GLOF - ETF AI Analysis
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iShares Global Equity Factor ETF (GLOF)
GLOF’s rating reflects a solid, diversified mix of global leaders, with major positions in companies like Alphabet, Microsoft, and Apple that benefit from strong financial performance, profitable growth, and strategic focus on AI and cloud services. These strengths are partly offset by holdings such as Amazon and Eli Lilly, where high valuations, cash flow challenges, and leverage introduce some caution. The main risk factor is the fund’s heavy tilt toward large technology and AI-related names, which can increase sensitivity to shifts in tech sector sentiment and valuations.
GLOF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 205.09M
- Region
- Global
- Expense Ratio
- 0.20%
- Beta
- 0.92
- Issuer
- iShares
- Inception Date
- Apr 28, 2015
- Dividend Yield
- 1.57%
- Asset Class
- Equity
- Index Tracked
- STOXX Global Equity Factor
GLOF Summary
The iShares Global Equity Factor ETF (GLOF) is a fund that follows the STOXX Global Equity Factor index, giving you a broad mix of stocks from around the world, with a strong tilt toward the U.S. It holds many well-known companies, including Apple and Nvidia, along with firms from sectors like technology, finance, health care, and consumer goods. Someone might invest in GLOF to get instant global diversification and long-term growth potential in one simple investment. A key risk is that it can rise or fall with stock markets worldwide, and it has significant exposure to tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 you invest. That’s slightly higher than the cheapest broad index ETFs because this fund uses a more complex, factor-based strategy rather than simple passive indexing.
What would affect this ETF?
This global ETF is heavily tilted toward large technology and U.S.-based growth companies like Nvidia, Apple, and Microsoft, so it could benefit if innovation, digital spending, and global stock markets stay strong and interest rates eventually ease. On the downside, higher interest rates, tighter regulations on big tech, or a broad global slowdown that hurts financials and consumer sectors could weigh on performance, even though the fund’s diversified mix across regions and industries helps soften some shocks.
GLOF Top 10 Holdings
GLOF is leaning heavily on Big Tech and chipmakers, with Apple and Microsoft providing a steady tailwind as their cloud and services stories keep humming along. Nvidia and Micron are more of a roller coaster: Micron’s surging year-to-date run has been a key engine, while Nvidia’s recent wobble has taken a bit of shine off the fund’s semiconductor tilt. Alphabet and Meta have been mixed, occasionally losing steam and tempering overall returns. Novartis and Eli Lilly add a rising health care ballast, helping smooth out the tech-driven bumps in this globally diversified portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 4.81% | $9.84M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 4.83% | $9.89M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 3.66% | $7.49M | $3.88T | -0.73% | 79Outperform |
 GOOG | Alphabet Class C | 2.79% | $5.71M | $3.41T | -1.31% | 82Outperform |
 AMZN | Amazon | 2.11% | $4.31M | $2.59T | 7.85% | 71Outperform |
 AVGO | Broadcom | 1.62% | $3.33M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 1.19% | $2.43M | $1.57T | -7.72% | 76Outperform |
 CH:NOVN | Novartis AG | 1.03% | $2.12M | CHF 244.89B | 35.30% | 80Outperform |
 MU | Micron | 0.90% | $1.83M | $1.00T | 294.96% | 79Outperform |
 LLY | Eli Lilly & Co | 0.97% | $1.99M | $1.33T | 67.86% | 72Outperform |
GLOF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLOF, the sentiment is Negative. The current price of 59.30 is below the 20-day moving average (MA) of 60.61, below the 50-day MA of 60.86, and above the 200-day MA of 57.55, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 37.74 is Neutral, neither overbought nor oversold. The STOCH value of 46.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GLOF.
GLOF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| GLOF | $59.31 | $65.00(9.60% Upside) | $205.09M | 0.20% | 64Neutral |
 RGEF | $33.91 | $44.50(31.20% Upside) | $801.13M | 0.55% | 71Outperform |
 KAT | $59.06 | $67.71(14.64% Upside) | $664.58M | 0.75% | 64Neutral |
 DWLD | $44.30 | $58.74(32.60% Upside) | $567.47M | 0.62% | 62Neutral |
 RGLO | $32.67 | $41.59(27.30% Upside) | $370.72M | 0.49% | 68Neutral |
 AQLT | $31.33 | $38.30(22.25% Upside) | $343.09M | 0.20% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GLOF | iShares Global Equity Factor ETF | 59.30 | 7.44 | 14.34% | |
| RGEF | Rockefeller Global Equity ETF | 33.91 | 3.87 | 12.89% | |
| KAT | Scharf ETF | 59.06 | 5.36 | 9.98% | |
| DWLD | Davis Select Worldwide Etf | 44.30 | -0.54 | -1.19% | |
| RGLO | Global Equity Active ETF | 32.67 | 3.73 | 12.88% | |
| AQLT | iShares MSCI Global Quality Factor ETF | 31.33 | 3.88 | 14.11% |
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