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SIMS - AI Analysis
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SPDR S&P Kensho Intelligent Structures ETF (SIMS)
Rating:67Neutral
Price Target:
$50.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Industrial Sector Strength
With over half of its exposure in Industrials, the fund benefits from a sector that has shown resilience and growth potential.
Reasonable Expense Ratio
The ETF charges a moderate fee compared to many specialized funds, making it cost-effective for investors.
Negative Factors
High Geographic Concentration
The fund is heavily concentrated in U.S. companies, limiting diversification across global markets.
Overweight in a Single Stock
Bloom Energy makes up a significant portion of the portfolio, increasing risk if the stock underperforms.
Mixed Performance Among Holdings
Some top holdings, like Select Energy Services, have lagged this year, which could drag on overall returns.
SIMS vs. SPDR S&P 500 ETF (SPY)
AUM10.76M
RegionNorth America
Expense Ratio0.45%
Beta1.16
IssuerSPDR
Inception DateDec 26, 2017
Dividend Yield0.42%
Asset ClassEquity
Index TrackedS&P Kensho Intelligent Infrastructure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,148
30 Day Avg. Volume1,995
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
52.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
SIMS Summary
The SPDR S&P Kensho Intelligent Structures ETF (SIMS) is an investment fund that focuses on companies driving innovation in infrastructure. It tracks the S&P Kensho Intelligent Infrastructure Index, which includes firms working on smart buildings, advanced construction techniques, and sustainable materials. Some well-known companies in this ETF are Bloom Energy and Johnson Controls. Investors might consider SIMS for its potential growth opportunities in modernizing infrastructure with cutting-edge technologies like robotics and AI. However, new investors should be aware that this ETF is heavily tied to the industrial and technology sectors, meaning its performance can fluctuate with changes in those industries.
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
The SPDR S&P Kensho Intelligent Structures ETF (SIMS) is heavily tilted toward industrials and technology, reflecting its focus on innovative infrastructure. Bloom Energy is a standout performer, buoyed by strategic developments, though its high valuation tempers enthusiasm. Fluence Energy and Shoals Technologies show mixed signals, with operational challenges and profitability pressures holding back stronger gains. Meanwhile, Resideo Technologies has seen steady momentum, aided by improved financial flexibility. With its U.S.-centric portfolio, SIMS is betting big on the future of smart infrastructure, though some holdings may need to overcome valuation and profitability hurdles to fully deliver.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 12.23% | $1.31M | $31.62B | 1223.86% | 67 Neutral | |
| Fluence Energy | 5.43% | $583.11K | $3.70B | -4.29% | 62 Neutral | |
| Resideo Technologies | 5.03% | $540.89K | $6.50B | 116.24% | 68 Neutral | |
| Shoals Technologies Group | 5.03% | $540.28K | $1.78B | 101.52% | 69 Neutral | |
| Generac Holdings | 3.57% | $383.53K | $10.61B | 9.51% | 74 Outperform | |
| Select Energy Services | 2.99% | $321.14K | $1.44B | 11.16% | 68 Neutral | |
| Xylem | 2.89% | $310.18K | $37.24B | 17.46% | 79 Outperform | |
| Pentair | 2.67% | $286.87K | $17.61B | 8.30% | 75 Outperform | |
| Itron | 2.66% | $285.31K | $6.32B | 33.04% | 73 Outperform | |
| Johnson Controls | 2.64% | $284.00K | $74.17B | 48.51% | 70 Outperform |
SIMS Technical Analysis
Positive
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Price Trends
42.68
Positive
39.65
Positive
35.89
Positive
Market Momentum
1.30
Negative
60.75
Neutral
72.78
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 45.51, equal to the 50-day MA of 42.68, and equal to the 200-day MA of 35.89, indicating a bullish trend. The MACD of 1.30 indicates Negative momentum. The RSI at 60.75 is Neutral, neither overbought nor oversold. The STOCH value of 72.78 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
46.92
12.52
36.40%
ELFY
ALPS Electrification Infrastructure ETF
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POWR
Ishares U.S. Power Infrastructure Etf
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RBLD
First Trust Alerian US NextGen Infrastructure ETF
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INFR
ClearBridge Sustainable 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.
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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