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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 driven mainly by high-quality global leaders like TSMC and ASML, which benefit from strong financial performance, positive momentum, and strategic positioning in advanced technologies and AI. Other major holdings such as Novartis, Inditex, and Air Liquide also support the fund with robust earnings and generally positive outlooks, while some names face valuation concerns and regional or segment challenges, which slightly limit the ETF’s rating. The main risk factor is exposure to several richly valued, internationally focused companies, which could be vulnerable if market conditions or specific regions weaken.
Positive Factors
Quality Global Leaders in Top Holdings
Several major positions, such as TSMC, Novartis, and Air Liquide, have shown strong recent performance, helping support the fund’s returns.
Broad International Diversification
The ETF spreads its investments across multiple countries including the U.S., Europe, and Asia, which can reduce the impact of problems in any single market.
Balanced Sector Mix
Holdings are spread across defensive areas like health care and consumer staples as well as growth areas like technology and industrials, offering a mix of stability and growth potential.
Negative Factors
Recent Weak Overall Performance
The fund’s returns over the year to date and the last three months have been negative, showing recent performance has been soft.
Several Top Holdings Are Lagging
Some large positions, including LVMH, SAP, and other major names, have shown weak recent performance, which can drag on the ETF’s results.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.

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

QLTI Summary

The GMO International Quality ETF (QLTI) invests in high-quality companies from around the world, without tracking a specific index. It focuses on businesses with strong finances and steady earnings, mainly in defensive, health care, technology, and industrial sectors. Well-known holdings include TSMC, a leading chip maker, and luxury giant LVMH. Investors might consider QLTI for international diversification and the potential for long-term growth from strong global brands. However, the fund still holds stocks, so its value can go up and down with global markets, and it is meaningfully exposed to non-U.S. economies and currencies.
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 on non-U.S. blue chips, with a clear tilt toward high-quality consumer, tech, and healthcare names. TSMC is doing the heavy lifting, rising on the back of strong demand for advanced chips, while Air Liquide is also pulling its weight with steady gains. On the flip side, European luxury giants like LVMH and L’Oréal have been losing some shine, and SAP has been a notable drag with a more bearish trend. Overall, performance is being driven by a global ex-U.S. mix, not any single country.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC5.84%$16.35M$1.80T147.84%
81
Outperform
Inditex5.14%$14.38M€163.59B7.36%
78
Outperform
Air Liquide4.01%$11.22M$127.53B8.59%
75
Outperform
L'Oreal3.99%$11.16M$235.38B1.67%
71
Outperform
Novartis3.96%$11.07M$263.90B28.02%
80
Outperform
LVMH Moet Hennessy Louis Vuitton SE3.93%$11.00M$274.61B-4.77%
75
Outperform
Roche Holding3.81%$10.66M$327.04B26.44%
74
Outperform
Haleon PLC Sponsored ADR3.73%$10.44M$42.74B-7.23%
67
Neutral
ASML Holding3.49%$9.78M$559.08B112.92%
81
Outperform
SAP AG3.46%$9.69M$201.41B-39.22%
69
Neutral

QLTI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.05
Positive
100DMA
26.52
Negative
200DMA
26.00
Positive
Market Momentum
MACD
0.02
Positive
RSI
52.43
Neutral
STOCH
22.00
Neutral
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 25.96, equal to the 50-day MA of 26.05, and equal to the 200-day MA of 26.00, indicating a bullish trend. The MACD of 0.02 indicates Positive momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 22.00 is Neutral, 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
$273.33M0.60%
61
Neutral
$994.63M0.59%
67
Neutral
$496.29M0.55%
71
Outperform
$282.91M0.30%
59
Neutral
$234.59M0.65%
64
Neutral
$106.53M0.45%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
QLTI
GMO International Quality ETF
26.10
1.19
4.78%
MFSI
MFS Active International ETF
OSEA
Harbor International Compounders ETF
AVDS
Avantis International Small Cap Equity ETF
UMMA
Wahed Dow Jones Islamic World 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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