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Upturn AI SWOT - About
SPDR STOXX Europe 50 ETF (FEU)

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Upturn Advisory Summary
10/24/2025: FEU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -13.55% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 38.99 - 49.23 | Updated Date 06/29/2025 |
52 Weeks Range 38.99 - 49.23 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR STOXX Europe 50 ETF
ETF Overview
Overview
The SPDR STOXX Europe 50 ETF (FEZ) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the STOXX Europe 50 Index. It focuses on large-cap European equities, aiming for broad exposure across various sectors within the region.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience managing index-tracking ETFs, leveraging a disciplined approach to replicate the performance of the STOXX Europe 50 Index.
Investment Objective
Goal
To closely track the price and yield performance of the STOXX Europe 50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the composition and weighting of the STOXX Europe 50 Index.
Composition The ETF primarily holds stocks of the 50 largest companies in Europe across various sectors.
Market Position
Market Share: FEZ's market share in the European large-cap ETF segment varies depending on the specific benchmark and competitive set considered.
Total Net Assets (AUM): 275600000
Competitors
Key Competitors
- iShares EURO STOXX 50 ETF (IEUR)
- Vanguard FTSE Europe ETF (VGK)
- Xtrackers Euro Stoxx 50 Equity ETF (XSOE)
Competitive Landscape
The European large-cap ETF market is competitive. FEZ's main advantage is its specific focus on the STOXX Europe 50, while competitors like VGK offer broader European exposure. A potential disadvantage is lower AUM compared to some competitors, which may impact liquidity.
Financial Performance
Historical Performance: Historical performance mirrors the STOXX Europe 50 Index. Specific numerical data requires live market data.
Benchmark Comparison: The ETF's performance closely tracks the STOXX Europe 50 Index, with minor deviations due to fees and tracking error.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
FEZ's average trading volume varies, but generally indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FEZ is typically competitive, reflecting adequate trading activity.
Market Dynamics
Market Environment Factors
Economic conditions in Europe, interest rates, currency fluctuations (EUR/USD), and geopolitical events influence FEZ's performance.
Growth Trajectory
FEZ's growth depends on the overall performance of the European stock market and investor demand for European equity exposure.
Moat and Competitive Advantages
Competitive Edge
FEZ benefits from the established reputation of State Street and the widespread recognition of the STOXX Europe 50 Index. Its focused exposure to the largest European companies offers a targeted investment approach. The low expense ratio relative to some actively managed funds can attract cost-conscious investors. FEZ's defined investment strategy provides transparency and predictability. However, its smaller AUM compared to competitors can present a disadvantage in terms of liquidity.
Risk Analysis
Volatility
FEZ's volatility is similar to that of the STOXX Europe 50 Index, reflecting the inherent risk of equity investments.
Market Risk
Market risk includes fluctuations in European equity markets, sector-specific risks within Europe, and currency risk associated with EUR/USD exchange rates.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the largest European companies and those who prefer a passive, index-tracking approach would find FEZ suitable.
Market Risk
FEZ is suitable for long-term investors seeking diversification and exposure to European equities.
Summary
The SPDR STOXX Europe 50 ETF (FEZ) provides exposure to the 50 largest European companies through a passive, index-tracking strategy. It offers diversification across various sectors within Europe, making it suitable for long-term investors. The ETF's performance closely mirrors the STOXX Europe 50 Index, with minor deviations due to fees and tracking error. Its competitive expense ratio and transparent investment approach are appealing, but its lower AUM relative to larger competitors may affect liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is subject to change.
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 STOXX Europe 50 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the STOXX® Europe 50 Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is a market capitalization weighted index designed to represent the performance of some of the largest companies across all components of the 19 STOXX Europe 600 Supersector Indexes. The fund is non-diversified.

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.
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