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NOBL - ETF AI Analysis

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NOBL

ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Rating:71Outperform
Price Target:
NOBL, the ProShares S&P 500 Dividend Aristocrats ETF, earns a solid overall rating thanks to high-quality holdings like General Dynamics and Coca-Cola, which bring strong financial performance, healthy cash flow, and positive earnings outlooks to the portfolio. At the same time, names like Colgate-Palmolive and ADM introduce some drag due to revenue and margin pressures, leverage, and technical weakness. The main risk factor is that several holdings show valuation concerns and pockets of bearish or mixed technical signals, which could increase volatility even in this otherwise quality-focused, dividend-oriented fund.
Positive Factors
Strong Top Holdings
Many of the largest positions, such as Target, Caterpillar, and Albemarle, have shown strong gains this year, helping support the fund’s overall results.
Dividend Aristocrats Focus
The ETF holds S&P 500 companies with long histories of raising dividends, which can provide a steadier income stream and signal financial strength.
Broad Sector Diversification
Holdings are spread across several sectors like consumer defensive, industrials, financials, and materials, which helps reduce the impact if one industry struggles.
Negative Factors
Recent Short-Term Weakness
Despite a positive year-to-date result, the fund has shown weak performance over the last three months, which may signal near-term volatility.
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little diversification across different countries and economies.
Moderate Expense Ratio
The fund’s fee is not especially low for a passive ETF, which slightly reduces the net return investors keep over time.

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

NOBL Summary

NOBL is an ETF that follows the S&P 500 Dividend Aristocrats index, which includes U.S. companies that have raised their dividends every year for at least 25 years. It holds well-known names like Target and Chevron, and spreads investments across many sectors such as consumer goods, industrials, and healthcare. Someone might consider NOBL if they want a mix of potential long-term growth and steady dividend income from established large companies. A key risk is that stock prices and dividend payments are not guaranteed and can go up or down with the overall market.
How much will it cost me?The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed to focus on companies with a strong history of increasing dividends, which requires more research and oversight.
What would affect this ETF?The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) could benefit from stable economic conditions and a focus on dividend-paying companies, as these firms tend to perform well during periods of market uncertainty. However, rising interest rates or economic slowdowns could negatively impact sectors like Consumer Defensive and Industrials, which make up a significant portion of the ETF's holdings. Additionally, regulatory changes or challenges in the U.S. market, where the ETF is heavily focused, could pose risks to its performance.

NOBL Top 10 Holdings

NOBL’s story is less about flashy tech and more about steady, dividend-paying workhorses. Industrials and materials are in the driver’s seat: Caterpillar and Nucor have been rising, giving the fund a solid backbone, while Albemarle adds a more volatile, lithium-flavored boost with strong recent momentum but shakier fundamentals. On the defensive side, Target has been climbing steadily, helping the consumer sleeve pull its weight. Energy giants Chevron and Exxon Mobil are more mixed, occasionally losing steam and tempering gains. Overall, it’s a U.S.-only portfolio built around durable, cash-generating blue chips rather than high-growth fliers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Caterpillar1.62%$178.98M$407.02B170.74%
76
Outperform
West Pharmaceutical Services1.62%$178.94M$21.21B42.28%
68
Neutral
Archer Daniels Midland1.62%$178.86M$36.75B60.57%
64
Neutral
Franklin Resources1.62%$178.55M$15.43B48.42%
74
Outperform
Nucor1.61%$177.74M$51.43B87.41%
74
Outperform
General Dynamics1.59%$175.60M$94.40B28.27%
80
Outperform
NextEra Energy1.56%$172.64M$199.17B44.49%
71
Outperform
Coca-Cola1.55%$171.41M$336.41B9.05%
75
Outperform
Essex Property1.55%$171.20M$17.59B-8.20%
69
Neutral
Colgate-Palmolive1.55%$170.88M$68.31B-5.92%
63
Neutral

NOBL Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
107.93
Negative
100DMA
108.01
Negative
200DMA
104.94
Positive
Market Momentum
MACD
-0.03
Positive
RSI
47.84
Neutral
STOCH
24.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NOBL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 107.82, equal to the 50-day MA of 107.93, and equal to the 200-day MA of 104.94, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 47.84 is Neutral, neither overbought nor oversold. The STOCH value of 24.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NOBL.

NOBL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$11.22B0.35%
71
Outperform
$932.03B0.03%
74
Outperform
$802.35B0.03%
74
Outperform
$740.90B0.09%
74
Outperform
$440.67B0.18%
75
Outperform
$138.50B0.02%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
107.16
11.26
11.74%
VOO
Vanguard S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SPY
SPDR S&P 500 ETF Trust
QQQ
Invesco QQQ Trust
SPYM
State Street SPDR Portfolio S&P 500 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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