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NZUS
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SPDR MSCI USA Climate Paris Aligned ETF (NZUS)

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$34.07
Last Close (24-hour delay)
Profit since last BUY7.37%
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BUY since 41 days
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Upturn Advisory Summary

08/14/2025: NZUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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SPDR MSCI USA Climate Paris Aligned ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.

reliability logo Management Expertise

SSGA has extensive experience and expertise in managing index-based and ESG-focused ETFs.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.