RKSG - ETF AI Analysis
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Ruk Strategic Growth ETF (RKSG)
RKSG, the Ruk Strategic Growth ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Alphabet, Apple, Microsoft, and Nvidia, all benefiting from strong financial performance and long-term growth drivers in AI, cloud, and services. Healthcare names such as Merck and Johnson & Johnson further support the fund with robust fundamentals, though holdings like Lockheed Martin and Eli Lilly introduce risks related to leverage, valuation, and margin pressures. The main risk factor is the fund’s concentration in large growth and technology-oriented companies, which can make it more sensitive to market swings and changes in sentiment toward high-valuation stocks.
RKSG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.90M
- Region
- North America
- Expense Ratio
- 0.50%
- Beta
- 0.81
- Issuer
- Ruk
- Inception Date
- Apr 07, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- Ruk Strategic Growth Index - USD - Benchmark TR Gross
RKSG Summary
Ruk Strategic Growth ETF (RKSG) is a U.S. stock fund that follows the Ruk Strategic Growth Index, focusing on large, established companies with strong growth potential. It spreads investments across many sectors, including technology, health care, and financials, and holds well-known names like Nvidia and Apple. Investors might consider RKSG if they want a simple way to tap into the growth of leading U.S. companies while staying diversified across different industries. A key risk is that it leans toward growth and tech-related stocks, so its value can rise and fall sharply with changes in the stock market and investor sentiment.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. That’s higher than the cost of many basic index ETFs because this fund uses a more specialized, rules-based strategy to select and weight growth stocks instead of simply tracking a broad market index.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and other growth companies like Nvidia, Apple, and Alphabet, so it could benefit if innovation, corporate earnings, and the broader U.S. economy stay strong and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech regulations, market downturns that hit big growth names, or a shift in investor preference toward value or non-U.S. markets, despite its rules-based approach that aims to manage concentration and valuation risk.
RKSG Top 10 Holdings
RKSG is leaning heavily into U.S. Big Tech, with Nvidia, Apple, Microsoft, and Alphabet doing most of the heavy lifting. Nvidia and Microsoft are the clear engines of recent gains, riding strong demand for AI and cloud, while Apple has been steadily adding fuel rather than surging. Alphabet’s performance has been more mixed, occasionally tapping the brakes. On the defensive side, health care names like Eli Lilly and Johnson & Johnson have recently lagged, acting as a drag even as they provide ballast, leaving the fund firmly anchored in U.S. large-cap growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 9.35% | $271.35K | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.88% | $228.54K | $5.03T | 26.98% | 79Outperform |
 GOOGL | Alphabet Class A | 4.31% | $124.88K | $3.41T | -0.58% | 85Outperform |
 MSFT | Microsoft | 4.75% | $137.84K | $3.88T | -0.73% | 79Outperform |
 LLY | Eli Lilly & Co | 4.03% | $116.76K | $1.33T | 67.86% | 72Outperform |
 AMZN | Amazon | 2.31% | $67.04K | $2.59T | 7.85% | 71Outperform |
 LMT | Lockheed Martin | 2.44% | $70.79K | $147.14B | 30.06% | 70Outperform |
 JNJ | Johnson & Johnson | 2.28% | $66.05K | $657.68B | 44.51% | 78Outperform |
 MRK | Merck & Company | 1.99% | $57.80K | $368.89B | 73.30% | 80Outperform |
 ALL | Allstate | 1.94% | $56.30K | $65.71B | 35.43% | 74Outperform |
RKSG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RKSG, the sentiment is Neutral. The current price of 28.85 is below the 20-day moving average (MA) of 28.90, above the 50-day MA of 28.68, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 51.19 is Neutral, neither overbought nor oversold. The STOCH value of 41.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RKSG.
RKSG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RKSG | $28.85 | $32.00(10.92% Upside) | $2.90M | 0.50% | 74Outperform |
 PRXG | $38.63 | $50.06(29.60% Upside) | $90.39M | 0.36% | 75Outperform |
 AFGR | $35.66 | $46.56(30.55% Upside) | $88.02M | 0.65% | 75Outperform |
 AQLG | $25.97 | $30.96(19.20% Upside) | $77.59M | 0.65% | 68Neutral |
 CGGG | $27.01 | $38.18(41.35% Upside) | $73.03M | 0.39% | 72Outperform |
 STXD | $40.29 | $48.03(19.21% Upside) | $69.99M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RKSG | Ruk Strategic Growth ETF | 28.85 | 3.77 | 15.03% | |
| PRXG | Praxis Impact Large Cap Growth ETF | 38.63 | 1.19 | 3.19% | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 35.66 | -1.29 | -3.50% | |
| AQLG | Highland Capital Large Capital Growth ETF | 25.97 | 0.97 | 3.90% | |
| CGGG | Capital Group U.S. Large Growth ETF | 27.01 | -2.21 | -7.55% | |
| STXD | Strive 1000 Dividend Growth ETF | 40.29 | 4.21 | 11.66% |
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.