SPYX - ETF AI Analysis
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SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
SPYX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.84B
- Region
- North America
- Expense Ratio
- 0.20%
- Beta
- 1.02
- Issuer
- SPDR
- Inception Date
- Nov 30, 2015
- Dividend Yield
- 0.86%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Fossil Fuel Free Index
SPYX Summary
SPYX is an ETF that follows the S&P 500 Fossil Fuel Free Index, meaning it invests in many of the largest U.S. companies while leaving out those that own fossil fuel reserves. It holds well-known names like Apple, Nvidia, Microsoft, and Amazon, giving investors broad exposure to major U.S. stocks with a focus on more environmentally friendly businesses. Someone might invest in SPYX to seek long-term growth and diversification while aligning their money with climate-conscious values. A key risk is that it still moves up and down with the overall stock market, and its heavy tilt toward technology can add extra volatility.
How much will it cost me?
This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 you invest. That’s slightly higher than the cheapest broad S&P 500 index funds because it’s passively tracking a specialized fossil-fuel-free index rather than the standard S&P 500.
What would affect this ETF?
SPYX could benefit if U.S. large-cap technology and consumer companies continue to grow, and if policies supporting clean energy and climate-friendly business practices gain momentum, since the fund avoids firms with fossil fuel reserves and is heavily tilted toward major tech names like Nvidia, Apple, and Microsoft. On the other hand, it could face challenges if interest rates stay high and weigh on growth stocks, if regulations or sentiment shift away from ESG-focused investing, or if traditional energy companies outperform the broader market.
SPYX Top 10 Holdings
SPYX is essentially a fossil-fuel-free spin on the S&P 500, and its story is being written mostly by Big Tech. Nvidia and Micron are the high-octane AI chip names, with Micron surging while Nvidia’s momentum has cooled lately, creating a mixed semiconductor backdrop. Apple and Microsoft remain steady engines of growth, helping offset weakness from the two Alphabet share classes, which have been lagging. Tesla has bounced in the short term but is still losing steam year-to-date. Overall, it’s a U.S.-centric, tech-heavy portfolio with performance tightly tied to the AI and cloud narrative.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.05% | $228.80M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.93% | $225.33M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 6.13% | $174.21M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.73% | $105.90M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.59% | $73.71M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.56% | $72.65M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.09% | $59.39M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.14% | $60.95M | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.77% | $50.22M | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.64% | $46.70M | $1.00T | 294.96% | 79Outperform |
SPYX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYX, the sentiment is Negative. The current price of 61.78 is below the 20-day moving average (MA) of 63.07, below the 50-day MA of 62.81, and above the 200-day MA of 59.50, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 39.81 is Neutral, neither overbought nor oversold. The STOCH value of 57.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPYX.
SPYX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPYX | $61.78 | $69.00(11.69% Upside) | $2.84B | 0.20% | 74Outperform |
 JQUA | $75.52 | $89.36(18.32% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.22(25.63% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.74(23.52% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.77(32.87% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.80(25.64% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 61.78 | 6.00 | 10.75% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
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.