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ASD - ETF AI Analysis

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ASD

Defiance Autism Impact ETF (ASD)

Rating:63Neutral
Price Target:
ASD, the Defiance Autism Impact ETF, has a solid overall rating driven by strong holdings like Neuren Pharmaceuticals and Eli Lilly, which show healthy financial performance, profitability, and positive earnings momentum. Other contributors such as Pearson and Repligen add stability and growth potential, though several holdings face valuation concerns, high leverage, or overbought technical conditions, making elevated valuations and financial risk the main factors that temper the fund’s rating.
Positive Factors
Strong Leading Holdings
Several of the largest positions, including BrightSpring Health Services and MapLight Therapeutics, have shown strong gains so far this year, helping support the fund’s results.
Focused Health Care Exposure
With most of the portfolio in health care companies, the ETF is tightly aligned with its autism impact theme and benefits when this segment of the market does well.
Global Diversification
Holdings spread across the U.S., Europe, Asia, and Australia help reduce the risk of being tied to the economic conditions of just one country.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of any returns are eaten up by costs compared with cheaper ETFs.
Small Asset Base
With a low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger, more established funds.
Sector Concentration Risk
Heavy weighting in health care stocks means the fund could be hit hard if this sector faces regulatory changes or market pressure.

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

ASD Summary

The Defiance Autism Impact ETF (ASD) is a health care–focused fund that follows the VettaFi Autism Impact Index. It invests in companies that support people on the autism spectrum and the broader neurodiverse community through treatments, diagnostics, education, and assistive technologies. Well-known names in the fund include Eli Lilly and Teva. Investors might consider ASD if they want growth potential in health care while also supporting autism-related impact and charities. However, because it is concentrated in one sector and a specific theme, its price can go up and down more than a broadly diversified stock fund.
How much will it cost me?This ETF has an expense ratio of 0.79%, which means you’ll pay about $7.90 per year for every $1,000 you invest. That’s higher than the average ETF because it’s a specialized, impact-focused fund that tracks a niche autism-related index rather than a broad, low-cost market index.
What would affect this ETF?ASD could benefit if demand grows for autism-related health services, telehealth, and innovative treatments, especially as U.S. healthcare spending and support for neurodiversity and impact investing continue to rise, helping many of its specialized holdings. On the other hand, it could be hurt by changes in healthcare regulations or reimbursement, setbacks in drug development for companies like Eli Lilly, Jazz Pharmaceuticals, or Teva, or a broad downturn in the U.S. health care sector that would weigh on its concentrated portfolio.

ASD Top 10 Holdings

ASD leans heavily into health care, with U.S.-listed names doing most of the heavy lifting and a few overseas players adding flavor. BrightSpring and Lifestance are two of the fund’s main engines right now, both rising on solid growth stories tied to behavioral and clinical care. Eli Lilly adds blue-chip heft, steadily contributing thanks to its strong drug pipeline. On the flip side, Repligen’s rebound has been choppy and Neuren is clearly losing steam, which has been a drag. Overall, the fund is thematically focused but not dominated by any single giant.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
BrightSpring Health Services, Inc.4.49%$56.01K$12.58B200.42%
67
Neutral
MapLight Therapeutics, Inc.3.97%$49.49K$1.19B
Lifestance Health Group3.69%$45.94K$3.33B71.03%
61
Neutral
Jazz Pharmaceuticals3.44%$42.89K$14.49B111.94%
64
Neutral
Revvity3.21%$40.02K$11.22B7.50%
67
Neutral
Pearson3.18%$39.59K£6.82B7.65%
73
Outperform
Repligen3.15%$39.26K$7.38B8.82%
68
Neutral
Teva3.11%$38.80K₪115.88B60.08%
61
Neutral
Eli Lilly & Co3.08%$38.40K$1.06T41.86%
72
Outperform
Neuren Pharmaceuticals Limited2.95%$36.71KAU$1.64B-3.74%
78
Outperform

ASD Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
STOCH
10.84
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ASD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of 10.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ASD.

ASD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.25M0.79%
63
Neutral
$91.50M0.34%
61
Neutral
$91.19M0.61%
68
Neutral
$66.63M0.19%
65
Neutral
$40.82M0.65%
48
Neutral
$34.24M0.60%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ASD
Defiance Autism Impact ETF
24.82
0.20
0.81%
BBP
Virtus LifeSci Biotech Products ETF
PBJ
Invesco Dynamic Food & Beverage ETF
IBBQ
Invesco Nasdaq Biotechnology ETF
BBC
Virtus LifeSci Biotech Clinical Trials ETF
FTXH
First Trust Nasdaq Pharmaceuticals 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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