ETHO - ETF AI Analysis
Top Page
Etho Climate Leadership U.S. ETF (ETHO)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, industrials, financials, and health care, which helps reduce the impact of weakness in any single industry.
Top Holdings With Strong Year-To-Date Gains
Several of the largest positions, especially in technology-related names, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns go toward fees instead of staying with investors.
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 Cyclical Sectors
A sizable allocation to technology and other economically sensitive sectors can make the fund more vulnerable during market downturns or periods of volatility in these areas.
ETHO vs. SPDR S&P 500 ETF (SPY)
AUM174.56M
RegionNorth America
Expense Ratio0.45%
Beta1.02
IssuerAmplify
Inception DateNov 18, 2015
Dividend Yield0.75%
Asset ClassEquity
Index TrackedEtho Climate Leadership Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,842
30 Day Avg. Volume4,274
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
87.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering291
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ETHO Summary
The Etho Climate Leadership U.S. ETF (ETHO) is a U.S. stock fund that follows the Etho Climate Leadership Index, focusing on companies with lower carbon emissions and strong environmental practices. It holds a wide mix of sectors like technology, industrials, and health care, and includes names such as Coherent Corp and Semtech. Someone might invest in ETHO to seek long-term growth while supporting climate-friendly businesses and getting diversification across many U.S. companies. A key risk is that it can still go up and down with the overall stock market and may lag funds that don’t focus on low-carbon companies.
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 right now is all about U.S. tech and chip-related names powering a low‑carbon tilt. Rising semiconductor plays like MaxLinear, Qualcomm, Semtech, and Coherent are doing much of the heavy lifting, helped by steady contributors such as Veeco and PDF Solutions. On the softer side, Aehr Test Systems and Ceva look a bit wobbly, with mixed results that occasionally tug on returns. Overall, the fund is heavily geared toward technology and industrial innovators in the U.S., making it a climate‑focused bet with a clear tech heartbeat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Maxlinear | 1.85% | $3.23M | $8.88B | 757.04% | 60 Neutral | |
| Aehr Test Systems | 0.89% | $1.55M | $2.99B | 973.67% | 55 Neutral | |
| Sterling Infrastructure | 0.66% | $1.16M | $22.49B | 297.47% | 71 Outperform | |
| Ceva | 0.61% | $1.06M | $1.10B | 106.12% | 52 Neutral | |
| Qualcomm | 0.57% | $1.00M | $251.02B | 63.82% | 80 Outperform | |
| Veeco | 0.57% | $992.95K | $3.63B | 210.16% | 70 Neutral | |
| Semtech | 0.56% | $975.23K | $14.60B | 320.55% | 69 Neutral | |
| Datadog | 0.54% | $941.39K | $79.14B | 94.23% | 69 Neutral | |
| PDF Solutions | 0.52% | $914.00K | $1.84B | 151.17% | 69 Neutral | |
| Coherent Corp | 0.50% | $875.57K | $73.87B | 381.23% | 66 Neutral |
ETHO Technical Analysis
Positive
―
Price Trends
70.61
Positive
69.54
Positive
66.44
Positive
Market Momentum
0.75
Positive
62.64
Neutral
79.25
Neutral
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 73.53, equal to the 50-day MA of 70.61, and equal to the 200-day MA of 66.44, indicating a bullish trend. The MACD of 0.75 indicates Positive momentum. The RSI at 62.64 is Neutral, neither overbought nor oversold. The STOCH value of 79.25 is Neutral, 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
75.01
18.24
32.13%
UFOX
Defiance Connective Technologies Etf
―
―
―
XTL
SPDR S&P Telecom ETF
―
―
―
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
―
―
―
FEPI
REX FANG & Innovation Equity Premium Income ETF
―
―
―
USNZ
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
―
―
―
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: ―
Table of Contents