SIMS - ETF AI Analysis
Top Page
SPDR S&P Kensho Intelligent Structures ETF (SIMS)
Rating:65Neutral
Price Target:―
Positive Factors
Broad Sector Mix
The fund spreads its investments across several sectors like industrials, technology, energy, and utilities, which can help reduce the impact if one industry struggles.
Strong Recent Year-To-Date Result
The ETF has delivered a solid gain so far this year, showing that its strategy has recently been working for investors overall.
Targeted Theme in Intelligent Infrastructure
The fund focuses on companies tied to intelligent structures and related technologies, giving investors concentrated exposure to a specific long-term growth theme.
Negative Factors
Weak Short-Term Performance
The ETF has slipped over the past one and three months, which may signal near-term volatility or pressure on its holdings.
Many Top Holdings Are Lagging
Several of the largest positions have shown weak performance this year, which can drag on the fund’s overall returns even though one holding has been very strong.
High Cost for a Passive ETF
The expense ratio is on the higher side compared with many index ETFs, meaning more of the fund’s returns are used to cover fees.
SIMS vs. SPDR S&P 500 ETF (SPY)
AUM8.49M
RegionNorth America
Expense Ratio0.45%
Beta1.13
IssuerSPDR
Inception DateDec 26, 2017
Dividend Yield0.57%
Asset ClassEquity
Index TrackedS&P Kensho Intelligent Infrastructure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume432
30 Day Avg. Volume675
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
57.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SIMS Summary
The SPDR S&P Kensho Intelligent Structures ETF (SIMS) is a fund that follows the S&P Kensho Intelligent Infrastructure Index, focusing on companies using technology to modernize infrastructure. It holds businesses involved in smart buildings, advanced construction, and efficient water and energy systems. Well-known names in the fund include Xylem and Veralto Corporation. An investor might choose SIMS to seek long-term growth from trends like smarter cities and more sustainable infrastructure, while still spreading money across many companies. A key risk is that it’s heavily tied to industrial and tech-related infrastructure, so its price can rise and fall sharply with those sectors.
How much will it cost me?The SPDR S&P Kensho Intelligent Structures ETF (SIMS) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed to focus on a specific niche of innovative infrastructure companies. The higher cost reflects the specialized research and management involved in maintaining this thematic portfolio.
What would affect this ETF?The SIMS ETF could benefit from increased government spending on infrastructure modernization and the growing adoption of technologies like artificial intelligence and robotics in construction and energy systems. However, it may face challenges from rising interest rates, which can increase borrowing costs for infrastructure projects, and potential regulatory hurdles affecting technology and energy sectors. Its focus on U.S.-based companies in industries like Industrials and Technology makes it sensitive to domestic economic conditions and innovation trends.
SIMS Top 10 Holdings
SIMS is leaning heavily into industrial and tech names powering “smart” infrastructure, with Bloom Energy and Shoals Technologies acting as key engines thanks to their rising momentum and growth stories. Generac is also helping, though its ride has been a bit bumpier as residential demand cools. On the flip side, names like Energy Recovery, Pentair, and Tetra Tech have been lagging lately, putting a mild drag on returns. Overall, this is a U.S.-centric bet on intelligent infrastructure, with performance tied closely to a concentrated cluster of industrial innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Resideo Technologies | 3.02% | $256.57K | $5.16B | 38.13% | 51 Neutral | |
| Badger Meter | 2.98% | $252.65K | $3.70B | -35.10% | 78 Outperform | |
| Alarm | 2.96% | $251.60K | $2.50B | -9.36% | 72 Outperform | |
| Tetra Tech | 2.94% | $249.97K | $8.04B | -20.12% | 73 Outperform | |
| Shoals Technologies Group | 2.94% | $249.61K | $1.75B | 79.52% | 67 Neutral | |
| Select Energy Services | 2.91% | $246.74K | $3.00B | 116.31% | 62 Neutral | |
| Xylem | 2.86% | $242.89K | $27.61B | -10.95% | 79 Outperform | |
| Veralto Corporation | 2.86% | $242.76K | $22.39B | -11.74% | 76 Outperform | |
| Energy Recovery | 2.85% | $242.09K | $440.20M | -39.54% | 68 Neutral | |
| Arlo Technologies | 2.82% | $239.05K | $1.40B | -22.99% | 59 Neutral |
SIMS Technical Analysis
Negative
―
Price Trends
45.81
Negative
44.91
Negative
44.59
Negative
Market Momentum
-0.41
Positive
40.04
Neutral
14.48
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIMS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.41, equal to the 50-day MA of 45.81, and equal to the 200-day MA of 44.59, indicating a bearish trend. The MACD of -0.41 indicates Positive momentum. The RSI at 40.04 is Neutral, neither overbought nor oversold. The STOCH value of 14.48 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SIMS.
SIMS Peer Comparison
Comparison Results
Performance Comparison
SIMS
SPDR S&P Kensho Intelligent Structures ETF
44.17
6.92
18.58%
MILN
Global X Millennial Consumer ETF
―
―
―
RBLD
First Trust Alerian US NextGen Infrastructure ETF
―
―
―
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
―
―
―
NUIF
Nuveen US Infrastructure ETF
―
―
―
HWAY
Themes US Infrastructure 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