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GPZ - ETF AI Analysis

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GPZ

VanEck Alternative Asset Manager ETF (GPZ)

Rating:57Neutral
Price Target:
GPZ, the VanEck Alternative Asset Manager ETF, has a solid but not top-tier overall rating, largely driven by strong performers like Blackstone (BX), Apollo Global Management (APO), Ares Management (ARES), and Intermediate Capital Group (GB:ICG), which show robust financial results, growth, and generally positive earnings sentiment. However, holdings such as Carlyle Group (CG) and ONEX (TSE:ONEX) face issues like high leverage, cash flow pressures, and mixed technical signals, which weigh on the fund’s rating. The main risk factor is the ETF’s concentration in alternative asset managers, where common challenges like high leverage, potential overvaluation, and overbought technical conditions can amplify sector-wide downturns.
Positive Factors
Focused Exposure to Alternative Asset Managers
The ETF targets a specialized group of financial companies that benefit from long-term growth in private markets and alternative investments.
Global Reach Across Several Developed Markets
Holdings spread across the U.S., UK, Canada, and parts of Europe provide some geographic diversification instead of relying on a single country.
Moderate Expense Ratio
The fund’s fee is not extremely high for a niche strategy, helping investors keep a reasonable share of any future gains.
Negative Factors
Weak Recent Performance
The ETF has shown negative returns so far this year and over the last few months, indicating recent performance has been soft.
Heavy Concentration in a Few Financial Stocks
A small group of financial companies makes up a large portion of the portfolio, increasing risk if any of these firms struggle.
Top Holdings Have Been Lagging
Most of the largest positions have delivered weak year-to-date results, which has weighed on the fund’s overall momentum.

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

GPZ Summary

GPZ is the VanEck Alternative Asset Manager ETF, which follows the MarketVector Alternative Asset Managers Index. It focuses on financial companies that run alternative investments like private equity and business development companies, mainly in the US but also in Europe and Canada. Well-known holdings include Blackstone and KKR, both major players in private equity. Investors might consider GPZ for growth potential and diversification beyond traditional stocks and bonds, since these firms earn fees from managing large pools of capital. A key risk is that it is heavily concentrated in financial companies, so its value can rise or fall sharply with the fortunes of the asset management industry.
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 who’s‑who of global alternative asset managers, with Blackstone, KKR, and Apollo setting the tone. Blackstone and Ares have been rising recently, giving the fund a bit of lift, while KKR and Carlyle look more mixed, with earlier weakness still weighing on the story. Brookfield and its asset‑management arm are treading water, keeping things steady rather than exciting. With a heavy tilt toward financials and a mix of U.S. and European names, this ETF is a concentrated bet on the private‑markets boom—and its occasional growing pains.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Blackstone Group12.99%$31.73M$160.95B-25.95%
72
Outperform
Brookfield Corporation10.91%$26.67M$93.37B-5.97%
KKR & Co10.34%$25.28M$89.14B-31.11%
69
Neutral
Apollo Global Management7.28%$17.80M$69.05B-17.25%
75
Outperform
Ares Management6.68%$16.33M$41.10B-33.10%
70
Outperform
EQT AB4.80%$11.72Mkr376.36B-3.22%
68
Neutral
ICG plc4.59%$11.21M£5.45B-12.81%
76
Outperform
Carlyle Group4.54%$11.09M$16.09B-25.22%
59
Neutral
Brookfield Asset Management Ltd. Class A4.53%$11.07M$75.78B-21.36%
ONEX Corporation4.36%$10.66MC$8.23B-5.15%
69
Neutral

GPZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
22.54
Positive
100DMA
22.46
Positive
200DMA
24.16
Negative
Market Momentum
MACD
RSI
STOCH
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 22.65, equal to the 50-day MA of 22.54, and equal to the 200-day MA of 24.16, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
$240.65M0.40%
57
Neutral
$977.47M0.13%
69
Neutral
$443.10M0.13%
70
Outperform
$373.27M0.49%
61
Neutral
$202.55M0.68%
59
Neutral
$170.75M0.68%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GPZ
VanEck Alternative Asset Manager ETF
23.30
-4.55
-16.34%
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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