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EZU Eurozone ETF (EZU)

Eurozone · Benchmark: Index Benchmark · Domiciled in US

AUM
$30.0B
Expense ratio
60.00%
Inception
2000-10-15
VMCI-Composite
61/100
5y CAGR
6.7%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

EZU Eurozone ETF — analysis

For the eurozone sleeve, EZU is the $30.0B-AUM option from the issuer family. The expense ratio runs 60 bps on top of the underlying Index Benchmark return. Live trading record: 2000-present.

For ETF buyers who want a single fundamentals number, EZU VMCI-Composite is 61/100. The score is constructed from the top-10 underlying holdings, weighted by their fund weight, and reflects above-average composite quality in the underlying portfolio.

Five-year CAGR on EZU is 6.7%, against 5.0% on the Index Benchmark. The 1.7-percentage-point spread is the cleanest single measure of tracking-and-after-cost behaviour over the period; the three-year CAGR runs 5.8% and the trailing one-year is 14.6%.

Yield read on EZU: 2.20% TTM. The 5-year distribution growth rate of 5.7% per year extends that snapshot into a longer-horizon income picture for buyers comparing ETFs in this category.

Top-10 of EZU accounts for 30% of fund weight, with AAPL the single largest position (3.70%). Sector lead: Technology at 33%, which is the cohort-comparison anchor for active-vs-passive analysis.

Three ETFs to read alongside EZU: SPY, VOO, VTI. They share the eurozone mandate but diverge on cost, AUM, and the underlying index family, which is how most allocators end up choosing between them.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.70%62
2MSFT3.43%40
3NVDA3.26%59
4AMZN3.26%66
5GOOGL3.04%52
6META2.87%53
7BRK-B2.70%74
8TSLA2.57%82
9V2.57%54
10JPM2.52%73
11UNH2.26%79
12XOM2.22%66
13JNJ2.00%58
14PG1.83%77
15MA1.65%50
16HD1.52%58
17MRK1.39%42
18AVGO1.26%65
19PEP1.26%51
20COST1.22%43
21KO1.13%42
22WMT0.87%80
23BAC0.65%60
24CVX0.48%53
25ADBE0.35%72

Performance & income

YTD
11.7%
1y total return
14.6%
3y CAGR
5.8%
5y CAGR vs benchmark
6.7% / 5.0%
Dividend yield
2.20%
5y distribution CAGR
5.7%

Comparable ETFs

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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