NZAC - ETF AI Analysis

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SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC)

Rating:67Neutral

Price Target:―

The SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) benefits from strong contributions by top holdings like Nvidia and Alphabet, which are well-positioned for long-term growth due to their focus on AI and cloud services. However, weaker performance from holdings such as Tesla and JPMorgan Chase, impacted by valuation concerns and cash flow challenges, may have slightly held back the fund's overall rating. Investors should note the ETF's concentration in high-growth tech stocks, which could introduce sector-specific risks.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, boosting overall returns.

Low Expense Ratio

The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.

Broad Geographic Exposure

The fund invests in companies across multiple countries, providing diversification beyond the U.S. market.

Negative Factors

High U.S. Concentration

Over 66% of the ETF's assets are invested in U.S. companies, which increases exposure to domestic market risks.

Sector Concentration in Technology

Nearly 29% of the portfolio is allocated to the technology sector, making the fund vulnerable to downturns in tech stocks.

Mixed Performance Among Holdings

While some top holdings have performed well, others like Amazon have shown weaker year-to-date performance, which may impact overall returns.

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

AUM182.58M

RegionGlobal

Expense Ratio0.12%

Beta0.88

IssuerSPDR

Inception DateNov 25, 2014

Dividend Yield1.88%

Asset ClassEquity

Index TrackedMSCI ACWI Climate Paris Aligned PAB Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,630

30 Day Avg. Volume5,895

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

49.60

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering585

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NZAC Summary

The SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) is an investment fund that focuses on companies worldwide that are working to reduce their carbon footprints and align with the climate goals of the Paris Agreement. It includes well-known companies like Nvidia and Apple, and covers industries such as technology, finance, and healthcare. This ETF is a great option for investors who want to support sustainable practices while gaining exposure to a diverse range of global stocks. However, since it tracks the broader market, its value can go up and down with global economic trends.

How much will it cost me?The SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) has an expense ratio of 0.12%, which means you’ll pay $1.20 per year for every $1,000 invested. This is lower than average for actively managed funds, as NZAC is passively managed and tracks an index focused on climate-conscious companies.

What would affect this ETF?The NZAC ETF could benefit from the global shift toward sustainable energy and low-carbon initiatives, as governments and businesses increasingly prioritize climate-friendly policies and technologies. Its strong exposure to technology and financial sectors, along with top holdings like Nvidia, Apple, and Microsoft, positions it to gain from innovation and growth in these areas. However, potential risks include regulatory changes or economic slowdowns that could impact global markets or specific sectors, as well as challenges faced by companies in meeting climate goals.

NZAC Top 10 Holdings

The NZAC ETF leans heavily into the technology sector, with names like Nvidia and Apple leading the charge. Nvidia’s focus on AI and data centers has kept it in the spotlight, though recent performance has been mixed, while Apple’s steady growth in services and emerging markets adds stability. Alphabet stands out with rising momentum, driven by its investments in AI and cloud services, while Tesla’s strong gains reflect optimism around its growth potential despite valuation concerns. With a global mix of holdings, the fund’s tech-heavy positioning is a double-edged sword, benefiting from innovation but vulnerable to sector volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	5.58%	$10.15M	$4.49T	36.15%	76 Outperform
AAPL	Apple	4.40%	$8.00M	$3.83T	9.37%	79 Outperform
MSFT	Microsoft	3.97%	$7.22M	$3.55T	14.12%	79 Outperform
AMZN	Amazon	2.56%	$4.65M	$2.63T	12.49%	71 Outperform
GOOG	Alphabet Class C	2.32%	$4.22M	$3.97T	68.77%	82 Outperform
TSLA	Tesla	1.73%	$3.15M	$1.45T	10.40%	73 Outperform
AVGO	Broadcom	1.72%	$3.13M	$1.58T	48.22%	76 Outperform
GOOGL	Alphabet Class A	1.66%	$3.03M	$3.97T	69.46%	85 Outperform
META	Meta Platforms	1.61%	$2.93M	$1.65T	4.90%	76 Outperform
JPM	JPMorgan Chase	1.25%	$2.27M	$896.14B	37.49%	72 Outperform

NZAC Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

42.57

Positive

100DMA

41.94

Positive

200DMA

39.51

Positive

Market Momentum

MACD

0.27

Negative

RSI

58.69

Neutral

STOCH

80.60

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NZAC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.96, equal to the 50-day MA of 42.57, and equal to the 200-day MA of 39.51, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 58.69 is Neutral, neither overbought nor oversold. The STOCH value of 80.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NZAC.

NZAC Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NZAC	―	―	$182.58M	0.12%	―
CGW	―	―	$997.05M	0.59%	―
IVES	―	―	$996.66M	0.75%	―
BUG	―	―	$942.83M	0.51%	―
IHAK	―	―	$850.99M	0.47%	―
IQSZ	―	―	$152.53M	0.19%	―

Performance Comparison

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

43.36

8.32

23.74%

CGW

Invesco S&P Global Water Index ETF

―

IVES

Dan IVES Wedbush AI Revolution ETF

―

BUG

Global X Cybersecurity Etf

―

IHAK

iShares Cybersecurity & Tech ETF

―

IQSZ

Invesco Global Equity Net Zero 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.

Disclaimer

This 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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