NEWZ - ETF AI Analysis
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StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown solid gains this year, which supports the fund’s overall results.
Defensive Sector Tilt
Meaningful exposure to consumer defensive, health care, and utilities stocks can help cushion the fund during market downturns.
Broad Sector Diversification
Holdings spread across technology, financials, consumer sectors, health care, industrials, and utilities reduce reliance on any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the return is eaten up by costs compared with many low-cost ETFs.
Recent Short-Term Weakness
The ETF has experienced a soft patch over the last few months, which may concern investors focused on near-term performance.
Heavy U.S. Concentration
With the vast majority of assets in U.S. stocks and only a small slice in Canada, the fund offers limited geographic diversification.
NEWZ vs. SPDR S&P 500 ETF (SPY)
AUM18.52M
RegionNorth America
Expense Ratio0.75%
Beta0.82
IssuerStockSnips
Inception DateApr 12, 2024
Dividend Yield0.28%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume330
30 Day Avg. Volume1,097
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
33.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NEWZ Summary
The StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is a U.S.-focused fund that uses artificial intelligence to read news and gauge market sentiment instead of tracking a traditional index. It invests across the whole U.S. stock market—large, mid, and small companies—with exposure to many sectors like technology, financials, and consumer stocks. Well-known holdings include Johnson & Johnson and Coca-Cola. Someone might invest in NEWZ for broad diversification and the potential benefit of AI-driven stock selection. A key risk is that its value can go up or down with market swings and changes in news sentiment.
How much will it cost me?The StockSnips AI-Powered Sentiment US All Cap ETF (Ticker: NEWZ) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and uses advanced AI technology to analyze market sentiment, which requires more resources and expertise.
What would affect this ETF?The NEWZ ETF, with its focus on U.S. equities and heavy exposure to technology and healthcare sectors, could benefit from advancements in AI, innovation in tech, and increased demand for healthcare services. However, it may face challenges from rising interest rates, regulatory changes affecting AI or healthcare, and economic slowdowns that impact consumer spending and industrial growth.
NEWZ Top 10 Holdings
NEWZ is leaning heavily on energy and health care to do the heavy lifting, with SM Energy and TotalEnergies powering ahead and giving the fund a solid boost. Lantheus and Casey’s General Stores are also rising, adding some steady, defensive flavor to the mix. On the flip side, Broadcom and TSMC show that the fund’s semiconductor bets have been more mixed lately, losing a bit of steam after earlier strength. While the ETF is U.S.-focused overall, these top holdings add a notable global twist through European and Asian names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lantheus | 4.12% | $762.53K | $5.30B | -17.34% | 73 Outperform | |
| SM Energy | 3.83% | $709.91K | $6.75B | 33.38% | 72 Outperform | |
| Futu Holdings | 3.54% | $656.06K | $21.60B | 107.55% | 70 Outperform | |
| Vertiv Holdings | 3.43% | $634.85K | $110.05B | 324.69% | 77 Outperform | |
| Advanced Drainage Systems | 3.43% | $634.50K | $11.63B | 44.37% | 74 Outperform | |
| Albertsons Companies | 3.38% | $626.44K | $8.98B | -18.21% | 64 Neutral | |
| Kroger Company | 3.37% | $624.24K | $43.09B | 3.61% | 56 Neutral | |
| Ryman | 3.36% | $622.07K | $6.20B | 17.81% | 66 Neutral | |
| Millicom International Cellular SA | 3.35% | $620.58K | $13.87B | 201.13% | 71 Outperform | |
| Primerica | 3.33% | $616.91K | $8.34B | 6.00% | 72 Outperform |
NEWZ Technical Analysis
Positive
―
Price Trends
27.83
Positive
27.60
Positive
27.92
Positive
Market Momentum
0.12
Negative
64.33
Neutral
99.36
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NEWZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.65, equal to the 50-day MA of 27.83, and equal to the 200-day MA of 27.92, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 64.33 is Neutral, neither overbought nor oversold. The STOCH value of 99.36 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NEWZ.
NEWZ Peer Comparison
Comparison Results
Performance Comparison
NEWZ
StockSnips AI-Powered Sentiment US All Cap ETF
28.48
2.78
10.82%
YALL
God Bless America ETF
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―
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STNC
Stance Equity ESG Large Cap Core ETF
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FMTM
MarketDesk Focused U.S. Momentum ETF
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SOVF
Sovereign's Capital Flourish Fund
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VAMO
Cambria Value & Momentum ETF
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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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