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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 transportation and industrial leaders like ABB, FedEx, and major rail operators, which benefit from robust financial performance, positive technical trends, and strategic initiatives. The rating is held back somewhat by concerns such as high leverage, valuation risks, and macroeconomic or regulatory challenges at companies like Union Pacific and Canadian National Railway. A key risk for this ETF is its concentration in industrials and logistics, meaning sector-wide slowdowns or economic headwinds could affect many of its largest positions at the same time.
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains over the past month and quarter, suggesting positive recent momentum.
Global Industrial Exposure
Holdings spread across the U.S., Europe, and Asia give investors access to industrial and logistics companies in several major economies.
Benefiting from Key Logistics Leaders
Top holdings like major delivery and freight companies have delivered strong recent performance, helping support the fund’s returns.
Negative Factors
High Sector Concentration
With most assets in industrials and a smaller slice in technology, the fund is heavily tied to the economic cycle of these sectors.
Mixed Results Among Top Holdings
Several large positions, including a major software company and some rail operators, have shown weak year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees over time.

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, ship, and manage goods around the world. It mainly holds industrial and logistics businesses, including well-known names like Union Pacific, UPS, FedEx, and DHL. This ETF can appeal to investors who want to benefit from long-term trends such as e-commerce growth and global trade, while spreading their money across many companies and countries. A key risk is that it is heavily tied to the industrial and logistics sector, so it can rise or fall sharply with global economic 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 essentially a bet on the global industrial backbone, with big positions in railroads and delivery giants steering returns. FedEx has been one of the fund’s brighter spots lately, helping offset some of the turbulence from lagging names like UPS and Norfolk Southern. European heavyweights ABB and SAP add a tech-tilted industrial flavor, though SAP’s recent slide has been a bit of dead weight. Overall, the ETF is tightly focused on industrials and logistics with a global footprint, leaning on transport and infrastructure to drive the story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Union Pacific9.93%$177.72K$141.70B2.86%
72
Outperform
ABB Ltd9.70%$173.50KCHF114.98B32.49%
78
Outperform
SAP SE8.87%$158.75K€166.45B-42.68%
66
Neutral
FedEx6.49%$116.05K$82.07B42.31%
79
Outperform
United Parcel5.69%$101.79K$80.49B-13.55%
72
Outperform
CSX3.86%$69.09K$73.77B36.28%
78
Outperform
Canadian Pacific Kansas City3.73%$66.76K$70.17B12.69%
74
Outperform
Norfolk Southern3.64%$65.15K$63.61B22.86%
75
Outperform
Canadian National Railway3.27%$58.59K$61.95B4.08%
77
Outperform
DHL Group3.11%$55.69K€48.67B10.42%
76
Outperform

SHPP Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
31.20
Negative
100DMA
30.11
Negative
200DMA
29.01
Positive
Market Momentum
MACD
-0.53
Positive
RSI
31.85
Neutral
STOCH
20.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHPP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 30.74, equal to the 50-day MA of 31.20, and equal to the 200-day MA of 29.01, indicating a neutral trend. The MACD of -0.53 indicates Positive momentum. The RSI at 31.85 is Neutral, neither overbought nor oversold. The STOCH value of 20.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SHPP.

SHPP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.79M0.60%
66
Neutral
$98.17M0.35%
68
Neutral
$55.74M0.50%
60
Neutral
$45.58M0.80%
71
Outperform
$10.17M0.45%
61
Neutral
$1.04M0.58%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SHPP
Pacer Industrials and Logistics ETF
29.27
3.83
15.06%
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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