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ACES - ETF AI Analysis

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ACES

ALPS Clean Energy ETF (ACES)

Rating:62Neutral
Price Target:
ACES, the ALPS Clean Energy ETF, has a solid but not top-tier rating, reflecting a mix of strong growth names and holdings with financial or momentum challenges. Leaders like NEXTracker, First Solar, Ormat Technologies, HASI, and Itron support the fund’s quality through robust financial performance, strategic growth initiatives, and generally positive outlooks. However, weaker spots such as Albemarle, Northland Power, Brookfield Renewable Partners, Rivian, and Enphase—many facing profitability, leverage, or bearish momentum issues—temper the overall rating and highlight the risk of concentration in capital-intensive clean energy businesses that can be volatile and financially stretched.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum in the clean energy theme.
Leading Clean Energy Holdings
Several of the largest positions, such as Albemarle and Eos Energy Enterprises, have shown strong performance, helping support the fund’s overall returns.
Diversified Across Clean Energy Industries
Holdings spread across technology, utilities, industrials, and consumer sectors help reduce the impact if one clean energy segment struggles.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated in a Few Names
The top holdings each take up a meaningful slice of the portfolio, increasing the impact if any one of them runs into trouble.
Exposure to Volatile Stocks
Some key holdings like Sunrun and Tesla have recently shown weak performance, highlighting the fund’s sensitivity to swings in individual clean energy stocks.

ACES vs. SPDR S&P 500 ETF (SPY)

ACES Summary

The ALPS Clean Energy ETF (ACES) follows the CIBC Atlas Clean Energy Index and focuses on companies involved in renewable energy, such as solar, wind, and other clean power technologies. It mainly holds U.S. and Canadian stocks across technology, utilities, and industrials. Well-known names in the fund include Tesla and Albemarle. Someone might invest in ACES to seek long-term growth while supporting the global shift toward cleaner energy and to get diversified exposure to many clean energy companies at once. A key risk is that clean energy stocks can be very volatile and can go up and down sharply with market and policy changes.
How much will it cost me?The ALPS Clean Energy ETF (ACES) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it’s a specialized, actively managed fund focused on the renewable energy sector, which typically involves more research and management costs compared to passively managed funds.
What would affect this ETF?The ALPS Clean Energy ETF (ACES) could benefit from increasing global demand for renewable energy and supportive government policies promoting clean energy adoption, especially in North America. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the sector, and potential regulatory hurdles or delays in clean energy projects. The ETF's exposure to technology and industrial sectors, along with top holdings like Tesla and First Solar, positions it to capitalize on innovation but also makes it sensitive to market volatility in these industries.

ACES Top 10 Holdings

ACES is a pure play on North American clean energy, with most of its firepower in U.S.-listed names. Solar and clean-tech hardware are in the driver’s seat: Enphase and NEXTracker have been rising over the past few months, helping to pull the fund higher. Northland Power and Brookfield Renewable add a steadier utilities flavor, though their heavy debt keeps them from really sprinting. On the flip side, First Solar and Rivian have been losing steam lately, acting as noticeable drags in an otherwise forward-looking clean energy lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nextpower Inc5.71%$6.34M$16.04B185.12%
78
Outperform
Albemarle5.33%$5.92M$20.39B197.81%
58
Neutral
Northland Power5.17%$5.75MC$6.24B34.61%
53
Neutral
Brookfield Renewable Partners5.05%$5.61MC$31.79B62.94%
56
Neutral
Ormat Techno4.96%$5.51M$6.73B61.96%
71
Outperform
HASI4.89%$5.43M$4.81B46.33%
70
Outperform
First Solar4.85%$5.39M$20.99B50.38%
75
Outperform
Rivian Automotive4.64%$5.15M$18.97B36.40%
61
Neutral
Enphase Energy4.54%$5.04M$4.41B-39.67%
61
Neutral
Itron4.53%$5.03M$4.10B-3.45%
70
Outperform

ACES Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
34.36
Negative
100DMA
33.93
Negative
200DMA
32.00
Positive
Market Momentum
MACD
-0.20
Negative
RSI
47.77
Neutral
STOCH
54.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACES, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 33.34, equal to the 50-day MA of 34.36, and equal to the 200-day MA of 32.00, indicating a neutral trend. The MACD of -0.20 indicates Negative momentum. The RSI at 47.77 is Neutral, neither overbought nor oversold. The STOCH value of 54.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ACES.

ACES Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$112.59M0.55%
62
Neutral
$802.03M0.38%
71
Outperform
$724.77M0.30%
68
Neutral
$589.89M0.65%
69
Neutral
$548.18M0.56%
66
Neutral
$195.01M0.45%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ACES
ALPS Clean Energy ETF
33.21
11.25
51.23%
IYZ
iShares U.S. Telecommunications ETF
SIXG
Defiance Connective Technologies Etf
FEPI
REX FANG & Innovation Equity Premium Income ETF
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
CNRG
SPDR S&P Kensho Clean Power ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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