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EQRR - ETF AI Analysis
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ProShares Equities for Rising Rates ETF (EQRR)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Energy Sector Exposure
The ETF benefits from significant exposure to the energy sector, which includes several strong-performing holdings like Marathon Petroleum and Valero Energy.
Low Expense Ratio
With an expense ratio of 0.35%, the fund is relatively affordable compared to many actively managed ETFs.
Focused U.S. Exposure
The ETF's nearly exclusive focus on U.S. companies provides stability in a familiar and well-regulated market.
Negative Factors
Underperforming Top Holdings
Several top holdings, such as Diamondback Energy and Schlumberger, have lagged in year-to-date performance, which could weigh on overall returns.
Sector Concentration Risk
The fund is heavily concentrated in the energy and financial sectors, which increases vulnerability to sector-specific downturns.
Minimal International Diversification
The ETF's 99.8% allocation to U.S. companies limits exposure to global markets, reducing diversification benefits.
EQRR vs. SPDR S&P 500 ETF (SPY)
AUM12.24M
RegionNorth America
Expense Ratio0.35%
Beta0.69
IssuerProShares
Inception DateJul 24, 2017
Dividend Yield1.68%
Asset ClassEquity
Index TrackedNasdaq US Large Cap Equity Rising Rates Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume532
30 Day Avg. Volume1,512
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
74.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering50
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQRR Summary
The ProShares Equities for Rising Rates ETF (Ticker: EQRR) is designed to help investors benefit from rising interest rates. It follows the Nasdaq US Large Cap Equity Rising Rates Index and includes large-cap companies that tend to perform well in such environments. Some of its top holdings are Chevron and Diamondback Energy, which are well-known names in the energy sector. This ETF could be a good choice for someone looking to diversify their portfolio and potentially gain from economic shifts. However, it’s important to note that its performance is closely tied to interest rate changes, which can be unpredictable.
How much will it cost me?The ProShares Equities for Rising Rates ETF (EQRR) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed to target stocks that benefit from rising interest rates, requiring more research and strategy compared to passively managed funds.
What would affect this ETF?EQRR could benefit from rising interest rates, as its focus on large-cap companies in sectors like Energy and Financials has historically performed well in such environments. However, economic slowdowns or unexpected rate cuts could negatively impact the ETF, especially its exposure to cyclical sectors like Consumer Cyclical and Industrials. Additionally, regulatory changes or geopolitical tensions affecting the U.S. energy sector could pose risks to its top holdings like Chevron and Schlumberger.
EQRR Top 10 Holdings
The EQRR ETF leans heavily into energy and financial stocks, with names like Halliburton and Schlumberger providing steady, if unspectacular, performance amid mixed sector momentum. Airlines like Southwest and Delta are rising stars, benefiting from strong earnings and operational recovery, which have helped lift the fund’s overall outlook. However, energy players like Diamondback Energy and ConocoPhillips are lagging, weighed down by market uncertainties and declining cash flow. With a clear U.S. focus and a tilt toward rate-sensitive sectors, this ETF is positioned to thrive in a rising interest rate environment, though some holdings may need to pick up the pace to keep the fund flying high.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Halliburton | 3.30% | $406.32K | $23.73B | 4.96% | 72 Outperform | |
| Schlumberger | 3.16% | $389.37K | $57.26B | 1.24% | 75 Outperform | |
| Southwest Airlines | 3.13% | $385.47K | $21.84B | 20.99% | 66 Neutral | |
| Delta Air Lines | 3.02% | $371.75K | $47.05B | 12.69% | 80 Outperform | |
| Fox | 2.96% | $363.83K | $30.55B | 47.45% | 77 Outperform | |
| Diamondback | 2.94% | $362.10K | $42.54B | -6.09% | 81 Outperform | |
| Marriott International | 2.92% | $358.98K | $84.20B | 9.66% | 62 Neutral | |
| United Airlines Holdings | 2.84% | $350.01K | $37.56B | 12.23% | 74 Outperform | |
| Conocophillips | 2.77% | $340.97K | $115.30B | -4.51% | 78 Outperform | |
| Chevron | 2.77% | $340.45K | $301.63B | 4.64% | 71 Outperform |
EQRR Technical Analysis
Positive
―
Price Trends
63.35
Positive
62.71
Positive
60.16
Positive
Market Momentum
0.47
Positive
57.17
Neutral
43.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQRR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.59, equal to the 50-day MA of 63.35, and equal to the 200-day MA of 60.16, indicating a bullish trend. The MACD of 0.47 indicates Positive momentum. The RSI at 57.17 is Neutral, neither overbought nor oversold. The STOCH value of 43.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQRR.
EQRR Peer Comparison
Comparison Results
Performance Comparison
EQRR
ProShares Equities for Rising Rates ETF
64.99
8.65
15.35%
ALTL
Pacer Lunt Large Cap Alternator ETF
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BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
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BCUS
Bancreek U.S. Large Cap ETF
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UPSD
Aptus Large Cap Upside ETF
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PRCS
Parnassus Core Select ETF
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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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