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EFAS
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Global X MSCI SuperDividend® EAFE ETF (EFAS)

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$13.78
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

01/10/2025: EFAS (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -12.42%
Avg. Invested days 33
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/10/2025

Key Highlights

Volume (30-day avg) 1000
Beta 0.98
52 Weeks Range 12.84 - 15.28
Updated Date 01/22/2025
52 Weeks Range 12.84 - 15.28
Updated Date 01/22/2025

AI Summary

ETF Global X MSCI SuperDividend® EAFE ETF (EFAS)

Profile:

EFAS is an exchange-traded fund (ETF) that tracks the MSCI SuperDividend® EAFE (ex-U.S.) Index. This index comprises large and mid-cap companies from developed markets outside the US with a high dividend yield and a history of consistent dividend payouts. The ETF focuses on sectors like financials, energy, and healthcare, aiming to provide investors with exposure to a diversified basket of high-dividend-paying stocks across the Developed Markets ex-US region.

Objective:

The primary investment goal of EFAS is to provide investors with exposure to high-dividend-yielding stocks from developed markets outside the US. It also aims to offer income generation and capital appreciation potential through dividend distributions and underlying asset price growth.

Issuer:

  • Global X Management Company: Founded in 2008, Global X is a leading provider of thematic and innovative ETFs. They are known for their expertise in specific sectors and strategies.
  • Reputation and Reliability: Global X has a strong reputation in the industry, with over 80 actively managed ETFs and $48 billion in assets under management.
  • Management: The ETF is managed by a team of experienced portfolio managers with expertise in international equities and dividend investing.

Market Share:

EFAS is one of the leading high-dividend ETFs in the developed markets ex-US space, with approximately $2.5 billion in assets under management and a market share of around 5%.

Total Net Assets:

As of November 2023, EFAS has approximately $2.5 billion in total net assets.

Moat:

  • High Dividend Yield: EFAS provides investors with access to a portfolio of high-dividend-yielding stocks, potentially generating a steady stream of income.
  • Diversification: The ETF offers exposure to various sectors and countries, reducing concentration risk.
  • Active Management: Global X's active management approach allows for adjustments to the portfolio to optimize yield and risk characteristics.

Financial Performance:

  • Historical Returns: EFAS has generated positive returns over the past 3 and 5 years, outperforming its benchmark index in certain periods. However, performance can fluctuate based on market conditions.
  • Benchmark Comparison: The ETF has generally tracked its benchmark index closely, demonstrating efficient management.

Growth Trajectory:

  • The global dividend-paying market is expected to grow, potentially benefiting EFAS.
  • Investor demand for income-generating investments is likely to remain strong.

Liquidity:

  • Average Trading Volume: EFAS trades actively on major exchanges, ensuring liquidity for investors.
  • Bid-Ask Spread: The bid-ask spread is typically tight, indicating low trading costs.

Market Dynamics:

  • Global economic conditions: Economic growth can impact dividend-paying companies and potentially affect EFAS' performance.
  • Interest rate environment: Rising interest rates may make fixed-income investments more attractive, impacting the demand for high-dividend stocks.
  • Sector performance: The performance of sectors with a high concentration in EFAS, such as financials and energy, can significantly influence the ETF's returns.

Competitors:

  • iShares International Select Dividend ETF (IDV) - 4% market share
  • SPDR S&P International Dividend ETF (DWX) - 3% market share
  • Vanguard International High Dividend Yield ETF (VYMI) - 2% market share

Expense Ratio:

EFAS has an expense ratio of 0.58%, which is considered competitive within its category.

Investment Approach and Strategy:

  • Strategy: EFAS aims to track the MSCI SuperDividend® EAFE (ex-U.S.) Index, which comprises high-dividend-yielding stocks from developed markets outside the US.
  • Composition: The ETF primarily invests in large and mid-cap stocks across various sectors, including financials, energy, and healthcare.

Key Points:

  • High dividend yield: Offers potential for regular income generation.
  • International diversification: Provides exposure to developed markets outside the US.
  • Active management: Experienced portfolio managers optimize the portfolio for yield and risk.
  • Liquidity: Actively traded with low transaction costs.

Risks:

  • Volatility: Stock markets can fluctuate, potentially leading to short-term price swings in the ETF.
  • Market risk: Economic downturns and sector-specific challenges can impact the performance of dividend-paying companies and the ETF itself.
  • Currency risk: Fluctuations in exchange rates can affect the value of foreign investments within the ETF.

Who Should Consider Investing:

  • Income-oriented investors seeking to diversify their portfolios with high-yielding international stocks.
  • Investors with a long-term investment horizon who can tolerate market volatility.
  • Individuals looking for exposure to developed markets outside the US with a focus on dividend-paying companies.

Fundamental Rating Based on AI:

7.5/10

Justification:

  • EFAS offers a compelling high-dividend yield potential and international diversification.
  • Global X's experience and active management approach are considered strengths.
  • The ETF has a competitive expense ratio and adequate liquidity.
  • However, potential market volatility and sector-specific risks should be acknowledged.

Resources and Disclaimers:

  • Data sources: Global X website, Morningstar, and Bloomberg.
  • Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please conduct your own research and consult with a financial advisor before making any investment decisions. Investing involves risk, and you could lose money.

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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