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Upturn AI SWOT - About
Global X MSCI SuperDividend® EAFE ETF (EFAS)
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Upturn Advisory Summary
03/27/2025: EFAS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.81% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 8499 | Beta 1 | 52 Weeks Range 13.21 - 16.31 | Updated Date 03/28/2025 |
52 Weeks Range 13.21 - 16.31 | Updated Date 03/28/2025 |
Upturn AI SWOT
Global X MSCI SuperDividend® EAFE ETF
ETF Overview
Overview
The Global X MSCI SuperDividendu00ae EAFE ETF (EFAS) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE High Dividend Yield Index. It invests in high dividend-yielding equity securities in the EAFE region (Europe, Australasia, Far East). The fund focuses on income generation through dividends from developed market equities outside of North America.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for innovation and thematic ETFs.
Management Expertise
Global X has a team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE High Dividend Yield Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the MSCI EAFE High Dividend Yield Index.
Composition The ETF primarily holds stocks of companies located in the EAFE region with high dividend yields.
Market Position
Market Share: Data not readily available to calculate precise market share.
Total Net Assets (AUM): 178300000
Competitors
Key Competitors
- SCHY
- IDV
- DVY
Competitive Landscape
The competitive landscape is characterized by several ETFs targeting international dividend stocks. EFAS competes with other ETFs that have a similar investment strategy. EFAS may differentiate itself through its specific index tracking and dividend yield focus, though larger funds may have lower expense ratios and higher liquidity.
Financial Performance
Historical Performance: Historical performance data varies; refer to official fund documentation for specific returns over different periods.
Benchmark Comparison: The ETF's performance is compared to the MSCI EAFE High Dividend Yield Index to evaluate tracking effectiveness.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, impacting the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread can fluctuate based on market conditions and trading volume, impacting the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and political stability in the EAFE region all influence the ETF's performance. Sector performance within the EAFE region also impacts fund returns.
Growth Trajectory
Growth depends on the underlying holdings' dividend payouts and price appreciation. Changes in index methodology and holdings may affect future performance.
Moat and Competitive Advantages
Competitive Edge
EFAS's competitive edge lies in its focused approach to capturing high dividend yields from EAFE equities. It provides exposure to a basket of international dividend-paying stocks, potentially offering diversification and income generation. The fund's defined index-tracking strategy offers transparency, while Global X's expertise in thematic ETFs adds credibility. However, the fund faces competition from larger, more liquid international dividend ETFs.
Risk Analysis
Volatility
Volatility is influenced by market conditions in the EAFE region and the volatility of the underlying stocks.
Market Risk
Market risk includes fluctuations in international equity markets, currency risk, and potential political and economic instability in the EAFE region.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income from international equities and willing to accept moderate risk associated with international investing. It is suited for investors who want diversification with income focus.
Market Risk
The ETF is suitable for long-term investors seeking income or those looking to diversify their portfolio with international dividend stocks.
Summary
The Global X MSCI SuperDividendu00ae EAFE ETF (EFAS) provides exposure to high dividend-yielding equities in developed markets outside of North America. It aims to track the MSCI EAFE High Dividend Yield Index, providing income for investors. Investors should consider the expense ratio, market conditions, currency risks and the ETF's trading volume. EFAS is best for investors seeking income from developed international markets and can tolerate some market volatility.
Similar Companies
- SCHY
- IDV
- DVY
- VYMI
- VEA
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X MSCI SuperDividend® EAFE ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index tracks the performance of 50 equally-weighted companies that rank among the highest dividend yielding equity securities in Europe, Australasia and the Far East, as defined by MSCI, the provider of the underlying index (index provider).
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