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SMRF - ETF AI Analysis

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SMRF

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)

Rating:54Neutral
Price Target:
SMRF, the ALPS Nautilus SMR, Nuclear & Technology ETF, has a solid but not top-tier rating, reflecting a mix of strong core holdings and several more speculative or financially challenged names. Higher-quality positions like BWX Technologies, Cameco, and GE Vernova support the fund with robust financial performance and positive outlooks in the nuclear and energy space, while weaker holdings such as Oklo, Paladin Energy, and others with losses, negative valuations, or bearish trends weigh on the overall assessment. The main risk factor is the fund’s concentration in nuclear and related technologies, where many companies face profitability, valuation, and regulatory challenges.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Focused Exposure to Nuclear and Related Technologies
Many of the top holdings are companies directly involved in uranium, nuclear power, and related technology, giving targeted exposure to this theme.
Global Diversification Within the Theme
Holdings spread across the U.S., Canada, the UK, Hong Kong, Australia, and Spain help reduce the risk of being tied to just one country’s nuclear and energy policies.
Negative Factors
High Sector Concentration in Energy
A large portion of the portfolio is in the energy sector, which can make the fund more sensitive to swings in energy and uranium markets.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Small Asset Base
With a relatively low level of assets under management, the ETF may face higher trading spreads and a greater risk of changes to the fund over time.

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

SMRF Summary

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) is an actively managed fund focused on the global nuclear energy theme, especially small modular reactors (SMRs), rather than tracking a traditional index. It holds companies involved in uranium supply, reactor design, and nuclear power operations, plus some technology and AI firms that support these reactors. Well-known names include Cameco and GE Vernova. Someone might invest for targeted growth in nuclear energy and to add a different kind of clean-energy exposure to their portfolio. A key risk is that it’s concentrated in one sector, so its price can swing more than the overall market.
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 riding the nuclear wave, with uranium producers like Cameco, NexGen Energy, and Energy Fuels doing much of the heavy lifting as their shares have been generally rising this year despite some choppy stretches. GE Vernova has been a standout, adding extra spark with strong, steady momentum. On the flip side, early-stage player Oklo has been more of a wild card, with mixed performance that can tug on returns. Overall, the fund is tightly focused on nuclear and SMR names, with a global mix spanning North America, Europe, and Asia.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Oklo Inc6.37%$584.28K$12.32B210.04%
42
Neutral
Energy Fuels4.66%$427.68K$5.04B362.47%
54
Neutral
Uranium Energy4.50%$413.05K$6.89B184.32%
54
Neutral
National Atomic Company Kazatomprom JSC GDR RegS4.39%$402.35K$22.93B162.52%
NexGen Energy4.35%$399.17KC$11.20B135.47%
53
Neutral
Cameco4.27%$391.74KC$72.73B171.65%
71
Outperform
CGN Power Co4.02%$368.96KHK$247.06B-93.63%
58
Neutral
BWX Technologies3.87%$355.09K$20.44B104.65%
75
Outperform
Centrus Energy3.76%$345.18K$4.05B215.45%
68
Neutral
GE Vernova Inc.3.59%$329.35K$308.81B202.72%
69
Neutral

SMRF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
25.34
Positive
100DMA
200DMA
Market Momentum
MACD
0.68
Negative
RSI
58.84
Neutral
STOCH
34.01
Neutral
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 26.48, equal to the 50-day MA of 25.34, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.68 indicates Negative momentum. The RSI at 58.84 is Neutral, neither overbought nor oversold. The STOCH value of 34.01 is Neutral, 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
$8.69M0.65%
54
Neutral
$98.47M1.00%
69
Neutral
$97.16M0.50%
59
Neutral
$91.72M0.50%
71
Outperform
$82.50M0.90%
59
Neutral
$2.24M0.75%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMRF
ALPS Nautilus SMR, Nuclear & Technology ETF
27.56
1.57
6.04%
FFND
Future Fund Active ETF
CSNR
Cohen & Steers Natural Resources Active ETF
IQM
Franklin Intelligent Machines ETF
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem 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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