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EVX - ETF AI Analysis

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EVX

VanEck Environmental Services ETF (EVX)

Rating:65Neutral
Price Target:
EVX, the VanEck Environmental Services ETF, appears to be a solid but not top-tier fund, supported by strong core holdings like Xylem (XYL), Donaldson (DCI), Waste Management (WM), and Veralto (VLTO), all of which show healthy financial performance and generally positive business outlooks. However, several key positions, including Ecolab (ECL), Republic Services (RSG), and others, face risks from possible overvaluation and signs of bearish or mixed technical momentum, which likely hold back the fund’s overall rating. The main risk factor is that many of its major holdings share similar valuation and momentum concerns, creating a concentration of risk around potentially overvalued, environmentally focused industrial and services companies.
Positive Factors
Solid Recent Performance
The ETF has delivered steady gains so far this year and over recent months, showing positive momentum.
Leading Environmental Services Companies
Several top holdings, including major waste management and environmental services firms, have shown strong performance and help drive the fund’s returns.
Global but U.S.-Focused Exposure
While most assets are in U.S. companies, the fund also includes exposure to Japan and Europe, adding some international diversification.
Negative Factors
High Sector Concentration
With most of the portfolio in industrials, the fund is heavily tied to the fortunes of a single sector.
Mixed Performance Among Top Holdings
Some of the largest positions have recently shown weak or negative performance, which can weigh on overall returns.
Above-Average Expense Ratio
The fund’s fee level is on the higher side for an ETF, which means more of the returns are used to cover costs.

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

EVX Summary

The VanEck Environmental Services ETF (EVX) is a fund that follows the MarketVector Global Environmental Services Index, focusing on companies that help manage waste, recycling, and other environmental services. It mainly holds industrial firms, with most of its investments in the United States. Well-known companies in the fund include Waste Management and Ecolab, both leaders in waste handling and water treatment. Someone might invest in EVX to tap into long-term growth tied to stricter environmental rules and global sustainability trends. A key risk is that it is concentrated in one sector, so its value can rise or fall sharply with changes in the environmental services industry.
How much will it cost me?The VanEck Environmental Services ETF (EVX) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is slightly higher than average because it’s a sector-focused fund, which often requires more active management to track niche industries like environmental services.
What would affect this ETF?The VanEck Environmental Services ETF (EVX) could benefit from increasing global focus on sustainability and stricter environmental regulations, which drive demand for waste management and recycling services. However, it may face challenges from economic downturns that reduce industrial activity, as well as potential regulatory changes that could impact the operations of its top holdings like Waste Management and Ecolab. Additionally, shifts in commodity prices could affect companies in the materials sector, which is a smaller but notable part of the ETF's portfolio.

EVX Top 10 Holdings

EVX is powered by a core of waste-management heavyweights, with Waste Management and Republic Services providing a steady, rising backbone as trash and recycling demand stays resilient. Veolia Environnement and Darling Ingredients add global and specialty flavor, both climbing and giving the fund a nice boost from outside the U.S. On the flip side, Xylem and Veralto have been more mixed, losing steam year-to-date and acting as mild drags. Overall, the ETF is tightly focused on industrial environmental services, with a global tilt but a clear lean toward North American operators.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Ecolab8.38%$8.31M$78.14B6.37%
66
Neutral
Waste Management7.78%$7.72M$90.56B-1.02%
76
Outperform
Waste Connections7.05%$7.00M$42.22B-10.28%
Republic Services6.22%$6.18M$64.78B-8.94%
72
Outperform
Veolia Environnement5.95%$5.91M€25.23B17.68%
71
Outperform
Xylem5.78%$5.73M$27.31B-17.73%
79
Outperform
Veralto Corporation5.52%$5.48M$22.96B-10.10%
76
Outperform
Donaldson Company4.81%$4.77M$10.92B32.98%
79
Outperform
Clean Harbors4.76%$4.73M$16.52B33.61%
78
Outperform
Advanced Drainage Systems4.61%$4.57M$10.61B21.73%
74
Outperform

EVX Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
40.25
Positive
100DMA
39.85
Positive
200DMA
39.59
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EVX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 41.05, equal to the 50-day MA of 40.25, and equal to the 200-day MA of 39.59, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EVX.

EVX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$99.21M0.55%
65
Neutral
$99.91M1.00%
66
Neutral
$97.75M0.50%
60
Neutral
$97.11M0.50%
71
Outperform
$96.12M0.47%
68
Neutral
$15.84M0.70%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EVX
VanEck Environmental Services ETF
40.47
1.97
5.12%
FFND
Future Fund Active ETF
CSNR
Cohen & Steers Natural Resources Active ETF
FDCF
Fidelity Disruptive Communications ETF
IBOT
Vaneck Robotics ETF
PCLN
Pictet Cleaner Planet 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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