IEV - ETF AI Analysis
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iShares Europe ETF (IEV)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past month and positive results so far this year, indicating healthy recent momentum.
Strong Top Holdings
Several of the largest positions, including ASML, Shell, TotalEnergies, and major European banks, have delivered strong year-to-date performance that supports the fund’s returns.
Broad European Diversification
The fund spreads its investments across multiple major European markets such as the UK, France, Germany, Switzerland, and others, helping reduce the impact of weakness in any single country.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for a broad regional ETF, which can gradually reduce net returns for long-term investors.
Country Concentration Risk
A large share of assets is concentrated in a few countries, especially the UK, which increases the fund’s sensitivity to economic or political issues in those markets.
Mixed Performance Among Top Holdings
Some major positions like Roche and Nestlé have shown weak year-to-date performance, which can offset gains from stronger holdings and add volatility.
IEV vs. SPDR S&P 500 ETF (SPY)
AUM1.71B
RegionEurope
Expense Ratio0.60%
Beta0.72
IssueriShares
Inception DateJul 25, 2000
Dividend Yield2.64%
Asset ClassEquity
Index TrackedS&P Europe 350
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume128,299
30 Day Avg. Volume238,951
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
80.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering357
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IEV Summary
The iShares Europe ETF (IEV) follows the S&P Europe 350 Index, which includes 350 large, well-known companies from many developed European countries. It owns big names like Nestlé and Shell, along with banks, healthcare firms, and industrial companies, giving you broad exposure to Europe in a single investment. Someone might invest in IEV to diversify beyond the U.S. market and tap into the growth and stability of leading European businesses. A key risk is that the fund’s value can go up or down with European stock markets and currency movements.
How much will it cost me?The iShares Europe ETF (IEV) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a broad index of European large-cap stocks, which requires more management compared to passively managed U.S. index funds.
What would affect this ETF?The iShares Europe ETF (IEV) could benefit from economic recovery and growth in developed European markets, especially if sectors like financials and industrials, which make up a significant portion of its holdings, perform well. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in Europe could negatively impact its performance, particularly for top holdings in industries like healthcare and technology that are sensitive to such factors.
IEV Top 10 Holdings
IEV leans heavily on a handful of European blue chips, with Dutch chip-equipment giant ASML doing much of the heavy lifting as its rising share price powers the fund’s tech exposure. Big banks like HSBC and Banco Santander are also in an upswing, giving the financial sleeve a helpful tailwind. On the flip side, consumer staple heavyweight Nestlé has been more of a steady but slightly sluggish anchor, while Roche has seen mixed, recently lagging action. Overall, the ETF is broadly diversified across developed Europe, not dominated by any single country.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.06% | $68.98M | €477.33B | 106.32% | 76 Outperform | |
| HSBC Holdings | 2.27% | $38.65M | £226.99B | 58.35% | 80 Outperform | |
| AstraZeneca | 2.15% | $36.48M | $292.69B | 32.74% | 80 Outperform | |
| Roche Holding AG | 2.11% | $35.80M | $327.04B | 22.13% | 73 Outperform | |
| Novartis AG | 2.03% | $34.45M | CHF207.57B | 22.14% | 80 Outperform | |
| Nestlé SA | 1.94% | $32.98M | CHF205.30B | -1.29% | 71 Outperform | |
| Shell (UK) | 1.82% | $30.87M | £184.86B | 32.32% | 73 Outperform | |
| Siemens | 1.60% | $27.20M | €185.31B | 21.53% | 74 Outperform | |
| TotalEnergies SE | 1.34% | $22.81M | €164.70B | 45.23% | 78 Outperform | |
| Banco Santander | 1.30% | $22.19M | €149.64B | 62.09% | 73 Outperform |
IEV Technical Analysis
Neutral
―
Price Trends
70.31
Positive
70.10
Positive
67.17
Positive
Market Momentum
0.58
Positive
50.69
Neutral
22.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 71.07, equal to the 50-day MA of 70.31, and equal to the 200-day MA of 67.17, indicating a neutral trend. The MACD of 0.58 indicates Positive momentum. The RSI at 50.69 is Neutral, neither overbought nor oversold. The STOCH value of 22.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IEV.
IEV Peer Comparison
Comparison Results
Performance Comparison
IEV
iShares Europe ETF
70.02
11.44
19.53%
EZU
iShares MSCI Eurozone ETF
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―
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BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
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―
―
HEDJ
WisdomTree Europe Hedged Equity Fund
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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.
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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