PABD - ETF AI Analysis
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iShares Paris-Aligned Climate MSCI World ex USA ETF (PABD)
PABD, the iShares Paris-Aligned Climate MSCI World ex USA ETF, has a solid overall rating driven by several high-quality global leaders, especially Novartis, HSBC, AstraZeneca, and ASML, which all show strong financial performance, positive outlooks, and generally supportive technical trends. Some holdings like Schneider Electric and SAP face bearish technical momentum or relatively expensive valuations, which slightly weigh on the fund’s rating. A key risk factor is that the fund leans heavily on a concentrated group of large non-U.S. companies, so weakness in these names or their regions could impact overall performance.
PABD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 325.55M
- Region
- Developed Markets
- Expense Ratio
- 0.12%
- Beta
- 0.75
- Issuer
- iShares
- Inception Date
- Jan 17, 2024
- Dividend Yield
- 3.06%
- Asset Class
- Equity
- Index Tracked
- MSCI World ex USA Climate Paris Aligned Benchmark Extended Select Index - Benchmark TR Net
PABD Summary
PABD is an ETF that follows the MSCI World ex USA Climate Paris Aligned Index, focusing on companies outside the U.S. that are working to cut carbon emissions and support global climate goals. It holds a wide mix of international stocks from places like Japan, the UK, and Canada, including well-known names such as ASML Holding and Royal Bank of Canada. Investors might consider PABD for global diversification while supporting environmentally conscious businesses. A key risk is that the fund still moves up and down with global stock markets, and it is especially exposed to financial and industrial companies.
How much will it cost me?
This ETF has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s passively managed, tracking an index rather than paying a team to pick individual stocks.
What would affect this ETF?
This ETF could benefit if global climate policies strengthen and companies in developed markets outside the U.S. are rewarded for cutting emissions, especially in sectors like technology, health care, and financials where many top holdings sit. On the other hand, weaker economic growth abroad, rising interest rates that pressure banks and real estate, or changes in climate regulations that reduce incentives for low‑carbon strategies could hurt performance.
PABD Top 10 Holdings
PABD leans heavily on a mix of global banks and industrial climate leaders, with ASML acting as a key engine for long‑term gains despite some recent choppiness. Financial giants like HSBC, Mitsubishi UFJ, and Toronto-Dominion have been generally rising over the year, giving the fund a steady backbone even as short-term moves look mixed. On the industrial and electrification side, Schneider Electric and ABB are climbing, reinforcing the low‑carbon theme. With holdings spread across Europe, Canada, and Japan and no U.S. exposure, this ETF is a distinctly international climate play.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 2.92% | $9.41M | EUR 570.61B | 63.15% | 76Outperform |
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 CH:NOVN | Novartis AG | 1.58% | $5.08M | CHF 232.26B | 22.91% | 80Outperform |
 GB:HSBA | HSBC Holdings | 1.35% | $4.34M | GBP 237.35B | 37.89% | 80Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 TSE:TD | Toronto Dominion Bank | 1.19% | $3.83M | CAD 290.10B | 54.84% | 74Outperform |
 DE:SAP | SAP SE | 1.17% | $3.78M | EUR 235.32B | -9.08% | 66Neutral |
 FR:SU | Schneider Electric | 1.08% | $3.47M | EUR 140.67B | -4.38% | 62Neutral |
 JP:8306 | Mitsubishi UFJ Financial Group | 1.08% | $3.47M | JPY 37.72T | 47.94% | 76Outperform |
PABD Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PABD, the sentiment is Neutral. The current price of 67.92 is above the 20-day moving average (MA) of 67.89, below the 50-day MA of 69.29, and above the 200-day MA of 67.58, indicating a neutral trend. The MACD of -0.33 indicates Negative momentum. The RSI at 47.28 is Neutral, neither overbought nor oversold. The STOCH value of 82.24 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PABD.
PABD Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PABD | $67.92 | $73.00(7.48% Upside) | $325.55M | 0.12% | 65Neutral |
 LCTD | $57.99 | $69.64(20.09% Upside) | $319.90M | 0.22% | 65Neutral |
 WCBR | $47.12 | $45.93(-2.53% Downside) | $213.95M | 0.45% | 64Neutral |
 FEDM | $64.41 | $75.63(17.42% Upside) | $86.05M | 0.12% | 68Neutral |
 IFGL | $20.78 | $25.00(20.28% Upside) | $76.52M | 0.50% | 61Neutral |
 PBWN | $23.99 | $31.49(31.23% Upside) | $971.60K | 0.14% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 67.92 | 5.39 | 8.62% | |
| LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 57.99 | 5.35 | 10.16% | |
| WCBR | WisdomTree Cybersecurity Fund | 47.12 | 14.73 | 45.48% | |
| FEDM | FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF | 64.41 | 7.66 | 13.50% | |
| IFGL | iShares International Developed Real Estate ETF | 20.78 | -1.67 | -7.44% | |
| PBWN | Portfolio Building Block World Ex US Industrials ETF | 23.99 | -0.99 | -3.97% |
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.