NEWZ - ETF AI Analysis
Top Page
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors like financials, utilities, technology, and health care, which helps reduce the impact if any single industry struggles.
Generally Positive Recent Performance
The fund’s year-to-date and recent short-term returns have been positive, suggesting its strategy has been working reasonably well so far this year.
Several Strong-Performing Top Holdings
A number of the largest positions, such as Newmarket, Corpay, Millicom, Oceaneering, Hamilton Insurance Group, and Gilead Sciences, have shown strong or steady gains, supporting the ETF’s overall results.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees compared with many broad U.S. stock ETFs, which can slowly eat into long-term returns.
Concentration in U.S. Market
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily exposed to the U.S. economy and market swings.
Mixed Performance Among Top Holdings
Some major positions like Meta Platforms, Mastercard, and Capital One Financial have been weak or lagging, which can drag on the fund’s overall performance if that continues.
NEWZ vs. SPDR S&P 500 ETF (SPY)
AUM20.23M
RegionNorth America
Expense Ratio0.75%
Beta0.80
IssuerStockSnips
Inception DateApr 12, 2024
Dividend Yield0.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume286
30 Day Avg. Volume1,343
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
35.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NEWZ Summary
NEWZ is the StockSnips AI-Powered Sentiment US All Cap ETF, focused on the total U.S. stock market. Instead of tracking a traditional index, it uses artificial intelligence to read news and gauge investor sentiment, then invests across large, mid, and small companies in many sectors like technology, financials, and utilities. Well-known holdings include Meta Platforms and Mastercard. Someone might invest in NEWZ for broad diversification and the potential growth from an AI-driven stock selection approach. A key risk is that its stock prices, and the AI strategy itself, can go up and down with changing market news and sentiment.
How much will it cost me?The StockSnips AI-Powered Sentiment US All Cap ETF (Ticker: NEWZ) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and uses advanced AI technology to analyze market sentiment, which requires more resources and expertise.
What would affect this ETF?The NEWZ ETF, with its focus on U.S. equities and heavy exposure to technology and healthcare sectors, could benefit from advancements in AI, innovation in tech, and increased demand for healthcare services. However, it may face challenges from rising interest rates, regulatory changes affecting AI or healthcare, and economic slowdowns that impact consumer spending and industrial growth.
NEWZ Top 10 Holdings
NEWZ may be an AI-driven total-market fund, but its story right now is about a handful of U.S. names doing the heavy lifting. Industrial and energy-linked players like Oceaneering International and Howmet Aerospace are rising and giving the ETF a solid backbone, while Corpay and Millicom add steady, sentiment-fueled momentum from the financial and communications side. On the flip side, big-tech darling Meta looks a bit tired, with Nvidia’s gains turning more mixed, so the usual tech stars aren’t fully in the driver’s seat. Overall, it’s a U.S.-only portfolio with a tilt toward utilities, financials, and industrials rather than classic Big Tech dominance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Newmarket | 4.33% | $875.66K | $8.62B | 17.66% | 68 Neutral | |
| Corpay Inc | 3.92% | $793.51K | $27.39B | 25.95% | 75 Outperform | |
| Uber Technologies | 3.80% | $769.48K | $160.95B | -18.59% | 74 Outperform | |
| Medpace Holdings | 3.76% | $760.29K | $17.33B | 33.89% | 79 Outperform | |
| Solventum Corporation | 3.73% | $754.87K | $15.25B | 21.78% | 73 Outperform | |
| Nvidia | 3.53% | $713.87K | $5.20T | 20.64% | 76 Outperform | |
| Warner Bros | 3.52% | $712.50K | $71.68B | 136.93% | 68 Neutral | |
| Penumbra | 3.34% | $675.04K | $12.81B | 22.83% | 78 Outperform | |
| Maplebear | 3.31% | $670.34K | $11.54B | 14.90% | 79 Outperform | |
| AES | 3.30% | $667.93K | $10.54B | 9.49% | 65 Neutral |
NEWZ Technical Analysis
Positive
―
Price Trends
29.81
Positive
29.31
Positive
28.45
Positive
Market Momentum
0.21
Negative
54.83
Neutral
29.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NEWZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.02, equal to the 50-day MA of 29.81, and equal to the 200-day MA of 28.45, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 54.83 is Neutral, neither overbought nor oversold. The STOCH value of 29.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NEWZ.
NEWZ Peer Comparison
Comparison Results
Performance Comparison
NEWZ
StockSnips AI-Powered Sentiment US All Cap ETF
30.31
1.76
6.16%
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
PFOE
Pathfinder Focused Opportunities ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
YALL
God Bless America ETF
―
―
―
VAMO
Cambria Value & Momentum 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