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Upturn AI SWOT - About
SPDR® EURO STOXX 50 ETF (FEZ)
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Upturn Advisory Summary
08/14/2025: FEZ (1-star) is currently NOT-A-BUY. Pass it for now.
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 -5.14% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 45.90 - 59.78 | Updated Date 06/29/2025 |
52 Weeks Range 45.90 - 59.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® EURO STOXX 50 ETF
ETF Overview
Overview
The SPDRu00ae EURO STOXX 50 ETF (FEZ) seeks to provide investment results that correspond generally to the price and yield performance of the EURO STOXX 50 Index, which represents the performance of 50 of the largest companies across 11 Eurozone countries.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and possesses the resources to effectively manage FEZ.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the EURO STOXX 50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in substantially all of the securities of the EURO STOXX 50 Index in approximately the same proportions as the index.
Composition The ETF primarily holds stocks of large-cap companies located in the Eurozone countries.
Market Position
Market Share: FEZ has a moderate market share compared to other European equity ETFs listed in the US.
Total Net Assets (AUM): 232540000
Competitors
Key Competitors
- iShares EURO STOXX 50 UCITS ETF (EUR) (EUNL)
- Xtrackers EURO STOXX 50 UCITS ETF 1D (DBXD)
- Amundi ETF EURO STOXX 50 UCITS ETF DR (C) (LYX0)
- iShares Core MSCI Europe ETF (IEUR)
Competitive Landscape
The European equity ETF market is competitive, with several large players offering similar products. FEZ benefits from the reputation of SSGA, but faces competition from ETFs with lower expense ratios or broader European equity exposure. FEZ provides targeted exposure to the Eurozone's largest companies, while some competitors offer broader exposure to European equities.
Financial Performance
Historical Performance: Historical performance data is available from various financial websites (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: FEZ's performance should closely track the EURO STOXX 50 Index, with slight deviations due to the expense ratio and tracking error.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average daily trading volume for FEZ is adequate for most investors, ensuring relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread for FEZ is typically tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth in the Eurozone, interest rate policies of the European Central Bank (ECB), and political stability within the Eurozone countries can significantly impact FEZ.
Growth Trajectory
The growth of FEZ depends on the overall performance of the Eurozone economy and the companies within the EURO STOXX 50 Index.
Moat and Competitive Advantages
Competitive Edge
FEZ's competitive edge lies in the strength of the underlying EURO STOXX 50 index and its straightforward replication strategy. It provides easy and efficient access to the Eurozone's largest companies. SSGA's reputation and experience in managing ETFs also contribute to its competitiveness. The ETF's transparency and relatively low expense ratio compared to actively managed funds are additional advantages.
Risk Analysis
Volatility
FEZ's volatility is similar to that of the EURO STOXX 50 Index and reflects the overall volatility of the European equity market.
Market Risk
FEZ is subject to market risk, specifically the risk of decline in the value of the European equities it holds due to economic downturns, political instability, or company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor for FEZ is someone seeking exposure to large-cap Eurozone equities as part of a diversified portfolio.
Market Risk
FEZ is suitable for long-term investors seeking passive exposure to the Eurozone equity market.
Summary
SPDRu00ae EURO STOXX 50 ETF (FEZ) offers exposure to the 50 largest companies in the Eurozone, tracking the EURO STOXX 50 Index. Managed by State Street Global Advisors (SSGA), it provides a simple and transparent way to invest in European blue-chip stocks. While its expense ratio is reasonable, it faces competition from other ETFs with similar mandates or broader exposure. Investors should consider the Eurozone economic outlook and their risk tolerance before investing in FEZ.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share estimates are approximate and based on available data.
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® EURO STOXX 50 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is a market capitalization weighted index designed to represent the performance of some of the largest companies across components of the 20 EURO STOXX Supersector Indexes. The EURO STOXX Supersector Indexes are subsets of the EURO STOXX 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.