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SPXE - ETF AI Analysis
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ProShares S&P 500 Ex-Energy ETF (SPXE)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification (Excluding Energy)
Holdings spread across many sectors like technology, financials, health care, and consumer companies help reduce the impact of weakness in any single industry.
Exposure to Major U.S. Growth Companies
The ETF holds many large, well-known U.S. companies in areas like technology and communication services, giving investors access to key drivers of the stock market.
Negative Factors
Recent Weak Performance
The fund has shown slightly negative results so far this year and over the past month, which may concern investors looking for near-term strength.
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.
Several Top Holdings Are Lagging
Some of the largest positions, including major technology names, have shown weak performance this year, which can weigh on the ETF’s overall returns.
SPXE vs. SPDR S&P 500 ETF (SPY)
AUM75.11M
RegionNorth America
Expense Ratio0.09%
Beta1.01
IssuerProShares
Inception DateSep 22, 2015
Dividend Yield1.02%
Asset ClassEquity
Index TrackedS&P 500 Ex-Energy
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,045
30 Day Avg. Volume1,836
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
89.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering480
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPXE Summary
SPXE is an ETF that tracks the S&P 500 Ex-Energy index, meaning it invests in most of the largest U.S. companies but leaves out the energy sector. It holds many well-known names like Apple and Microsoft, with a big focus on technology, finance, and communication services. Someone might consider this ETF if they want broad U.S. stock market exposure and believe energy stocks are too volatile or not a good fit for their portfolio. A key risk is that it can still go up and down with the overall stock market and may lag if energy stocks perform very well.
How much will it cost me?The ProShares S&P 500 Ex-Energy ETF (SPXE) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The SPXE ETF, which excludes energy stocks, could benefit from strong performance in its largest sectors like technology and financials, especially if innovation and consumer demand drive growth in these areas. However, it may face challenges if interest rates rise, as this could negatively impact tech valuations and financial sector profitability. Additionally, the lack of exposure to energy stocks means the ETF might miss out on gains if energy prices surge due to geopolitical tensions or supply constraints.
SPXE Top 10 Holdings
SPXE is essentially a U.S. mega-cap story with a big tech accent, and Nvidia is clearly in the driver’s seat, with its AI-fueled rally helping to prop up overall returns. Apple has perked up recently but looks a bit like it’s catching its breath after a choppier stretch. Microsoft and Amazon, by contrast, have been lagging and act as a mild brake on performance. Alphabet and Meta are holding steady to rising, helping balance out the bumps. With no energy stocks and heavy exposure to U.S. tech and communication giants, the fund is highly concentrated in a handful of digital-era leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.08% | $6.05M | $4.52T | 60.73% | 76 Outperform | |
| Apple | 6.89% | $5.16M | $3.83T | 20.20% | 79 Outperform | |
| Microsoft | 5.38% | $4.03M | $3.01T | 5.64% | 79 Outperform | |
| Amazon | 3.70% | $2.77M | $2.28T | 6.92% | 71 Outperform | |
| Alphabet Class A | 3.21% | $2.40M | $3.73T | 84.73% | 85 Outperform | |
| Broadcom | 2.88% | $2.16M | $1.62T | 75.86% | 76 Outperform | |
| Alphabet Class C | 2.56% | $1.92M | $3.73T | 82.50% | 82 Outperform | |
| Meta Platforms | 2.55% | $1.91M | $1.66T | 5.70% | 76 Outperform | |
| Tesla | 2.05% | $1.53M | $1.53T | 64.38% | 73 Outperform | |
| Berkshire Hathaway B | 1.62% | $1.21M | $1.06T | -0.48% | 66 Neutral |
SPXE Technical Analysis
Negative
―
Price Trends
74.10
Negative
73.62
Negative
70.88
Positive
Market Momentum
-0.38
Positive
42.18
Neutral
39.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPXE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 73.49, equal to the 50-day MA of 74.10, and equal to the 200-day MA of 70.88, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 42.18 is Neutral, neither overbought nor oversold. The STOCH value of 39.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPXE.
SPXE Peer Comparison
Comparison Results
Performance Comparison
SPXE
ProShares S&P 500 Ex-Energy ETF
71.46
11.50
19.18%
ALTL
Pacer Lunt Large Cap Alternator ETF
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BCUS
Bancreek U.S. Large Cap ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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ACEP
ARS Core Equity Portfolio 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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