SHEH - ETF AI Analysis
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Shell plc ADRhedged (SHEH)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, which suggests its main holding has been performing well.
Low Expense Ratio
The fund charges relatively low fees, so more of the investment returns stay in investors’ pockets.
Focused Exposure to a Major Energy Company
The ETF is heavily invested in a large, established energy company, giving investors targeted exposure to a key player in the sector.
Negative Factors
Extreme Single-Stock Concentration
Almost the entire portfolio is in one company, which greatly increases the risk if that stock runs into problems.
Heavy Sector Concentration in Energy
With nearly all assets in the energy sector, the fund is highly sensitive to swings in oil and gas markets.
Limited Geographic Diversification
The ETF’s exposure is almost entirely tied to one market, offering little protection if that region faces economic or regulatory challenges.
SHEH vs. SPDR S&P 500 ETF (SPY)
AUM1.96M
RegionEurope
Expense Ratio0.19%
Beta>-0.01
IssuerADRhedged
Inception DateOct 01, 2024
Dividend Yield1.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,210
30 Day Avg. Volume5,114
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
76.75Price 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 follows the Shell plc - Benchmark Price Return index, giving you focused exposure to Shell, one of the world’s largest energy companies. It invests mostly in Shell stock through U.S.-traded receipts and uses currency hedging to reduce the impact of exchange rate swings. Someone might consider SHEH if they want simple, targeted access to the oil and gas sector and believe Shell’s global energy business can provide long-term growth or income. A key risk is that it’s heavily concentrated in one company and the energy sector, so its price can rise or fall sharply with oil 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
SHEH is essentially a one-stock story: Shell dominates the fund, so its fortunes largely dictate performance. Shell has been rising recently, helped by solid profitability and a generally upbeat outlook, even if results have been a bit mixed over the past few months. With almost all the weight in this single energy giant, there’s heavy concentration in the oil and gas sector and very little diversification across other industries or names. Geographically, exposure is firmly anchored in the U.K. and broader European energy markets, making SHEH a focused bet rather than a broad basket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Shell | 97.80% | $1.94M | $252.70B | 27.75% | 78 Outperform | |
| ― | 2.42% | $48.09K | ― | ― | ― |
SHEH Technical Analysis
Positive
―
Price Trends
60.89
Positive
62.54
Positive
58.32
Positive
Market Momentum
1.39
Negative
71.04
Negative
87.14
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 62.05, equal to the 50-day MA of 60.89, and equal to the 200-day MA of 58.32, indicating a bullish trend. The MACD of 1.39 indicates Negative momentum. The RSI at 71.04 is Negative, neither overbought nor oversold. The STOCH value of 87.14 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
66.14
14.93
29.15%
ASMH
ASML Holding NV ADRhedged
―
―
―
ARMH
Arm Holdings PLC ADRhedged
―
―
―
HSBH
HSBC Holdings plc ADRhedged
―
―
―
BPH
BP p.l.c. ADRhedged
―
―
―
GSKH
GSK plc ADRhedged
―
―
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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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