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RTH - ETF AI Analysis

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RTH

VanEck Retail ETF (RTH)

Rating:71Outperform
Price Target:
RTH, the VanEck Retail ETF, has a solid overall rating driven mainly by heavyweight holdings like Amazon and Walmart, which benefit from strong financial performance, growth in e-commerce and international markets, and generally positive outlooks despite some valuation and short-term technical concerns. Other strong contributors such as TJX and Ross Stores add to the fund’s quality through robust sales growth, profitability, and effective strategic initiatives. The main risk comes from exposure to weaker names like CVS and McKesson, where leverage, profitability challenges, and bearish technical trends could weigh on the fund, as well as the concentration in a relatively small group of large retail and healthcare-related companies.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Retail Holdings
Many of the largest positions, including major retailers and pharmacies, have delivered strong year-to-date results that support the fund’s overall performance.
Focused Yet Mixed Sector Exposure
While centered on retail, the fund spreads its assets across consumer cyclical, consumer defensive, health care, and industrials, which helps balance different types of spending and business cycles.
Negative Factors
High Stock Concentration
A large share of the fund is invested in just a few companies like Amazon, Walmart, and Costco, which increases the impact if any of these stocks struggle.
U.S.-Only Market Exposure
With virtually all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. economy and consumer.
Moderate Fee Level
The expense ratio is not especially low for a passive ETF, meaning a noticeable portion of returns goes toward fees each year.

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

RTH Summary

The VanEck Retail ETF (RTH) is a fund that follows the MVIS US Listed Retail 25 Index, focusing on major U.S. retail companies. It holds well-known names like Amazon and Walmart, along with other big retailers and pharmacy chains, giving you a simple way to invest in the overall retail shopping theme, from online to in-store. Someone might invest in RTH to benefit from potential growth in consumer spending and to get instant diversification across many leading retailers in one purchase. A key risk is that it is heavily tied to the retail sector, so it can rise or fall with changes in consumer spending and the economy.
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 riding on the shoulders of a few retail giants, with Amazon acting as the main engine thanks to its rising share price and outsized weight in the fund. Walmart and Costco are also pulling their weight, adding steady, growth-driven support. On the flip side, Home Depot and CVS have been more of a drag lately, with weaker trends that blunt some of the upside. The ETF is heavily tilted toward U.S. consumer and retail names, so investors are essentially betting on the strength of American shoppers and big-box retail over a global mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon23.86%$63.63M$2.84T39.12%
71
Outperform
Walmart11.66%$31.11M$1.04T33.99%
78
Outperform
Costco8.29%$22.10M$448.60B1.99%
72
Outperform
TJX Companies4.78%$12.75M$173.80B23.87%
79
Outperform
Home Depot4.60%$12.27M$334.56B-6.90%
66
Neutral
Lowe's4.28%$11.42M$136.91B9.68%
69
Neutral
CVS Health4.19%$11.18M$99.89B20.68%
64
Neutral
O'Reilly Auto4.09%$10.91M$77.92B0.68%
66
Neutral
McKesson3.83%$10.22M$101.43B18.38%
62
Neutral
Ross Stores3.74%$9.98M$72.92B62.28%
80
Outperform

RTH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
259.03
Positive
100DMA
258.45
Positive
200DMA
252.08
Positive
Market Momentum
MACD
3.21
Negative
RSI
59.81
Neutral
STOCH
45.71
Neutral
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 263.05, equal to the 50-day MA of 259.03, and equal to the 200-day MA of 252.08, indicating a bullish trend. The MACD of 3.21 indicates Negative momentum. The RSI at 59.81 is Neutral, neither overbought nor oversold. The STOCH value of 45.71 is Neutral, 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
$261.58M0.35%
71
Outperform
$990.04M0.39%
61
Neutral
$976.50M0.36%
73
Outperform
$976.34M0.40%
63
Neutral
$267.12M0.39%
69
Neutral
$120.42M0.65%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RTH
VanEck Retail ETF
266.32
38.55
16.92%
SLVP
iShares MSCI Global Silver Miners ETF
PPH
VanEck Pharmaceutical 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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