GSWO - ETF AI Analysis
Top Page
Goldman Sachs ActiveBeta World Equity ETF (GSWO)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Tech Holdings
Several major technology names in the top holdings have delivered strong gains, helping drive the fund’s recent performance.
Global Diversification
Exposure to companies across the U.S., Europe, and Asia provides a broad mix of markets, which can help reduce reliance on any single country.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Focus
With a large majority of assets in U.S. stocks, the fund is still heavily tied to the U.S. market despite its global label.
High Technology Concentration
A significant tilt toward the technology sector increases the fund’s sensitivity to swings in tech stock prices.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance recently, which can offset gains from stronger names.
GSWO vs. SPDR S&P 500 ETF (SPY)
AUM1.73B
RegionDeveloped Markets
Expense Ratio0.15%
Beta0.70
IssuerGoldman Sachs
Inception DateMar 15, 2022
Dividend Yield1.53%
Asset ClassEquity
Index TrackedGoldman Sachs ActiveBeta World Equity Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,599
30 Day Avg. Volume60,571
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
75.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering761
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GSWO Summary
GSWO, the Goldman Sachs ActiveBeta World Equity ETF, tracks the Goldman Sachs ActiveBeta World Equity Index and invests in stocks from around the world, with most money in the U.S. It holds many large, well-known companies such as Apple and Nvidia, and spreads investments across sectors like technology, finance, health care, and consumer companies. Someone might consider this ETF for broad global diversification and the potential for long-term growth while still trying to keep swings in price a bit smoother. A key risk is that it still owns many stocks, so its value can rise and fall with global stock markets, especially tech.
How much will it cost me?The Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (GLOV) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is lower than the average for actively managed ETFs because it uses a systematic strategy to reduce costs while still aiming to deliver strong performance.
What would affect this ETF?The GLOV ETF's focus on developed markets and low-volatility stocks could benefit from stable economic growth and advancements in technology, as its top holdings include major tech companies like Apple and Microsoft. However, rising interest rates or global economic uncertainty could negatively impact its financial sector exposure and overall performance. Regulatory changes in key sectors or geopolitical tensions in developed markets may also pose risks.
GSWO Top 10 Holdings
GSWO is powered by a tech-heavy lineup, with Nvidia, Apple, and Microsoft setting the tone. Apple has been the star lately, rising steadily and giving the fund a solid tailwind, while Nvidia and Broadcom add more AI-driven fuel despite some mixed stretches. Microsoft and Amazon have been more of a tug-of-war, with recent softness tempering their longer-term stories. Alphabet’s twin share classes sit in the middle of the pack, offering steady, if unspectacular, support. Overall, it’s a developed-markets, Big Tech-centric fund where a handful of U.S. giants steer performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.44% | $93.80M | $4.86T | 11.53% | 76 Outperform | |
| Apple | 5.08% | $87.60M | $4.54T | 52.64% | 79 Outperform | |
| Microsoft | 3.82% | $65.87M | $3.45T | -13.24% | 79 Outperform | |
| Amazon | 2.96% | $51.04M | $2.92T | 34.19% | 71 Outperform | |
| Alphabet Class A | 2.37% | $40.89M | $4.36T | 88.30% | 85 Outperform | |
| Alphabet Class C | 2.07% | $35.69M | $4.36T | 82.20% | 82 Outperform | |
| Broadcom | 2.03% | $35.03M | $1.85T | 34.87% | 76 Outperform | |
| Meta Platforms | 1.39% | $23.92M | $1.42T | -28.29% | 76 Outperform | |
| Eli Lilly & Co | 1.16% | $19.92M | $1.08T | 50.70% | 72 Outperform | |
| JPMorgan Chase | 1.08% | $18.69M | $942.63B | 21.57% | 72 Outperform |
GSWO Technical Analysis
Positive
―
Price Trends
63.20
Positive
61.17
Positive
59.27
Positive
Market Momentum
0.14
Negative
60.36
Neutral
92.56
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GSWO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.43, equal to the 50-day MA of 63.20, and equal to the 200-day MA of 59.27, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 60.36 is Neutral, neither overbought nor oversold. The STOCH value of 92.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GSWO.
GSWO Peer Comparison
Comparison Results
Performance Comparison
GSWO
Goldman Sachs ActiveBeta World Equity ETF
64.50
10.37
19.16%
URTH
iShares MSCI World ETF
―
―
―
GCOW
Pacer Global Cash Cows Dividend ETF
―
―
―
IQSI
IQ Candriam ESG International Equity ETF
―
―
―
QWLD
SPDR MSCI World StrategicFactors ETF
―
―
―
WLDR
Affinity World Leaders Equity 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