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OND - ETF AI Analysis

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OND

ProShares On-Demand ETF (OND)

Rating:57Neutral
Price Target:
OND, the ProShares On-Demand ETF, earns a solid overall rating largely because many of its biggest positions—like Nvidia, Netease, Netflix, and Nexon—show strong financial performance, positive earnings commentary, and growth potential in areas such as AI, gaming, and digital media. These strengths are partly offset by holdings like Take-Two and Bilibili, where profitability, cash flow, or bearish technical signals raise concerns, and by broader risks such as high valuations and some short-term technical weakness across several names in the on-demand and digital entertainment space.
Positive Factors
Leading Growth Companies in Top Holdings
The fund’s largest positions include well-known growth names like Nvidia and Capcom, which have shown strong recent performance and can help drive long-term returns.
Global Exposure Beyond the U.S.
Holdings spread across the U.S., Hong Kong, Japan, Germany, and Poland provide some geographic diversification and reduce reliance on a single country’s market.
Focused Exposure to On-Demand and Digital Services
Heavy weights in communication services and technology give investors targeted access to companies tied to streaming, gaming, and other on-demand digital trends.
Negative Factors
Recent Weak Overall Performance
The ETF has delivered negative returns so far this year and over the last three months, which may concern investors looking for near-term stability.
Underperforming Key Holdings
Several of the top positions, including Spotify, Take-Two, Meituan, Uber, and others, have shown weak year-to-date performance, weighing on the fund’s results.
High Fee for a Thematic ETF
The expense ratio is on the higher side compared with many broad-market ETFs, meaning more of the fund’s returns are eaten up by costs.

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

OND Summary

ProShares On-Demand ETF (OND) follows the FactSet On-Demand Index, focusing on companies that power the on-demand economy—things you can stream, order, or book instantly. It holds well-known names like Nvidia and Netflix, plus platforms such as Spotify and Uber, across the U.S. and several international markets. An investor might choose OND to tap into the long-term growth of digital services and to get a mix of many companies instead of picking single stocks. However, it is heavily tied to tech and online services, so its price can rise and fall sharply with trends in these areas.
How much will it cost me?The ProShares On-Demand ETF (OND) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This expense ratio is higher than average because the ETF is actively managed and focuses on a niche theme within the on-demand economy, requiring more specialized research and management.
What would affect this ETF?The ProShares On-Demand ETF could benefit from continued growth in the on-demand economy, driven by increasing consumer reliance on e-commerce, streaming services, and gig platforms, as well as advancements in technology like AI and automation. However, it may face challenges from regulatory changes affecting gig economy companies, economic slowdowns that reduce discretionary spending, or competition in the tech and communication sectors. Its global exposure and focus on innovative companies provide opportunities but also expose it to geopolitical risks and market volatility.

OND Top 10 Holdings

OND is leaning hard into the global on-demand and digital entertainment wave, with Nvidia acting as a key engine thanks to its rising momentum in AI and data centers. Gaming names like Electronic Arts and Capcom are mostly steady, helping to smooth out the ride. On the flip side, streaming and audio platforms such as Netflix and Spotify have been more mixed, with Spotify in particular dragging on recent returns. Chinese platforms like Bilibili and Meituan add international spice but have been lagging, making this a concentrated bet on communication services and tech-driven consumer habits.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia5.97%$209.42K$4.85T87.58%
76
Outperform
Electronic Arts5.41%$189.75K$50.68B38.52%
70
Outperform
Netflix5.05%$177.19K$391.03B-15.38%
73
Outperform
Capcom Co5.02%$176.12K¥1.45T-15.28%
69
Neutral
Spotify4.97%$174.39K$106.20B-14.85%
66
Neutral
Bilibili, Inc. Class Z4.72%$165.71KHK$73.99B33.73%
65
Neutral
Take-Two4.62%$162.04K$38.87B-5.74%
53
Neutral
Meituan4.54%$159.53KHK$513.12B-37.20%
74
Outperform
Uber Technologies4.46%$156.50K$152.15B-4.35%
74
Outperform
DoorDash4.29%$150.45K$76.89B-5.46%
76
Outperform

OND Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
34.81
Positive
100DMA
37.83
Negative
200DMA
41.43
Negative
Market Momentum
MACD
0.31
Negative
RSI
52.61
Neutral
STOCH
43.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OND, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.45, equal to the 50-day MA of 34.81, and equal to the 200-day MA of 41.43, indicating a neutral trend. The MACD of 0.31 indicates Negative momentum. The RSI at 52.61 is Neutral, neither overbought nor oversold. The STOCH value of 43.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OND.

OND Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.52M0.58%
57
Neutral
$98.78M0.75%
72
Outperform
$98.19M1.00%
69
Neutral
$97.72M0.50%
59
Neutral
$42.33M0.50%
67
Neutral
$32.52M0.69%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
OND
ProShares On-Demand ETF
35.24
0.49
1.41%
YNOT
Horizon Digital Frontier ETF
FFND
Future Fund Active ETF
CSNR
Cohen & Steers Natural Resources Active ETF
PAWZ
ProShares Pet Care ETF
LOGO
Tidal Trust III Alpha Brands Consumption Leaders 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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