tiprankstipranks
Advertisement

QB - ETF AI Analysis

Compare

Top Page

QB

ProShares Nasdaq-100 Dynamic Buffer ETF (QB)

Rating:74Outperform
Price Target:
The ProShares Nasdaq-100 Dynamic Buffer ETF (QB) has a solid overall rating, reflecting its strong foundation in high-performing tech companies. Microsoft and Apple stand out as key contributors due to their robust financial performance, strategic focus on AI and cloud services, and long-term growth potential. However, holdings like Tesla and Meta Platforms, with valuation concerns and bearish technical indicators, slightly weigh on the fund's rating. Investors should also note the ETF's concentration in the tech sector, which may increase exposure to industry-specific risks.
Positive Factors
Strong Top Holdings
Several top positions, like Nvidia, Broadcom, and Netflix, have delivered strong year-to-date performance, driving the ETF’s returns.
Technology Sector Leadership
With over half of its exposure in technology, the ETF benefits from the strong performance of this high-growth sector.
Healthy Diversification Across Sectors
The ETF includes exposure to multiple sectors, such as communication services and consumer cyclical, reducing reliance on a single industry.
Negative Factors
High Concentration in Top Holdings
The top three holdings—Nvidia, Apple, and Microsoft—make up a significant portion of the portfolio, increasing risk tied to these companies.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, with minimal international exposure, which limits diversification across global markets.
Above-Average Expense Ratio
The ETF’s expense ratio is higher than many passive funds, which could reduce long-term returns for investors.

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

QB Summary

The ProShares Nasdaq-100 Dynamic Buffer ETF (Ticker: QB) is designed to give investors exposure to the Nasdaq-100 Index, which includes large, innovative companies primarily in technology and communication services. Some of its top holdings are well-known names like Apple and Nvidia. This ETF uses a strategy to limit losses during market downturns while capping gains, making it appealing for investors who want growth potential with some protection against volatility. However, since it focuses heavily on tech stocks, its performance can be significantly impacted by changes in the technology sector.
How much will it cost me?The ProShares Nasdaq-100 Dynamic Buffer ETF (Ticker: QB) 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 for ETFs because it uses an actively managed options strategy to balance risk and reward, which requires more management compared to passively managed funds.
What would affect this ETF?The ProShares Nasdaq-100 Dynamic Buffer ETF (QB) is heavily focused on technology and innovation-driven companies, which could benefit from advancements in AI, cloud computing, and digital transformation trends. However, it may face challenges if interest rates rise, as higher borrowing costs can negatively impact growth-oriented sectors like technology. Additionally, regulatory scrutiny on major tech firms or economic slowdowns in the U.S. could pose risks to the ETF's performance.

QB Top 10 Holdings

The ProShares Nasdaq-100 Dynamic Buffer ETF leans heavily into technology, with Nvidia, Apple, and Microsoft among its top holdings driving the fund’s performance. Nvidia’s focus on AI and data centers has kept it steady despite recent mixed momentum, while Apple’s rising stock reflects strong revenue growth and service expansion. However, Microsoft’s lagging performance has been a drag, as overvaluation concerns weigh on investor sentiment. Alphabet’s robust gains in AI and cloud services have added a spark, but Tesla and Meta’s recent struggles have held the fund back. Overall, the ETF is concentrated in U.S. tech giants, making it a play on innovation but vulnerable to sector volatility.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia9.31%$119.15K$4.38T33.19%
76
Outperform
Apple8.76%$112.13K$4.10T18.14%
80
Outperform
Microsoft7.66%$98.07K$3.61T14.78%
73
Outperform
Broadcom6.58%$84.28K$1.88T148.99%
76
Outperform
Amazon5.23%$66.91K$2.45T11.38%
71
Outperform
Alphabet Class A3.95%$50.55K$3.86T89.06%
80
Outperform
Alphabet Class C3.68%$47.08K$3.86T87.50%
82
Outperform
Tesla3.33%$42.66K$1.42T28.14%
73
Outperform
Meta Platforms2.92%$37.38K$1.60T11.32%
71
Outperform
Netflix2.35%$30.14K$449.75B20.98%
69
Neutral

QB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
46.14
Positive
100DMA
44.71
Positive
200DMA
43.32
Positive
Market Momentum
MACD
0.29
Negative
RSI
61.65
Neutral
STOCH
91.12
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 46.37, equal to the 50-day MA of 46.14, and equal to the 200-day MA of 43.32, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 61.65 is Neutral, neither overbought nor oversold. The STOCH value of 91.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QB.

QB Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.83M0.58%
74
Outperform
$156.70M0.70%
72
Outperform
$111.89M0.79%
69
Neutral
$101.31M0.29%
73
Outperform
$73.27M0.70%
72
Outperform
$28.93M0.20%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
QB
ProShares Nasdaq-100 Dynamic Buffer ETF
47.06
7.06
17.65%
BCUS
Bancreek U.S. Large Cap ETF
UPSD
Aptus Large Cap Upside ETF
BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
HUSV
First Trust Horizon Managed Volatility Domestic ETF
ONEO
SPDR Russell 1000 Momentum Focus 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: ―
Table of Contents
Advertisement