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SUPL - ETF AI Analysis

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SUPL

ProShares Supply Chain Logistics ETF (SUPL)

Rating:58Neutral
Price Target:
SUPL’s overall rating suggests it is a solid but not top-tier ETF, driven largely by strong logistics leaders like FedEx, DHL Group, and CSX, which show healthy earnings, operational efficiency, and supportive technical trends. The fund is held back somewhat by names facing revenue growth challenges, leverage or valuation concerns, and bearish momentum in Amadeus IT, and its focus on transportation and logistics companies means investors are exposed to sector-specific and macroeconomic risks such as economic softness and industry consolidation.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum in its strategy.
Leading Logistics and Transportation Holdings
Many of the top holdings, including major railroads and delivery companies, have shown strong or steady performance, helping drive the fund’s returns.
Global Exposure with U.S. Focus
While most assets are in U.S. companies, the fund also invests across several other countries, adding some international diversification.
Negative Factors
High Sector Concentration in Industrials
A large majority of the portfolio is in industrials, which means the fund is heavily exposed to the ups and downs of that single sector.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Small Asset Base
The ETF manages a relatively small amount of money, which can sometimes lead to higher trading costs or a greater risk of the fund being closed.

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

SUPL Summary

SUPL, the ProShares Supply Chain Logistics ETF, follows the FactSet Supply Chain Logistics Index and focuses on companies that move, store, and deliver goods around the world. It holds well-known names like FedEx and United Parcel Service (UPS), along with railroads and other logistics firms that support global trade and e-commerce. An investor might choose SUPL to gain diversified exposure to the growth of shipping, delivery, and supply chain services as online shopping and global trade expand. However, this ETF can go up and down with the industrial and transportation sectors, especially during economic slowdowns or trade disruptions.
How much will it cost me?The ProShares Supply Chain Logistics ETF (SUPL) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a specific sector rather than tracking a broad index. Active management often involves higher costs due to research and portfolio adjustments.
What would affect this ETF?The ProShares Supply Chain Logistics ETF (SUPL) could benefit from increasing globalization, the growth of e-commerce, and the rising demand for efficient supply chain solutions, which drive innovation in transportation, warehousing, and logistics technology. However, challenges such as economic slowdowns, rising interest rates, or regulatory changes affecting global trade could negatively impact the ETF's performance, particularly given its heavy exposure to industrial companies and reliance on global supply chain activity.

SUPL Top 10 Holdings

SUPL is riding the rails and the trucks, with U.S. and global freight giants doing most of the heavy lifting. Rail leaders like CSX, Union Pacific, and Norfolk Southern have been steadily rising, giving the fund a solid industrial backbone, while Canadian Pacific Kansas City adds a cross-border twist. On the parcel side, DHL and UPS are keeping momentum going, though UPS looks a bit more mixed. FedEx has been losing some steam lately, slightly dragging on returns. Overall, this is a globally diversified but logistics-heavy bet, not a tech-driven story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
DHL Group5.04%$116.69K€64.65B47.44%
76
Outperform
Union Pacific4.90%$113.35K$173.55B31.15%
72
Outperform
CSX4.89%$113.30K$93.36B40.52%
78
Outperform
Norfolk Southern4.87%$112.72K$75.35B21.04%
75
Outperform
Canadian Pacific Kansas City4.50%$104.19K$78.01B21.84%
74
Outperform
United Parcel4.38%$101.41K$88.59B25.70%
72
Outperform
Amadeus IT Group S.A4.31%$99.71K€21.52B-22.68%
61
Neutral
FedEx4.24%$98.06K$72.73B42.18%
79
Outperform
Old Dominion Freight4.00%$92.49K$44.12B46.52%
71
Outperform
3.97%$91.94K

SUPL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
46.82
Positive
100DMA
45.33
Positive
200DMA
42.87
Positive
Market Momentum
MACD
0.08
Positive
RSI
52.99
Neutral
STOCH
21.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SUPL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.49, equal to the 50-day MA of 46.82, and equal to the 200-day MA of 42.87, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 52.99 is Neutral, neither overbought nor oversold. The STOCH value of 21.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SUPL.

SUPL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.32M0.58%
58
Neutral
$9.61M0.35%
67
Neutral
$8.68M0.35%
66
Neutral
$5.51M0.45%
61
Neutral
$2.71M0.35%
53
Neutral
$2.06M0.60%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SUPL
ProShares Supply Chain Logistics ETF
46.98
10.11
27.42%
GASZ
Corgi Natural Gas Power & Turbines ETF
JOUL
Corgi High Voltage Grid Equipment ETF
WDGF
WisdomTree Global Defense Fund
BZZ
Corgi Drones & Urban Air Mobility ETF
SHPP
Pacer Industrials and Logistics 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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