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ITOL - ETF AI Analysis

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Rating:68Neutral
Price Target:
ITOL, the Tema International Durable Quality ETF, earns a solid overall rating driven by strong holdings like TSMC, Wheaton Precious Metals, and Ferrovial, which all show robust financial performance, positive growth outlooks, and generally supportive technical trends. However, some key positions such as Schneider Electric and Disco face bearish technical momentum or relatively expensive valuations, which may have held the fund’s rating back slightly. A notable risk is the fund’s meaningful exposure to a cluster of industrial, semiconductor, and infrastructure names, which could make performance more sensitive to global economic and sector-specific cycles.
Positive Factors
Strong Leading Holdings
Several of the largest positions, especially in semiconductor and industrial names, have shown strong year-to-date performance, helping support the ETF’s returns.
Global Diversification
The fund spreads its investments across the U.S., Europe, and Japan, which helps reduce reliance on any single country’s economy.
Exposure to Growth-Oriented Sectors
Significant allocations to technology and general industrial-related companies give investors access to areas that can benefit from long-term innovation and economic growth.
Negative Factors
High Expense Ratio
The ETF’s fee is relatively high for an index-style product, which can eat into long-term returns compared with lower-cost alternatives.
Small Asset Base
With relatively low assets under management, the fund may face higher trading spreads and a greater risk of closure than larger, more established ETFs.
Recent Performance Volatility
The ETF has seen a strong recent one-month gain but a weak three-month stretch, suggesting returns can be choppy over shorter periods.

ITOL vs. SPDR S&P 500 ETF (SPY)

ITOL Summary

The Tema International Durable Quality ETF (ITOL) is an actively managed fund that looks for strong, long-lasting companies outside North America, giving you broad exposure to international markets. It doesn’t track a fixed index, but instead selects high-quality businesses across many sectors, including technology, financials, and general industrial companies. Well-known holdings include TSMC and NXP Semiconductors. Someone might invest in ITOL to seek long-term growth and diversify beyond U.S. stocks. A key risk is that international stock prices can be volatile and may rise or fall sharply with global market conditions.
How much will it cost me?The ETF has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and analysis to select investments.
What would affect this ETF?The ITOL ETF, with its focus on high-quality companies outside North America, could benefit from global economic growth and increased demand for industrial and technology innovations, especially given its exposure to sectors like Financials, Industrials, and Technology. However, it may face challenges from geopolitical tensions, currency fluctuations, or slower growth in key international markets, which could negatively impact its holdings. Regulatory changes or economic instability in regions where its top holdings operate could also affect performance.

ITOL Top 10 Holdings

ITOL is leaning heavily into global chipmakers, with names like TSMC and NXP Semiconductors doing much of the heavy lifting as they ride strong demand for advanced tech and AI. Japanese players Advantest and Disco, however, have been more mixed lately, with recent weakness taking a bit of shine off earlier gains. Outside semis, European industrials like Safran and Schneider Electric are steady but not spectacular, while Ferrovial and Deutsche Boerse add a more defensive tilt. Overall, it’s a concentrated bet on non‑North American technology strength, especially in semiconductors.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Advantest6.26%$33.31K¥18.26T223.96%
75
Outperform
Disco4.38%$23.33K¥7.06T76.54%
73
Outperform
TSMC4.18%$22.25K$1.94T116.45%
81
Outperform
NXP Semiconductors4.08%$21.73K$81.13B68.13%
70
Neutral
SAFRAN SA3.84%$20.43K€127.45B16.95%
67
Neutral
Ferrovial3.23%$17.17K€42.16B30.93%
78
Outperform
Schneider Electric3.16%$16.82K€152.04B22.18%
62
Neutral
3.12%$16.59K
Wheaton Precious Metals3.11%$16.54K$60.99B52.85%
79
Outperform
Deutsche Boerse2.91%$15.48K€44.52B-13.73%
76
Outperform

ITOL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.59
Negative
100DMA
26.26
Positive
200DMA
Market Momentum
MACD
<0.01
Positive
RSI
51.08
Neutral
STOCH
>-0.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ITOL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.54, equal to the 50-day MA of 26.59, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 51.08 is Neutral, neither overbought nor oversold. The STOCH value of >-0.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ITOL.

ITOL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
68
Neutral
$99.71M0.63%
70
Neutral
$96.50M1.02%
62
Neutral
$87.64M0.73%
71
Outperform
$74.97M0.65%
68
Neutral
$66.75M0.59%
66
Neutral
Performance Comparison
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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