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GLOF - ETF AI Analysis
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iShares Global Equity Factor ETF (GLOF)
Rating:64Neutral
Price Target:―
Positive Factors
Global Diversification
The fund invests across many countries, which helps reduce the impact of weakness in any single market.
Broad Sector Mix
Holdings are spread across technology, financials, consumer, health care, and other sectors, limiting reliance on one part of the economy.
Low Expense Ratio
The fund’s relatively low annual fee means less of your return is lost to costs over time.
Negative Factors
Heavy U.S. Exposure
With most assets in U.S. stocks, the fund is strongly tied to the performance of the U.S. market.
Concentration in Mega-Cap Tech
A meaningful portion of the portfolio is in a handful of large technology names, increasing the impact if these stocks struggle.
Mixed Performance in Top Holdings
Several of the largest positions have shown weak or negative recent performance, which can drag on overall fund returns.
GLOF vs. SPDR S&P 500 ETF (SPY)
AUM157.42M
RegionGlobal
Expense Ratio0.20%
Beta0.91
IssueriShares
Inception DateApr 28, 2015
Dividend Yield1.65%
Asset ClassEquity
Index TrackedSTOXX Global Equity Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,917
30 Day Avg. Volume16,509
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
63.28Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering516
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GLOF Summary
The iShares Global Equity Factor ETF (GLOF) tracks the STOXX Global Equity Factor index, giving you exposure to stocks from around the world in many different sectors. It holds big, well-known companies like Apple and Nvidia, along with many others from the U.S., Europe, and Asia. Someone might invest in GLOF to get broad global diversification in a single fund and to seek long-term growth from both U.S. and international markets. A key risk is that it is heavily invested in stocks, especially technology, so its value can rise and fall sharply with global stock markets.
How much will it cost me?The iShares Global Equity Factor ETF (GLOF) has an expense ratio of 0.2%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds because it uses a strategic factor-based approach rather than traditional active stock picking.
What would affect this ETF?The iShares Global Equity Factor ETF (GLOF) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as positive global economic trends that support innovation and consumer spending. However, potential risks include rising interest rates, which could impact the financial sector, and regulatory changes or geopolitical tensions that may affect global markets and key companies like Nvidia, Microsoft, and Apple. Diversification across sectors and regions helps mitigate some of these risks.
GLOF Top 10 Holdings
GLOF may be global and diversified on paper, but its story is still written largely by Big Tech and chip names. Alphabet has been the clear bright spot lately, helping to pull the fund higher, while Eli Lilly and Novartis add a steadier health care backbone with rising momentum. On the other side, Apple, Microsoft, and Broadcom have been losing steam, acting as mild brakes on performance rather than engines. With most of these heavy hitters based in the U.S., the fund’s global label masks a U.S.-centric, tech-tilted core.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.36% | $6.85M | $4.23T | 39.54% | 76 Outperform | |
| Apple | 4.25% | $6.67M | $4.06T | 18.94% | 79 Outperform | |
| Alphabet Class C | 3.63% | $5.70M | $4.02T | 64.03% | 82 Outperform | |
| Microsoft | 3.16% | $4.96M | $3.08T | 0.22% | 79 Outperform | |
| Amazon | 2.22% | $3.48M | $2.49T | -1.35% | 71 Outperform | |
| Broadcom | 1.62% | $2.54M | $1.46T | 32.78% | 76 Outperform | |
| Meta Platforms | 1.41% | $2.21M | $1.69T | -5.09% | 76 Outperform | |
| Novartis AG | 1.10% | $1.72M | CHF225.91B | 20.41% | 80 Outperform | |
| JPMorgan Chase | 0.95% | $1.48M | $863.69B | 17.32% | 72 Outperform | |
| Eli Lilly & Co | 0.87% | $1.37M | $1.05T | 31.46% | 72 Outperform |
GLOF Technical Analysis
Positive
―
Price Trends
53.10
Positive
52.24
Positive
49.60
Positive
Market Momentum
0.39
Positive
55.25
Neutral
56.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLOF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.03, equal to the 50-day MA of 53.10, and equal to the 200-day MA of 49.60, indicating a bullish trend. The MACD of 0.39 indicates Positive momentum. The RSI at 55.25 is Neutral, neither overbought nor oversold. The STOCH value of 56.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GLOF.
GLOF Peer Comparison
Comparison Results
Performance Comparison
GLOF
iShares Global Equity Factor ETF
54.21
10.07
22.81%
RGEF
Rockefeller Global Equity ETF
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―
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KAT
Scharf ETF
―
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DWLD
Davis Select Worldwide Etf
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HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
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―
JSTC
Adasina Social Justice All Cap Global 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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