
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
SPDR® EURO STOXX 50 ETF (FEZ)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/09/2025: FEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 0.35% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 45.90 - 59.78 | Updated Date 06/29/2025 |
52 Weeks Range 45.90 - 59.78 | Updated Date 06/29/2025 |
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 offers exposure to 50 of the largest companies across 11 Eurozone countries, providing a broad representation of the European economy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing ETFs, with a dedicated team of portfolio managers and analysts.
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 employs a passive investment strategy, seeking to track the performance of the EURO STOXX 50 Index.
Composition The ETF holds stocks of the 50 largest companies in the Eurozone.
Market Position
Market Share: FEZ holds a moderate market share within the European equities ETF space, but competes with larger and more popular ETFs.
Total Net Assets (AUM): 214742540
Competitors
Key Competitors
- iShares CORE MSCI Europe ETF (IEUR)
- Vanguard FTSE Europe ETF (VGK)
- iShares EURO STOXX UCITS ETF (EXSA)
Competitive Landscape
The European equities ETF market is highly competitive. FEZ offers concentrated Eurozone exposure, while competitors provide broader European diversification. FEZ's concentrated approach can lead to higher volatility but may also offer greater potential for outperformance if the Eurozone economy thrives. Competitors like IEUR and VGK offer lower volatility and wider diversification, making them suitable for investors seeking broader European exposure.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should review the fund's fact sheet for specific performance data.
Benchmark Comparison: The ETF's performance should be compared to the EURO STOXX 50 Index to assess tracking accuracy.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
FEZ exhibits moderate liquidity, facilitating relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread for FEZ is typically tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators in the Eurozone, interest rate policies of the European Central Bank (ECB), and geopolitical events can significantly impact FEZ's performance.
Growth Trajectory
FEZ's growth is tied to the economic performance of the Eurozone and the performance of the underlying companies in the EURO STOXX 50 Index. Changes in index composition and investment strategy updates are possible.
Moat and Competitive Advantages
Competitive Edge
FEZ offers targeted exposure to the Eurozone's largest companies, appealing to investors seeking concentrated exposure to this region. Its simplicity and close tracking of the EURO STOXX 50 index are advantages. The ETF's value proposition lies in providing a cost-effective and liquid way to access the performance of leading Eurozone stocks, useful for tactical allocation or hedging purposes. However, its geographic concentration poses a higher risk than more broadly diversified European ETFs. State Street's well-established brand and ETF expertise supports investor confidence.
Risk Analysis
Volatility
FEZ's volatility is influenced by the volatility of the underlying EURO STOXX 50 Index and can be affected by economic and political events in the Eurozone.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices, currency risk (though minimal for US investors), and economic downturns in the Eurozone.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Eurozone's largest companies, who understand the risks and potential rewards of investing in a specific geographic region, are ideal.
Market Risk
FEZ is suitable for investors seeking tactical allocation to the Eurozone, hedging Eurozone exposure, or building a diversified global portfolio.
Summary
The SPDRu00ae EURO STOXX 50 ETF (FEZ) offers a concentrated exposure to the Eurozone's 50 largest companies, tracking the EURO STOXX 50 Index. While providing a cost-effective way to access this market, its performance is susceptible to Eurozone economic conditions and geopolitical events. Itu2019s best suited for investors with a specific interest in the Eurozone, who understand the risks associated with concentrated geographic exposure. Its moderate liquidity and tight bid-ask spreads contribute to its trading efficiency, making it a useful tool for tactical allocations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), ETF.com, Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may be approximate and 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 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.