GLOF - ETF AI Analysis
Top Page
iShares Global Equity Factor ETF (GLOF)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Leading Technology Holdings
Several top positions in major technology companies have shown strong or improving performance, helping drive the fund’s returns.
Global Diversification
Holdings spread across the U.S. and many international markets help reduce the impact of problems in any single country.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
The biggest positions in well-known U.S. tech names make up a meaningful portion of the fund, increasing exposure to those individual companies’ ups and downs.
Mixed Performance Among Top Holdings
While many top holdings have done well, a few large positions have recently lagged, which could dampen overall returns if the weakness continues.
GLOF vs. SPDR S&P 500 ETF (SPY)
AUM203.83M
RegionGlobal
Expense Ratio0.20%
Beta0.92
IssueriShares
Inception DateApr 28, 2015
Dividend Yield1.51%
Asset ClassEquity
Index TrackedSTOXX Global Equity Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,593
30 Day Avg. Volume23,038
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
72.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering573
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GLOF Summary
The iShares Global Equity Factor ETF (GLOF) is a fund that tracks the STOXX Global Equity Factor index, giving you a mix of stocks from around the world in one investment. It holds many well-known companies, including Apple and Nvidia, and spreads your money across different countries and sectors, with a big share in technology. Someone might invest in GLOF to get broad global diversification and long-term growth potential without having to pick individual stocks. A key risk is that it can rise or fall with global stock markets and is meaningfully exposed to tech companies, which can be volatile.
How much will it cost me?The iShares Global Equity Factor ETF (GLOF) has an expense ratio of 0.2%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds because it uses a strategic factor-based approach rather than traditional active stock picking.
What would affect this ETF?The iShares Global Equity Factor ETF (GLOF) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as positive global economic trends that support innovation and consumer spending. However, potential risks include rising interest rates, which could impact the financial sector, and regulatory changes or geopolitical tensions that may affect global markets and key companies like Nvidia, Microsoft, and Apple. Diversification across sectors and regions helps mitigate some of these risks.
GLOF Top 10 Holdings
GLOF’s story is largely written by Big Tech and chipmakers. Microsoft has been the star performer lately, giving the fund a strong tailwind, while Nvidia and Amazon are still rising overall despite some recent bumps. Apple and Broadcom look a bit tired in the short term, and Meta is clearly lagging, acting as a small drag. With technology dominating the top spots and Micron adding extra semiconductor punch, the ETF leans heavily into the global tech and AI theme, though it still keeps a broad, mostly U.S.-centric mix of holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.07% | $10.25M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 4.37% | $8.83M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 3.39% | $6.85M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class C | 3.24% | $6.55M | $4.12T | 42.58% | 82 Outperform | |
| Amazon | 2.19% | $4.42M | $2.79T | 11.27% | 71 Outperform | |
| Broadcom | 1.65% | $3.34M | $1.70T | 6.87% | 76 Outperform | |
| Meta Platforms | 1.15% | $2.33M | $1.57T | -18.03% | 76 Outperform | |
| Novartis AG | 1.01% | $2.04M | CHF237.20B | 24.62% | 80 Outperform | |
| JPMorgan Chase | 0.95% | $1.92M | $953.33B | 21.83% | 72 Outperform | |
| Micron | 0.91% | $1.85M | $1.15T | 673.84% | 79 Outperform |
GLOF Technical Analysis
Positive
―
Price Trends
59.88
Positive
58.80
Positive
55.87
Positive
Market Momentum
0.43
Positive
62.05
Neutral
71.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLOF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.12, equal to the 50-day MA of 59.88, and equal to the 200-day MA of 55.87, indicating a bullish trend. The MACD of 0.43 indicates Positive momentum. The RSI at 62.05 is Neutral, neither overbought nor oversold. The STOCH value of 71.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GLOF.
GLOF Peer Comparison
Comparison Results
Performance Comparison
GLOF
iShares Global Equity Factor ETF
61.70
11.80
23.65%
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf ETF
―
―
―
DWLD
Davis Select Worldwide Etf
―
―
―
RGLO
Global Equity Active ETF
―
―
―
AQLT
iShares MSCI Global Quality Factor 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