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GOP - ETF AI Analysis

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GOP

Unusual Whales Subversive Republican Trading ETF (GOP)

Rating:70Neutral
Price Target:
GOP, the Unusual Whales Subversive Republican Trading ETF, has a solid overall rating driven largely by strong, well-established holdings like Comfort Systems USA, Nvidia, Arista Networks, JPMorgan Chase, and United Therapeutics, which all benefit from robust financial performance and generally positive earnings outlooks. The rating is held back somewhat by holdings such as Intel, AT&T, and Chevron, where high debt, profitability and cash flow challenges, or bearish technical trends introduce more uncertainty. A key risk factor is that several major positions face valuation concerns or negative technical momentum at the same time, which could increase volatility for the fund.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, suggesting positive momentum.
Leading Growth Stocks in Top Holdings
Several major positions, including well-known technology and semiconductor companies, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, industrials, financials, energy, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy U.S. Market 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’s fortunes.
Meaningful Single-Stock Exposure
A small number of stocks make up a sizable share of the portfolio, so poor performance from these names could noticeably hurt overall results.

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

GOP Summary

The Unusual Whales Subversive Republican Trading ETF (ticker GOP) is an actively managed fund that invests mainly in U.S. companies whose performance may be influenced by Republican political activity and policies. It doesn’t track a traditional stock index, but instead follows a political theme across the total market, with big stakes in technology, industrials, and financials. Well-known holdings include Intel and JPMorgan Chase. Someone might invest for diversification and to try to benefit from market moves tied to political events. A key risk is that it can be very volatile and may rise or fall sharply with changes in politics and the overall market.
How much will it cost me?The Unusual Whales Subversive Republican Trading ETF (Ticker: GOP) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on niche political market dynamics rather than tracking a broad index.
What would affect this ETF?The GOP ETF, with its focus on political market dynamics tied to Republican policies, could benefit from favorable legislation impacting sectors like technology, energy, and financials, which are heavily weighted in its portfolio. However, changes in political leadership, regulatory shifts, or economic downturns could negatively affect the ETF’s performance, especially if they disrupt key sectors or global market stability. Investors should also consider the potential volatility associated with its niche focus on political developments.

GOP Top 10 Holdings

This politically themed ETF is leaning heavily on industrial and tech winners to do the heavy lifting. Comfort Systems is powering ahead and has become a key engine for returns, while Arista Networks and Intel are also rising, riding the broader wave in AI and chips. Nvidia and ASML add more semiconductor flavor, giving the fund a clear tech tilt despite its total-market label. On the flip side, JPMorgan looks more steady than exciting, and AT&T is lagging a bit, acting as a small drag. Most top names are U.S.-based, so global in name still means America at the core.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Comfort Systems8.39%$6.21M$60.76B354.88%
80
Outperform
Intel5.86%$4.33M$414.43B314.38%
64
Neutral
JPMorgan Chase4.16%$3.07M$831.44B28.13%
72
Outperform
3.80%$2.81M
Arista Networks3.40%$2.51M$222.76B120.24%
83
Outperform
Nvidia3.38%$2.50M$5.06T99.22%
76
Outperform
United Therapeutics2.34%$1.73M$24.86B90.88%
79
Outperform
AT&T2.08%$1.54M$182.97B-6.38%
71
Outperform
Advanced Micro Devices2.00%$1.48M$567.05B247.16%
73
Outperform
Allstate1.87%$1.38M$54.97B9.62%
74
Outperform

GOP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
39.13
Positive
100DMA
38.37
Positive
200DMA
36.92
Positive
Market Momentum
MACD
1.04
Negative
RSI
80.11
Negative
STOCH
95.51
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GOP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.70, equal to the 50-day MA of 39.13, and equal to the 200-day MA of 36.92, indicating a bullish trend. The MACD of 1.04 indicates Negative momentum. The RSI at 80.11 is Negative, neither overbought nor oversold. The STOCH value of 95.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GOP.

GOP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$75.43M0.73%
70
Neutral
$91.97M1.02%
62
Neutral
$74.85M0.65%
68
Neutral
$72.15M0.55%
71
Outperform
$64.48M0.59%
70
Neutral
$59.73M1.00%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GOP
Unusual Whales Subversive Republican Trading ETF
42.83
12.22
39.92%
GINX
SGI Enhanced Global Income ETF
SAGP
Strategas Global Policy Opportunities ETF
RJDI
RJ Eagle GCM Dividend Select Income ETF
CAMX
Cambiar Aggressive Value ETF
WCAP
WarCap Unconstrained 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: ―
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