LOHA - ETF AI Analysis
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Roundhill HALO ETF (LOHA)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Energy and Materials Holdings
Many of the top positions in energy and materials have shown strong gains this year, helping support the ETF’s overall performance.
Sector Diversification Across the Real Economy
Holdings spread across industrials, consumer sectors, energy, materials, and health care help reduce the impact if any one industry slows down.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized strategy, so fees are not excessively eating into investor returns.
Negative Factors
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the ETF offers limited diversification across global markets.
Recent Short-Term Weakness
The fund has experienced a weak recent month, which may signal near-term volatility or pressure on some holdings.
Cyclical Sector Sensitivity
Significant exposure to industrials, consumer cyclical, and energy stocks means the ETF can be sensitive to economic slowdowns and commodity price swings.
LOHA vs. SPDR S&P 500 ETF (SPY)
AUM48.34M
RegionNorth America
Expense Ratio0.35%
Beta0.19
IssuerRoundhill
Inception DateMay 14, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedAkros U.S. Heavy Assets Low Obsolescence Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,020
30 Day Avg. Volume29,415
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
30.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LOHA Summary
The Roundhill HALO ETF (ticker: LOHA) tracks the Akros U.S. Heavy Assets Low Obsolescence Index, focusing on U.S. companies that are expected to hold up well as artificial intelligence changes the economy. It owns 100 stocks across many sectors, with a tilt toward industries like energy, materials, and industrials rather than flashy tech names. Well-known holdings include Chevron and ConocoPhillips. Someone might invest for broad U.S. stock market exposure with an added focus on businesses that may be less disrupted by AI. A key risk is that the fund’s sector tilts mean it can rise or fall differently from the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because it uses a more specialized, rules-based strategy to select companies that are better positioned against AI-related disruption.
What would affect this ETF?LOHA could benefit if the U.S. economy stays healthy, consumer spending remains solid, and industrial and transportation companies like TFI International, JB Hunt, and Ryder see steady demand while successfully using AI and automation to improve efficiency. On the downside, a recession, higher interest rates that hurt cyclical sectors like airlines and home-related businesses, or regulations and technological shifts that make its “low obsolescence” companies less resilient to AI disruption than expected could weigh on future returns.
LOHA Top 10 Holdings
LOHA’s story right now is all about hard assets and old-economy muscle rather than flashy Silicon Valley names. Energy heavyweights like Cenovus, ConocoPhillips, Chevron, and Suncor are doing the heavy lifting, with shares generally rising as investors reward strong cash flows and dividends. Newmont and Agnico Eagle add a steady gold-mining backbone, helping the fund when markets get jittery. Darling Ingredients and Tidewater are more mixed, occasionally losing steam and trimming some of the upside. Overall, it’s a U.S.-listed, resource‑tilted portfolio built to weather AI-era disruption from the ground up.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tidewater | 1.33% | $655.64K | $4.34B | 57.78% | 78 Outperform | |
| Newmont Mining | 1.32% | $650.69K | $134.09B | 48.02% | 81 Outperform | |
| Cenovus Energy | 1.31% | $644.66K | $57.64B | 80.52% | 73 Outperform | |
| Agnico Eagle | 1.29% | $634.31K | $103.52B | 25.35% | 80 Outperform | |
| Suncor Energy | 1.26% | $622.84K | $78.01B | 58.18% | 77 Outperform | |
| Canadian Natural | 1.25% | $614.75K | C$138.72B | 48.63% | 81 Outperform | |
| Hecla Mining Company | 1.24% | $610.78K | $12.78B | 73.79% | 74 Outperform | |
| Conocophillips | 1.22% | $603.47K | $150.49B | 30.99% | 78 Outperform | |
| Matson | 1.22% | $601.82K | $6.78B | 115.41% | 77 Outperform | |
| Darling Ingredients | 1.22% | $599.83K | $9.73B | 95.46% | 69 Neutral |
LOHA Technical Analysis
Negative
―
Price Trends
26.24
Negative
Market Momentum
-0.36
Positive
29.27
Positive
10.78
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LOHA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.82, equal to the 50-day MA of 26.24, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 29.27 is Positive, neither overbought nor oversold. The STOCH value of 10.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LOHA.
LOHA Peer Comparison
Comparison Results
Performance Comparison
LOHA
Roundhill HALO ETF
24.98
0.35
1.42%
BUZZ
VanEck Social Sentiment ETF
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
PFOE
Pathfinder Focused Opportunities ETF
―
―
―
VAMO
Cambria Value & Momentum 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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