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QLTI - ETF AI Analysis

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QLTI

GMO International Quality ETF (QLTI)

Rating:61Neutral
Price Target:
QLTI, the GMO International Quality ETF, has a solid overall rating, suggesting it holds generally strong, high-quality companies but with some areas of caution. Top positions like TSM, ASML, and Novartis support the fund’s quality by combining strong financial performance, positive earnings commentary, and strategic focus on advanced technologies and innovation, though some face valuation concerns and demand risks. Other holdings such as Unilever, L’Oreal, and Haleon are financially sound but show mixed technical signals, high valuations, or regional challenges, which slightly weigh on the fund’s overall assessment and highlight the risk of owning several richly valued international names.
Positive Factors
Strong Leading Holdings
Several of the largest positions, especially in semiconductor and industrial gas companies, have shown strong recent performance that supports the fund’s returns.
Broad Sector Mix
Holdings spread across defensive, technology, health care, and industrial sectors help reduce the impact if any one industry faces a downturn.
Global Diversification with U.S. Anchor
A mix of U.S. and multiple international markets provides global exposure while still keeping a majority in U.S. companies.
Negative Factors
Moderate Fee Level
The expense ratio is not especially low, which means a noticeable portion of returns goes toward fund costs each year.
Recent Short-Term Weakness
The ETF has shown slightly negative performance over the past month and year to date, which may concern investors looking for steady near-term gains.
Concentration in a Handful of Large Positions
A small group of top holdings makes up a meaningful share of the portfolio, so weakness in any of these companies could weigh on overall results.

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

QLTI Summary

The GMO International Quality ETF (QLTI) is an exchange-traded fund that invests in high-quality companies outside the U.S., without tracking a specific index but following a “quality” theme. It holds well-known global names like Unilever and ASML, along with other strong businesses across technology, health care, and consumer goods. Someone might invest in QLTI to add international diversification and long-term growth potential from solid, established companies. A key risk is that international stocks can be volatile and are affected by currency swings and global economic events, so the value of the ETF can go up and down.
How much will it cost me?The GMO International Quality ETF (QLTI) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting high-quality international companies rather than tracking a broad index.
What would affect this ETF?The GMO International Quality ETF (QLTI) could benefit from global economic growth and increased demand for high-quality companies in sectors like technology, healthcare, and consumer defensive, which are its largest exposures. However, potential risks include economic slowdowns in international markets, regulatory changes affecting key holdings like TSMC and SAP, or currency fluctuations impacting global ex-U.S. investments.

QLTI Top 10 Holdings

QLTI leans heavily into non-U.S. quality giants, with a clear tilt toward global tech and healthcare leaders. ASML and TSMC are the main engines here, riding strong longer-term momentum in semiconductors even if they’ve hit a recent bump, giving the fund a clear chip-and-AI flavor. On the defensive side, Novartis and Roche have been steadily pulling their weight, while Unilever and Haleon look a bit tired, softening consumer staples’ contribution. Overall, Europe and Asia do most of the heavy lifting, with no single stock dominating the stage.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Inditex5.29%$15.40M€178.90B37.22%
78
Outperform
TSMC5.23%$15.25M$1.77T71.87%
81
Outperform
Unilever4.24%$12.36M$140.87B-6.79%
73
Outperform
Novartis4.12%$12.00M$287.33B35.43%
80
Outperform
SAFRAN SA3.94%$11.48M$163.68B20.22%
74
Outperform
SAP SE3.93%$11.44M$210.02B-35.12%
69
Neutral
L'Oreal3.91%$11.38M$241.38B2.45%
71
Outperform
3.90%$11.36M
Roche Holding3.90%$11.35M$348.82B40.76%
74
Outperform
ASML Holding3.79%$11.05M$634.58B136.15%
81
Outperform

QLTI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.62
Positive
100DMA
26.15
Positive
200DMA
26.37
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QLTI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.75, equal to the 50-day MA of 26.62, and equal to the 200-day MA of 26.37, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QLTI.

QLTI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$291.35M0.60%
61
Neutral
$737.48M0.69%
60
Neutral
$483.71M0.55%
72
Outperform
$404.91M0.34%
61
Neutral
$125.70M0.60%
58
Neutral
$108.41M0.45%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
QLTI
GMO International Quality ETF
27.07
2.66
10.90%
JDVI
John Hancock Disciplined Value International Select ETF
OSEA
Harbor International Compounders ETF
BRIE
MFS Blended Research International Equity ETF
BAIV
Brown Advisory International Value Select ETF
IDYN
iShares International Equity Factor Rotation Active 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.
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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