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SHEH - ETF AI Analysis
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Shell plc ADRhedged (SHEH)
Rating:75Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The ETF charges relatively low ongoing fees, which helps investors keep more of their returns over time.
Currency-Hedged Structure
As a hedged ADR, the fund is designed to reduce the impact of currency swings between the U.S. dollar and the foreign company’s home currency.
Recent Short-Term Momentum
The ETF has shown positive performance over the past month and three months, indicating some recent upward price movement despite a slightly negative year-to-date result.
Negative Factors
Extreme Single-Stock Concentration
Shell makes up almost the entire portfolio, so the ETF’s performance is heavily tied to the fortunes of one company.
Very Narrow Sector Exposure
With nearly all assets in the energy sector, the fund is highly sensitive to swings in oil and gas markets and offers little diversification across industries.
Small Asset Base
The ETF manages a relatively small amount of money, which can increase the risk of low trading volume and potentially wider bid-ask spreads for investors.
SHEH vs. SPDR S&P 500 ETF (SPY)
AUM5.21M
RegionEurope
Expense Ratio0.19%
Beta0.17
IssuerADRhedged
Inception DateOct 01, 2024
Dividend Yield1.08%
Asset ClassEquity
Index TrackedShell plc - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,606
30 Day Avg. Volume7,812
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
65.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SHEH Summary
SHEH is an ETF that mainly tracks the performance of Shell plc through U.S.-traded shares (ADRs), while trying to reduce currency swings between the U.S. dollar and foreign markets. It follows a Shell plc benchmark index and is focused on the energy sector, especially oil, gas, and related fuels. Shell is one of the world’s largest energy companies, so this ETF is a way to invest in that single, well-known business with some currency risk management. A key risk is that it is highly concentrated in one company and in the energy sector, so its price can rise or fall sharply with oil and gas markets.
How much will it cost me?The SHEH ETF has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed funds because it focuses on a specific sector and uses hedging strategies to reduce currency risks.
What would affect this ETF?The SHEH ETF could benefit from rising global energy demand and Shell's leadership in the oil and gas sector, especially if energy prices remain strong or increase due to geopolitical tensions or supply constraints. However, it may face challenges from regulatory pressures on fossil fuels, a shift toward renewable energy, or economic slowdowns that reduce energy consumption. Its hedging strategy helps mitigate currency risks, but the ETF's heavy reliance on Shell means its performance is closely tied to the company's success and broader trends in the energy market.
SHEH Top 10 Holdings
This ETF is essentially a one-stock story, with Shell in the driver’s seat and almost nothing else in the passenger seat. Shell’s shares have been steadily rising in recent months, helped by solid profitability and a generally upbeat outlook, so when Shell moves, the fund moves with it. That makes performance highly concentrated in the traditional energy space, especially oil and gas, rather than spread across different sectors. Geographically, it’s a Europe- and U.K.-anchored play, even though investors access it through U.S.-traded, currency-hedged ADRs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Shell | 95.47% | $5.04M | $251.04B | 30.04% | 78 Outperform | |
| ― | 3.77% | $198.80K | ― | ― | ― |
SHEH Technical Analysis
Positive
―
Price Trends
56.76
Positive
55.63
Positive
53.54
Positive
Market Momentum
2.36
Negative
79.20
Negative
97.06
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHEH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.72, equal to the 50-day MA of 56.76, and equal to the 200-day MA of 53.54, indicating a bullish trend. The MACD of 2.36 indicates Negative momentum. The RSI at 79.20 is Negative, neither overbought nor oversold. The STOCH value of 97.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SHEH.
SHEH Peer Comparison
Comparison Results
Performance Comparison
SHEH
Shell plc ADRhedged
66.50
14.99
29.10%
WDEF
WisdomTree Europe Defense Fund
―
―
―
HSBH
HSBC Holdings plc ADRhedged
―
―
―
BPH
BP p.l.c. ADRhedged
―
―
―
ARMH
Arm Holdings PLC ADRhedged
―
―
―
GSKH
GSK plc ADRhedged
―
―
―
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.
Disclaimer
This 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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