SIMS - ETF AI Analysis
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SPDR S&P Kensho Intelligent Structures ETF (SIMS)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Top Holdings Performance
Most of the largest positions have shown strong gains so far this year, helping support the ETF’s overall results.
Focused Industrial and Technology Exposure
The fund’s heavy tilt toward industrial and technology companies gives investors targeted exposure to businesses tied to intelligent infrastructure and related innovations.
Solid Year-to-Date and One-Month Returns
The ETF has delivered strong performance so far this year and over the past month, indicating positive recent momentum.
Negative Factors
High Sector Concentration
With over half of the portfolio in industrials and a large share in technology, the fund is vulnerable if these sectors weaken.
Very Limited Geographic Diversification
Almost all holdings are U.S.-based, so the ETF offers little protection if the U.S. market or economy faces a downturn.
Moderate Expense Ratio for a Niche ETF
The fund’s fee is higher than many broad market ETFs, which can slightly reduce long-term returns for buy-and-hold investors.
SIMS vs. SPDR S&P 500 ETF (SPY)
AUM8.77M
RegionNorth America
Expense Ratio0.45%
Beta1.12
IssuerSPDR
Inception DateDec 26, 2017
Dividend Yield0.59%
Asset ClassEquity
Index TrackedS&P Kensho Intelligent Infrastructure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume661
30 Day Avg. Volume674
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
56.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SIMS Summary
SPDR S&P Kensho Intelligent Structures ETF (SIMS) is an exchange-traded fund that follows the S&P Kensho Intelligent Infrastructure Index, focusing on the future of infrastructure and smart buildings. It holds U.S. companies that use technology to improve construction, energy systems, and building management. Well-known names in the fund include Johnson Controls and Bloom Energy. An investor might consider SIMS to seek growth from trends like smart cities, cleaner energy, and more efficient buildings, while still getting a mix of industrial and tech stocks. A key risk is that it’s a specialized theme, so its price can swing more than the overall market.
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 hard into the future of infrastructure, with industrial and tech names steering the ship. Bloom Energy is the clear engine of recent gains, rising on optimism around cleaner, smarter power systems. Johnson Controls and Generac are also pulling their weight, benefiting from steady demand for building automation and backup power. On the softer side, Silicon Labs and Itron have shown more mixed, sometimes lagging action as investors question near-term growth. Overall, this is a U.S.-centric bet on intelligent infrastructure rather than broad, diversified market exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 7.22% | $633.41K | $74.25B | 1381.44% | 62 Neutral | |
| Generac Holdings | 4.53% | $397.19K | $15.86B | 122.49% | 59 Neutral | |
| Silicon Laboratories | 4.22% | $370.21K | $7.17B | 85.78% | 56 Neutral | |
| Select Energy Services | 3.95% | $346.54K | $2.32B | 102.41% | 62 Neutral | |
| Johnson Controls | 3.40% | $298.27K | $85.12B | 51.78% | 70 Outperform | |
| Hawkins | 3.38% | $296.11K | $3.49B | 39.76% | 58 Neutral | |
| Resideo Technologies | 3.22% | $282.79K | $6.02B | 100.76% | 51 Neutral | |
| ON Semiconductor | 3.22% | $282.01K | $40.44B | 151.83% | 73 Outperform | |
| Mueller Water Products | 3.08% | $270.49K | $4.13B | 7.63% | 77 Outperform | |
| Arlo Technologies | 2.94% | $257.38K | $1.66B | 22.69% | 59 Neutral |
SIMS Technical Analysis
Positive
―
Price Trends
44.03
Positive
44.08
Positive
43.02
Positive
Market Momentum
0.78
Negative
59.45
Neutral
74.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIMS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.80, equal to the 50-day MA of 44.03, and equal to the 200-day MA of 43.02, indicating a bullish trend. The MACD of 0.78 indicates Negative momentum. The RSI at 59.45 is Neutral, neither overbought nor oversold. The STOCH value of 74.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIMS.
SIMS Peer Comparison
Comparison Results
Performance Comparison
SIMS
SPDR S&P Kensho Intelligent Structures ETF
46.37
13.11
39.42%
MILN
Global X Millennial Consumer ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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JXX
Janus Henderson Transformational Growth ETF
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RBLD
First Trust Alerian US NextGen Infrastructure ETF
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HWAY
Themes US Infrastructure ETF
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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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