tiprankstipranks
Advertisement

GEW - ETF AI Analysis

Compare

Top Page

GEW

Cambria Global EW ETF (GEW)

Rating:59Neutral
Price Target:
GEW, the Cambria Global EW ETF, has a solid overall rating, largely supported by strong, diversified holdings like Walmart, which benefits from growing international and e-commerce businesses, and Exxon Mobil, which adds stability through strong financial health and operational efficiency. JPMorgan and Berkshire Hathaway also contribute positively with solid fundamentals, though issues like bearish technical trends, cash flow challenges, and lack of dividends slightly weigh on the fund. The main risk factor is that several key holdings show signs of overvaluation or technical weakness, which could limit short-term upside.
Positive Factors
Solid Recent Performance
The fund has shown strong gains so far this year and in recent months, suggesting its strategy has been working well in the current market.
Global Diversification
Holdings spread across the U.S. and many other countries help reduce the impact of problems in any single market.
Exposure to Strong Blue-Chip Names
Top positions like Exxon Mobil, Palo Alto Networks, Berkshire Hathaway, JPMorgan Chase, and Walmart provide exposure to large, well-known companies that have generally held up well.
Negative Factors
Heavy U.S. Weighting
More than half of the fund is invested in U.S. companies, so it may still be heavily affected by swings in the U.S. market.
Sector Tilt Toward Financials and Technology
A larger share in financial and technology stocks means the fund could be more sensitive if those sectors face a downturn.
Moderate Expense Ratio
The fund’s fees are not especially low, so costs could slightly reduce long-term returns compared with the cheapest ETFs.

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

GEW Summary

The Cambria Global EW ETF (GEW) is an actively managed fund that invests in stocks from around the world, with about half in the U.S. It doesn’t track a single index, but instead aims to spread money evenly so no one company or sector dominates. The fund holds well-known names like Walmart and Exxon Mobil, along with many others across financials, technology, health care, and more. Someone might invest in GEW to get broad global diversification in one simple investment. A key risk is that stock prices worldwide can rise and fall, so the value of this ETF can go up and down with the global market.
How much will it cost me?This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because GEW is actively managed and uses a more involved strategy to balance holdings across global markets.
What would affect this ETF?This globally diversified ETF could benefit if worldwide economic growth improves, supporting its broad mix of financial, technology, industrial, and consumer companies, and if large, stable firms like Walmart, Exxon Mobil, Berkshire Hathaway, and JPMorgan continue to perform well. On the other hand, a global slowdown, rising interest rates that pressure financials, or energy price swings that hurt companies like Exxon Mobil could weigh on returns, and changes in international regulations or trade tensions could add extra uncertainty for its global holdings.

GEW Top 10 Holdings

GEW’s story is one of broad, balanced global exposure, but a few familiar names still steer the ship. Palo Alto Networks has been a standout, rising sharply and giving the fund a tech-powered boost, while JPMorgan and Exxon Mobil are also climbing, helping the financial and energy sleeves pull their weight. Walmart, by contrast, has been losing steam, with more mixed recent performance that slightly drags on returns. Berkshire Hathaway has been steady rather than exciting. Overall, the fund leans into financials and technology, with a mostly U.S.-centric flavor despite its global mandate.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
5.74%$8.35M
Exxon Mobil1.71%$2.50M$655.73B44.12%
74
Outperform
Walmart1.71%$2.49M$850.02B4.74%
78
Outperform
Palo Alto Networks1.40%$2.04M$271.61B68.84%
73
Outperform
1.38%$2.01M
Berkshire Hathaway B1.26%$1.84M$974.25B2.66%
66
Neutral
JPMorgan Chase1.10%$1.60M$953.33B18.69%
72
Outperform
1.04%$1.51M
1.04%$1.51M
1.00%$1.45M

GEW Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
56.03
Positive
100DMA
55.03
Positive
200DMA
53.24
Positive
Market Momentum
MACD
0.12
Positive
RSI
44.34
Neutral
STOCH
38.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GEW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 56.87, equal to the 50-day MA of 56.03, and equal to the 200-day MA of 53.24, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 44.34 is Neutral, neither overbought nor oversold. The STOCH value of 38.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GEW.

GEW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$144.45M0.30%
59
Neutral
$824.23M0.55%
71
Outperform
$679.38M0.75%
66
Neutral
$600.48M0.62%
60
Neutral
$360.94M0.49%
67
Neutral
$301.66M0.89%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GEW
Cambria Global EW ETF
56.18
6.80
13.77%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
RGLO
Global Equity Active ETF
JSTC
Adasina Social Justice All Cap Global 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: ―
Table of Contents
Advertisement