SIMS - ETF AI Analysis

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SPDR S&P Kensho Intelligent Structures ETF (SIMS)

Rating:64Neutral

Price Target:―

SIMS, the SPDR S&P Kensho Intelligent Structures ETF, has a solid but not top-tier rating, reflecting a mix of strong growth stories and some areas of concern among its holdings. Higher-quality positions like Mueller Water Products, Johnson Controls, and Tetra Tech support the fund with robust financial performance, strategic initiatives, and positive earnings calls, while weaker names such as Resideo Technologies and Silicon Laboratories face profitability, cash flow, and technical challenges that weigh on the overall picture. The main risk factor is that several holdings show valuation and technical pressures, which could add volatility even as the underlying businesses pursue attractive long-term growth opportunities.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.

Leading Holdings Performing Well

Many of the top positions, including several industrial and technology names, have delivered strong year-to-date results that support the fund’s overall performance.

Targeted Sector Exposure

A focus on industrials and technology gives investors concentrated exposure to companies involved in intelligent infrastructure and related innovations.

Negative Factors

High U.S. Concentration

Almost all assets are invested in U.S. companies, which limits geographic diversification and ties results closely to the U.S. economy.

Sector Concentration Risk

Heavy weighting in industrials and technology means the fund could be hit hard if these sectors face a downturn.

Moderate Expense Ratio

The fund’s fee is higher than many broad, low-cost index ETFs, which can slightly reduce long-term returns.

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

AUM8.31M

RegionNorth America

Expense Ratio0.45%

Beta1.20

IssuerSPDR

Inception DateDec 26, 2017

Dividend Yield0.65%

Asset ClassEquity

Index TrackedS&P Kensho Intelligent Infrastructure Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume480

30 Day Avg. Volume1,061

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

52.73

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering44

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SIMS Summary

SIMS is the SPDR S&P Kensho Intelligent Structures ETF, which follows the S&P Kensho Intelligent Infrastructure Index. It focuses on companies using technology to modernize infrastructure, such as smart buildings, advanced construction, and efficient water and energy systems. Well-known holdings include Bloom Energy and Xylem. An investor might consider SIMS to seek growth from long-term trends in smarter, more sustainable infrastructure while getting a mix of industrial and technology stocks in one fund. A key risk is that it’s a specialized theme ETF, so its price can swing more than the overall market and may lag if this niche falls out of favor.

How much will it cost me?The SPDR S&P Kensho Intelligent Structures ETF (SIMS) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed to focus on a specific niche of innovative infrastructure companies. The higher cost reflects the specialized research and management involved in maintaining this thematic portfolio.

What would affect this ETF?The SIMS ETF could benefit from increased government spending on infrastructure modernization and the growing adoption of technologies like artificial intelligence and robotics in construction and energy systems. However, it may face challenges from rising interest rates, which can increase borrowing costs for infrastructure projects, and potential regulatory hurdles affecting technology and energy sectors. Its focus on U.S.-based companies in industries like Industrials and Technology makes it sensitive to domestic economic conditions and innovation trends.

SIMS Top 10 Holdings

SIMS is leaning heavily into U.S. industrial and tech names powering “smart” infrastructure, and a few standouts are doing the heavy lifting. Bloom Energy, Silicon Labs, and Generac have been rising, giving the fund a solid boost as investors warm to cleaner power, smart grids, and backup energy themes. Johnson Controls and Mueller Water are also pulling their weight with steady gains tied to building automation and water systems. On the flip side, Tetra Tech and Hawkins have been more mixed lately, acting as mild speed bumps rather than major drags.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
BE	Bloom Energy	4.71%	$391.82K	$37.93B	485.74%	62 Neutral
SLAB	Silicon Laboratories	4.16%	$345.73K	$6.68B	46.16%	56 Neutral
GNRC	Generac Holdings	3.92%	$325.81K	$11.97B	49.38%	59 Neutral
JCI	Johnson Controls	3.54%	$293.84K	$81.04B	65.38%	70 Outperform
MWA	Mueller Water Products	3.50%	$290.91K	$4.37B	11.50%	77 Outperform
WTTR	Select Energy Services	3.48%	$289.06K	$1.90B	37.89%	62 Neutral
HWKN	Hawkins	3.20%	$266.16K	$3.11B	43.21%	58 Neutral
TTEK	Tetra Tech	3.09%	$257.08K	$9.09B	16.16%	73 Outperform
REZI	Resideo Technologies	3.04%	$252.26K	$5.13B	83.99%	51 Neutral
ARLO	Arlo Technologies	2.96%	$245.81K	$1.49B	17.60%	59 Neutral

SIMS Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

44.42

Negative

100DMA

44.40

Negative

200DMA

41.10

Positive

Market Momentum

MACD

-0.21

Positive

RSI

34.15

Neutral

STOCH

12.12

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIMS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.04, equal to the 50-day MA of 44.42, and equal to the 200-day MA of 41.10, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 34.15 is Neutral, neither overbought nor oversold. The STOCH value of 12.12 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SIMS.

SIMS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SIMS	―	―	$8.31M	0.45%	64 Neutral
CEPI	―	―	$85.26M	0.85%	68 Neutral
ROKT	―	―	$79.71M	0.45%	68 Neutral
GPTY	―	―	$63.76M	1.06%	72 Outperform
RBLD	―	―	$20.82M	0.65%	70 Outperform
HWAY	―	―	$2.77M	0.29%	74 Outperform

Performance Comparison

SIMS

SPDR S&P Kensho Intelligent Structures ETF

42.67

11.34

36.20%

CEPI

REX Crypto Equity Premium Income ETF

―

ROKT

SPDR S&P Kensho Final Frontiers ETF

―

GPTY

YieldMax AI & Tech Portfolio Option Income ETF

―

RBLD

First Trust Alerian US NextGen Infrastructure ETF

―

HWAY

Themes US Infrastructure 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.

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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