NZUS
+1.22 · +3.56%
$35.46 · NASDAQ

SPDR MSCI USA Climate Paris Aligned ETF (NZUS) ETF Analysis | Large Growth

State Street Investment Management · USA
AUM:$2.8M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is NZUS?

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
NZUS returned 9.3% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 46.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.8M
Expense Ratio0.10%
Dividend Yield0.90%
Holdings50
Inception DateApr 2022
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta1.10
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would NZUS affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.2%
1Y
+20.6%
3Y
+73.5%
5Y
+65.4%
OpenBook InsightIf you had invested £10,000 in NZUS 5 years ago, it would have grown to £16,542 — a gain of £6,542.

Annual Returns

Calendar year performance

NZUS delivered positive returns in 4 of the last 5 calendar years.
YearNZUS
2026 YTD+5.9%
2025+14.3%
2024+25.4%
2023+29.6%
2022-14.3%
CAGR 4yr+12.3%
4/5 positive yearsAvg return: +12.2%Worst year: -14.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.6%
Low
Momentum
+13.4%
30-day change
Support Level
36.24
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.