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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 overall rating, largely supported by strong holdings like Blackstone (BX), Apollo Global Management (APO), and Ares Management (ARES), which benefit from robust financial performance, growth in assets under management, and generally positive earnings outlooks. However, names like Carlyle Group (CG) and others face headwinds from high leverage, cash flow pressures, and valuation concerns, and the fund’s focus on alternative asset managers means investors are exposed to sector-specific risks such as overvaluation and sensitivity to market cycles.
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 can behave differently from traditional banks.
Global Mix Within a U.S.-Led Portfolio
While most holdings are U.S.-based, the fund also includes companies from the UK, Switzerland, Sweden, Canada, and France, adding some international diversification.
Moderate Expense Ratio for a Niche Strategy
The fund’s expense ratio is moderate for a specialized ETF, helping investors keep more of any returns compared with higher-cost niche products.
Negative Factors
Heavy Concentration in Financials
With almost all assets in the financial sector, the ETF is highly sensitive to downturns in financial markets and industry-specific risks.
Top Holdings Under Recent Pressure
Several of the largest positions have shown weak year-to-date performance, which can drag on the fund’s overall results in the near term.
Meaningful Single-Stock Exposure
A small number of companies make up a large share of the portfolio, increasing the impact that any one stock’s poor performance can have on the ETF.

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 Brookfield, which manage money for pensions, institutions, and wealthy investors. Someone might invest in GPZ to seek growth and diversification beyond traditional stocks and bonds, by tapping into the expanding world of alternative assets. A key risk is that it is heavily concentrated in financial companies, so its price can rise or fall sharply with that sector.
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 private equity, with Brookfield, Blackstone, KKR, and Apollo steering the ship. Lately, though, these giants have been losing altitude together, so no single name is rescuing performance — they’re all leaning into the same rough patch. Ares and Carlyle are also lagging, adding to the headwind rather than balancing it out. With the fund heavily tilted toward financials and alternative asset managers across developed markets, investors are making a focused bet on this niche bouncing back in sync.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Blackstone Group12.28%$20.97M$137.79B-6.11%
72
Outperform
Brookfield Corporation11.57%$19.74M$91.65B36.88%
KKR & Co10.38%$17.72M$80.91B-3.98%
69
Neutral
Apollo Global Management8.29%$14.15M$60.92B-4.57%
75
Outperform
Brookfield Asset Management Ltd. Class A6.97%$11.90M$72.29B0.02%
Ares Management4.61%$7.87M$33.69B-17.02%
70
Outperform
Partners Group Holding AG4.47%$7.64MCHF21.95B-15.26%
66
Neutral
ONEX Corporation4.43%$7.57MC$7.75B14.03%
69
Neutral
EQT AB4.40%$7.52Mkr334.58B18.28%
68
Neutral
Carlyle Group4.40%$7.51M$16.98B32.69%
59
Neutral

GPZ Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
22.87
Negative
100DMA
24.88
Negative
200DMA
26.11
Negative
Market Momentum
MACD
-0.43
Negative
RSI
43.54
Neutral
STOCH
61.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GPZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 20.99, equal to the 50-day MA of 22.87, and equal to the 200-day MA of 26.11, indicating a neutral trend. The MACD of -0.43 indicates Negative momentum. The RSI at 43.54 is Neutral, neither overbought nor oversold. The STOCH value of 61.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GPZ.

GPZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$180.97M0.40%
55
Neutral
$742.09M0.13%
69
Neutral
$673.17M0.13%
71
Outperform
$353.14M0.49%
61
Neutral
$187.67M0.68%
61
Neutral
$175.40M0.68%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GPZ
VanEck Alternative Asset Manager ETF
21.20
-4.04
-16.01%
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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