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ASMH - ETF AI Analysis

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ASMH

ASML Holding NV ADRhedged (ASMH)

Rating:80Outperform
Price Target:
ASMH is an ETF focused almost entirely on ASML Holding, and its solid overall rating reflects ASML’s strong financial performance, profitability, and positive growth outlook. The fund’s score is boosted by ASML’s positive momentum and strategic initiatives, but it is also exposed to risks such as valuation concerns and potential demand challenges from China, making the ETF heavily dependent on how this single company performs.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
Leading Technology Holding
The fund is built around a single major technology company that has delivered strong year-to-date performance, which has supported the ETF’s returns.
Low Expense Ratio
The ETF charges relatively low annual fees, which helps investors keep more of their returns over time.
Negative Factors
Extreme Single-Stock Concentration
Almost the entire portfolio is invested in one company, which greatly increases the risk if that stock performs poorly.
Sector Concentration in Technology
The ETF is almost fully invested in the technology sector, making it very sensitive to downturns in tech stocks.
Very Limited Geographic Diversification
The fund’s exposure is almost entirely tied to one market, offering little protection if that region faces economic or market stress.

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

ASMH Summary

ASMH is an ETF that focuses almost entirely on one company: ASML Holding, a key supplier to the global semiconductor and chip-making industry. It aims to track the performance of ASML’s stock (the ASML Holding NV Sponsored ADR index) while using tools to reduce the impact of currency swings for U.S. investors. Someone might invest in ASMH if they want targeted exposure to a leading technology and semiconductor company with strong growth potential. However, this ETF is highly concentrated in a single tech stock, so its price can rise or fall sharply with ASML’s fortunes.
How much will it cost me?The ASMH ETF has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed funds because it uses a passive strategy to track ASML Holding's performance while managing currency risks.
What would affect this ETF?ASMH could benefit from continued growth in the semiconductor industry, driven by increasing demand for advanced technology in areas like AI and cloud computing. However, potential risks include regulatory changes in Europe or the Netherlands, economic slowdowns affecting technology spending, and supply chain disruptions that could impact ASML Holding's operations. The ETF's currency hedging provides some protection against foreign exchange volatility, which is a positive for U.S. investors.

ASMH Top 10 Holdings

ASMH is essentially a one-stock show, with ASML Holding doing almost all the heavy lifting. The fund is tightly hitched to this Dutch semiconductor giant, which has been rising this year on solid earnings and strong demand for its chipmaking equipment. There’s no real diversification here—technology dominates, and within tech it’s all about semiconductors, all in Europe and specifically the Netherlands. That means when ASML is humming, the ETF looks great, but if ASML stumbles, there’s nowhere else in the portfolio to hide.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ASML Holding98.66%$2.85M$559.08B112.92%
81
Outperform

ASMH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
94.59
Positive
100DMA
89.35
Positive
200DMA
74.92
Positive
Market Momentum
MACD
0.61
Positive
RSI
51.84
Neutral
STOCH
52.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ASMH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 96.33, equal to the 50-day MA of 94.59, and equal to the 200-day MA of 74.92, indicating a neutral trend. The MACD of 0.61 indicates Positive momentum. The RSI at 51.84 is Neutral, neither overbought nor oversold. The STOCH value of 52.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ASMH.

ASMH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.90M0.19%
80
Outperform
$84.78M0.45%
57
Neutral
$5.00M0.19%
74
Outperform
$3.93M0.19%
69
Neutral
$1.99M0.19%
56
Neutral
$322.51K0.19%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ASMH
ASML Holding NV ADRhedged
96.29
49.33
105.05%
WDEF
WisdomTree Europe Defense Fund
HSBH
HSBC Holdings plc ADRhedged
ARMH
Arm Holdings PLC ADRhedged
STHH
STMicroelectronics NV ADRhedged
SAPH
SAP SE ADRhedged
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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