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RKNG - ETF AI Analysis

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RKNG

Defiance Retail Kings ETF (RKNG)

Rating:59Neutral
Price Target:
RKNG, the Defiance Retail Kings ETF, has a mixed-but-constructive overall rating, supported by strong holdings like Micron, Western Digital, Credo Technology Group, and Lam Research, which benefit from solid financial performance, positive earnings calls, and growth tied to AI and advanced technologies. However, weaker holdings such as Navitas Semiconductor, Nebius Group, and TeraWulf, which face financial challenges, profitability issues, and valuation concerns, weigh on the fund’s appeal. The main risk factor is the fund’s exposure to several companies with strained financials and high leverage, which could increase volatility and downside risk.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past three months and year-to-date, suggesting solid recent momentum.
Top Holdings Showing Positive Trends
Most of the largest positions, including key technology names, have delivered positive year-to-date performance that supports the fund’s returns.
Focused Growth Exposure
A heavy tilt toward technology and related industries gives investors targeted exposure to areas that have been driving much of the market’s growth.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns for buy-and-hold investors.
Sector Concentration in Technology
With more than half of assets in the technology sector, the ETF is vulnerable to a downturn in tech stocks.
Limited Geographic Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little protection if the U.S. market faces broad weakness.

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

RKNG Summary

Defiance Retail Kings ETF (RKNG) is an actively managed fund that focuses on U.S. stocks getting a lot of attention from everyday (retail) investors, based on online and social media activity rather than a traditional index. It mainly holds technology names, including well-known companies like Micron and Western Digital, along with a mix of smaller, more speculative stocks. Someone might invest in RKNG if they want a targeted way to try to benefit from fast-moving, retail-driven trends rather than the broad market. A key risk is that this concentrated, sentiment-based strategy can be very volatile and may rise or fall sharply over short periods.
How much will it cost me?This ETF has an expense ratio of 0.79%, which means you’ll pay about $7.90 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and uses a specialized strategy based on retail investor sentiment, which costs more to run than a simple index fund.
What would affect this ETF?This ETF is heavily invested in U.S. technology and other growth-focused companies that could benefit if innovation stays strong, retail investor enthusiasm remains high, and interest rates fall or stay stable, which generally helps growth stocks. On the downside, it could be hurt by rising interest rates, a pullback in retail trading activity, or sharp drops in a few major tech and semiconductor holdings, and its concentrated, sentiment-driven strategy may make performance more volatile than the overall market.

RKNG Top 10 Holdings

RKNG is leaning hard into U.S. tech, with chip and storage names like Micron, Western Digital, and Lam Research doing much of the heavy lifting as AI-related demand keeps them rising. SanDisk is another bright spot, helping power the fund’s recent momentum. On the flip side, smaller players such as Navitas Semiconductor and Nebius Group look more mixed, with financial strains and choppy trading occasionally putting sand in the gears. Overall, this is a concentrated, U.S.-centric tech bet that lives and dies by retail-favorite semiconductor and hardware names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
BlackBerry4.64%$293.39K$6.75B163.66%
54
Neutral
Opendoor Technologies4.09%$258.57K$4.73B714.40%
53
Neutral
Bloom Energy3.86%$243.80K$77.05B1114.20%
62
Neutral
Advanced Micro Devices3.77%$238.20K$844.36B274.48%
73
Outperform
Planet Labs PBC3.74%$236.29K$11.18B351.83%
57
Neutral
Micron3.70%$234.13K$1.10T654.20%
79
Outperform
Alphabet Class A3.70%$233.94K$4.34T110.50%
85
Outperform
Dell Technologies3.68%$232.65K$255.63B231.06%
65
Neutral
Vertiv Holdings3.66%$231.41K$115.44B152.23%
77
Outperform
Rocket Lab USA3.66%$231.06K$60.09B139.43%
57
Neutral

RKNG Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
27.11
Negative
100DMA
23.89
Positive
200DMA
Market Momentum
MACD
-0.49
Positive
RSI
41.26
Neutral
STOCH
14.32
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RKNG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.37, equal to the 50-day MA of 27.11, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 41.26 is Neutral, neither overbought nor oversold. The STOCH value of 14.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RKNG.

RKNG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.49M0.79%
59
Neutral
$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
RKNG
Defiance Retail Kings ETF
24.90
-0.36
-1.43%
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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