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Upturn AI SWOT - About
SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX)
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Upturn Advisory Summary
10/24/2025: EFAX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.99% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 37.46 - 47.41 | Updated Date 06/29/2025 |
52 Weeks Range 37.46 - 47.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
ETF Overview
Overview
The SPDRu00ae MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the MSCI EAFE Fossil Fuel Reserves Free Index. It aims to exclude companies that own fossil fuel reserves.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer, one of the largest asset managers globally with a long track record in the ETF market.
Management Expertise
SSGA has a highly experienced management team with expertise in index tracking and ETF portfolio management.
Investment Objective
Goal
The ETF aims to replicate the performance of the MSCI EAFE Fossil Fuel Reserves Free Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to track the MSCI EAFE Fossil Fuel Reserves Free Index. This index excludes companies that own fossil fuel reserves.
Composition The ETF holds stocks of companies within the MSCI EAFE (Europe, Australasia, Far East) Index, excluding those with fossil fuel reserves. This consists predominantly of equities.
Market Position
Market Share: Data unavailable on EFAX's exact market share in its specific sector as it is a niche investment product.
Total Net Assets (AUM): 282300000
Competitors
Key Competitors
- iShares MSCI EAFE ETF (EFA)
- Vanguard FTSE Developed Markets ETF (VEA)
- Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)
Competitive Landscape
The competitive landscape consists of broad EAFE ETFs and ESG-focused ETFs. EFAX differentiates itself by specifically excluding fossil fuel reserves, potentially attracting environmentally conscious investors. However, this narrower focus might limit its appeal compared to broader EAFE ETFs with greater diversification and higher AUM.
Financial Performance
Historical Performance: Historical performance data should be sourced from the ETF's official website or financial data providers.
Benchmark Comparison: Compare the ETF's performance against the MSCI EAFE Fossil Fuel Reserves Free Index.
Expense Ratio: 0.002
Liquidity
Average Trading Volume
The ETF's average trading volume can vary but is generally moderate; refer to official sources for the most up-to-date figure.
Bid-Ask Spread
Bid-ask spreads are typically tight, reflecting the ETF's marketability; refer to official sources for the most up-to-date figure.
Market Dynamics
Market Environment Factors
Economic conditions in developed markets outside of the US, investor sentiment towards fossil fuels, and the performance of the broader MSCI EAFE index affect EFAX.
Growth Trajectory
Growth depends on the increasing investor preference for fossil fuel-free investments and the overall performance of the EAFE region.
Moat and Competitive Advantages
Competitive Edge
EFAXu2019s competitive advantage lies in its targeted investment strategy, which excludes companies that own fossil fuel reserves within the MSCI EAFE index. This focus on fossil fuel-free investing caters to a specific segment of socially responsible investors. Its low expense ratio further enhances its appeal, providing a cost-effective option for investors seeking exposure to EAFE markets without fossil fuel involvement. This niche focus allows it to stand apart from broader EAFE ETFs.
Risk Analysis
Volatility
Volatility typically mirrors that of the broader MSCI EAFE Index, but may be slightly lower due to the exclusion of certain energy companies.
Market Risk
Market risk is associated with fluctuations in the equity markets of developed countries outside of the US. Specific risks relate to sector concentration and excluding a portion of the index, and tracking error could occur.
Investor Profile
Ideal Investor Profile
The ideal investor is environmentally conscious, seeking international equity exposure, and wants to avoid companies with fossil fuel reserves.
Market Risk
Suitable for long-term investors seeking socially responsible investing, potentially as a core holding or satellite allocation.
Summary
The SPDRu00ae MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) offers exposure to developed markets outside the US while excluding companies owning fossil fuel reserves, catering to environmentally conscious investors. It tracks the MSCI EAFE Fossil Fuel Reserves Free Index and has a low expense ratio of 0.20%. While its AUM and trading volume are moderate, it provides a focused approach to international investing. Investors should consider it for its alignment with their values and its suitability for long-term, socially responsible investing goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Official Website
- MSCI Index Fact Sheet
- Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is designed to measure the performance of companies in the MSCI EAFE Index that are fossil fuel reserves free, as determined by the screening methodology used by the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.