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SHEH - ETF AI Analysis
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Shell plc ADRhedged (SHEH)
Rating:71Outperform
Price Target:
$58.00
Positive Factors
Strong Top Holding Performance
The largest holding, Shell, has delivered strong year-to-date gains, supporting the ETF's overall performance.
Low Expense Ratio
The ETF has a low expense ratio, making it cost-effective compared to many other funds.
Focused Energy Exposure
The ETF's concentration in the energy sector allows investors to benefit from the sector's recent strength.
Negative Factors
Over-Concentration in One Stock
Shell makes up an overwhelming portion of the portfolio, exposing investors to significant single-company risk.
Sector Dependence
The ETF is heavily focused on the energy sector, making it vulnerable to downturns in energy markets.
Limited Geographic Diversification
The fund is almost entirely invested in U.S.-based assets, offering little exposure to international markets.
SHEH vs. SPDR S&P 500 ETF (SPY)
AUM3.85M
RegionEurope
Expense Ratio0.19%
Beta0.28
IssuerADRhedged
Inception DateOct 01, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedShell plc - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,995
30 Day Avg. Volume4,399
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
55.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
SHEH Summary
The SHEH ETF focuses on the energy sector, specifically oil, gas, and consumable fuels, and tracks the performance of Shell plc, a global leader in energy solutions. It uses American Depositary Receipts (ADRs) and hedging strategies to reduce currency risks, making it a unique option for investors interested in the energy industry. Shell is one of the well-known companies included in this ETF. Someone might consider investing in SHEH to gain exposure to a major player in the energy market and diversify their portfolio. However, new investors should be aware that the ETF’s performance is heavily tied to the energy sector, which can be volatile and influenced by global oil prices.
How much will it cost me?The SHEH ETF has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed funds because it focuses on a specific sector and uses hedging strategies to reduce currency risks.
What would affect this ETF?The SHEH ETF could benefit from rising global energy demand and Shell's leadership in the oil and gas sector, especially if energy prices remain strong or increase due to geopolitical tensions or supply constraints. However, it may face challenges from regulatory pressures on fossil fuels, a shift toward renewable energy, or economic slowdowns that reduce energy consumption. Its hedging strategy helps mitigate currency risks, but the ETF's heavy reliance on Shell means its performance is closely tied to the company's success and broader trends in the energy market.
SHEH Top 10 Holdings
The SHEH ETF is laser-focused on Shell, with nearly all its weight tied to the energy giant. Shell has been steady recently, benefiting from strong LNG initiatives and cost-cutting measures, but mixed signals in its Chemicals segment and slower revenue growth have kept its performance from soaring. With its European and U.K. exposure, the fund is a pure play on the oil and gas sector, offering little diversification beyond Shell itself. Investors should view this ETF as a concentrated bet on Shell’s ability to navigate the evolving energy landscape.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Shell | 95.95% | $3.72M | $218.67B | 15.20% | 73 Outperform | |
| ― | 3.79% | $147.20K | ― | ― | ― |
SHEH Technical Analysis
Positive
―
Price Trends
52.79
Positive
51.98
Positive
50.65
Positive
Market Momentum
0.74
Negative
66.75
Neutral
85.94
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHEH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.55, equal to the 50-day MA of 52.79, and equal to the 200-day MA of 50.65, indicating a bullish trend. The MACD of 0.74 indicates Negative momentum. The RSI at 66.75 is Neutral, neither overbought nor oversold. The STOCH value of 85.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SHEH.
SHEH Peer Comparison
Comparison Results
Performance Comparison
SHEH
Shell plc ADRhedged
55.63
8.27
17.46%
HSBH
HSBC Holdings plc ADRhedged
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AZNH
AstraZeneca PLC ADRhedged
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BPH
BP p.l.c. ADRhedged
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ARMH
Arm Holdings PLC ADRhedged
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GSKH
GSK plc ADRhedged
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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.
Disclaimer
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.Date of analysis: ―
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