still steer the ship. Walmart has been a steady climber, giving the fund a quiet boost, while Exxon Mobil has been a bright spot as energy names rise. On the flip side, Berkshire Hathaway has been losing a bit of altitude, and Constellation Energy has clearly been lagging, acting as a drag. With notable exposure to financials and energy and a global mix rather than a U.S.-only tilt, the ETF avoids any single-stock obsession while still feeling the pull of its biggest holdings.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
6.30%$8.50M
Walmart2.20%$2.97M$976.54B49.76%
78
Outperform
Exxon Mobil1.99%$2.68M$682.97B62.66%
74
Outperform
1.88%$2.54M
Berkshire Hathaway B1.34%$1.81M$1.03T-2.96%
66
Neutral
Constellation Energy Corporation1.08%$1.46M$98.67B47.39%
68
Neutral
JPMorgan Chase1.00%$1.36M$802.10B37.13%
72
Outperform
0.99%$1.33M
0.98%$1.33M
0.97%$1.30M

GEW Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
51.86
Negative
100DMA
51.40
Negative
200DMA
Market Momentum
MACD
-0.45
Negative
RSI
41.41
Neutral
STOCH
77.67
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GEW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 50.51, equal to the 50-day MA of 51.86, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.45 indicates Negative momentum. The RSI at 41.41 is Neutral, neither overbought nor oversold. The STOCH value of 77.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GEW.

GEW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$136.46M0.30%
59
Neutral
$728.37M0.55%
71
Outperform
$677.60M0.75%
63
Neutral
$530.48M0.62%
60
Neutral
$274.22M0.50%
67
Neutral
$254.87M0.89%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GEW
Cambria Global EW ETF
49.82
0.29
0.59%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
JSTC
Adasina Social Justice All Cap Global 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.
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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