IEV - ETF AI Analysis
Top Page
iShares Europe ETF (IEV)
IEV’s rating reflects a solid mix of high-quality European blue chips, led by strong contributors like Novartis, HSBC, and AstraZeneca, which benefit from robust financial performance, positive earnings outlooks, and generally supportive technical trends. Additional support comes from leaders such as ASML, Shell, Siemens, and TotalEnergies, though some names like SAP and Nestlé face technical or valuation challenges that slightly weigh on the fund. The main risk factor is its concentration in European markets and large established companies, which ties performance closely to Europe’s economic and regulatory environment.
IEV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.56B
- Region
- Europe
- Expense Ratio
- 0.60%
- Beta
- 0.68
- Issuer
- iShares
- Inception Date
- Jul 25, 2000
- Dividend Yield
- 2.83%
- Asset Class
- Equity
- Index Tracked
- S&P Europe 350
IEV Summary
The iShares Europe ETF (IEV) is a fund that follows the S&P Europe 350 Index, which tracks 350 large, well-known companies across many European countries. It includes big names like Nestlé, HSBC, Shell, and ASML, giving investors broad exposure to Europe’s economy in one investment. Someone might invest in IEV to diversify beyond the U.S. market and tap into the growth and stability of leading European businesses across many sectors. A key risk is that the value of the ETF can go up or down with European stock markets and currency movements.
How much will it cost me?
This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 invested. That’s higher than the average cost for broad, passively managed index ETFs, likely because it focuses specifically on large European companies and tracks a more specialized index.
What would affect this ETF?
This Europe-focused ETF could benefit if major European economies grow steadily, interest rates eventually ease, and large companies like ASML, Nestlé, and leading drug makers continue to innovate and earn strong profits across sectors such as health care, consumer goods, and industrials. On the downside, prolonged high interest rates, banking sector stress affecting holdings like HSBC and Santander, energy price shocks impacting Shell, or political and regulatory uncertainty in Europe could weigh on the fund’s future performance.
IEV Top 10 Holdings
IEV leans heavily on a handful of European blue chips, with health care and energy doing much of the heavy lifting. Drug giants like Roche, Novartis, and AstraZeneca have been steadily rising, giving the fund a solid defensive backbone, while consumer staple Nestlé adds a more cautious, slow-and-steady note. On the cyclical side, Shell and TotalEnergies have been climbing, helping power returns, even as industrial bellwether Siemens and banking heavyweight HSBC have recently lagged. Overall, it’s a diversified, developed-Europe play with no single stock dominating the stage.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 4.39% | $68.29M | EUR 537.83B | 49.49% | 76Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 GB:SHEL | Shell (UK) | 2.19% | $34.13M | GBP 222.64B | 35.97% | 73Outperform |
 CH:NOVN | Novartis AG | 2.13% | $33.21M | CHF 240.75B | 32.16% | 80Outperform |
 GB:HSBA | HSBC Holdings | 2.12% | $33.05M | GBP 219.90B | 17.68% | 80Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 CH:NESN | Nestlé SA | 1.93% | $30.08M | CHF 217.71B | 8.64% | 71Outperform |
 DE:SAP | SAP SE | 1.72% | $26.79M | EUR 245.77B | -9.70% | 66Neutral |
 DE:SIE | Siemens | 1.58% | $24.63M | EUR 206.08B | 9.12% | 74Outperform |
 FR:TTE | TotalEnergies SE | 1.38% | $21.41M | EUR 186.63B | 53.76% | 78Outperform |
IEV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEV, the sentiment is Positive. The current price of 71.85 is above the 20-day moving average (MA) of 71.11, below the 50-day MA of 72.47, and above the 200-day MA of 71.46, indicating a neutral trend. The MACD of -0.07 indicates Negative momentum. The RSI at 54.70 is Neutral, neither overbought nor oversold. The STOCH value of 85.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IEV.
IEV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IEV | $71.85 | $77.00(7.17% Upside) | $1.56B | 0.60% | 65Neutral |
 IEUR | $74.34 | $88.37(18.87% Upside) | $9.49B | 0.09% | 63Neutral |
 EZU | $65.60 | $80.33(22.45% Upside) | $9.11B | 0.50% | 63Neutral |
 BBEU | $76.18 | $90.93(19.36% Upside) | $9.04B | 0.09% | 64Neutral |
 FEZ | $65.22 | $80.90(24.04% Upside) | $4.11B | 0.29% | 67Neutral |
 HEDJ | $55.92 | $66.33(18.61% Upside) | $1.72B | 0.58% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IEV | iShares Europe ETF | 71.85 | 7.93 | 12.40% | |
| IEUR | iShares Core MSCI Europe ETF | 74.34 | 8.26 | 12.50% | |
| EZU | iShares MSCI Eurozone ETF | 65.60 | 5.34 | 8.86% | |
| BBEU | JPMorgan BetaBuilders Europe ETF | 76.18 | 8.26 | 12.16% | |
| FEZ | SPDR EURO STOXX 50 ETF | 65.22 | 4.50 | 7.41% | |
| HEDJ | WisdomTree Europe Hedged Equity Fund | 55.92 | 4.99 | 9.80% |
This 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.