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MOTO - ETF AI Analysis

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MOTO

SmartETFs Smart Transportation & Technology ETF (MOTO)

Rating:65Neutral
Price Target:
MOTO, the SmartETFs Smart Transportation & Technology ETF, has a solid overall rating driven by strong, innovative holdings like TSM and GOOG, which benefit from powerful financial performance and leadership in advanced technologies such as AI and cloud computing. Other key positions like Nvidia, Amphenol, and Eaton also add strength through robust earnings and strategic growth, though their high valuations and some bearish or mixed technical signals introduce caution. Weaker or more mixed names like Dana and BYD, which face financial or technical challenges, slightly weigh on the fund, and investors should note the risk that many top holdings are in high-growth, tech-focused areas that can be volatile if sentiment shifts.
Positive Factors
Broad Global Exposure
The fund invests across several major markets, with meaningful stakes in the U.S., Europe, and Asia, which helps spread country-specific risk.
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Many Top Holdings Performing Well
Several of the largest positions, such as Amphenol, TSMC, Quanta Services, Dana, and Analog Devices, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees each year.
Sector Concentration in Technology and Consumer Cyclical
A large share of assets is tied to technology and consumer cyclical companies, making the fund more sensitive to downturns in these growth-oriented areas.
Exposure to Weak Mega-Cap Names
Some major holdings like Nvidia and Tesla have shown weak year-to-date performance, which can drag on the fund if these stocks continue to struggle.

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

MOTO Summary

MOTO is the SmartETFs Smart Transportation & Technology ETF, focused on the theme of smart mobility rather than tracking a traditional index. It invests in companies helping shape the future of transportation, including electric vehicles, self-driving technology, and the chips and parts that power them. Well-known holdings include Tesla, Nvidia, Alphabet (Google), and TSMC. Someone might invest in MOTO to seek long-term growth from the shift toward cleaner, smarter transport and to get a mix of tech and industrial companies in one fund. A key risk is that it’s concentrated in one theme, so its price can swing more than the overall market.
How much will it cost me?The SmartETFs Smart Transportation & Technology ETF (MOTO) has an expense ratio of 0.68%, which means you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on innovative and specialized companies in the smart transportation and technology sector.
What would affect this ETF?The MOTO ETF could benefit from growing global demand for electric vehicles, autonomous driving technologies, and sustainable transportation solutions, as governments and industries prioritize cleaner and smarter mobility systems. However, potential risks include regulatory changes, supply chain disruptions in technology and automotive sectors, and economic slowdowns that could impact consumer spending and innovation in transportation. Its global exposure and reliance on technology and consumer cyclical sectors make it sensitive to both technological advancements and broader economic conditions.

MOTO Top 10 Holdings

MOTO is a global bet on the future of mobility, with a tech-heavy tilt where chip and infrastructure names quietly steer the fund. Quanta Services has been a key engine, rising on strong demand for grid and infrastructure work, while Dana and Analog Devices add extra horsepower with improving trends. On the flip side, Nvidia and Alphabet have been losing a bit of steam lately, and Amphenol and Volvo are lagging, creating some drag. Overall, the ETF leans into technology and industrial enablers of smart, electric, and connected transport worldwide.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Quanta Services5.04%$406.99K$82.95B126.09%
78
Outperform
TSMC4.90%$396.01K$1.47T133.81%
81
Outperform
Dana Incorporated4.19%$338.06K$3.62B220.90%
58
Neutral
Amphenol3.99%$321.91K$155.48B110.57%
78
Outperform
Nvidia3.94%$318.29K$4.32T81.93%
76
Outperform
Eaton3.92%$316.62K$141.18B44.69%
75
Outperform
Analog Devices3.91%$315.43K$159.82B97.10%
78
Outperform
BYD Co3.79%$305.90KHK$977.57B-3.79%
66
Neutral
Alphabet Class C3.72%$300.59K$3.62T99.45%
82
Outperform
Volvo AB3.69%$297.92Kkr627.70B31.41%
75
Outperform

MOTO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
57.07
Negative
100DMA
55.30
Positive
200DMA
52.31
Positive
Market Momentum
MACD
-0.52
Negative
RSI
50.75
Neutral
STOCH
84.95
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOTO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.02, equal to the 50-day MA of 57.07, and equal to the 200-day MA of 52.31, indicating a neutral trend. The MACD of -0.52 indicates Negative momentum. The RSI at 50.75 is Neutral, neither overbought nor oversold. The STOCH value of 84.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MOTO.

MOTO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$8.37M0.68%
65
Neutral
$95.78M0.50%
72
Outperform
$95.74M0.65%
68
Neutral
$90.02M1.00%
68
Neutral
$89.01M0.50%
57
Neutral
$87.68M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MOTO
SmartETFs Smart Transportation & Technology ETF
55.83
18.39
49.12%
FDCF
Fidelity Disruptive Communications ETF
TCAI
Tortoise AI Infrastructure ETF
FFND
Future Fund Active ETF
CSNR
Cohen & Steers Natural Resources Active ETF
AIFD
TCW Artificial Intelligence 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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