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SPDR MSCI USA Climate Paris Aligned ETF (NZUS)



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Upturn Advisory Summary
08/14/2025: NZUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 38.69% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 25.98 - 32.88 | Updated Date 06/29/2025 |
52 Weeks Range 25.98 - 32.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR MSCI USA Climate Paris Aligned ETF
ETF Overview
Overview
The SPDR MSCI USA Climate Paris Aligned ETF (NZUS) aims to provide investment results that, before fees and expenses, correspond generally to the performance of the MSCI USA Climate Paris Aligned Index. This index is designed to represent the performance of a strategy that seeks to reduce exposure to carbon emissions and increase exposure to companies with climate transition opportunities, aligning with the Paris Agreement goals.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience and expertise in managing index-based and ESG-focused ETFs.
Investment Objective
Goal
The ETF seeks to track the investment results of an index that aims to reduce exposure to carbon emissions and increase exposure to companies with climate transition opportunities.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Climate Paris Aligned Index.
Composition The ETF primarily holds stocks of large and mid-cap U.S. companies, weighted to reflect the index methodology focused on climate alignment.
Market Position
Market Share: NZUS holds a relatively smaller market share compared to broader market ETFs or those focused on different ESG strategies.
Total Net Assets (AUM): 169800000
Competitors
Key Competitors
- ICLN
- QCLN
- TAN
Competitive Landscape
The ETF market is competitive, with various funds targeting ESG and climate-related investments. NZUS competes with broader ESG funds and those focused on specific renewable energy sectors. NZUS advantage lies in its specific alignment with the Paris Agreement goals, while disadvantages might include a smaller AUM and potentially less liquidity than larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable financial sources like the fund's official website or financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be obtained from reliable financial sources like the fund's official website or financial data providers.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The ETF's average trading volume suggests moderate liquidity and ease of trading.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG investing, and regulatory policies regarding climate change can affect the ETF's performance.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing, investor demand for climate-aligned strategies, and the performance of companies aligned with the Paris Agreement goals. The fund may also evolve its holdings to better reflect the climate goals
Moat and Competitive Advantages
Competitive Edge
NZUS offers a specific focus on aligning with the Paris Agreement goals, providing a targeted investment strategy for investors seeking to reduce carbon emissions and support climate transition. It leverages the MSCI USA Climate Paris Aligned Index which offers a systematic approach to portfolio construction based on climate-related metrics. This differentiates it from broader ESG funds and those focused solely on renewable energy. Its relatively low expense ratio enhances its attractiveness to cost-conscious investors.
Risk Analysis
Volatility
Volatility can be assessed by analyzing the ETF's historical price fluctuations.
Market Risk
Market risk is associated with the fluctuations in the prices of the underlying stocks, particularly those sensitive to climate change policies and technological advancements.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is highly concerned about climate change and seeks investments that align with the Paris Agreement goals.
Market Risk
The ETF is suitable for long-term investors seeking exposure to climate-aligned companies, including those with a passive or active investment approach.
Summary
The SPDR MSCI USA Climate Paris Aligned ETF (NZUS) provides targeted exposure to U.S. companies aligned with the Paris Agreement goals. It tracks the MSCI USA Climate Paris Aligned Index which aims to reduce carbon emissions and increase exposure to companies with climate transition opportunities. The ETF is managed by State Street Global Advisors (SSGA) and offers a relatively low expense ratio. It is suitable for long-term investors seeking to align their investments with climate-conscious principles, though its performance will depend on the success of climate-aligned strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SPDR official website
- MSCI official website
- Financial news outlets (e.g., Bloomberg, Reuters)
- ETF database websites (e.g., ETFdb.com, ETF.com)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market conditions and ETF performance can change rapidly, and past performance is not indicative of future results.
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 USA Climate Paris Aligned ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. The fund is non-diversified.

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