KWH - ETF AI Analysis
Top Page
GMO Power Infrastructure ETF (KWH)
KWH, the GMO Power Infrastructure ETF, has a solid overall rating driven mainly by strong, diversified holdings in major power and infrastructure companies like Siemens and Eaton, which show healthy financial performance and strategic growth plans. However, some holdings such as Schneider Electric and E.ON face bearish or mixed technical trends and valuation concerns, which slightly weigh on the fund’s quality. The main risk factor is the fund’s focus on power and infrastructure, meaning performance is closely tied to that sector’s economic and regulatory conditions.
KWH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 54.20M
- Region
- Global
- Expense Ratio
- 0.60%
- Beta
- 0.58
- Issuer
- GMO
- Inception Date
- Jul 14, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
KWH Summary
GMO Power Infrastructure ETF (KWH) is an actively managed fund that focuses on companies building and running the global power system, from electricity generation and transmission to grid modernization, energy storage, and renewable power infrastructure. It follows a power and infrastructure theme rather than a traditional stock index and invests around the world. Well-known holdings include Siemens and NextEra Energy. Someone might invest in KWH to tap into long-term growth from electrification and clean energy while diversifying across utilities, industrials, and energy firms. A key risk is that it is heavily focused on the power sector, so performance can swing with energy policies and market conditions.
How much will it cost me?
KWH has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 invested. This cost is higher than the average ETF because KWH is actively managed and focuses on a specialized power infrastructure theme, which typically requires more research and management.
What would affect this ETF?
KWH could benefit from global efforts to expand and modernize power infrastructure, especially as demand for electrification, renewable energy, and grid upgrades supports its utility, industrial, and technology holdings like Schneider Electric, Siemens, and NextEra Energy. On the downside, changes in government energy policies, higher interest rates that make capital-intensive projects more expensive, and setbacks in the clean energy transition across different regions could hurt performance and add volatility.
KWH Top 10 Holdings
KWH is essentially a bet on the global power grid, with European industrial heavyweights and utilities steering the ship. Schneider Electric and Siemens have been lagging lately, so their once-strong stories are losing a bit of spark, while Eaton and Trane are still rising on the back of electrification and efficiency trends. On the utility side, Iberdrola and National Grid provide steadier, income-oriented ballast, even if their momentum is more mixed. Overall, the fund is tightly focused on power infrastructure, with a global tilt and a clear bias toward Europe’s grid and equipment champions.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DE:SIE | Siemens | 4.40% | $2.38M | EUR 210.12B | 11.53% | 74Outperform |
 FR:SU | Schneider Electric | 3.98% | $2.16M | EUR 136.55B | -5.94% | 62Neutral |
 ETN | Eaton | 3.02% | $1.64M | $137.17B | -15.16% | 75Outperform |
 ES:IBE | Iberdrola | 2.90% | $1.57M | EUR 149.04B | 28.07% | 67Neutral |
 NGG | National Grid Transco | 2.79% | $1.51M | $85.52B | 14.00% | 74Outperform |
 NEE | NextEra Energy | 2.87% | $1.55M | $185.51B | 7.44% | 71Outperform |
 TT | Trane Technologies | 2.56% | $1.39M | $89.85B | -10.03% | 70Outperform |
 IT:ENEL | Enel S.p.A. | 2.66% | $1.44M | EUR 96.02B | 9.31% | 67Neutral |
 DE:EOAN | E.ON SE | 2.09% | $1.13M | EUR 49.33B | 20.34% | 61Neutral |
KWH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KWH, the sentiment is Negative. The current price of 22.75 is below the 20-day moving average (MA) of 23.37, below the 50-day MA of 23.85, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.19 indicates Negative momentum. The RSI at 37.14 is Neutral, neither overbought nor oversold. The STOCH value of 63.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KWH.
KWH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| KWH | $22.76 | $24.50(7.67% Upside) | $54.20M | 0.60% | 62Neutral |
 CSIO | $28.24 | $31.68(12.20% Upside) | $55.08M | 0.65% | 56Neutral |
 RIFR | $29.20 | $32.23(10.35% Upside) | $49.14M | 0.59% | 66Neutral |
 REIX | $30.14 | $33.78(12.11% Upside) | $36.84M | 0.45% | 64Neutral |
 BILD | $29.82 | $32.31(8.35% Upside) | $8.24M | 0.49% | 60Neutral |
 GARA | $27.45 | $30.31(10.40% Upside) | $412.70K | 0.45% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| KWH | GMO Power Infrastructure ETF | 22.75 | -2.24 | -8.96% | |
| CSIO | Cohen & Steers Infrastructure Opportunities Active ETF | 28.24 | 3.62 | 14.71% | |
| RIFR | Global Infrastructure Active ETF | 29.20 | 3.26 | 12.55% | |
| REIX | NYLIM CBRE Real Estate & Infrastructure ETF | 30.14 | 2.44 | 8.81% | |
| BILD | Macquarie Global Listed Infrastructure ETF | 29.82 | 2.95 | 10.98% | |
| GARA | Guinness Atkinson Real Assets Income ETF | 27.45 | 2.89 | 11.77% |
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.