ETHO - ETF AI Analysis
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Etho Climate Leadership U.S. ETF (ETHO)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Climate-Focused U.S. Portfolio
The fund targets U.S. companies with climate leadership, appealing to investors who want environmental considerations alongside returns.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to technology, consumer, health care, industrials, and financials, which helps reduce reliance on any single industry.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Mixed Performance Among Top Holdings
While some leading positions have shown strong gains, others have been weak or lagging, which can create uneven performance.
Moderate Expense Ratio
The fund’s fee is higher than many broad, low-cost index ETFs, which slightly reduces the net return investors keep over time.
ETHO vs. SPDR S&P 500 ETF (SPY)
AUM155.81M
RegionNorth America
Expense Ratio0.45%
Beta1.03
IssuerAmplify
Inception DateNov 18, 2015
Dividend Yield0.85%
Asset ClassEquity
Index TrackedEtho Climate Leadership Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,781
30 Day Avg. Volume3,622
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
80.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering303
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ETHO Summary
ETHO is an exchange-traded fund that follows the Etho Climate Leadership Index, focusing on U.S. companies with low carbon emissions and strong climate practices. It holds a wide mix of sectors like technology, health care, and industrials, with companies such as Bloom Energy and Wayfair in its top positions. Someone might invest in ETHO to seek long-term growth while supporting environmentally friendly businesses and gaining broad diversification across many industries. A key risk is that the fund can still go up and down with the overall stock market and is especially influenced by swings in tech-related stocks.
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. low‑carbon leaders, with a clear tilt toward tech and climate-focused names. Lumentum, Ciena, Teradyne, FormFactor, and MKS are doing much of the heavy lifting, riding strong momentum tied to AI, cloud, and chip-related demand. Bloom Energy and Sunrun add a clean-energy punch, but their heavier debt and profitability issues mean they sometimes wobble instead of sprint. Arrowhead and Ironwood in health care are more mixed, occasionally dragging when biotech sentiment cools, but overall the fund leans on rising tech to power returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumentum Holdings | 2.85% | $4.44M | $50.04B | 943.34% | 61 Neutral | |
| Bloom Energy | 2.22% | $3.47M | $43.93B | 544.10% | 62 Neutral | |
| Ciena | 1.68% | $2.62M | $54.48B | 484.61% | 70 Outperform | |
| Arrowhead Pharmaceuticals | 1.24% | $1.93M | $7.94B | 266.58% | 57 Neutral | |
| Teradyne | 1.00% | $1.55M | $46.98B | 239.02% | 71 Outperform | |
| Formfactor | 0.92% | $1.43M | $7.49B | 194.76% | 68 Neutral | |
| MKS | 0.79% | $1.23M | $15.70B | 154.96% | 75 Outperform | |
| Five Below | 0.78% | $1.22M | $11.72B | 181.08% | 76 Outperform | |
| Amkor | 0.71% | $1.10M | $11.59B | 139.50% | 69 Neutral | |
| Modine | 0.70% | $1.09M | $10.57B | 128.53% | 68 Neutral |
ETHO Technical Analysis
Negative
―
Price Trends
68.44
Negative
66.59
Negative
63.49
Positive
Market Momentum
-0.88
Positive
39.46
Neutral
25.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ETHO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 68.00, equal to the 50-day MA of 68.44, and equal to the 200-day MA of 63.49, indicating a neutral trend. The MACD of -0.88 indicates Positive momentum. The RSI at 39.46 is Neutral, neither overbought nor oversold. The STOCH value of 25.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ETHO.
ETHO Peer Comparison
Comparison Results
Performance Comparison
ETHO
Etho Climate Leadership U.S. ETF
66.48
11.11
20.07%
IYZ
iShares U.S. Telecommunications ETF
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SIXG
Defiance Connective Technologies Etf
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FEPI
REX FANG & Innovation Equity Premium Income ETF
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QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
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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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