NZUS - ETF AI Analysis
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SPDR MSCI USA Climate Paris Aligned ETF (NZUS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major positions such as Nvidia, Alphabet, Amazon, Marvell, Broadcom, Equinix, and others have delivered strong year-to-date performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Concentration in Technology
With a large share of assets in the technology sector, the fund is more exposed to swings in tech stocks than a more balanced ETF.
High Weight in a Few Mega-Cap Stocks
A small number of large companies make up a big portion of the portfolio, increasing the impact if any of these stocks perform poorly.
Mixed Performance Among Top Holdings
Some key positions like Apple, Microsoft, Tesla, and Eli Lilly have shown weak year-to-date performance, which can offset gains from stronger holdings.
NZUS vs. SPDR S&P 500 ETF (SPY)
AUM3.04M
RegionNorth America
Expense Ratio0.10%
Beta1.04
IssuerSPDR
Inception DateApr 21, 2022
Dividend Yield0.85%
Asset ClassEquity
Index TrackedMSCI USA Climate Paris Aligned PAB Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume0
30 Day Avg. Volume1,119
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NZUS Summary
NZUS is an ETF that follows the MSCI USA Climate Paris Aligned Index, focusing on U.S. companies that aim to cut carbon emissions and support a low‑carbon future. It holds many large, familiar names like Apple and Nvidia, with a big tilt toward technology and other major sectors of the U.S. market. Someone might invest in NZUS to seek long‑term growth while supporting companies that are working on climate and sustainability goals. A key risk is that it is heavily weighted in tech and U.S. stocks, so its price can rise and fall sharply with those parts of the market.
How much will it cost me?The SPDR MSCI USA Climate Paris Aligned ETF (NZUS) has an expense ratio of 0.10%, which means you’ll pay $1 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The SPDR MSCI USA Climate Paris Aligned ETF (NZUS) could benefit from increasing global focus on sustainability and stricter carbon regulations, which may drive growth for its top holdings in technology and renewable sectors. However, it may face challenges if economic conditions weaken, particularly in the U.S., or if regulatory changes negatively impact key industries like technology or consumer cyclical sectors. The ETF’s heavy reliance on tech giants like Nvidia, Microsoft, and Apple also makes it sensitive to sector-specific risks such as slowing innovation or market competition.
NZUS Top 10 Holdings
NZUS is riding a powerful tech-and-AI wave, with Nvidia, AMD, Marvell, and Broadcom doing much of the heavy lifting as their chip and data-center stories keep gaining traction. Apple and Alphabet are also rising, giving the fund a Big Tech backbone, while Amazon’s momentum has been solid if a bit choppy lately. Microsoft looks more mixed and is losing a bit of steam, and Tesla’s uneven path has occasionally dragged on returns. With all major holdings rooted in U.S. markets, this is a very tech-heavy, America-first climate-aligned play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.90% | $330.07K | $5.11T | 56.25% | 76 Outperform | |
| Apple | 7.62% | $230.83K | $4.58T | 55.37% | 79 Outperform | |
| Microsoft | 6.21% | $187.98K | $3.34T | -2.20% | 79 Outperform | |
| Alphabet Class C | 4.31% | $130.50K | $4.59T | 117.78% | 82 Outperform | |
| Tesla | 3.94% | $119.20K | $1.64T | 25.78% | 73 Outperform | |
| Amazon | 3.82% | $115.63K | $2.91T | 32.01% | 71 Outperform | |
| Advanced Micro Devices | 3.81% | $115.21K | $841.55B | 366.09% | 73 Outperform | |
| Marvell | 3.80% | $114.99K | $179.33B | 240.59% | 76 Outperform | |
| Eli Lilly & Co | 3.07% | $93.05K | $1.04T | 49.80% | 72 Outperform | |
| Broadcom | 3.05% | $92.25K | $2.12T | 84.56% | 76 Outperform |
NZUS Technical Analysis
Positive
―
Price Trends
37.37
Positive
35.67
Positive
35.55
Positive
Market Momentum
0.16
Positive
72.29
Negative
4.76
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NZUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.88, equal to the 50-day MA of 37.37, and equal to the 200-day MA of 35.55, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 72.29 is Negative, neither overbought nor oversold. The STOCH value of 4.76 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NZUS.
NZUS Peer Comparison
Comparison Results
Performance Comparison
NZUS
SPDR MSCI USA Climate Paris Aligned ETF
37.88
5.74
17.86%
MILN
Global X Millennial Consumer ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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XPND
First Trust Expanded Technology ETF
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―
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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RBLD
First Trust Alerian US NextGen Infrastructure 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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