tiprankstipranks
Advertisement

SIOO - ETF AI Analysis

Compare

Top Page

SIOO

VistaShares Target 15 S&P 100 Distribution ETF (SIOO)

Rating:68Neutral
Price Target:
SIOO, the VistaShares Target 15 S&P 100 Distribution ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, which all show strong financial performance and promising long-term growth in areas like AI, cloud, and services. However, several major holdings such as Nvidia, Amazon, Meta, and Tesla face risks from high valuations and some mixed or bearish technical signals, and the fund’s heavy tilt toward large technology and AI-focused companies means investors are exposed to sector concentration risk if sentiment toward big tech weakens.
Positive Factors
Leading Tech and Growth Names
The fund’s largest positions include several well-known technology and growth companies that have shown strong recent performance, which can help drive returns.
Broad Sector Diversification
Holdings spread across technology, communication services, financials, consumer sectors, health care, and more help reduce the impact if any one industry struggles.
Exposure to Major U.S. Companies
With almost all assets in U.S. stocks, the ETF gives investors access to many of the largest and most established companies in the U.S. market.
Negative Factors
High Technology Concentration
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that single sector.
Mixed Performance Among Top Holdings
Some of the biggest positions, such as large technology and auto names, have recently shown weak or negative performance, which has weighed on overall returns.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can slowly reduce investors’ net returns over time.

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

SIOO Summary

SIOO is an ETF that invests in many of the largest U.S. companies in the S&P 100, with a focus on big, well-known names. It uses an options strategy to try to generate extra income while still aiming for long-term growth. Top holdings include companies like Apple, Nvidia, Amazon, and Microsoft, so you’re getting exposure to leading technology and communication firms. Someone might invest in SIOO for diversification across major U.S. stocks plus added income potential. A key risk is that it’s heavily tilted toward tech and large U.S. companies, so its value can rise and fall sharply with that part of the market.
How much will it cost me?This ETF has an expense ratio of 0.59%, which means you’ll pay about $5.90 per year for every $1,000 you invest. That’s higher than the average stock index ETF because this fund is actively managed and uses an options strategy, which costs more to run than a simple passive index fund.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, and Microsoft, so it could benefit if innovation, corporate profits, and investor demand for big tech and growth stocks stay strong. On the other hand, it could be hurt by rising interest rates, tighter regulations on large tech firms, market downturns that hit U.S. growth stocks, or periods of very low market volatility that reduce the income it can earn from its options strategy.

SIOO Top 10 Holdings

SIOO is leaning heavily into U.S. mega-cap tech, with Nvidia, Apple, Microsoft, and Broadcom setting the tone. Nvidia and Broadcom have been the main engines, riding the AI wave and giving the fund much of its recent lift, while Micron has turned into a surprise rocket, sharply rising on AI memory demand. Apple and Amazon look steadier, adding support but not fireworks. On the flip side, Microsoft, Meta, and Tesla have been losing steam, acting as mild drags. Overall, this is a U.S.-centric, Big Tech–driven story with performance tied closely to the AI cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.82%$1.42M$4.71T22.22%
76
Outperform
Apple8.35%$1.35M$4.53T47.93%
79
Outperform
Microsoft4.64%$748.96K$2.90T-22.12%
79
Outperform
Amazon4.23%$682.63K$2.61T12.14%
71
Outperform
Broadcom3.93%$634.39K$1.71T36.42%
76
Outperform
Alphabet Class C3.74%$603.37K$4.34T105.51%
82
Outperform
Meta Platforms2.86%$462.24K$1.48T-14.58%
76
Outperform
Micron2.61%$421.44K$1.10T654.20%
79
Outperform
Tesla2.54%$410.37K$1.48T40.95%
73
Outperform
Eli Lilly & Co2.08%$336.25K$1.14T58.88%
72
Outperform

SIOO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
19.41
Positive
100DMA
18.85
Positive
200DMA
Market Momentum
MACD
0.08
Negative
RSI
59.22
Neutral
STOCH
84.53
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIOO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.45, equal to the 50-day MA of 19.41, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.08 indicates Negative momentum. The RSI at 59.22 is Neutral, neither overbought nor oversold. The STOCH value of 84.53 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIOO.

SIOO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$16.77M0.59%
68
Neutral
$97.16M0.45%
69
Neutral
$96.55M0.80%
67
Neutral
$93.97M0.35%
73
Outperform
$92.27M0.93%
63
Neutral
$88.28M0.49%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SIOO
VistaShares Target 15 S&P 100 Distribution ETF
19.69
1.41
7.71%
ACEP
ARS Core Equity Portfolio ETF
FCUS
Pinnacle Focused Opportunities ETF
JOYT
JPMorgan Equity and Options Total Return ETF
EGGQ
NestYield Visionary ETF
JHDG
John Hancock Hedged Equity 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
Advertisement