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SMRF - ETF AI Analysis

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SMRF

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)

Rating:51Neutral
Price Target:
SMRF, the ALPS Nautilus SMR, Nuclear & Technology ETF, has a mid-range overall rating that reflects a mix of strong leaders and higher-risk names in its portfolio. High-quality holdings like BWX Technologies, Cameco, GE Vernova, and Centrus Energy support the fund with solid financial performance, strategic partnerships, and positive earnings outlooks, though some come with valuation and cash flow concerns. At the same time, weaker holdings such as Oklo and NuScale Power, which face ongoing losses, regulatory or profitability challenges, and valuation issues, add risk, and the fund’s focus on nuclear and SMR-related companies means investors are exposed to sector-specific volatility.
Positive Factors
Focused Nuclear and Energy Theme
The fund is heavily tilted toward energy and nuclear-related companies, giving investors targeted exposure to a specialized growth theme.
Global Diversification Within the Theme
Holdings spread across the U.S., Canada, the UK, Hong Kong, Australia, and Spain help reduce the impact of problems in any single country.
Several Strongly Performing Top Holdings
Some of the largest positions, such as GE Vernova and Kazatomprom, have shown strong recent performance, helping offset weaker names in the portfolio.
Negative Factors
Recent Weak Overall Performance
The ETF has experienced negative returns over the past month, three months, and year-to-date, which may concern investors looking for steady gains.
High Concentration in a Single Sector
A large share of the portfolio is in energy and related industries, which can make the fund more sensitive to swings in commodity and nuclear power markets.
Relatively High Expense Ratio for an ETF
The fund’s expense ratio is on the higher side for an ETF, meaning more of the investment’s returns are used to cover fees.

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

SMRF Summary

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) is a fund that focuses on companies involved in nuclear power and new small modular reactors, rather than tracking a traditional index. It holds firms that design and build reactors, supply nuclear fuel and parts, run power plants, and provide related technology and services. Well-known names include Cameco and Uranium Energy. Investors might consider SMRF if they want targeted exposure to the potential long-term growth of nuclear energy and related tech. However, because it is concentrated in one theme and uses options, its price can be more volatile and can go up or down sharply.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and focuses on a specialized nuclear and technology theme, which typically costs more to run than broad, passive index funds.
What would affect this ETF?This ETF could benefit if governments and utilities expand nuclear power and small modular reactor projects worldwide, boosting demand for companies like uranium miners, reactor makers, and related technology firms in its energy and tech-heavy portfolio. On the other hand, stricter nuclear regulations, safety concerns, delays in SMR adoption, changing energy policies, or higher interest rates that hurt growth and utility stocks could weigh on performance, and its concentrated nuclear theme and options strategy may make it more volatile than a broad market fund.

SMRF Top 10 Holdings

SMRF is tightly hitched to the nuclear energy wagon, with names like Cameco, Kazatomprom, and Uranium Energy setting the tone. GE Vernova has been one of the brighter spots, rising on strong momentum, while Centrus Energy has been more of a mixed story, recently stabilizing after earlier weakness. On the flip side, early-stage players like Oklo and NuScale are dragging on returns as their share prices struggle to keep up with the nuclear hype. Overall, this is a globally focused, nuclear-heavy fund with a clear tilt toward specialized energy and industrial names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
CGN Power Co5.11%$830.93KHK$221.06B12.68%
58
Neutral
NexGen Energy4.75%$772.31K$6.05B41.57%
53
Neutral
Uranium Energy4.62%$750.79K$4.75B8.25%
54
Neutral
National Atomic Company Kazatomprom JSC GDR RegS4.56%$741.96K$16.42B64.33%
Cameco4.41%$717.13KC$52.69B19.21%
71
Outperform
BWX Technologies4.37%$710.28K$15.46B12.48%
75
Outperform
GE Vernova Inc.4.22%$686.61K$263.75B51.90%
69
Neutral
Oklo Inc3.94%$640.11K$6.76B-46.05%
42
Neutral
Centrus Energy3.90%$635.02K$3.48B-12.04%
68
Neutral
NuScale Power3.38%$548.93K$3.08B-79.23%
42
Neutral

SMRF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
25.43
Negative
100DMA
25.70
Negative
200DMA
Market Momentum
MACD
-0.18
Negative
RSI
56.02
Neutral
STOCH
85.52
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMRF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.74, equal to the 50-day MA of 25.43, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.18 indicates Negative momentum. The RSI at 56.02 is Neutral, neither overbought nor oversold. The STOCH value of 85.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMRF.

SMRF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$16.79M0.65%
51
Neutral
$97.14M0.50%
71
Outperform
$96.83M0.50%
60
Neutral
$81.90M0.90%
63
Neutral
$81.31M0.75%
72
Outperform
$1.86M0.75%
57
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMRF
ALPS Nautilus SMR, Nuclear & Technology ETF
25.40
-0.45
-1.74%
FDCF
Fidelity Disruptive Communications ETF
CSNR
Cohen & Steers Natural Resources Active ETF
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
FITZ
Fitz-Gerald Must Have Portfolio ETF
TNUK
Tortoise Nuclear Renaissance 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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