SPYX - ETF AI Analysis
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SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing healthy momentum.
Leading Technology Holdings
Several major tech names in the top holdings, such as Nvidia, Apple, Broadcom, Alphabet, and Micron, have shown strong performance, helping drive returns.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for a specialized ETF, allowing investors to keep more of their returns over time.
Negative Factors
Heavy Concentration in Technology
With a large portion of assets in the technology sector, the fund is more exposed to swings in tech stocks than a more balanced ETF.
Mixed Performance Among Top Holdings
Some large positions like Microsoft, Meta, and Tesla have shown weaker recent performance, which can offset gains from stronger names.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, so investors get little diversification benefit from international markets.
SPYX vs. SPDR S&P 500 ETF (SPY)
AUM2.87B
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssuerSPDR
Inception DateNov 30, 2015
Dividend Yield0.83%
Asset ClassEquity
Index TrackedS&P 500 Fossil Fuel Free Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,145
30 Day Avg. Volume59,127
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
75.79Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering487
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPYX Summary
SPYX is an ETF that tracks the S&P 500 Fossil Fuel Free Index, meaning it invests in many of the biggest U.S. companies while leaving out those that own fossil fuel reserves. It is heavily invested in large, well-known names like Apple and Nvidia, along with other major technology, financial, and consumer companies. Someone might consider SPYX if they want broad stock market exposure and long-term growth potential while aligning their money with more environmentally focused investing. A key risk is that it still moves up and down with the overall stock market, especially big U.S. companies and tech stocks.
How much will it cost me?The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This cost is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it tracks a specialized index focused on ESG principles.
What would affect this ETF?SPYX could benefit from growing interest in sustainable investing and the increasing adoption of ESG principles, especially as governments and companies prioritize a transition to a low-carbon economy. However, its performance may face challenges if technology stocks, which make up a significant portion of its holdings, experience volatility or if regulatory changes impact ESG-focused funds. Broader economic conditions, such as interest rate hikes or a slowdown in U.S. growth, could also influence the ETF's future returns.
SPYX Top 10 Holdings
SPYX is essentially a cleaner, tech-heavy spin on the S&P 500, with U.S. giants driving the show. Nvidia and Microsoft are the main engines, both rising on the back of AI and cloud momentum, giving the fund a strong growth tilt. Apple, meanwhile, is losing a bit of steam lately, and Broadcom’s mixed performance has added some drag to the semiconductor side. Amazon and Alphabet are steady-to-rising contributors, helping balance out Tesla and Meta, which have been lagging and occasionally weighing on returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.59% | $246.44M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 7.49% | $214.70M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 5.89% | $168.78M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 3.94% | $112.89M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 3.12% | $89.46M | $4.12T | 44.02% | 85 Outperform | |
| Broadcom | 2.63% | $75.33M | $1.70T | 6.87% | 76 Outperform | |
| Alphabet Class C | 2.49% | $71.40M | $4.12T | 42.58% | 82 Outperform | |
| Meta Platforms | 2.08% | $59.75M | $1.57T | -18.03% | 76 Outperform | |
| Micron | 1.68% | $48.15M | $1.15T | 673.84% | 79 Outperform | |
| Tesla | 1.65% | $47.22M | $1.40T | 0.92% | 73 Outperform |
SPYX Technical Analysis
Positive
―
Price Trends
62.08
Positive
61.01
Positive
58.24
Positive
Market Momentum
0.24
Positive
55.08
Neutral
58.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.04, equal to the 50-day MA of 62.08, and equal to the 200-day MA of 58.24, indicating a bullish trend. The MACD of 0.24 indicates Positive momentum. The RSI at 55.08 is Neutral, neither overbought nor oversold. The STOCH value of 58.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPYX.
SPYX Peer Comparison
Comparison Results
Performance Comparison
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
63.12
10.21
19.30%
JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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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.
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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