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JUDO - ETF AI Analysis

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JUDO

Janus Henderson U.S. Equity Enhanced Income ETF (JUDO)

Rating:74Outperform
Price Target:
JUDO, the Janus Henderson U.S. Equity Enhanced Income ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Alphabet, Microsoft, and Nvidia, which benefit from strong financial performance and long-term growth in AI and cloud computing. However, several major holdings carry premium valuations and some signs of short-term technical weakness, and the fund’s concentration in technology and AI-related names means investors face higher risk if that sector or theme falls out of favor.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major positions such as Nvidia, Alphabet, Amazon, Broadcom, Meta, and Micron have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, communication services, financials, health care, consumer sectors, and more help reduce the impact of weakness in any single industry.
Negative Factors
High Technology Concentration
A large portion of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.
Mixed Performance Among Top Holdings
Some large positions like Microsoft, Apple, JPMorgan, and Eli Lilly have recently lagged, which can offset gains from stronger names.
Higher Expense Ratio
The fund’s expense ratio is relatively elevated for an ETF, meaning more of the return is used to cover fees instead of going to investors.

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

JUDO Summary

JUDO is the Janus Henderson U.S. Equity Enhanced Income ETF, an actively managed fund that invests in a wide range of U.S. stocks across many sectors, with a strong tilt toward technology. It doesn’t track a set index, but instead focuses on the total U.S. stock market while using options to try to boost income. Well-known holdings include Nvidia, Microsoft, Apple, Amazon, and Alphabet (Google). Someone might consider JUDO for diversified stock exposure plus higher potential income from dividends and options. A key risk is that it can still rise and fall with the stock market, and the options strategy may limit gains in strong rallies.
How much will it cost me?This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the cost of a typical low-cost index ETF because JUDO is actively managed and uses an options strategy to try to generate extra income.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and communication companies like Nvidia, Microsoft, Alphabet, and Amazon, so it could benefit if innovation, corporate profits, and the overall U.S. stock market remain strong, especially in areas like artificial intelligence and cloud computing. On the other hand, it could be hurt by a downturn in U.S. stocks, tighter regulations on big tech, rising interest rates that pressure growth companies, or sharp market rallies where its options strategy may limit how much it can gain.

JUDO Top 10 Holdings

JUDO’s story is all about U.S. mega-cap tech and AI, with Nvidia, Alphabet, Microsoft, Amazon, and Apple steering the ship. Micron and Applied Materials are the real engines right now, rising on the AI hardware boom and giving the fund a helpful tailwind. Nvidia, Alphabet, and Broadcom are still solid long-term pillars, but their recent trading has been choppy, while Microsoft and Amazon feel like they’re catching their breath. With all holdings U.S.-based and heavily tilted to tech, the fund’s fortunes are closely tied to America’s AI and cloud cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.76%$535.78K$4.71T22.22%
76
Outperform
Alphabet Class C6.92%$477.64K$4.34T105.51%
82
Outperform
Microsoft5.69%$392.83K$2.90T-22.12%
79
Outperform
Amazon4.71%$325.42K$2.61T12.14%
71
Outperform
Apple4.69%$323.44K$4.53T47.93%
79
Outperform
Broadcom3.36%$231.77K$1.71T36.42%
76
Outperform
JPMorgan Chase2.32%$160.21K$896.22B19.96%
72
Outperform
Micron2.28%$157.06K$1.10T654.20%
79
Outperform
Eli Lilly & Co2.20%$151.74K$1.14T58.88%
72
Outperform
Applied Materials1.86%$128.45K$478.79B184.37%
77
Outperform

JUDO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.38
Positive
100DMA
200DMA
Market Momentum
MACD
0.08
Positive
RSI
53.15
Neutral
STOCH
55.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JUDO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.57, equal to the 50-day MA of 27.38, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 53.15 is Neutral, neither overbought nor oversold. The STOCH value of 55.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JUDO.

JUDO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.94M0.55%
74
Outperform
$96.79M0.89%
72
Outperform
$96.27M0.75%
68
Neutral
$91.70M0.65%
66
Neutral
$86.31M0.52%
71
Outperform
$79.77M0.59%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JUDO
Janus Henderson U.S. Equity Enhanced Income ETF
27.64
3.23
13.23%
BAMD
Brookstone Dividend Stock ETF
SOVF
Sovereign's Capital Flourish Fund
YALL
God Bless America ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
PFOE
Pathfinder Focused Opportunities 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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