SHEH - ETF AI Analysis
Top Page
Shell plc ADRhedged (SHEH)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating positive recent momentum.
Leading Energy Holding
The fund is heavily invested in Shell, which has shown strong performance this year and has been a key driver of returns.
Low Expense Ratio
The ETF charges relatively low fees, which helps investors keep more of their returns over time.
Negative Factors
Extreme Single-Stock Concentration
Nearly the entire portfolio is invested in Shell, meaning the ETF’s performance is highly dependent on just one company.
Heavy Sector Concentration in Energy
Almost all assets are in the energy sector, so the fund is very sensitive to swings in energy prices and industry-specific risks.
Very Small Asset Base
The ETF manages a relatively small amount of money, which can increase the risk of low trading volume and wider bid-ask spreads for investors.
SHEH vs. SPDR S&P 500 ETF (SPY)
AUM1.94M
RegionEurope
Expense Ratio0.19%
Beta0.06
IssuerADRhedged
Inception DateOct 01, 2024
Dividend Yield1.13%
Asset ClassEquity
Index TrackedShell plc - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,004
30 Day Avg. Volume6,625
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
71.88Price 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 a benchmark based on Shell’s share price. It focuses on the energy sector, especially oil and gas, so you’re essentially investing in one of the world’s largest energy companies in a single fund. A key reason someone might invest in SHEH is to get targeted exposure to the energy market and potential income from a major global player like Shell, while reducing some currency risk. However, this ETF is highly concentrated in one company and sector, so its value can rise or fall sharply with energy prices and Shell’s business performance.
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
SHEH is essentially a one-stock story, with Shell doing almost all the heavy lifting. The fund is tightly hitched to the energy wagon, and Shell’s solid gains over the past few months have been the main engine for performance, even though the stock has cooled a bit recently. With almost all its exposure tied to this single U.K.-based energy giant and little diversification beyond it, the ETF rises and dips largely in step with Shell and the broader oil and gas backdrop, rather than a mix of sectors or regions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Shell | 98.28% | $1.84M | $249.99B | 31.64% | 78 Outperform | |
| ― | 2.13% | $39.77K | ― | ― | ― |
SHEH Technical Analysis
Neutral
―
Price Trends
64.21
Negative
58.83
Positive
55.73
Positive
Market Momentum
-0.32
Positive
46.45
Neutral
76.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHEH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 64.91, equal to the 50-day MA of 64.21, and equal to the 200-day MA of 55.73, indicating a neutral trend. The MACD of -0.32 indicates Positive momentum. The RSI at 46.45 is Neutral, neither overbought nor oversold. The STOCH value of 76.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SHEH.
SHEH Peer Comparison
Comparison Results
Performance Comparison
SHEH
Shell plc ADRhedged
63.66
17.27
37.23%
WDEF
WisdomTree Europe Defense Fund
―
―
―
HSBH
HSBC Holdings plc ADRhedged
―
―
―
ARMH
Arm Holdings PLC ADRhedged
―
―
―
BPH
BP p.l.c. 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.
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: ―
Table of Contents