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RTH - ETF AI Analysis

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RTH

VanEck Retail ETF (RTH)

Rating:70Outperform
Price Target:
RTH, the VanEck Retail ETF, has an overall rating that suggests it is a solid but not risk‑free way to invest in leading retail and consumer names. The fund is boosted by large positions in strong performers like Amazon and Walmart, which show robust financial results and growth in areas such as e-commerce and international markets, as well as off-price leaders like TJX and Ross Stores that are delivering strong sales and profitability. However, holdings such as CVS and McKesson, which face leverage, profitability, and bearish technical pressures, along with some signs of overvaluation and technical weakness in other names, introduce risk, and the fund’s focus on retail and related sectors means it is sensitive to consumer spending trends.
Positive Factors
Strong Retail Leaders in Top Holdings
The fund holds several well-known retail and health-care names that have shown strong or steady performance, which can help support overall returns.
Balanced Mix of Consumer and Health Care Sectors
Exposure to both consumer cyclical, consumer defensive, and health care companies provides some balance between more growth-sensitive and more defensive businesses.
Moderate Expense Ratio
The fund’s expense ratio is moderate for a specialized sector ETF, so investors are not paying extremely high ongoing fees for this targeted retail exposure.
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 that any one stock’s weakness can have on the fund.
Recent Short-Term Weakness
The ETF has shown weak performance over the last few months, suggesting recent pressure on the retail-focused holdings.
Heavy U.S. and Retail Focus
With almost all assets in U.S. companies and a strong tilt toward retail-related sectors, the fund is highly sensitive to the U.S. consumer and domestic economic conditions.

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

RTH Summary

The VanEck Retail ETF (RTH) is a fund that tracks the MVIS US Listed Retail 25 Index, focusing on major U.S. retailers. It holds a mix of well-known companies like Amazon and Walmart, along with other big names in discount stores, pharmacies, and home improvement. This ETF gives investors an easy way to invest in the overall retail theme, from online shopping to traditional stores, which may offer growth and diversification in a single investment. A key risk is that it is heavily tied to the retail sector, so it can rise or fall sharply with consumer spending and economic conditions.
How much will it cost me?The VanEck Retail ETF (RTH) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is a sector-focused fund, which often requires more active management to maintain its targeted exposure. It’s important to consider this cost when evaluating your investment options.
What would affect this ETF?The VanEck Retail ETF (RTH) could benefit from continued growth in e-commerce and technological advancements, especially with top holdings like Amazon and Walmart driving innovation in online shopping and logistics. However, rising interest rates or economic slowdowns could negatively impact consumer spending, which is crucial for the retail sector. Additionally, regulatory changes or supply chain disruptions could pose challenges for some of the ETF's key companies.

RTH Top 10 Holdings

RTH is heavily tilted toward big U.S. retailers, with Amazon, Walmart, and Costco steering the ship. Amazon has been losing a bit of altitude lately, while Walmart and Lowe’s are also lagging, which has put some weight on the fund’s near-term performance. On the brighter side, health care names like CVS and McKesson, along with off-price standout Ross Stores, have been rising and helping to balance the load. Overall, this is a consumer-focused, U.S.-centric play with a clear bet on retail heavyweights.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon21.95%$56.59M$2.92T34.19%
71
Outperform
Walmart10.16%$26.20M$884.94B11.16%
78
Outperform
Costco7.95%$20.50M$422.14B-0.14%
72
Outperform
Home Depot5.00%$12.90M$331.00B-10.71%
66
Neutral
McKesson4.69%$12.09M$100.24B16.34%
62
Neutral
CVS Health4.61%$11.89M$133.25B71.47%
64
Neutral
TJX Companies4.51%$11.63M$173.81B21.88%
79
Outperform
Ross Stores4.40%$11.34M$80.54B78.14%
80
Outperform
Lowe's4.16%$10.73M$116.52B-9.30%
69
Neutral
O'Reilly Auto4.14%$10.68M$74.05B-11.45%
66
Neutral

RTH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
259.16
Positive
100DMA
259.86
Positive
200DMA
257.56
Positive
Market Momentum
MACD
3.15
Negative
RSI
67.00
Neutral
STOCH
90.58
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RTH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 261.51, equal to the 50-day MA of 259.16, and equal to the 200-day MA of 257.56, indicating a bullish trend. The MACD of 3.15 indicates Negative momentum. The RSI at 67.00 is Neutral, neither overbought nor oversold. The STOCH value of 90.58 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RTH.

RTH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$264.35M0.35%
70
Outperform
$986.13M0.75%
73
Outperform
$944.64M0.49%
67
Neutral
$941.89M0.40%
61
Neutral
$270.14M0.39%
69
Neutral
$107.34M0.65%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RTH
VanEck Retail ETF
272.58
30.13
12.43%
IVES
Dan IVES Wedbush AI Revolution ETF
TRFK
Pacer Data and Digital Revolution ETF
GII
SPDR S&P Global Infrastructure ETF
RXI
iShares Global Consumer Discretionary ETF
IBUY
Amplify Online Retail 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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