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SMCO - ETF AI Analysis
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Hilton Small-MidCap Opportunity ETF (SMCO)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, such as Ciena and Dycom, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Sector Diversification
The ETF spreads its investments across 11 sectors, reducing the risk of being overly exposed to one industry.
Healthy Performance
The ETF has shown steady gains year-to-date and over the past three months, indicating solid momentum.
Negative Factors
High Geographic Concentration
With over 96% of its assets in U.S. companies, the ETF lacks exposure to international markets, limiting diversification.
Underperforming Holding
Kyndryl Holdings has posted negative year-to-date returns, dragging slightly on the fund's overall performance.
Moderate Expense Ratio
The ETF's expense ratio of 0.55% is higher than some low-cost alternatives, which could eat into long-term returns.
SMCO vs. SPDR S&P 500 ETF (SPY)
AUM132.34M
RegionNorth America
Expense Ratio0.55%
Beta0.95
IssuerHilton
Inception DateNov 29, 2023
Dividend Yield0.44%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,528
30 Day Avg. Volume11,272
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
31.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering63
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SMCO Summary
The Hilton Small-MidCap Opportunity ETF (Ticker: SMCO) focuses on investing in smaller and mid-sized companies, offering a chance to diversify beyond large-cap stocks. It includes businesses across various sectors, such as technology, industrials, and healthcare, with top holdings like nVent Electric and Ciena. This ETF is ideal for investors seeking growth potential from emerging companies while maintaining diversification. However, new investors should note that smaller companies can be more volatile, meaning their stock prices may rise or fall more dramatically than larger, established firms.
How much will it cost me?The Hilton Small-MidCap Opportunity ETF (SMCO) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, requiring more research and oversight to select and maintain its portfolio of small and mid-sized companies.
What would affect this ETF?The Hilton Small-MidCap Opportunity ETF (SMCO) could benefit from economic growth and innovation in sectors like Industrials and Technology, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise, as smaller companies often have higher borrowing costs, or if economic conditions weaken, which could impact consumer spending and cyclical industries. Its focus on U.S.-based small and mid-sized companies also makes it sensitive to domestic regulatory changes and market trends.
SMCO Top 10 Holdings
The Hilton Small-MidCap Opportunity ETF (SMCO) leans heavily into industrials and technology, with standout performers like Dycom and nVent Electric driving gains thanks to strong financial results and strategic growth in high-demand sectors. RadNet also adds momentum with record-breaking revenue, though its high leverage tempers enthusiasm. On the flip side, laggards like Kyndryl Holdings and Clean Harbors are dragging the fund, with both facing bearish technical trends and operational challenges. With a U.S.-focused portfolio and a tilt toward growth-oriented sectors, SMCO offers a dynamic but somewhat volatile ride for investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dycom | 3.39% | $4.49M | $10.14B | 91.53% | 79 Outperform | |
| nVent Electric | 2.92% | $3.86M | $17.05B | 36.36% | 76 Outperform | |
| EQT | 2.80% | $3.71M | $37.77B | 35.91% | 81 Outperform | |
| Radnet | 2.76% | $3.65M | $6.17B | -3.43% | 67 Neutral | |
| Planet Fitness | 2.51% | $3.32M | $9.08B | 9.46% | 61 Neutral | |
| ― | 2.46% | $3.25M | ― | ― | ― | |
| Kyndryl Holdings Incorporation | 2.27% | $3.00M | $5.92B | -23.93% | 64 Neutral | |
| IdaCorp | 2.26% | $2.99M | $7.04B | 11.50% | 62 Neutral | |
| Clean Harbors | 2.25% | $2.97M | $12.21B | -10.44% | 70 Outperform | |
| Teledyne Technologies | 2.23% | $2.95M | $23.13B | 2.93% | 72 Outperform |
SMCO Technical Analysis
Positive
―
Price Trends
26.82
Positive
26.64
Positive
25.44
Positive
Market Momentum
-0.02
Negative
54.50
Neutral
89.03
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMCO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.47, equal to the 50-day MA of 26.82, and equal to the 200-day MA of 25.44, indicating a bullish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 54.50 is Neutral, neither overbought nor oversold. The STOCH value of 89.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMCO.
SMCO Peer Comparison
Comparison Results
Performance Comparison
SMCO
Hilton Small-MidCap Opportunity ETF
26.89
-0.28
-1.03%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
―
―
―
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
―
―
―
NBSM
Neuberger Berman Small-Mid Cap ETF
―
―
―
SMIZ
Zacks Small/Mid Cap ETF
―
―
―
MGMT
Ballast Small/Mid Cap 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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