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HSBH - ETF AI Analysis
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HSBC Holdings plc ADRhedged (HSBH)
Rating:77Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong short-term performance over the past month and quarter, which has supported its year-to-date gains.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Focused Exposure to a Major Global Bank
With most of the fund invested in HSBC Holdings, investors gain targeted exposure to a large, established financial institution.
Negative Factors
Extreme Single-Stock Concentration
Nearly the entire portfolio is invested in one company, which greatly increases the risk if that stock performs poorly.
Heavy Sector Concentration in Financials
Almost all assets are in the financial sector, so the ETF is highly sensitive to downturns in banks and financial markets.
Very Small Asset Base
The fund manages a relatively small amount of money, which can increase the risk of closure or reduced trading liquidity for investors.
HSBH vs. SPDR S&P 500 ETF (SPY)
AUM2.73M
RegionEurope
Expense Ratio0.19%
Beta0.71
IssuerADRhedged
Inception DateOct 01, 2024
Dividend Yield0.39%
Asset ClassEquity
Index TrackedHSBC Holdings plc - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,156
30 Day Avg. Volume7,107
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HSBH Summary
HSBH is an ETF that mainly tracks the HSBC Holdings plc benchmark index, giving you focused exposure to one large global bank: HSBC Holdings. It is a sector fund tied to the financials and banking theme, so your money is mostly invested in the banking industry. Someone might consider this ETF if they want simple, one-stop access to a major international bank and believe in the long-term growth and stability of large financial institutions. A key risk is that it’s highly concentrated in one bank stock, so its price can move sharply with news and conditions affecting that single company and the banking sector.
How much will it cost me?The expense ratio for HSBH is 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF, designed to track a specific index rather than actively selecting stocks.
What would affect this ETF?The HSBH ETF, focused on the banking sector in the U.K., could benefit from positive trends like technological advancements in financial services and stable economic growth in Europe, which may drive innovation and profitability for banks. However, it faces risks from potential regulatory changes, economic slowdowns, or interest rate fluctuations that could impact banking operations and lending activity. Its currency hedging feature helps mitigate risks tied to exchange rate volatility, but broader economic conditions remain a key factor to watch.
HSBH Top 10 Holdings
This ETF is essentially a one-stock story, with HSBC Holdings doing almost all the heavy lifting. HSBC has been rising steadily in recent months, helped by solid earnings and stronger revenue, so when it moves, the whole fund tends to follow. The flip side is that there’s very little diversification: the portfolio is almost entirely tied to one U.K.-based banking giant, with only a tiny sliver in other names. That makes this fund a focused bet on European, and especially British, banking fortunes rather than a broad financials play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 95.63% | $2.51M | $268.36B | 37.01% | 78 Outperform | |
| ― | 3.51% | $92.31K | ― | ― | ― |
HSBH Technical Analysis
Neutral
―
Price Trends
93.74
Negative
87.12
Positive
78.68
Positive
Market Momentum
-0.49
Positive
39.17
Neutral
11.12
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HSBH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 95.79, equal to the 50-day MA of 93.74, and equal to the 200-day MA of 78.68, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 39.17 is Neutral, neither overbought nor oversold. The STOCH value of 11.12 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HSBH.
HSBH Peer Comparison
Comparison Results
Performance Comparison
HSBH
HSBC Holdings plc ADRhedged
90.03
25.36
39.21%
WDEF
WisdomTree Europe Defense Fund
―
―
―
SHEH
Shell plc ADRhedged
―
―
―
BPH
BP p.l.c. ADRhedged
―
―
―
ARMH
Arm Holdings PLC ADRhedged
―
―
―
GSKH
GSK plc ADRhedged
―
―
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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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