tiprankstipranks
Advertisement

IPAY - ETF AI Analysis

Compare

Top Page

IPAY

ETFMG Prime Mobile Payments ETF (IPAY)

Rating:70Neutral
Price Target:
IPAY, the ETFMG Prime Mobile Payments ETF, has an overall rating that reflects a solid but not flawless portfolio of leading payment and fintech companies. Strong holdings like American Express, Mastercard, Visa, and PayPal boost the fund’s quality through robust financial performance, revenue growth, and strategic expansion in digital payments. However, several key positions such as Adyen, Coinbase, and Affirm face risks from bearish technical trends, high valuations, and cash flow or expense concerns, and the fund’s focus on the payments and fintech space means investors are exposed to sector-specific and macroeconomic risks.
Positive Factors
Focused Exposure to Digital Payments
The fund targets companies in the fast-growing mobile and digital payments space, giving investors direct exposure to this long-term trend.
Global Revenue Footprint
While most holdings are U.S.-listed, the ETF includes companies from several other countries, adding some international diversification to the portfolio.
Recent Short-Term Rebound
The ETF has shown a strong gain over the past month, suggesting improving short-term momentum after earlier weakness this year.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into returns over time compared with lower-cost ETFs.
Weak Year-to-Date Performance
The ETF has delivered negative results so far this year, reflecting recent struggles in many of its holdings.
Concentrated in a Single Theme
Heavy exposure to technology and financial companies tied to mobile payments means the fund can be very sensitive to downturns in this niche of the market.

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

IPAY Summary

IPAY is the ETFMG Prime Mobile Payments ETF, which tracks the Nasdaq CTA Global Digital Payments index. It focuses on companies that help people and businesses pay digitally instead of using cash, such as card networks, mobile payment apps, and online payment platforms. Well-known holdings include Visa, Mastercard, PayPal, and American Express. An investor might choose IPAY to benefit from the long-term growth of digital and mobile payments around the world and to get a mix of leading payment companies in one fund. A key risk is that it is heavily focused on payment and tech-related stocks, so its price can swing more than the overall market.
How much will it cost me?The ETFMG Prime Mobile Payments ETF (Ticker: IPAY) 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 and focuses on a specific niche in the financial sector, which requires more research and management compared to passively managed ETFs.
What would affect this ETF?The ETFMG Prime Mobile Payments ETF (IPAY) could benefit from the global shift towards cashless transactions and increasing adoption of mobile payment technologies, as its holdings include major players like Visa, Mastercard, and PayPal. However, rising interest rates or stricter regulations in the financial and technology sectors could negatively impact the profitability of companies within the ETF. Additionally, economic slowdowns or reduced consumer spending might hinder growth in the mobile payments industry.

IPAY Top 10 Holdings

IPAY is a pure play on digital and mobile payments, with performance heavily shaped by a handful of big transaction names. Block and Wise have been rising lately, giving the fund a helpful tailwind, while buy-now-pay-later player Affirm has been volatile, adding drama rather than steady lift. Global networks Visa and Mastercard look a bit tired, with recent trading more mixed and no longer sprinting ahead. Dutch processor Adyen has been notably weak, acting as a brake. Overall, it’s a globally diversified bet, but tightly clustered around payment processors and fintech platforms.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Block5.87%$10.22M$42.91B22.22%
72
Outperform
Adyen5.63%$9.79M€30.76B-30.40%
66
Neutral
Visa5.61%$9.76M$589.76B-8.25%
70
Outperform
Mastercard5.57%$9.70M$449.63B-5.25%
75
Outperform
Affirm Holdings5.44%$9.47M$21.23B32.46%
71
Outperform
Capital One Financial5.34%$9.30M$118.48B6.00%
71
Outperform
Wise PLC Class A5.34%$9.29M£12.81B8.94%
72
Outperform
PayPal Holdings5.29%$9.20M$45.42B-23.35%
76
Outperform
American Express5.28%$9.19M$214.31B20.34%
80
Outperform
Coinbase Global5.09%$8.85M$52.75B-4.18%
68
Neutral

IPAY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
44.95
Positive
100DMA
47.69
Negative
200DMA
52.00
Negative
Market Momentum
MACD
0.80
Negative
RSI
59.80
Neutral
STOCH
32.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPAY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 46.35, equal to the 50-day MA of 44.95, and equal to the 200-day MA of 52.00, indicating a neutral trend. The MACD of 0.80 indicates Negative momentum. The RSI at 59.80 is Neutral, neither overbought nor oversold. The STOCH value of 32.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IPAY.

IPAY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$174.16M0.75%
70
Neutral
$990.04M0.39%
61
Neutral
$976.50M0.36%
73
Outperform
$540.43M0.41%
69
Neutral
$475.96M0.61%
66
Neutral
$255.53M1.80%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IPAY
ETFMG Prime Mobile Payments ETF
47.62
-5.58
-10.49%
SLVP
iShares MSCI Global Silver Miners ETF
PPH
VanEck Pharmaceutical ETF
IXG
iShares Global Financials ETF
DFNL
Davis Select Financial Etf
PSP
Invesco Global Listed Private 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: ―
Table of Contents
Advertisement