NEWZ - ETF AI Analysis
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StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)
Rating:74Outperform
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)
AUM21.23M
RegionNorth America
Expense Ratio0.75%
Beta0.79
IssuerStockSnips
Inception DateApr 12, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,132
30 Day Avg. Volume1,633
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
34.32Price 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 is leaning heavily into AI and tech-related winners, with Nvidia, Arista Networks, and TSMC acting as the fund’s main engines, all showing rising momentum thanks to the ongoing AI and semiconductor boom. Medpace and Penumbra add a steady health care tilt, helping smooth out volatility. On the flip side, Corpay and Marex are more mixed, occasionally dragging on returns despite solid long-term stories. While the ETF is U.S.-focused, it sneaks in global flavor through names like TSMC and Sumitomo Mitsui, giving the portfolio a subtle international twist.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nu Holdings | 3.88% | $813.45K | $71.15B | -2.93% | 79 Outperform | |
| Medpace Holdings | 3.86% | $809.64K | $17.55B | 17.12% | 79 Outperform | |
| Corpay Inc | 3.82% | $800.97K | $26.67B | 40.07% | 75 Outperform | |
| Nvidia | 3.68% | $771.89K | $5.24T | 16.87% | 76 Outperform | |
| McKesson | 3.63% | $759.77K | $116.43B | 27.84% | 62 Neutral | |
| Cardinal Health | 3.53% | $738.51K | $58.75B | 62.43% | 66 Neutral | |
| HCA Healthcare | 3.52% | $737.65K | $101.43B | 7.67% | 70 Neutral | |
| Arista Networks | 3.48% | $728.72K | $234.06B | 23.68% | 83 Outperform | |
| Concentra Group Holdings Parent, Inc. | 3.43% | $719.08K | $4.99B | 93.47% | 66 Neutral | |
| WW Grainger | 3.42% | $717.20K | $62.70B | 39.34% | 73 Outperform |
NEWZ Technical Analysis
Neutral
―
Price Trends
29.89
Negative
29.69
Negative
28.92
Positive
Market Momentum
>-0.01
Negative
49.12
Neutral
51.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NEWZ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 29.53, equal to the 50-day MA of 29.89, and equal to the 200-day MA of 28.92, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 49.12 is Neutral, neither overbought nor oversold. The STOCH value of 51.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NEWZ.
NEWZ Peer Comparison
Comparison Results
Performance Comparison
NEWZ
StockSnips AI-Powered Sentiment US All Cap ETF
29.62
0.97
3.39%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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SOVF
Sovereign's Capital Flourish Fund
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PFOE
Pathfinder Focused Opportunities ETF
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VAMO
Cambria Value & Momentum ETF
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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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