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ETFT - ETF AI Analysis

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ETFT

Fundsmith Equity ETF (ETFT)

Rating:66Neutral
Price Target:
ETFT (Fundsmith Equity ETF) has a solid overall rating, mainly because it holds high-quality companies like Alphabet, TSMC, and Texas Instruments, which show strong financial performance, positive earnings sentiment, and promising growth in areas like AI, cloud, and advanced manufacturing. However, some holdings such as Amadeus IT Group and Church & Dwight face bearish technical trends or higher valuations, which can weigh on the fund’s rating, and investors should also note the concentration in large technology and tech-related names as a key risk if that sector faces a downturn.
Positive Factors
Recent Short-Term Momentum
The ETF has shown strong gains over the last three months and a positive one-month trend, suggesting improving recent performance.
Broad Sector Mix
Holdings spread across technology, health care, consumer, financial, and other sectors help reduce the impact of weakness in any single industry.
Defensive Consumer Exposure
Meaningful weight in consumer defensive stocks, including a top holding with strong year-to-date gains, can help steady the portfolio during market swings.
Negative Factors
High U.S. Concentration
With most assets in U.S. companies, the fund is heavily tied to the performance and risks of the U.S. market.
Weak Year-to-Date Returns
The ETF’s overall year-to-date performance is slightly negative, reflecting recent challenges for the portfolio.
Underperforming Key Holdings
Several of the largest positions, including major payment and health care names, have shown weak year-to-date performance, which can drag on the fund’s results.

ETFT vs. SPDR S&P 500 ETF (SPY)

ETFT Summary

Fundsmith Equity ETF (ETFT) is an actively managed fund that invests in a mix of U.S. and international companies, with a strong focus on the overall stock market rather than tracking a specific index. It holds well-known names like Mastercard and Visa, along with other established global businesses, mainly in the U.S. The goal is to find high-quality companies that can grow over time, giving investors broad diversification and exposure to different sectors such as technology, health care, and consumer brands. A key risk is that, like any stock-focused fund, its value can go up and down with the global market.
How much will it cost me?The Fundsmith Equity ETF (ETFT) has an expense ratio of 1.0%, meaning you’ll pay $10 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Fundsmith Equity ETF could benefit from global economic growth and advancements in technology and healthcare, as these sectors make up a significant portion of its portfolio. However, it may face challenges from rising interest rates, which could impact consumer spending and the valuation of growth-focused companies, as well as regulatory changes affecting its international holdings. Its active management strategy allows flexibility to adapt to market shifts, but this approach also carries higher costs that could weigh on returns during periods of market volatility.

ETFT Top 10 Holdings

Fundsmith Equity ETF is leaning heavily into global tech, with Texas Instruments and TSMC doing much of the heavy lifting as chip demand and AI enthusiasm keep those names rising. Alphabet has been more of a mixed bag—strong over the longer stretch but recently losing a bit of steam. On the other side, European names like Sage Group and Amadeus IT are dragging their feet, tempering overall gains. Apple and Marriott add a steady U.S. growth backbone, but the story here is clear: this is a globally diversified fund powered primarily by high-octane technology.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Waters5.50%$435.72K$37.24B8.94%
70
Outperform
Amadeus IT Group S.A4.93%$390.73K€21.58B-26.39%
61
Neutral
Stryker4.78%$378.96K$125.18B-17.27%
70
Outperform
4.77%$378.01K
Yum! Brands4.17%$330.32K$45.40B10.40%
59
Neutral
Mastercard4.12%$326.26K$476.60B-5.48%
75
Outperform
Visa4.09%$324.38K$682.30B-0.66%
70
Outperform
Philip Morris3.73%$295.62K$284.08B5.67%
61
Neutral
Uber Technologies3.68%$291.85K$151.51B-25.71%
74
Outperform
Church & Dwight3.64%$288.45K$23.36B0.93%
72
Outperform

ETFT Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
9.77
Positive
100DMA
9.57
Positive
200DMA
Market Momentum
MACD
0.02
Negative
RSI
50.27
Neutral
STOCH
84.96
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ETFT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 9.77, equal to the 50-day MA of 9.77, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.02 indicates Negative momentum. The RSI at 50.27 is Neutral, neither overbought nor oversold. The STOCH value of 84.96 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ETFT.

ETFT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.92M1.00%
66
Neutral
$99.90M0.63%
70
Neutral
$96.48M1.02%
62
Neutral
$87.08M0.73%
71
Outperform
$76.94M0.65%
68
Neutral
$73.74M0.75%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ETFT
Fundsmith Equity ETF
9.78
-0.21
-2.10%
RJDI
RJ Eagle GCM Dividend Select Income ETF
GINX
SGI Enhanced Global Income ETF
GOP
Unusual Whales Subversive Republican Trading ETF
SAGP
Strategas Global Policy Opportunities ETF
MNVT
Moonvest ETF
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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