IEV - ETF AI Analysis
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iShares Europe ETF (IEV)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has delivered steady gains so far this year and over the past few months, showing positive momentum.
Strong Leading Holding
The largest position, ASML Holding, has shown very strong performance, giving the fund a meaningful boost.
Broad Country and Sector Spread
Holdings are spread across several major European markets and multiple sectors, which helps reduce the impact of problems in any single country or industry.
Negative Factors
Moderately High Fees
The expense ratio is on the higher side for a broad ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Dependence on a Few Countries
A large share of assets is concentrated in the UK, France, and Germany, increasing the fund’s sensitivity to economic or political issues in those markets.
Mixed Performance Among Top Holdings
While several major positions have done well, at least one large holding has been weak this year, which can drag on overall results if that continues.
IEV vs. SPDR S&P 500 ETF (SPY)
AUM1.64B
RegionEurope
Expense Ratio0.60%
Beta0.70
IssueriShares
Inception DateJul 25, 2000
Dividend Yield2.78%
Asset ClassEquity
Index TrackedS&P Europe 350
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,121
30 Day Avg. Volume94,608
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
86.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering356
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IEV Summary
The iShares Europe ETF (IEV) is a fund that follows the S&P Europe 350 Index, which is made up of 350 large, well-known companies from many developed countries in Europe. It holds big names like Nestlé and HSBC, along with other leaders in banking, health care, industry, and consumer goods. Someone might invest in IEV to get easy, broad diversification across major European markets in a single investment, adding international exposure to a U.S.-heavy portfolio. A key risk is that the value of the ETF can rise or fall with the European stock market and economic conditions in Europe.
How much will it cost me?The iShares Europe ETF (IEV) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a broad index of European large-cap stocks, which requires more management compared to passively managed U.S. index funds.
What would affect this ETF?The iShares Europe ETF (IEV) could benefit from economic recovery and growth in developed European markets, especially if sectors like financials and industrials, which make up a significant portion of its holdings, perform well. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in Europe could negatively impact its performance, particularly for top holdings in industries like healthcare and technology that are sensitive to such factors.
IEV Top 10 Holdings
IEV is leaning heavily on Europe’s blue-chip growth engines, with ASML and Siemens doing much of the heavy lifting as their shares keep rising on strong tech and industrial demand. Financials like HSBC and Banco Santander are also in the driver’s seat, benefiting from a firmer rate backdrop. On the flip side, AstraZeneca and Nestlé have been lagging, acting as a mild brake on overall returns. The fund is clearly Europe-focused, mixing continental heavyweights and UK names, with a tilt toward industrials, health care, and big banks rather than U.S.-style mega-cap tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.44% | $71.45M | €533.33B | 89.44% | 76 Outperform | |
| HSBC Holdings | 2.48% | $39.88M | £258.64B | 48.00% | 80 Outperform | |
| Roche Holding AG | 2.24% | $36.09M | $350.70B | 27.52% | 73 Outperform | |
| Shell (UK) | 2.01% | $32.41M | £204.67B | 37.24% | 73 Outperform | |
| Novartis AG | 1.84% | $29.60M | CHF209.20B | 18.33% | 80 Outperform | |
| AstraZeneca | 1.82% | $29.24M | $251.48B | 6.49% | 80 Outperform | |
| Nestlé SA | 1.76% | $28.28M | CHF199.76B | 4.38% | 71 Outperform | |
| SAP SE | 1.58% | $25.38M | €217.82B | -14.46% | 66 Neutral | |
| Banco Santander | 1.57% | $25.23M | €184.52B | 49.72% | 73 Outperform | |
| Siemens | 1.54% | $24.74M | €198.57B | 15.99% | 74 Outperform |
IEV Technical Analysis
Negative
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Price Trends
74.16
Negative
72.81
Negative
70.82
Positive
Market Momentum
-0.56
Positive
37.16
Neutral
18.76
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 74.32, equal to the 50-day MA of 74.16, and equal to the 200-day MA of 70.82, indicating a neutral trend. The MACD of -0.56 indicates Positive momentum. The RSI at 37.16 is Neutral, neither overbought nor oversold. The STOCH value of 18.76 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IEV.
IEV Peer Comparison
Comparison Results
Performance Comparison
IEV
iShares Europe ETF
72.42
9.37
14.86%
EZU
iShares MSCI Eurozone ETF
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―
―
BBEU
JPMorgan BetaBuilders Europe ETF
―
―
―
IEUR
iShares Core MSCI Europe ETF
―
―
―
FEZ
SPDR EURO STOXX 50 ETF
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―
―
HEDJ
WisdomTree Europe Hedged Equity Fund
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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: ―
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