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GPZ - ETF AI Analysis

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GPZ

VanEck Alternative Asset Manager ETF (GPZ)

Rating:55Neutral
Price Target:
GPZ, the VanEck Alternative Asset Manager ETF, has a solid but not top-tier rating, largely supported by strong holdings like Blackstone (BX), Apollo Global Management (APO), and Intermediate Capital Group (GB:ICG), which benefit from robust financial performance, growth initiatives, and positive earnings sentiment. However, several key holdings, including KKR, Carlyle Group (CG), and others, face headwinds such as high leverage, potential overvaluation, mixed or cautious technical signals, and liquidity or cash flow concerns, which collectively hold back the fund’s overall rating and highlight the risk of concentration in leveraged alternative asset managers.
Positive Factors
Focused Exposure to Alternative Asset Managers
The ETF targets a specialized group of alternative asset management companies, giving investors direct access to a niche part of the financial sector that is hard to replicate on their own.
Global Diversification Within the Theme
Holdings spread across the U.S., U.K., Canada, and several European countries help reduce the risk tied to any single country’s market or regulations.
Moderate Expense Ratio
The fund’s expense ratio is moderate for a specialized, actively focused theme ETF, so fees are not excessively high relative to its niche exposure.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of companies such as Blackstone, Brookfield, KKR, and Apollo make up a large share of the portfolio, increasing the impact if any one of them struggles.
Weak Recent Performance
The ETF’s year-to-date and recent three-month returns have been negative, showing that the strategy has been under pressure lately.
High Sector Concentration in Financials
With most of the portfolio in financial companies, the fund is highly sensitive to downturns or regulatory changes affecting the financial sector.

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

GPZ Summary

The VanEck Alternative Asset Manager ETF (GPZ) follows the MarketVector Alternative Asset Managers Index, focusing on companies that run alternative investments like private equity and business development companies. It mainly holds financial firms such as Blackstone and KKR, which invest in businesses, real estate, and other non-traditional assets. Someone might invest in GPZ to add diversification and potential long-term growth from the expanding world of alternative investments. However, this ETF is concentrated in financial companies and can go up and down significantly with changes in the financial markets and the economy.
How much will it cost me?The VanEck Alternative Asset Manager ETF (GPZ) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is focused on a specific niche within the financial sector and may require more active management compared to broad, passively managed funds.
What would affect this ETF?The VanEck Alternative Asset Manager ETF (GPZ) could benefit from growing interest in alternative investments like private equity and business development companies, especially as investors seek diversification beyond traditional financial products. However, it may face challenges from rising interest rates, which can increase borrowing costs for asset managers, and regulatory changes that could impact the operations of firms in this niche. Its focus on developed markets and heavy exposure to financials makes it sensitive to broader economic conditions and sector-specific trends.

GPZ Top 10 Holdings

GPZ is essentially a bet on the big private-markets powerhouses, with Blackstone, Brookfield, KKR, and Apollo steering the ship. These giants have perked up recently, but their longer stretch has been choppy, so they’re more stabilizing the fund than propelling it. Ares, with its more clearly lagging trend, is adding some drag. While there’s a sprinkling of European names like EQT and Partners Group, this is still a developed-markets, financials-heavy story—highly concentrated in alternative asset managers rather than a broad mix of banks or insurers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Blackstone Group12.18%$29.98M$148.51B-9.89%
72
Outperform
Brookfield Corporation11.92%$29.33M$102.03B26.06%
KKR & Co10.51%$25.86M$90.79B-11.61%
69
Neutral
Apollo Global Management8.37%$20.60M$71.85B-9.56%
75
Outperform
Brookfield Asset Management Ltd. Class A6.75%$16.61M$78.05B-13.03%
ICG plc4.82%$11.87M£5.13B-2.74%
76
Outperform
ONEX Corporation4.69%$11.53MC$8.90B16.29%
69
Neutral
EQT AB4.59%$11.30Mkr370.15B15.06%
68
Neutral
Partners Group Holding AG4.52%$11.13MCHF23.70B-17.34%
66
Neutral
Ares Management4.42%$10.88M$37.97B-26.86%
70
Outperform

GPZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
22.11
Positive
100DMA
24.45
Negative
200DMA
25.81
Negative
Market Momentum
MACD
0.37
Positive
RSI
58.44
Neutral
STOCH
37.00
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GPZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.98, equal to the 50-day MA of 22.11, and equal to the 200-day MA of 25.81, indicating a neutral trend. The MACD of 0.37 indicates Positive momentum. The RSI at 58.44 is Neutral, neither overbought nor oversold. The STOCH value of 37.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GPZ.

GPZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$253.96M0.40%
55
Neutral
$731.02M0.13%
69
Neutral
$661.17M0.13%
71
Outperform
$403.33M0.49%
61
Neutral
$218.48M0.68%
61
Neutral
$193.60M0.68%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GPZ
VanEck Alternative Asset Manager ETF
23.64
-1.60
-6.34%
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
PBOG
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
SNSR
Global X Internet of Things ETF
FINX
Global X Fintech 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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