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EQRR - ETF AI Analysis
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ProShares Equities for Rising Rates ETF (EQRR)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Energy Leaders at the Top
Many of the largest energy holdings, such as Halliburton and Baker Hughes, have shown strong gains this year, helping support the fund’s overall results.
Targeted Rising-Rate Strategy
The fund is specifically built to benefit from periods of rising interest rates, which can appeal to investors looking for a focused way to navigate that environment.
Moderate Expense Ratio
The ETF’s fee is in a moderate range for a specialized strategy, so costs are not excessively high relative to its niche focus.
Negative Factors
Heavy Energy Concentration
A large portion of the portfolio is in energy stocks, which increases the risk if that sector experiences a downturn.
Very Small Asset Base
The fund manages a relatively small amount of money, which can raise concerns about trading liquidity and the risk of potential closure.
Mixed Recent Performance
While longer recent periods have been positive, the ETF’s very short-term performance has been slightly negative, showing that returns can be uneven over time.
EQRR vs. SPDR S&P 500 ETF (SPY)
AUM11.05M
RegionNorth America
Expense Ratio0.35%
Beta0.70
IssuerProShares
Inception DateJul 24, 2017
Dividend Yield1.58%
Asset ClassEquity
Index TrackedNasdaq US Large Cap Equity Rising Rates Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume141
30 Day Avg. Volume544
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
79.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering50
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQRR Summary
EQRR is an exchange-traded fund (ETF) that follows the Nasdaq US Large Cap Equity Rising Rates Index. It focuses on large U.S. companies that tend to do better when interest rates are going up, with big weights in energy and financial stocks. Well-known holdings include Chevron and Occidental Petroleum. Someone might invest in EQRR if they want stock market growth potential while trying to benefit from a rising interest rate environment. A key risk is that it’s heavily tilted toward energy and financial companies, so its price can swing a lot and may fall if those sectors or the overall market struggle.
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
EQRR is riding a powerful energy wave, with names like Halliburton, Baker Hughes, and Valero leading the charge as rising oilfield activity and refining margins give the fund a strong tailwind. Chevron and Occidental are more steady than spectacular, adding ballast but not fireworks. Diamondback looks a bit tired, losing steam compared with its peers and slightly dragging on results. With a heavy tilt toward U.S. energy and related cyclicals, this is very much a domestically focused, rate-sensitive bet rather than a broad, tech-driven market play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Baker Hughes Company | 3.70% | $408.49K | $58.45B | 28.31% | 76 Outperform | |
| Devon Energy | 3.45% | $381.19K | $26.77B | 28.00% | 79 Outperform | |
| Halliburton | 3.45% | $380.48K | $28.49B | 34.38% | 72 Outperform | |
| Valero Energy | 3.45% | $380.45K | $60.85B | 53.83% | 69 Neutral | |
| Chevron | 3.44% | $380.01K | $366.98B | 17.88% | 71 Outperform | |
| Coterra Energy | 3.36% | $370.57K | $23.18B | 10.70% | 73 Outperform | |
| Conocophillips | 3.33% | $367.11K | $132.84B | 10.47% | 78 Outperform | |
| Occidental Petroleum | 3.29% | $363.13K | $45.59B | -2.45% | 67 Neutral | |
| Diamondback | 3.20% | $352.70K | $47.25B | 6.75% | 81 Outperform | |
| Southwest Airlines | 3.09% | $341.34K | $26.57B | 78.58% | 66 Neutral |
EQRR Technical Analysis
Positive
―
Price Trends
65.94
Positive
64.20
Positive
61.79
Positive
Market Momentum
0.90
Negative
66.40
Neutral
98.47
Negative
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 67.23, equal to the 50-day MA of 65.94, and equal to the 200-day MA of 61.79, indicating a bullish trend. The MACD of 0.90 indicates Negative momentum. The RSI at 66.40 is Neutral, neither overbought nor oversold. The STOCH value of 98.47 is Negative, 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
69.42
10.87
18.57%
ALTL
Pacer Lunt Large Cap Alternator ETF
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UPSD
Aptus Large Cap Upside ETF
―
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XOEX
Xtrackers S&P 100 Ex Top 20 ETF
―
―
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
―
―
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RWLC
Rayliant Quantitative Developed Market Equity 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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