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BPH - ETF AI Analysis
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BP p.l.c. ADRhedged (BPH)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Lead Holding
The ETF’s main holding has shown strong recent performance, which has helped support the fund’s returns.
Solid Recent Momentum
The fund has delivered steady gains over the past month and quarter, indicating positive short-term momentum.
Low Expense Ratio
The ETF charges relatively low fees, which helps investors keep more of their returns over time.
Negative Factors
Extreme Single-Stock Concentration
One company makes up nearly the entire portfolio, creating high risk if that single stock runs into trouble.
Heavy Energy Sector Exposure
Almost all of the fund is invested in the energy sector, making it very sensitive to swings in oil and gas markets.
Limited Geographic Diversification
The ETF is almost entirely focused on the U.S. market, offering little protection if that market weakens.
BPH vs. SPDR S&P 500 ETF (SPY)
AUM1.15M
RegionEurope
Expense Ratio0.19%
Beta0.42
IssuerADRhedged
Inception DateJan 07, 2025
Dividend Yield1.63%
Asset ClassEquity
Index TrackedBP PLC Sponsored ADR
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume904
30 Day Avg. Volume543
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
55.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BPH Summary
BPH is an ETF that mainly tracks BP PLC Sponsored ADR, giving you focused exposure to BP, one of the world’s largest integrated oil and gas companies. It’s a sector fund tied to the energy market, aiming to reduce currency swings by hedging its foreign exchange risk. Investors might consider BPH if they want targeted energy exposure and believe BP’s global operations and shift toward cleaner energy can drive long-term growth. However, this ETF is heavily concentrated in a single energy company, so its price can be very sensitive to oil markets and BP-specific news.
How much will it cost me?The BPH 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 because it is passively managed, focusing on BP p.l.c. ADRs and hedging strategies rather than active stock picking.
What would affect this ETF?The BPH ETF, focused on BP and the energy sector, could benefit from rising global energy demand and BP's investments in sustainable energy innovation. However, it may face challenges from fluctuating oil prices, regulatory changes targeting fossil fuels, and economic slowdowns in Europe, where BP has significant exposure. Currency risks are mitigated through hedging, but geopolitical tensions or shifts in energy policies could still impact performance.
BPH Top 10 Holdings
This ETF is essentially a one-stock story, with BP doing almost all the heavy lifting. BP has been rising steadily in recent months, helped by improving operations and upbeat earnings commentary, though worries about debt and valuation can occasionally put a lid on enthusiasm. With such a heavy tilt toward a single integrated oil and gas giant, the fund is highly concentrated in the energy sector and tightly tied to BP’s fortunes. Geographically, it’s a play on the U.K. and European energy landscape, wrapped in a currency-hedged package for U.S. investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BP | 98.88% | $1.14M | $97.72B | 22.71% | 68 Neutral |
BPH Technical Analysis
Positive
―
Price Trends
55.20
Positive
54.49
Positive
50.96
Positive
Market Momentum
0.78
Negative
62.05
Neutral
97.04
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BPH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.15, equal to the 50-day MA of 55.20, and equal to the 200-day MA of 50.96, indicating a bullish trend. The MACD of 0.78 indicates Negative momentum. The RSI at 62.05 is Neutral, neither overbought nor oversold. The STOCH value of 97.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BPH.
BPH Peer Comparison
Comparison Results
Performance Comparison
BPH
BP p.l.c. ADRhedged
57.49
7.27
14.48%
HSBH
HSBC Holdings plc ADRhedged
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SHEH
Shell plc ADRhedged
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AZNH
AstraZeneca PLC ADRhedged
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ARMH
Arm Holdings PLC ADRhedged
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GSKH
GSK plc ADRhedged
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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.
Disclaimer
This 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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