Latest news with #EuropeanEquity
Yahoo
7 days ago
- Business
- Yahoo
Momentum Swinging Back to the US, Zavolock Says
Morgan Stanley Chief European Equity Strategist Marina Zavolock discusses stock markets moves says "the momentum has swung back to the US" as the region has "much more AI exposure" than Europe. She speaks on Bloomberg Television.
Yahoo
19-06-2025
- Business
- Yahoo
Is WisdomTree Europe Hedged Equity ETF (HEDJ) a Strong ETF Right Now?
Designed to provide broad exposure to the European Equity ETFs category of the market, the WisdomTree Europe Hedged Equity ETF (HEDJ) is a smart beta exchange traded fund launched on 01/04/2010. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. The fund is managed by Wisdomtree. HEDJ has been able to amass assets over $1.74 billion, making it one of the larger ETFs in the European Equity ETFs. HEDJ, before fees and expenses, seeks to match the performance of the WisdomTree Europe Hedged Equity Index. The WisdomTree Europe Hedged Equity Index is designed to provide exposure to European equities while at the same time neutralizing exposure to fluctuations between the Euro and the U.S. dollar. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.58% for this ETF, which makes it on par with most peer products in the space. HEDJ's 12-month trailing dividend yield is 2.96%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. Taking into account individual holdings, Banco Bilbao Vizcaya Argentaria Sa (BBVA) accounts for about 6.88% of the fund's total assets, followed by Deutsche Telekom Ag (DTE) and Banco Santander Sa (SAN). Its top 10 holdings account for approximately 40.84% of HEDJ's total assets under management. The ETF return is roughly 10.68% so far this year and was up about 7.03% in the last one year (as of 06/19/2025). In the past 52-week period, it has traded between $41.58 and $50.31 The ETF has a beta of 0.79 and standard deviation of 16.22% for the trailing three-year period, making it a medium risk choice in the space. With about 142 holdings, it effectively diversifies company-specific risk . WisdomTree Europe Hedged Equity ETF is a reasonable option for investors seeking to outperform the European Equity ETFs segment of the market. However, there are other ETFs in the space which investors could consider. iShares MSCI Eurozone ETF (EZU) tracks MSCI EMU Index and the Vanguard FTSE Europe ETF (VGK) tracks FTSE Developed Europe All Cap Index. iShares MSCI Eurozone ETF has $7.68 billion in assets, Vanguard FTSE Europe ETF has $25.21 billion. EZU has an expense ratio of 0.51% and VGK changes 0.06%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the European Equity ETFs To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree Europe Hedged Equity ETF (HEDJ): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-05-2025
- Business
- Yahoo
Is First Trust STOXX European Select Dividend ETF (FDD) a Strong ETF Right Now?
Designed to provide broad exposure to the European Equity ETFs category of the market, the First Trust STOXX European Select Dividend ETF (FDD) is a smart beta exchange traded fund launched on 08/27/2007. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies. Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. FDD is managed by First Trust Advisors, and this fund has amassed over $467.41 million, which makes it one of the average sized ETFs in the European Equity ETFs. This particular fund seeks to match the performance of the STOXX Europe Select Dividend 30 Index before fees and expenses. The STOXX Europe Select Dividend 30 Index consists of 30 high dividend-yielding securities selected from the STOXX Europe 600 Index. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. Operating expenses on an annual basis are 0.59% for FDD, making it on par with most peer products in the space. It's 12-month trailing dividend yield comes in at 5.82%. ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. When you look at individual holdings, Taylor Wimpey Plc (TW/.LN) accounts for about 5.46% of the fund's total assets, followed by Aker Bp Asa ( and Legal & General Group Plc ( FDD's top 10 holdings account for about 41.91% of its total assets under management. Year-to-date, the First Trust STOXX European Select Dividend ETF has added roughly 36% so far, and is up about 29.58% over the last 12 months (as of 05/30/2025). FDD has traded between $11.07 and $15.24 in this past 52-week period. FDD has a beta of 0.84 and standard deviation of 19.23% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 34 holdings, it has more concentrated exposure than peers. First Trust STOXX European Select Dividend ETF is a reasonable option for investors seeking to outperform the European Equity ETFs segment of the market. However, there are other ETFs in the space which investors could consider. IShares MSCI Eurozone ETF (EZU) tracks MSCI EMU Index and the Vanguard FTSE Europe ETF (VGK) tracks FTSE Developed Europe All Cap Index. IShares MSCI Eurozone ETF has $7.90 billion in assets, Vanguard FTSE Europe ETF has $24.50 billion. EZU has an expense ratio of 0.51% and VGK charges 0.06%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the European Equity ETFs. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust STOXX European Select Dividend ETF (FDD): ETF Research Reports iShares MSCI Eurozone ETF (EZU): ETF Research Reports Vanguard FTSE Europe ETF (VGK): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
29-05-2025
- Business
- Yahoo
Europe ETF (DBEU) Hits New 52-Week High
For investors seeking momentum, Xtrackers MSCI Europe Hedged Equity ETF DBEU is probably on the radar. The fund just hit a 52-week high and is up 19% from its 52-week low of $38.58 per share. Are more gains in store for this ETF? Let's take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed: Xtrackers MSCI Europe Hedged Equity ETF targets developed markets in Europe, while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the MSCI Europe US Dollar Hedged Index. It has key holdings in financials, industrials, and healthcare. DBEU charges 45 bps in annual fees (see: all the European Equity ETFs here). The European stock market has been an area to watch lately, given the delay in EU tariffs. The European Union has agreed to accelerate tariff negotiations with the United States, easing fears of a trans-Atlantic trade war. The decision came after President Trump announced that the United States would postpone the implementation of a 50% tariff increase on all EU products, from June 1 to July 9, to allow time for further talks. Currently, DBEU has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. Therefore, it is hard to get a handle on its future returns one way or the other. DBEU might remain strong, given its weighted alpha of 10.80 and a lower 20-day volatility of 12.29%. There is definitely still some promise for investors who want to ride on this surging ETF. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Xtrackers MSCI Europe Hedged Equity ETF (DBEU): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Bloomberg
26-05-2025
- Business
- Bloomberg
European Earnings 'Surprisingly Normal,' Says Citi's Manthey
Head of European Equity Strategy at Citigroup, Beata Manthey says 'just weeks ago, Europe saw 'recessionary' EPS revisions amid heightened macro/policy uncertainty.' But added that 'Stoxx 600 companies have delivered surprisingly 'normal' results throughout the first quarter reporting season, with a historically typical share and size of earnings beats.' Manthey joined "Daybreak Europe" on Bloomberg TV on May 22. (Source: Bloomberg)
