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SHPP - ETF AI Analysis

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SHPP

Pacer Industrials and Logistics ETF (SHPP)

Rating:64Neutral
Price Target:
SHPP, the Pacer Industrials and Logistics ETF, earns a solid overall rating largely because many of its biggest holdings—such as ABB, FedEx, and CSX—combine strong financial performance with positive technical trends and strategic initiatives that support long-term growth. At the same time, some key positions like Union Pacific and Norfolk Southern face higher leverage, legal or competitive challenges, and macroeconomic headwinds, which slightly weigh on the fund’s appeal. The main risk factor is its concentration in industrials and logistics companies, which makes the ETF sensitive to economic cycles, industry consolidation, and broader macroeconomic conditions.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in its industrials and logistics holdings.
Leading Transportation and Logistics Stocks
Many of the largest positions, including major railroads and delivery companies, have delivered strong year-to-date results, helping support the fund’s overall performance.
Global Geographic Diversification
Holdings spread across the U.S., Europe, and Asia reduce reliance on any single country’s economy and provide broader exposure to global industrial and logistics trends.
Negative Factors
High Sector Concentration in Industrials
With most assets in the industrials sector, the fund is heavily exposed to economic cycles that affect manufacturing, transportation, and logistics businesses.
Notable Underperforming Top Holding
One of the largest positions has shown weak year-to-date performance, which can drag on returns if it continues to lag.
Above-Average Expense Ratio
The fund’s relatively high fee means more of the returns go toward costs, which can reduce long-term gains compared with lower-cost ETFs.

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

SHPP Summary

SHPP, the Pacer Industrials and Logistics ETF, follows the Pacer Global Supply Chain Infrastructure Index, focusing on companies that move and manage goods around the world. It mainly holds industrial and logistics businesses such as Union Pacific and FedEx, along with global shipping, rail, and delivery firms. An investor might choose this ETF to benefit from long-term growth in e-commerce, global trade, and improving supply chains, while getting diversification across several countries. A key risk is that it is heavily tied to the industrial and logistics sector, so its value can go up or down with changes in the economy and global trade.
How much will it cost me?The Pacer Industrials and Logistics ETF (SHPP) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is a sector-focused ETF, which typically involves more active management compared to broad market index funds. The higher cost reflects the specialized approach to investing in logistics and industrial companies.
What would affect this ETF?The Pacer Industrials and Logistics ETF (SHPP) could benefit from trends like the growth of e-commerce, advancements in supply chain technology, and increased globalization, which drive demand for logistics and transportation services. However, it may face challenges from rising interest rates, which can increase borrowing costs for industrial companies, and potential economic slowdowns that could reduce global trade activity. Its global exposure and focus on industrials and logistics make it sensitive to both technological innovation and broader economic conditions.

SHPP Top 10 Holdings

SHPP is powered by a global mix of industrial heavyweights, with railroads like Union Pacific, CSX, and Canadian National quietly pulling the fund forward as their shares keep rising on solid operations and cash flow. Logistics names such as FedEx and DHL add momentum, though FedEx’s recent choppiness and UPS’s mixed results show that parcel delivery isn’t all smooth sailing. SAP and ABB bring a touch of European industrial-tech flavor, but SAP’s losing steam year-to-date. Overall, the ETF is firmly anchored in global transportation and logistics, with performance driven mainly by North American rails.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SAP SE10.51%$226.44K€223.38B-17.43%
66
Neutral
Union Pacific9.25%$199.37K$182.62B37.50%
72
Outperform
ABB Ltd9.09%$195.87Kkr1.70T49.46%
78
Outperform
CSX4.83%$104.16K$94.99B57.74%
78
Outperform
Canadian Pacific Kansas City4.18%$90.04K$82.66B23.53%
74
Outperform
United Parcel4.01%$86.34K$89.61B20.46%
72
Outperform
FedEx3.97%$85.50K$78.31B43.19%
79
Outperform
Norfolk Southern3.96%$85.24K$78.32B24.54%
75
Outperform
Canadian National Railway3.86%$83.28K$76.16B30.20%
77
Outperform
DHL Group3.81%$82.20K€63.26B45.23%
76
Outperform

SHPP Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
34.66
Negative
100DMA
33.95
Positive
200DMA
32.05
Positive
Market Momentum
MACD
0.24
Positive
RSI
39.84
Neutral
STOCH
17.38
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHPP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 35.48, equal to the 50-day MA of 34.66, and equal to the 200-day MA of 32.05, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 39.84 is Neutral, neither overbought nor oversold. The STOCH value of 17.38 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SHPP.

SHPP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.15M0.60%
64
Neutral
$9.51M0.35%
66
Neutral
$5.74M0.45%
60
Neutral
$3.70M0.35%
52
Neutral
$2.39M0.58%
58
Neutral
$828.95K0.35%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SHPP
Pacer Industrials and Logistics ETF
34.66
7.31
26.73%
JOUL
Corgi High Voltage Grid Equipment ETF
WDGF
WisdomTree Global Defense Fund
BZZ
Corgi Drones & Urban Air Mobility ETF
SUPL
ProShares Supply Chain Logistics ETF
AV
Corgi Aerospace & Commercial Aviation 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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