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ETHO - ETF AI Analysis
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Etho Climate Leadership U.S. ETF (ETHO)
Rating:68Neutral
Price Target:
$67.00
Positive Factors
Strong Year-to-Date Performance
The ETF has shown solid gains so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Consumer Cyclical, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
The ETF charges a moderate expense ratio, which is competitive compared to many actively managed funds.
Negative Factors
Heavy U.S. Focus
With nearly all assets invested in U.S. companies, the fund lacks meaningful global diversification.
Small Asset Base
The ETF has relatively low assets under management, which could lead to less liquidity and higher trading costs for investors.
Mixed Top Holdings Performance
While some top holdings have performed well, others have lagged, potentially limiting the fund’s overall growth.
ETHO vs. SPDR S&P 500 ETF (SPY)
AUM149.74M
RegionNorth America
Expense Ratio0.45%
Beta1.03
IssuerAmplify
Inception DateNov 18, 2015
Dividend Yield1.35%
Asset ClassEquity
Index TrackedEtho Climate Leadership Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,736
30 Day Avg. Volume3,733
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
74.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering311
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ETHO Summary
The Etho Climate Leadership U.S. ETF (ETHO) is an investment fund that focuses on U.S. companies leading the way in reducing carbon emissions and promoting sustainability. It tracks the Etho Climate Leadership Index and includes well-known companies like Advanced Micro Devices (AMD) and Sunrun. This ETF is ideal for investors who want to support environmentally friendly businesses while diversifying their portfolio across sectors like technology, healthcare, and consumer goods. However, new investors should note that its performance can fluctuate with the overall stock market and its focus on sustainability may limit exposure to certain industries.
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
The Etho Climate Leadership U.S. ETF leans heavily into technology, with names like AMD and Bloom Energy playing key roles in its low-carbon focus. While AMD’s strategic push into AI and data centers offers promise, mixed technical signals have kept its performance steady rather than soaring. Bloom Energy, despite its environmental appeal, has struggled with valuation concerns, holding back momentum. On the brighter side, Exact Sciences and Ironwood Pharma have shown rising trends, buoyed by strong earnings sentiment and technical momentum. Overall, the fund’s U.S.-centric portfolio is a blend of innovation and sustainability, though some holdings face uphill battles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 1.39% | $2.08M | $21.28B | 249.34% | 63 Neutral | |
| Lumentum Holdings | 1.09% | $1.63M | $18.12B | 186.89% | 64 Neutral | |
| Wayfair | 0.89% | $1.33M | $13.69B | 138.56% | 57 Neutral | |
| Sunrun | 0.89% | $1.33M | $4.16B | 70.60% | 55 Neutral | |
| Arrowhead Pharmaceuticals | 0.87% | $1.30M | $5.59B | 118.18% | 57 Neutral | |
| Ciena | 0.85% | $1.27M | $25.14B | 154.18% | 70 Outperform | |
| Exact Sciences | 0.67% | $1.01M | $19.12B | 90.70% | 62 Neutral | |
| Ironwood Pharma | 0.62% | $932.73K | $514.06M | -8.14% | 52 Neutral | |
| Advanced Micro Devices | 0.59% | $876.62K | $331.76B | 47.29% | 74 Outperform | |
| Five Below | 0.58% | $864.41K | $8.55B | 78.36% | 75 Outperform |
ETHO Technical Analysis
Positive
―
Price Trends
63.85
Negative
62.28
Positive
59.24
Positive
Market Momentum
-0.48
Positive
45.31
Neutral
16.43
Positive
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 63.82, equal to the 50-day MA of 63.85, and equal to the 200-day MA of 59.24, indicating a neutral trend. The MACD of -0.48 indicates Positive momentum. The RSI at 45.31 is Neutral, neither overbought nor oversold. The STOCH value of 16.43 is Positive, 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
62.73
-1.52
-2.37%
PWRD
Tcw Transform Systems Etf
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PNQI
Invesco NASDAQ Internet ETF
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SIXG
Defiance Connective Technologies Etf
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IYZ
iShares U.S. Telecommunications 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.
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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