ETHO - ETF AI Analysis
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Etho Climate Leadership U.S. ETF (ETHO)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, industrials, financials, and health care, which helps reduce the impact if any one industry struggles.
Strong Recent Performance
The fund has shown strong gains so far this year and in recent months, indicating solid recent momentum.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as Maxlinear and Aehr Test Systems, have delivered strong year-to-date gains, supporting the ETF’s overall results.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Tilt Toward Technology and Health Care
A relatively large allocation to technology and health care stocks increases the fund’s sensitivity to swings in these often more volatile sectors.
ETHO vs. SPDR S&P 500 ETF (SPY)
AUM194.60M
RegionNorth America
Expense Ratio0.45%
Beta1.00
IssuerAmplify
Inception DateNov 18, 2015
Dividend Yield0.7%
Asset ClassEquity
Index TrackedEtho Climate Leadership Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,837
30 Day Avg. Volume3,837
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
92.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering288
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ETHO Summary
The Etho Climate Leadership U.S. ETF (ETHO) is a fund that tracks the Etho Climate Leadership Index, focusing on U.S. companies that are leaders in cutting their carbon emissions and following strong environmental practices. It holds a mix of sectors like technology, industrials, and health care, with names such as Datadog and Okta among its top positions. Someone might invest in ETHO to seek long-term growth while supporting cleaner, lower-carbon businesses and getting broad diversification across many industries. A key risk is that the ETF still moves with the overall stock market, so its value can go up and down over time.
How much will it cost me?The Etho Climate Leadership U.S. ETF (ETHO) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed to focus on companies with strong environmental leadership and low-carbon impact. The higher cost reflects the specialized research and curation involved in maintaining its ESG standards.
What would affect this ETF?The ETHO ETF, with its focus on U.S. companies committed to reducing carbon emissions, could benefit from growing interest in sustainable investing and potential government incentives for green technologies. However, it may face challenges from economic downturns that impact its key sectors like technology and consumer cyclical, or regulatory changes affecting ESG-focused investments.
ETHO Top 10 Holdings
ETHO’s story is all about U.S. climate leaders with a tech tilt, and a few names are clearly steering the ship. Datadog and 10x Genomics are rising, giving the fund a lift from the software and life sciences side, while Corcept Therapeutics adds steady health care strength. On the flip side, MaxLinear and Aehr Test Systems have been lagging, acting like a bit of sand in the ETF’s gears despite earlier gains. Overall, the fund leans heavily into technology and health care, with a fully U.S.-based, low‑carbon lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Maxlinear | 1.13% | $2.11M | $6.06B | 340.06% | 60 Neutral | |
| Corcept Therapeutics | 0.84% | $1.58M | $12.38B | 57.17% | 76 Outperform | |
| SELLAS Life Sciences Group | 0.70% | $1.30M | $1.86B | 605.66% | 43 Neutral | |
| Datadog | 0.67% | $1.25M | $95.39B | 96.65% | 69 Neutral | |
| 10x Genomics | 0.66% | $1.24M | $6.00B | 243.64% | 60 Neutral | |
| Aehr Test Systems | 0.64% | $1.19M | $2.61B | 381.92% | 55 Neutral | |
| Personalis | 0.59% | $1.10M | $1.35B | 136.98% | 49 Neutral | |
| The Chefs' Warehouse | 0.58% | $1.07M | $4.71B | 66.37% | 72 Outperform | |
| Cheesecake Factory | 0.56% | $1.04M | $5.04B | 67.58% | 66 Neutral | |
| Okta | 0.54% | $998.19K | $24.67B | 44.87% | 75 Outperform |
ETHO Technical Analysis
Positive
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Price Trends
78.45
Positive
74.64
Positive
70.59
Positive
Market Momentum
0.91
Negative
63.33
Neutral
87.06
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ETHO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 79.62, equal to the 50-day MA of 78.45, and equal to the 200-day MA of 70.59, indicating a bullish trend. The MACD of 0.91 indicates Negative momentum. The RSI at 63.33 is Neutral, neither overbought nor oversold. The STOCH value of 87.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ETHO.
ETHO Peer Comparison
Comparison Results
Performance Comparison
ETHO
Etho Climate Leadership U.S. ETF
81.96
23.62
40.49%
AIPO
Defiance AI & Power Infrastructure ETF
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SAMT
Strategas Macro Thematic Opportunities ETF
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UFOX
Defiance Connective Technologies Etf
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FEPI
REX FANG & Innovation Equity Premium Income ETF
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USNZ
Xtrackers Net Zero Pathway Paris Aligned US 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.
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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