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ONLN - ETF AI Analysis

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ONLN

ProShares Online Retail ETF (ONLN)

Rating:66Neutral
Price Target:
ONLN, the ProShares Online Retail ETF, earns a solid overall rating thanks to major positions in leaders like Amazon and Mercadolibre, which bring strong financial performance, growth in cloud and online retail, and generally positive outlooks. GigaCloud Technology also supports the fund’s quality with attractive valuation and bullish momentum, while holdings like Chewy and Carvana introduce some risk due to premium valuations, technical weakness or overbought signals. The main risk factor is the fund’s concentration in a single industry—online retail—where competitive and regulatory pressures, especially in names like PDD and Alibaba, can increase volatility.
Positive Factors
Leading Online Retail Names
The fund’s largest positions include well-known online retailers like Amazon and eBay, which have shown generally strong performance and help support the ETF’s results.
Focused Exposure to Online Shopping Trend
With most of its holdings in consumer-focused online retail companies, the ETF gives investors targeted access to the long-term growth of e-commerce.
Recent Short-Term Rebound
Despite weaker results over the past few months, the ETF has seen a recent uptick over the last month, suggesting some recovery in the underlying stocks.
Negative Factors
High Concentration in Top Holdings
A large share of the fund is tied up in a few companies, so problems at those firms could have an outsized impact on the ETF.
Many Key Holdings Are Underperforming
Several of the largest positions, including major names like Alibaba, PDD, and Carvana, have shown weak performance this year, dragging on the fund’s overall returns.
Narrow Sector and Geographic Focus
The ETF is heavily concentrated in U.S. consumer cyclical stocks, which means it is less diversified and more sensitive to changes in U.S. consumer spending and economic conditions.

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

ONLN Summary

The ProShares Online Retail ETF (ONLN) tracks the ProShares Online Retail Index and focuses on companies that make most of their sales online. It holds well-known e-commerce leaders like Amazon and Alibaba, along with other online retailers from the consumer and tech sectors. Someone might invest in ONLN if they believe online shopping will keep growing and want an easy way to spread their money across many digital retail companies instead of picking individual stocks. A key risk is that it is heavily tied to online retail, so its value can rise or fall sharply with trends in e-commerce and consumer spending.
How much will it cost me?The ProShares Online Retail ETF (ONLN) 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 because it is a niche, sector-focused ETF that requires more active management to target specific companies in the online retail space.
What would affect this ETF?The ProShares Online Retail ETF (ONLN) could benefit from continued growth in e-commerce and digital shopping trends, especially as global consumer habits increasingly shift online. However, it may face challenges from rising interest rates, which can impact consumer spending, and regulatory changes affecting major holdings like Amazon and Alibaba. Additionally, economic slowdowns or supply chain disruptions could negatively affect the performance of companies in its portfolio.

ONLN Top 10 Holdings

ONLN is essentially a bet on global e-commerce, with Amazon as the heavyweight engine that’s recently lost a bit of speed, keeping overall gains in check. Chinese giants like Alibaba and PDD are swinging between promise and pressure, adding volatility rather than steady lift. On the brighter side, eBay and Williams-Sonoma have been quietly rising, giving the fund some much-needed balance. Names like Carvana, Chewy, and Coupang are more like wildcards—high potential but currently lagging—so the ETF leans heavily on a concentrated group of online retail leaders across the U.S., China, and Latin America.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon26.78%$17.59M$2.92T23.26%
71
Outperform
Alibaba8.46%$5.56M$286.13B6.69%
68
Neutral
eBay8.34%$5.48M$50.62B20.23%
70
Outperform
PDD Holdings5.34%$3.51M$126.06B-19.69%
70
Outperform
Carvana Co4.40%$2.89M$68.62B1.92%
66
Neutral
Mercadolibre4.05%$2.66M$95.21B-22.64%
77
Outperform
Coupang3.79%$2.49M$29.35B-41.68%
60
Neutral
Williams-Sonoma3.74%$2.46M$26.92B26.26%
75
Outperform
GigaCloud Technology, Inc. Class A3.52%$2.31M$1.61B84.19%
82
Outperform
Wayfair3.38%$2.22M$11.21B47.30%
52
Neutral

ONLN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
56.47
Positive
100DMA
56.61
Positive
200DMA
57.55
Positive
Market Momentum
MACD
1.25
Negative
RSI
64.48
Neutral
STOCH
80.67
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ONLN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.13, equal to the 50-day MA of 56.47, and equal to the 200-day MA of 57.55, indicating a bullish trend. The MACD of 1.25 indicates Negative momentum. The RSI at 64.48 is Neutral, neither overbought nor oversold. The STOCH value of 80.67 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ONLN.

ONLN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$65.68M0.58%
66
Neutral
$97.76M0.50%
60
Neutral
$93.74M0.65%
63
Neutral
$90.89M0.50%
68
Neutral
$32.12M0.75%
60
Neutral
$705.52K0.35%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ONLN
ProShares Online Retail ETF
61.31
6.70
12.27%
CSNR
Cohen & Steers Natural Resources Active ETF
SOCL
Global X Social Media ETF
IQM
Franklin Intelligent Machines ETF
AWAY
ETFMG Travel Tech ETF
WNDR
Corgi Travel & Leisure 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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