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GSEW - ETF AI Analysis

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GSEW

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW)

Rating:70Outperform
Price Target:
GSEW, the Goldman Sachs Equal Weight U.S. Large Cap Equity ETF, has a solid overall rating driven by strong contributors like Arista Networks, which benefits from robust financial performance and growth in AI and cloud, and TechnipFMC, which shows healthy financials and a positive trend. Dexcom and T-Mobile also support the fund’s quality with strong earnings and strategic initiatives, though high valuations and some overbought or bearish technical signals introduce caution. Weaker names like Insmed and VG, which face profitability, cash flow, and leverage issues, slightly hold back the rating, and investors should be aware that several holdings show valuation and technical risks even within this diversified large-cap portfolio.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year, showing that its equal-weight approach to large U.S. stocks has been working recently.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, industrials, financials, health care, and energy, which helps reduce the impact if any one area of the market struggles.
Low Expense Ratio
The fund’s relatively low fee means more of the ETF’s returns stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Energy-Heavy Top Holdings
Many of the largest positions are in energy and related companies, which can make the fund more sensitive to swings in oil and commodity markets.
Some Lagging Top Holdings
At least one of the top positions has shown weak performance this year, which can slightly drag on overall returns if that trend continues.

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

GSEW Summary

GSEW is the Goldman Sachs Equal Weight U.S. Large Cap Equity ETF, which follows the Solactive US Large Cap Equal Weight Index. It invests in many of the biggest U.S. companies across sectors like technology, finance, health care, and energy, giving each stock roughly the same importance instead of letting giants dominate. Well-known names in the fund include Chevron and PayPal. Someone might invest in GSEW for broad diversification and potential long-term growth of the overall U.S. stock market. A key risk is that the value can rise and fall with the stock market, and no single sector or stock is protected from downturns.
How much will it cost me?The expense ratio for the Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) is 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because the fund is passively managed, following an equal-weight index strategy that typically has lower costs compared to actively managed funds.
What would affect this ETF?The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) could benefit from positive trends in the U.S. economy, such as technological innovation and growth in sectors like technology and healthcare, which have significant weight in the fund. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Its equal-weight strategy helps reduce concentration risk but may underperform during periods when a few large companies dominate market gains.

GSEW Top 10 Holdings

GSEW is a broad U.S. large-cap fund, but its recent story leans on a surprising mix of high-flyers and a few names catching their breath. Applied Materials and Entegris are powering ahead on the back of the semiconductor boom, giving the fund a tech tailwind despite its equal-weight design. Industrial names like Woodward and Carpenter Technology are also rising, adding steady lift. On the flip side, fintech player Affirm and healthcare name Natera have been more mixed, occasionally tugging at returns. Overall, the ETF stays well diversified across sectors, with all its bets firmly rooted in U.S. markets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Venture Global, Inc. Class A0.27%$5.00M$36.82B2.49%
58
Neutral
PayPal Holdings0.25%$4.69M$48.97B-28.67%
76
Outperform
Phillips 660.25%$4.63M$84.76B66.49%
73
Outperform
Marathon Petroleum0.24%$4.57M$92.20B82.28%
66
Neutral
Occidental Petroleum0.24%$4.50M$57.19B29.06%
67
Neutral
Constellation Energy Corporation0.24%$4.45M$98.72B-15.08%
68
Neutral
Bunge Global0.24%$4.44M$24.03B58.98%
66
Neutral
LyondellBasell0.24%$4.43M$20.12B1.68%
52
Neutral
Cf Industries Holdings0.24%$4.41M$19.56B35.52%
72
Outperform
Diamondback0.23%$4.40M$57.11B41.42%
81
Outperform

GSEW Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
93.06
Positive
100DMA
90.19
Positive
200DMA
87.77
Positive
Market Momentum
MACD
0.31
Positive
RSI
48.98
Neutral
STOCH
19.81
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GSEW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 94.55, equal to the 50-day MA of 93.06, and equal to the 200-day MA of 87.77, indicating a neutral trend. The MACD of 0.31 indicates Positive momentum. The RSI at 48.98 is Neutral, neither overbought nor oversold. The STOCH value of 19.81 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GSEW.

GSEW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.87B0.09%
70
Outperform
$9.76B0.34%
72
Outperform
$9.52B0.39%
71
Outperform
$8.55B0.39%
74
Outperform
$8.30B0.06%
73
Outperform
$8.18B0.12%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
93.88
11.45
13.89%
PRF
Invesco FTSE RAFI US 1000 ETF
RWL
Invesco S&P 500 Revenue ETF
VFLO
VictoryShares Free Cash Flow ETF
VONE
Vanguard Russell 1000 ETF
JQUA
JPMorgan U.S. Quality Factor 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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