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ONLN - ETF AI Analysis

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ONLN

ProShares Online Retail ETF (ONLN)

Rating:66Neutral
Price Target:
ONLN, the ProShares Online Retail ETF, has a solid but not top-tier rating, reflecting a mix of strong leaders and some riskier names in its portfolio. Heavy exposure to Amazon and Mercadolibre supports the fund’s quality, thanks to their strong financial performance and positive growth outlooks, while holdings like Chewy and Coupang introduce more volatility due to bearish technical trends and high valuations. The main risk is the fund’s concentration in a relatively narrow group of online retail and e-commerce companies, which can make performance more sensitive to shifts in that sector.
Positive Factors
Strong Recent One-Month Performance
The ETF has shown strong gains over the past month, suggesting improving momentum in online retail stocks.
Leading Online Retail Giants in Top Holdings
Major positions like Amazon and eBay have delivered solid year-to-date gains, helping support the fund’s overall performance.
Focused Exposure to Online Consumer Spending
The fund’s heavy tilt toward consumer cyclical and online retail companies gives investors targeted exposure to the growth of e-commerce.
Negative Factors
High Concentration in a Few Stocks
A large portion of the portfolio is tied up in a small number of companies, which increases the impact if any of them run into trouble.
Several Weak Top Holdings
Some of the larger positions, such as Alibaba, Carvana, Revolve Group, Coupang, and Wayfair, have shown weak year-to-date performance, which can drag on returns.
Narrow Sector and Geographic Focus
With most assets in U.S. consumer cyclical stocks and very limited exposure outside the U.S., the ETF is vulnerable to downturns in the American consumer and online retail space.

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

ONLN Summary

The ProShares Online Retail ETF (ONLN) tracks the ProShares Online Retail Index, focusing on companies that make most of their sales through the internet. It holds well-known online retailers like Amazon and Alibaba, along with other e-commerce platforms and digital-first stores. Someone might invest in ONLN to benefit from the long-term growth of online shopping and to get diversified exposure to many internet-based retailers in a single investment. A key risk is that it is heavily concentrated in online retail, so its value can rise or fall sharply with trends in e-commerce and consumer spending.
How much will it cost me?The ProShares Online Retail ETF (ONLN) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because it is a niche, sector-focused ETF that requires more active management to target specific companies in the online retail space.
What would affect this ETF?The ProShares Online Retail ETF (ONLN) could benefit from continued growth in e-commerce and digital shopping trends, especially as global consumer habits increasingly shift online. However, it may face challenges from rising interest rates, which can impact consumer spending, and regulatory changes affecting major holdings like Amazon and Alibaba. Additionally, economic slowdowns or supply chain disruptions could negatively affect the performance of companies in its portfolio.

ONLN Top 10 Holdings

ONLN is heavily tilted toward online retail, with Amazon as the main engine; despite its long-term strength, the stock has been wobbling lately, keeping a lid on gains. U.S. names like Etsy and Wayfair have been rising and help offset some of that softness, giving the fund a bit of a comeback story in its core holdings. On the flip side, Chinese giant Alibaba has been lagging and acting like a weight on the portfolio, while other global players such as Coupang and Revolve show mixed signals, underscoring the fund’s concentrated, globally spread bet on digital shopping.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon24.37%$15.66M$2.63T11.66%
71
Outperform
Alibaba8.11%$5.21M$256.89B-7.18%
68
Neutral
eBay7.88%$5.07M$48.06B36.53%
70
Outperform
PDD Holdings5.07%$3.26M$113.25B-23.38%
70
Outperform
Carvana Co4.93%$3.17M$73.01B4.14%
66
Neutral
Mercadolibre4.20%$2.70M$82.90B-35.20%
77
Outperform
Coupang3.98%$2.56M$32.31B-36.95%
60
Neutral
Sea3.59%$2.31M$55.91B-42.00%
69
Neutral
Pattern Group, Inc. Class A3.52%$2.26M$3.78B
Chewy3.45%$2.22M$7.46B-59.62%
54
Neutral

ONLN Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
56.69
Negative
100DMA
55.75
Positive
200DMA
57.82
Negative
Market Momentum
MACD
-0.23
Negative
RSI
54.74
Neutral
STOCH
93.63
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ONLN, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.66, equal to the 50-day MA of 56.69, and equal to the 200-day MA of 57.82, indicating a neutral trend. The MACD of -0.23 indicates Negative momentum. The RSI at 54.74 is Neutral, neither overbought nor oversold. The STOCH value of 93.63 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ONLN.

ONLN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$63.98M0.58%
66
Neutral
$95.80M0.47%
70
Neutral
$90.30M0.65%
61
Neutral
$90.20M0.50%
59
Neutral
$24.94M0.75%
61
Neutral
$1.55M0.35%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ONLN
ProShares Online Retail ETF
56.34
5.26
10.30%
IBOT
Vaneck Robotics ETF
SOCL
Global X Social Media ETF
CSNR
Cohen & Steers Natural Resources Active ETF
AWAY
ETFMG Travel Tech ETF
WNDR
Corgi Travel & Leisure 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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