BBEU - ETF AI Analysis
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JPMorgan BetaBuilders Europe ETF (BBEU)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains over the past year-to-date and in recent months, showing solid momentum.
Leading European Blue-Chip Holdings
Top positions like ASML, HSBC, Novartis, and Nestlé have generally shown strong or steady performance, helping support the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment return can stay in investors’ pockets over time.
Negative Factors
Heavy Europe Focus
With most assets in European markets, investors are heavily exposed to economic and political developments in that region.
Concentrated in a Few Countries
Large weights in the UK, France, Germany, and Switzerland mean the fund is more affected if any of these major markets struggle.
Some Lagging Top Holdings
AstraZeneca and a few other key positions have shown weaker recent performance, which can drag on overall fund results.
BBEU vs. SPDR S&P 500 ETF (SPY)
AUM9.15B
RegionEurope
Expense Ratio0.09%
Beta0.68
IssuerJPMorgan
Inception DateJun 15, 2018
Dividend Yield2.93%
Asset ClassEquity
Index TrackedMorningstar Developed Europe Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume469,526
30 Day Avg. Volume292,649
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
92.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering340
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBEU Summary
The JPMorgan BetaBuilders Europe ETF (BBEU) is a fund that aims to track the Morningstar Developed Europe Target Market Exposure Index, giving you broad access to stocks from many European countries in a single investment. It holds well-known companies like Nestlé and HSBC, along with many others across sectors such as finance, health care, and consumer goods. Someone might invest in BBEU to diversify their portfolio and tap into the long-term growth of Europe’s developed markets. A key risk is that the value of the ETF can rise or fall with the European stock market as a whole.
How much will it cost me?The JPMorgan BetaBuilders Europe ETF (BBEU) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks a broad European equity index, which typically involves lower costs compared to actively managed funds.
What would affect this ETF?The JPMorgan BetaBuilders Europe ETF (BBEU) could benefit from economic recovery in Europe, increased consumer spending, and advancements in technology and healthcare, as these sectors are heavily represented in its holdings. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in Europe could negatively impact financial and industrial sectors, which are significant components of this ETF. Investors should also monitor currency fluctuations and global economic conditions, as these factors can influence the performance of European markets.
BBEU Top 10 Holdings
BBEU is leaning on a mix of European heavyweights, with ASML clearly in the driver’s seat as its rising share price and semiconductor strength give the fund a powerful tech tailwind. Health care is another key pillar: Roche is steadily adding gains, while Novartis is climbing but showing signs of overheating, and AstraZeneca is losing steam and weighing on returns. On the financial side, HSBC and Banco Santander are rising and help offset some of that drag. Overall, it’s a developed Europe story, spread across major markets rather than any single country.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.80% | $440.85M | €564.73B | 114.32% | 76 Outperform | |
| HSBC Holdings | 2.59% | $237.85M | £266.42B | 54.18% | 80 Outperform | |
| Roche Holding AG | 2.14% | $196.68M | $336.17B | 30.34% | 73 Outperform | |
| Shell (UK) | 2.03% | $186.09M | £203.38B | 34.66% | 73 Outperform | |
| Novartis AG | 1.92% | $175.93M | CHF205.09B | 13.34% | 80 Outperform | |
| AstraZeneca | 1.80% | $165.02M | $245.44B | -0.73% | 80 Outperform | |
| Nestlé SA | 1.74% | $159.34M | CHF199.45B | 2.49% | 71 Outperform | |
| Banco Santander | 1.57% | $143.82M | €193.34B | 51.58% | 73 Outperform | |
| Siemens | 1.56% | $143.14M | €201.73B | 16.09% | 74 Outperform | |
| SAP SE | 1.54% | $141.62M | €206.96B | -19.68% | 66 Neutral |
BBEU Technical Analysis
Neutral
―
Price Trends
79.07
Negative
77.58
Positive
75.40
Positive
Market Momentum
-0.38
Positive
35.95
Neutral
15.78
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBEU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 79.69, equal to the 50-day MA of 79.07, and equal to the 200-day MA of 75.40, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 35.95 is Neutral, neither overbought nor oversold. The STOCH value of 15.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BBEU.
BBEU Peer Comparison
Comparison Results
Performance Comparison
BBEU
JPMorgan BetaBuilders Europe ETF
77.64
10.61
15.83%
EZU
iShares MSCI Eurozone ETF
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―
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IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
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―
―
HEDJ
WisdomTree Europe Hedged Equity Fund
―
―
―
IEV
iShares Europe ETF
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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