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BETZ - ETF AI Analysis

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BETZ

Roundhill Sports Betting & iGaming ETF (BETZ)

Rating:58Neutral
Price Target:
BETZ, the Roundhill Sports Betting & iGaming ETF, has a middling overall rating that reflects both attractive growth stories and meaningful risks in its portfolio. Strong contributors like Churchill Downs and Super Group support the fund with solid financial performance, positive earnings calls, and strategic growth initiatives, while Evolution Gaming adds further strength despite some regional and regulatory challenges. However, weaker names such as DraftKings and Tabcorp, which face high leverage, ongoing losses or low profitability, and bearish technical trends, along with the fund’s focus on the volatile sports betting and iGaming sector, weigh on the rating and increase risk.
Positive Factors
Targeted Exposure to Sports Betting Theme
The ETF gives focused access to the global sports betting and online gaming industry in a single investment, which can be appealing to investors who want to bet on this specific long-term trend.
Global Diversification Within the Theme
Holdings spread across the U.S., U.K., Australia, and several European countries help reduce the impact of problems in any one country’s market or regulatory environment.
Reasonable Spread Across Individual Holdings
The top positions each make up a mid‑single‑digit share of the fund, so no single company dominates the portfolio.
Negative Factors
Weak Recent Performance
The ETF has shown negative returns over the past month, three months, and year to date, signaling recent weakness in the sports betting and iGaming space.
High Sector Concentration
Nearly all assets are in the consumer cyclical sector, meaning the fund is highly sensitive to changes in consumer spending and economic cycles.
Relatively High Expense Ratio
The fund charges a relatively high annual fee, which can eat into returns over time compared with lower-cost ETFs.

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

BETZ Summary

BETZ is an ETF that follows the Morningstar Sports Betting & iGaming Select Index, focusing on companies involved in sports betting and online gambling. It holds a global mix of casino and gaming businesses, including well-known names like DraftKings and Flutter Entertainment. Investors might consider BETZ if they want targeted exposure to the fast-growing online betting and gaming trend, with built-in diversification across several countries and companies. However, this fund is heavily tied to the gambling industry and consumer spending, so its price can swing a lot and may fall sharply if regulations or demand change.
How much will it cost me?The Roundhill Sports Betting & iGaming ETF (BETZ) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on a niche sector like sports betting and iGaming, which requires specialized research and management.
What would affect this ETF?BETZ could benefit from the global expansion of sports betting and online gaming, driven by technological advancements and favorable regulatory changes in key markets. However, it may face challenges from stricter regulations, economic downturns affecting consumer spending, or increased competition within the gaming sector. The ETF's exposure to leading companies like Flutter Entertainment and DraftKings positions it well for growth, but its reliance on discretionary spending makes it sensitive to broader economic conditions.

BETZ Top 10 Holdings

BETZ is a pure play on global sports betting and iGaming, with most of its firepower in consumer cyclical names rather than broad tech. Lottomatica and Rush Street Interactive have been rising, helping to pull the fund forward, while steady performers like La Francaise des Jeux and Tabcorp add a bit of ballast. On the flip side, DraftKings and Flutter Entertainment have been losing steam, acting as noticeable drags, with Super Group and Churchill Downs also looking mixed to weak. Overall, it’s a globally diversified bet on one narrow, high-volatility theme.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Lottomatica Group S.P.A.6.82%$3.40M€6.64B49.07%
63
Neutral
Evolution Gaming Group AB6.70%$3.33Mkr125.46B-17.81%
72
Outperform
Rush Street Interactive6.46%$3.22M$5.16B91.14%
68
Neutral
La Francaise des Jeux SA6.23%$3.10M€4.77B-10.93%
68
Neutral
Lottery Corporation Limited5.86%$2.92MAU$12.29B12.65%
61
Neutral
Tabcorp Holdings Limited5.69%$2.83MAU$2.25B65.40%
55
Neutral
Flutter Entertainment PLC5.41%$2.69M£14.33B-51.52%
DraftKings5.15%$2.56M$21.21B-33.20%
59
Neutral
Super Group (SGHC)4.98%$2.48M$5.48B56.59%
73
Outperform
Churchill Downs4.84%$2.41M$6.17B-16.45%
73
Outperform

BETZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
18.18
Positive
100DMA
19.21
Negative
200DMA
20.92
Negative
Market Momentum
MACD
<0.01
Negative
RSI
59.53
Neutral
STOCH
82.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BETZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 18.10, equal to the 50-day MA of 18.18, and equal to the 200-day MA of 20.92, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 59.53 is Neutral, neither overbought nor oversold. The STOCH value of 82.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BETZ.

BETZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$49.76M0.75%
58
Neutral
$96.57M0.65%
68
Neutral
$96.30M0.50%
72
Outperform
$60.25M0.58%
68
Neutral
$24.20M0.75%
60
Neutral
$17.56M0.51%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BETZ
Roundhill Sports Betting & iGaming ETF
18.29
0.00
0.00%
TCAI
Tortoise AI Infrastructure ETF
FDCF
Fidelity Disruptive Communications ETF
ONLN
ProShares Online Retail ETF
AWAY
ETFMG Travel Tech ETF
BJK
VanEck Gaming 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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