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TDNA - ETF AI Analysis

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TDNA

T. Rowe Price Biotech ETF (TDNA)

Rating:55Neutral
Price Target:―
TDNA, the T. Rowe Price Biotech ETF, has a solid but not top-tier overall rating, reflecting a mix of strong leaders and more challenged holdings in the biotech space. High-quality positions like ARGX, VRTX, and UTHR, which show robust revenue growth, positive earnings sentiment, and supportive technical trends, are key drivers of the fund’s strength. However, weaker names such as KYMR, INSM, RVMD, and PRAX, where financial performance and profitability are significant concerns, along with the ETF’s concentrated exposure to the inherently volatile biotech sector, hold back the rating and increase risk.
Positive Factors
Strong Biotech Leaders in Top Holdings
Several of the largest positions, such as Kymera Therapeutics, Natera, Revolution Medicines, and Dianthus Therapeutics, have shown strong performance this year, helping support the fund’s returns.
Focused Exposure to Health Care Innovation
With most assets in the health care sector and specifically biotech, the ETF gives investors targeted access to companies working on new drugs and medical technologies.
Moderate Expense Ratio for Active Biotech Exposure
The fund’s expense ratio is moderate for a specialized biotech ETF, meaning investors are not paying extremely high ongoing fees for this focused exposure.
Negative Factors
Negative Year-to-Date Performance
The ETF’s overall performance has been weak so far this year, showing that recent market conditions have been challenging for its holdings.
High Sector Concentration in Health Care
Because the fund is heavily concentrated in the health care and biotech space, it is more sensitive to downturns or negative news affecting that single sector.
Limited Geographic Diversification
With almost all holdings in U.S. companies, investors face higher risk if the U.S. market or domestic biotech industry experiences a slowdown.

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

TDNA Summary

TDNA is the T. Rowe Price Biotech ETF, an actively managed fund that focuses on biotechnology companies, mainly in the U.S. health care sector. It invests in businesses working on new medicines and therapies, including well-known names like Vertex Pharmaceuticals and United Therapeutics. Someone might consider this ETF if they want growth potential from cutting-edge drug and treatment development, without having to pick individual biotech stocks. However, biotech shares can be very volatile and sensitive to drug trial results and regulation, so the ETF’s value can go up and down sharply.
How much will it cost me?This ETF has an annual expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and focuses on a specialized biotech sector, which typically costs more to run than broad, passively managed index funds.
What would affect this ETF?This biotech ETF could benefit if medical breakthroughs, strong drug approvals, and supportive health-care policies boost the prospects of its global holdings like Argenx, Vertex, and Alnylam. On the downside, higher interest rates, tighter regulations on drug pricing or clinical trials, and setbacks in company pipelines could hurt investor sentiment and make this concentrated health-care, biotechnology exposure more volatile.

TDNA Top 10 Holdings

TDNA is a pure-play biotech fund, and its story is all about a handful of high‑octane drug developers. Natera and Revolution Medicines have been rising sharply this year, giving the ETF a strong tailwind as their pipelines gain attention. Argenx and Vertex are steadier anchors, adding quality but not fireworks. On the flip side, names like Insmed, Alnylam, and Praxis have been lagging, acting as a brake on returns. With almost all exposure in health care and a global biotech mix, this ETF is a focused bet on cutting‑edge medicine.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Argenx Se5.34%$546.47K$59.49B34.83%
79
Outperform
Kymera Therapeutics4.33%$442.96K$9.63B99.02%
56
Neutral
Insmed2.69%$275.59K$26.54B-14.01%
43
Neutral
Natera2.24%$229.07K$58.92B153.15%
73
Outperform
Revolution Medicines2.19%$223.91K$42.84B366.69%
52
Neutral
Vertex Pharmaceuticals2.18%$222.99K$132.40B36.41%
78
Outperform
Dianthus Therapeutics2.10%$214.60K$5.07B141.21%
61
Neutral
United Therapeutics1.98%$202.52K$20.25B9.89%
79
Outperform
Alnylam Pharma1.98%$202.33K$33.40B-42.66%
60
Neutral
Praxis Precision Medicines1.94%$198.13K$7.87B435.43%
58
Neutral

TDNA Technical Analysis

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

TDNA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
――$9.87M0.55%
55
Neutral
――$58.60M0.59%
55
Neutral
――$54.22M1.00%
44
Neutral
――$53.61M0.75%
67
Neutral
――$52.16M0.50%
58
Neutral
――$41.97M0.80%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TDNA
T. Rowe Price Biotech ETF
24.48
-0.49
-1.96%
OZEM
Roundhill GLP-1 & Weight Loss ETF
―
―
―
PSIL
AdvisorShares Psychedelics ETF
―
―
―
HRTS
Tema Cardiovascular and Metabolic ETF
―
―
―
FMED
Fidelity Disruptive Medicine ETF
―
―
―
MEDI
Harbor Health Care 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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