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ProShares MSCI Transformational Changes ETF (ANEW)
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Upturn Advisory Summary
11/05/2025: ANEW (1-star) is a SELL. SELL since 1 days. Simulated Profits (10.23%). Updated daily EoD!
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 27.8% | Avg. Invested days 73 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 37.39 - 50.00 | Updated Date 06/29/2025 |
52 Weeks Range 37.39 - 50.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
ProShares MSCI Transformational Changes ETF
ETF Overview
Overview
The ProShares MSCI Transformational Changes ETF (ticker: ANEW) seeks to provide investment results, before fees and expenses, that track the performance of the MSCI Global Transformational Changes Index. This index aims to capture companies expected to benefit from long-term transformational trends.
Reputation and Reliability
ProShares is a well-known issuer specializing in leveraged and inverse ETFs, with a solid track record.
Management Expertise
ProShares has a dedicated management team with experience in developing and managing specialized ETFs.
Investment Objective
Goal
To track the performance of the MSCI Global Transformational Changes Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of a specific index, the MSCI Global Transformational Changes Index.
Composition The ETF primarily holds stocks of companies expected to benefit from long-term transformational changes, such as those related to the future of work, genomic revolution, climate change, and digital transformation.
Market Position
Market Share: Not readily available without live data sources and complex calculations based on AUM of similar ETFs.
Total Net Assets (AUM): 21020000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- Global X Robotics & Artificial Intelligence ETF (BOTZ)
Competitive Landscape
The competitive landscape is crowded with thematic ETFs. ANEW focuses on multiple transformational changes while competitors like ARKK focus on disruptive innovation, DRIV on autonomous vehicles, and BOTZ on robotics. ANEW's broad focus can be an advantage or disadvantage depending on specific trend performance.
Financial Performance
Historical Performance: Historical financial performance data should be pulled from live market sources.
Benchmark Comparison: Benchmark comparison requires specific performance data against the MSCI Global Transformational Changes Index.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, which should be verified with live trading volume data.
Bid-Ask Spread
The bid-ask spread should be verified with real-time market data but generally expected to be small.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as sector-specific growth prospects in areas like technology, healthcare, and clean energy, all affect ANEW's performance.
Growth Trajectory
The ETF's growth depends on the success of companies aligned with transformational trends. Strategy and holding adjustments may occur based on trend evolution.
Moat and Competitive Advantages
Competitive Edge
ANEW's advantage lies in its diversified approach to transformational changes, covering multiple sectors like technology, healthcare, and climate change. This diversification could provide more stable returns compared to ETFs focused on a single theme. ProShares' expertise in specialized ETFs adds credibility. However, its broad approach may dilute exposure to specific high-growth areas.
Risk Analysis
Volatility
ANEW's volatility depends on the volatility of the underlying holdings which include disruptive technologies and should be assessed using historical data. High growth stocks can show significant price swings.
Market Risk
ANEW faces market risk associated with equity investments, sector-specific risks tied to the transformational changes it tracks, and the risk of misidentifying companies that will benefit from these trends.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the long-term potential of transformational changes and seeks diversified exposure to multiple sectors. Investors should have a moderate to high risk tolerance.
Market Risk
ANEW is best suited for long-term investors who are comfortable with volatility and seeking thematic exposure within their portfolio.
Summary
The ProShares MSCI Transformational Changes ETF seeks to capture the performance of companies aligned with long-term transformational trends. ANEW offers a diversified approach compared to single-theme ETFs, but it requires investors to have moderate-to-high risk tolerance. Its success depends on the actual adoption and growth of the changes it targets. ProShares' reputation lends credibility, and the ETF offers thematic exposure for investors with long-term perspectives.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ProShares official website
- ETF.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly. Consult with a financial advisor before making any investment decisions.
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 ProShares MSCI Transformational Changes ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in financial instruments that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to measure the performance of companies associated with one or more of the following themes: Future of Work, Digital Consumer, Genomic & Telehealth, and Food Revolution. Under normal circumstances, it will invest at least 80% of its total assets in components of the index or in instruments with similar economic characteristics.
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.