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EUV - ETF AI Analysis

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EUV

Corgi Lithography & Semiconductor Photonics ETF (EUV)

Rating:69Neutral
Price Target:
EUV, the Corgi Lithography & Semiconductor Photonics ETF, has a solid overall rating, reflecting its strong exposure to leading semiconductor and chipmaking equipment companies. Top holdings like TSMC and ASML boost the fund’s quality thanks to their strong financial performance, positive earnings outlooks, and strategic focus on advanced technologies and AI, though their high valuations add some caution. Smaller positions such as Lumentum and Coherent introduce more risk due to financial and profitability challenges, and the fund’s concentration in the semiconductor and photonics sector means it can be sensitive to industry cycles and export or trade-related issues.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past month, showing solid recent momentum.
High-Quality Semiconductor Leaders
Many of the top holdings are well-known semiconductor and chip-equipment companies that have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Exposure to a Growing Tech Niche
The fund is heavily tilted toward technology and semiconductor-related businesses, giving investors targeted exposure to a key growth area in the tech sector.
Negative Factors
Sector Concentration Risk
With the vast majority of assets in the technology sector, the ETF is highly sensitive to downturns in tech and semiconductor markets.
Geographic Concentration in the U.S.
Most of the fund’s holdings are in U.S. companies, which limits diversification across different global markets and economies.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees could slightly reduce long-term returns compared with the cheapest ETFs.

EUV vs. SPDR S&P 500 ETF (SPY)

EUV Summary

EUV is an exchange-traded fund that focuses on companies building the tools and parts needed for advanced computer chips that use light, such as lasers and special chip-printing machines. It doesn’t track a set index, but instead is actively managed around a semiconductor and photonics theme, with major holdings like TSMC and ASML. Investors might consider EUV if they want targeted growth exposure to trends like AI, cloud computing, and high-speed internet. However, because it is heavily concentrated in technology and chip-related companies, its price can rise and fall sharply with the tech sector.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the average index ETF because this fund is actively managed and focuses on a specialized niche in semiconductor and photonics companies.
What would affect this ETF?This ETF could benefit if demand for AI, cloud computing, and high‑speed communications keeps growing, since its global semiconductor and photonics holdings like TSMC and ASML make the tools and chips needed for these trends. On the downside, it is heavily concentrated in the technology sector, so it may be hurt by higher interest rates, trade or export restrictions on chip equipment, or a slowdown in global chip spending, especially in Asia and other key manufacturing regions.

EUV Top 10 Holdings

EUV is essentially a laser-focused bet on the semiconductor and photonics supply chain, with a heavy tilt toward a few powerhouse names. ASML, Lam Research, Applied Materials, and KLA are all running hot, giving the fund a strong tailwind as chipmaking equipment demand stays robust. TSMC adds steady strength at the foundry level, while Marvell has been sprinting ahead on AI and data center optimism. On the softer side, Corning and Lumentum have been more mixed, occasionally losing steam. Overall, this is a global, tech-heavy portfolio with real concentration in chip equipment and optical connectivity.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC9.27%$24.93M$1.95T99.08%
81
Outperform
ASML Holding8.70%$23.38M$719.61B137.40%
81
Outperform
Lam Research5.87%$15.79M$486.37B298.60%
77
Outperform
Applied Materials5.77%$15.51M$465.09B226.40%
77
Outperform
KLA5.05%$13.58M$334.96B165.77%
77
Outperform
Corning4.32%$11.61M$161.70B251.46%
74
Outperform
Coherent Corp3.80%$10.23M$80.96B379.89%
66
Neutral
Lumentum Holdings3.77%$10.14M$74.47B913.79%
61
Neutral
Marvell3.65%$9.81M$270.21B298.16%
76
Outperform
Ciena3.04%$8.18M$65.60B485.84%
70
Outperform

EUV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.69
Negative
RSI
55.13
Neutral
STOCH
81.60
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.79, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.69 indicates Negative momentum. The RSI at 55.13 is Neutral, neither overbought nor oversold. The STOCH value of 81.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EUV.

EUV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$257.55M0.35%
69
Neutral
$940.24M0.45%
61
Neutral
$856.08M0.75%
57
Neutral
$846.17M0.17%
66
Neutral
$360.29M0.63%
68
Neutral
$259.78M0.65%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EUV
Corgi Lithography & Semiconductor Photonics ETF
28.61
3.08
12.06%
AGIX
KraneShares Artificial Intelligence & Technology ETF
MGNR
American Beacon GLG Natural Resources ETF
AVRE
Avantis Real Estate ETF
TTEQ
T. Rowe Price Technology ETF
FRWD
Nomura Transformational Technologies 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: ―
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