DEMZ - ETF AI Analysis
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Democratic Large Cap Core ETF (DEMZ)
DEMZ, the Democratic Large Cap Core ETF, is supported by several high-quality large-cap holdings, with leaders like Alphabet and Microsoft driving its strong overall rating through robust financial performance, growth in AI and cloud, and positive long-term outlooks. Apple and Nvidia further boost the fund with solid profitability and strategic focus on services and AI, though their high valuations and some mixed technical signals, along with similar concerns for names like Costco, slightly restrain the rating. The main risk factor is the fund’s heavy tilt toward a handful of large technology-related companies, which increases exposure to valuation and sector-specific volatility.
DEMZ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 68.83M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 0.99
- Issuer
- RAM
- Inception Date
- Nov 02, 2020
- Dividend Yield
- 0.88%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DEMZ Summary
DEMZ is an exchange-traded fund (ETF) that invests in large U.S. companies chosen for their alignment with Democratic Party values, such as sustainability, social justice, and ethical business practices. It does not track a traditional index, but instead follows a theme of socially responsible, progressive-leaning companies. Major holdings include well-known names like Microsoft and Apple, along with other large technology and consumer companies. Someone might invest in DEMZ to seek growth from big U.S. companies while supporting businesses that reflect their political and social values. A key risk is that the fund is heavily tilted toward U.S. tech and large-cap stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because DEMZ is actively managed and follows a specialized, values-based strategy rather than a simple market index.
What would affect this ETF?
DEMZ could benefit if large U.S. technology and communication services companies like Microsoft, Apple, Nvidia, and Alphabet continue to grow, and if demand rises for investments that focus on sustainability and progressive social policies. On the downside, the fund may be hurt by higher interest rates or an economic slowdown that pressures large growth stocks, as well as any political or regulatory changes that reduce support for ESG-style investing or negatively affect major tech and financial firms.
DEMZ Top 10 Holdings
DEMZ is leaning heavily on Big Tech and chipmakers, with Microsoft and Apple providing a steady, rising backbone for the fund. Nvidia and AMD add more firepower from the semiconductor side, though Nvidia has been a bit mixed lately while AMD continues to surge, giving the ETF a high-octane growth tilt. Alphabet, on the other hand, has been lagging and acts like a small weight on performance. With Costco quietly climbing and most holdings U.S.-based, the fund is clearly concentrated in American technology-driven, large-cap growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 5.18% | $3.57M | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 5.04% | $3.47M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 4.74% | $3.26M | $4.93T | 0.86% | 76Outperform |
 L | Loews | 4.77% | $3.28M | $22.76B | 11.85% | 76Outperform |
 GOOGL | Alphabet Class A | 3.98% | $2.74M | $3.41T | -0.58% | 85Outperform |
 COST | Costco | 4.34% | $2.99M | $448.57B | 10.01% | 72Outperform |
 LRCX | Lam Research | 4.37% | $3.01M | $298.69B | 48.51% | 77Outperform |
 NDSN | Nordson | 4.11% | $2.83M | $17.97B | 39.21% | 79Outperform |
 AMD | Advanced Micro Devices | 4.05% | $2.79M | $824.07B | 98.09% | 73Outperform |
 APH | Amphenol | 4.08% | $2.81M | $195.55B | 14.01% | 78Outperform |
DEMZ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEMZ, the sentiment is Negative. The current price of 47.44 is below the 20-day moving average (MA) of 48.67, below the 50-day MA of 48.22, and above the 200-day MA of 45.39, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 36.80 is Neutral, neither overbought nor oversold. The STOCH value of 26.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DEMZ.
DEMZ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DEMZ | $47.44 | $55.00(15.94% Upside) | $68.83M | 0.45% | 75Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 REGS | $11.08 | $14.68(32.48% Upside) | $76.65M | 0.35% | 74Outperform |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 SPCT | $27.98 | $32.05(14.55% Upside) | $71.86M | 0.85% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DEMZ | Democratic Large Cap Core ETF | 47.44 | 4.73 | 11.08% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% |
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.