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SHPP - ETF AI Analysis

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SHPP

Pacer Industrials and Logistics ETF (SHPP)

Rating:66Neutral
Price Target:
SHPP, the Pacer Industrials and Logistics ETF, has a solid overall rating driven by strong, diversified holdings in global transportation and industrial leaders. Top positions like ABB, FedEx, and Canadian National Railway support the fund with robust financial performance, positive momentum, and strategic initiatives, though some names such as Union Pacific and SAP face leverage, valuation, or technical pressures that slightly weigh on the score. The main risk factor is the fund’s concentration in transportation and logistics companies, which makes it sensitive to macroeconomic conditions and industry-specific challenges.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far and in recent months, suggesting positive momentum in its strategy.
Leading Industrial and Logistics Holdings
Several of the largest positions, including major transportation and logistics companies, have delivered strong results that support the fund’s overall performance.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of economic or market weakness in any single country.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns for investors.
Sector Concentration in Industrials
A heavy focus on industrials means the ETF could be hit hard if this sector faces a downturn.
Notable Underperforming Top Holding
One of the largest positions has shown weak performance this year, which can drag on the fund given its sizable weight.

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

SHPP Summary

The Pacer Industrials and Logistics ETF (SHPP) tracks the Pacer Global Supply Chain Infrastructure Index, focusing on companies that move and manage goods around the world. It mainly holds industrial and logistics businesses such as Union Pacific and FedEx, along with other railroads, shipping, and delivery firms that benefit from global trade and e-commerce growth. Investors might consider SHPP for diversified exposure to the “picks and shovels” of the global economy—transportation and supply chains. A key risk is that it is concentrated in industrial and logistics stocks, so it can rise and fall sharply with economic cycles and global trade conditions.
How much will it cost me?The Pacer Industrials and Logistics ETF (SHPP) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is a sector-focused ETF, which typically involves more active management compared to broad market index funds. The higher cost reflects the specialized approach to investing in logistics and industrial companies.
What would affect this ETF?The Pacer Industrials and Logistics ETF (SHPP) could benefit from trends like the growth of e-commerce, advancements in supply chain technology, and increased globalization, which drive demand for logistics and transportation services. However, it may face challenges from rising interest rates, which can increase borrowing costs for industrial companies, and potential economic slowdowns that could reduce global trade activity. Its global exposure and focus on industrials and logistics make it sensitive to both technological innovation and broader economic conditions.

SHPP Top 10 Holdings

SHPP is leaning hard into the global logistics and rail story, with industrial heavyweights doing most of the heavy lifting. ABB is one of the fund’s star performers, rising on solid results and portfolio streamlining. FedEx and a pack of rail names like Union Pacific and Canadian National are also climbing, giving the ETF a strong backbone in transportation. DHL adds another steady global logistics pillar. The main soft spot is SAP, which has been lagging lately, but it’s more of a side character in what is clearly an industrials-and-logistics-led cast spread across the U.S., Canada, and Europe.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ABB Ltd10.89%$216.60KCHF140.24B78.92%
78
Outperform
Union Pacific10.29%$204.75K$159.53B26.48%
72
Outperform
SAP SE8.46%$168.27K€171.96B-40.47%
66
Neutral
FedEx6.65%$132.30K$92.57B83.40%
79
Outperform
United Parcel5.76%$114.62K$90.96B11.48%
72
Outperform
CSX4.09%$81.37K$84.38B63.11%
78
Outperform
Norfolk Southern3.79%$75.45K$78.27B43.82%
75
Outperform
Canadian Pacific Kansas City3.78%$75.21K$78.16B21.60%
74
Outperform
Canadian National Railway3.41%$67.78K$70.26B19.09%
77
Outperform
DHL Group3.11%$61.93K€53.49B27.63%
76
Outperform

SHPP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
31.54
Positive
100DMA
30.97
Positive
200DMA
29.52
Positive
Market Momentum
MACD
0.58
Negative
RSI
63.62
Neutral
STOCH
59.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHPP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.29, equal to the 50-day MA of 31.54, and equal to the 200-day MA of 29.52, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 63.62 is Neutral, neither overbought nor oversold. The STOCH value of 59.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SHPP.

SHPP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.00M0.60%
66
Neutral
$99.07M0.35%
67
Neutral
$58.63M0.50%
58
Neutral
$47.53M0.80%
71
Outperform
$12.95M0.45%
59
Neutral
$2.29M0.58%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SHPP
Pacer Industrials and Logistics ETF
33.17
7.49
29.17%
NATO
Themes Transatlantic Defense ETF
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
WDGF
WisdomTree Global Defense Fund
SUPL
ProShares Supply Chain Logistics 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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