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PABU - ETF AI Analysis
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iShares Paris-Aligned Climate MSCI USA ETF (PABU)
Rating:75Outperform
Price Target:―
Positive Factors
Climate-Focused U.S. Exposure
The ETF offers broad exposure to U.S. stocks that are aligned with Paris climate goals, appealing to investors who want both market exposure and a climate-conscious tilt.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of any returns over time.
Large, Established Holdings
Its top positions are in well-known, financially significant companies, which can provide a more stable foundation for the portfolio.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors focused on short-term results.
Heavy Technology Concentration
A large portion of the fund is invested in technology stocks, which increases the impact of any downturn in that sector.
Underperforming Top Holdings
Several of the largest positions, including major technology names, have been lagging so far this year, weighing on the fund’s overall performance.
PABU vs. SPDR S&P 500 ETF (SPY)
AUM2.30B
RegionNorth America
Expense Ratio0.10%
Beta1.04
IssueriShares
Inception DateFeb 08, 2022
Dividend Yield0.92%
Asset ClassEquity
Index TrackedMSCI USA Climate Paris Aligned Benchmark Extended Select PAB Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume94,821
30 Day Avg. Volume38,957
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
87.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering134
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PABU Summary
PABU is an ETF that follows the MSCI USA Climate Paris Aligned Index, focusing on U.S. companies that are working to cut carbon emissions and support climate goals. It holds many large, well-known names such as Microsoft and Apple, with a big tilt toward technology stocks. Someone might invest in PABU to get broad exposure to major U.S. companies while also supporting a shift toward a lower‑carbon economy. A key risk is that it is heavily weighted in tech and U.S. stocks, so its price can rise or fall sharply with those parts of the market.
How much will it cost me?The iShares Paris-Aligned Climate MSCI USA ETF (PABU) 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 because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares Paris-Aligned Climate MSCI USA ETF (PABU) could benefit from increased global focus on sustainability and climate-friendly policies, as well as growth in the technology sector, which makes up a significant portion of its holdings. However, it may face challenges from potential regulatory changes or economic downturns that impact high-growth companies like Nvidia, Tesla, and Microsoft, which are heavily weighted in the ETF. Additionally, shifts in interest rates could negatively affect sectors like real estate and financials within the portfolio.
PABU Top 10 Holdings
PABU is essentially a U.S. climate-aligned bet on Big Tech, with Nvidia in the driver’s seat but recently sputtering, and Microsoft, Apple, and Meta all losing a bit of steam at the same time. That cluster of heavyweight, climate-screened tech names makes the fund powerful when the sector runs, but a clear drag when it cools. Alphabet and Amazon have been relative bright spots, helping to steady the ship, while Eli Lilly and logistics-focused Prologis add a dose of health care and real estate strength to balance the tech-heavy story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.06% | $231.50M | $4.65T | 54.44% | 76 Outperform | |
| Apple | 6.92% | $159.16M | $3.77T | 8.71% | 79 Outperform | |
| Microsoft | 6.81% | $156.57M | $3.58T | 4.46% | 79 Outperform | |
| Alphabet Class C | 4.22% | $97.00M | $4.06T | 67.13% | 82 Outperform | |
| Tesla | 4.00% | $92.11M | $1.43T | 4.07% | 73 Outperform | |
| Eli Lilly & Co | 3.14% | $72.26M | $967.88B | 24.40% | 72 Outperform | |
| Amazon | 3.10% | $71.23M | $2.60T | 3.02% | 71 Outperform | |
| Meta Platforms | 2.91% | $66.85M | $1.69T | 7.47% | 76 Outperform | |
| Broadcom | 2.70% | $62.23M | $1.58T | 53.36% | 76 Outperform | |
| Prologis | 2.35% | $54.07M | $120.89B | 8.09% | 76 Outperform |
PABU Technical Analysis
Negative
―
Price Trends
72.40
Negative
72.16
Negative
68.61
Positive
Market Momentum
-0.25
Positive
41.70
Neutral
67.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PABU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 72.28, equal to the 50-day MA of 72.40, and equal to the 200-day MA of 68.61, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 41.70 is Neutral, neither overbought nor oversold. The STOCH value of 67.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PABU.
PABU Peer Comparison
Comparison Results
Performance Comparison
PABU
iShares Paris-Aligned Climate MSCI USA ETF
71.41
6.19
9.49%
THRO
Ishares U.S. Thematic Rotation Active Etf
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―
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USCA
Xtrackers MSCI USA Climate Action Equity ETF
―
―
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USCL
iShares Climate Conscious & Transition MSCI USA ETF
―
―
―
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
―
―
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PWRD
Tcw Transform Systems 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.
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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