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SPDR® EURO STOXX 50 ETF (FEZ)



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Upturn Advisory Summary
03/27/2025: FEZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 17.19% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 2715807 | Beta 1.21 | 52 Weeks Range 46.76 - 57.52 | Updated Date 03/28/2025 |
52 Weeks Range 46.76 - 57.52 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® EURO STOXX 50 ETF
ETF Overview
Overview
The SPDRu00ae EURO STOXX 50 ETF (FEZ) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the EURO STOXX 50 Index. It primarily focuses on large-cap European equities, representing 50 of the largest companies across 11 Eurozone countries. The ETF uses a passive management strategy to track the index. The asset allocation is almost entirely in equities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and a robust team dedicated to portfolio management and index replication.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the EURO STOXX 50 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the EURO STOXX 50 Index, a market capitalization-weighted index representing 50 of the largest companies in the Eurozone.
Composition The ETF holds primarily large-cap European equities, with a significant allocation to sectors such as financials, consumer staples, and industrials.
Market Position
Market Share: FEZ's market share is moderate within the European equities ETF category in the US market.
Total Net Assets (AUM): 220500000
Competitors
Key Competitors
- iShares Core MSCI Europe ETF (IEUR)
- Vanguard FTSE Europe ETF (VGK)
- WisdomTree Europe Hedged Equity Fund (HEDJ)
Competitive Landscape
The ETF market for European equities is competitive, with IEUR and VGK holding significant market share due to their broader European exposure and lower expense ratios. FEZ focuses specifically on the Eurozone's largest companies, which may appeal to investors seeking concentrated exposure but carries country-specific risk. HEDJ offers currency hedging which reduces currency risk.
Financial Performance
Historical Performance: Historical performance data is unavailable but can be found on financial websites.
Benchmark Comparison: The ETF's performance is expected to closely track the EURO STOXX 50 Index, with deviations primarily due to fees and expenses.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with a reasonable average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic conditions in the Eurozone, interest rate policies of the European Central Bank (ECB), and political developments can significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is dependent on the performance of the underlying EURO STOXX 50 Index and investor demand for Eurozone equities.
Moat and Competitive Advantages
Competitive Edge
FEZ offers focused exposure to the largest Eurozone companies, which may be attractive to investors with specific views on the region's economic prospects. It is a pure play on the Euro STOXX 50 index. However, it faces stiff competition from ETFs with broader European exposure and lower expense ratios. It doesn't have a unique strategy or hedging benefits compared to its competitors. It has a smaller AUM compared to its competitors.
Risk Analysis
Volatility
The ETF's volatility is comparable to that of other European equity ETFs and the broader equity market.
Market Risk
The ETF is subject to market risk associated with equity investments, as well as specific risks related to the Eurozone economy and political landscape.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to large-cap Eurozone equities may find this ETF suitable. The investor should be comfortable with international investing and understand the risks associated with the Eurozone economy.
Market Risk
The ETF may be suitable for long-term investors seeking diversification within their international equity allocation, but it can also be used by active traders looking to express a view on the Eurozone market.
Summary
The SPDRu00ae EURO STOXX 50 ETF (FEZ) offers investors exposure to the 50 largest companies in the Eurozone through a passive index-tracking strategy. Its performance is closely tied to the EURO STOXX 50 Index, and it's subject to economic and political risks specific to the Eurozone. While it offers a focused investment opportunity, it faces competition from broader European equity ETFs. Investors should consider their risk tolerance and investment goals before investing in FEZ.
Similar Companies
- VGK
- IEUR
- EZU
- FEU
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time.
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 SPDR® EURO STOXX 50 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is a market capitalization weighted index designed to represent the performance of some of the largest companies across components of the 20 EURO STOXX Supersector Indexes. The EURO STOXX Supersector Indexes are subsets of the EURO STOXX Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.