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TPAY - ETF AI Analysis

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TPAY

Roundhill S&P 500 Target 10 Managed Distribution ETF (TPAY)

Rating:68Neutral
Price Target:
TPAY’s rating suggests it is a solid but not top-tier ETF, largely supported by strong holdings like American Express, Discover Financial Services, and Mastercard, which benefit from robust financial performance, growth initiatives, and generally positive trends. However, several other key positions such as Adyen and Fidelity National Information Services face bearish technical signals, valuation concerns, or macroeconomic challenges, which weigh on the fund’s overall appeal. The main risk is its heavy concentration in payment and financial technology companies, making the ETF sensitive to sector-specific downturns and economic conditions.
Positive Factors
Focused Exposure to Payment Leaders
The ETF holds many well-known payment and financial technology companies, giving investors targeted access to a key part of the modern economy.
Global Footprint with U.S. Core
While most assets are in U.S. companies, the fund also includes holdings from Europe and Asia, adding some international diversification.
Recent Short-Term Momentum
The fund has shown strong recent one-month performance, suggesting positive short-term momentum despite mixed year-to-date results in individual holdings.
Negative Factors
Heavy Sector Concentration
With most assets in technology and financials, the ETF is highly exposed to downturns in these two sectors.
Weak Performance in Key Holdings
Several of the largest positions have delivered weak year-to-date returns, which can drag on the fund’s overall performance.
Moderately High Expense Ratio
The fund’s expense ratio is higher than many broad, low-cost index ETFs, which can eat into long-term returns.

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

TPAY Summary

TPAY is the Roundhill S&P 500 Target 10 Managed Distribution ETF, built around large U.S. companies similar to those in the S&P 500, with a focus on payment and financial technology firms. It holds well-known names like Visa, Mastercard, and American Express. The fund’s main goal is to turn stock exposure into a relatively steady stream of monthly cash payments, which may appeal to investors looking for income along with stock market diversification. A key risk is that the strategy can limit gains in strong markets and the share price can still go up and down with the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is actively managed and uses options to target a steady monthly payout.
What would affect this ETF?TPAY could benefit if the U.S. economy stays healthy and digital payments and financial technology companies like Visa, Mastercard, and other top holdings continue to grow, supporting both stock prices and the fund’s ability to generate option income. On the other hand, a sharp market downturn, tighter regulations on payment and financial firms, or rising interest rates that hurt large U.S. growth stocks could pressure returns, while the option strategy may limit gains in strong bull markets.

TPAY Top 10 Holdings

TPAY is essentially a U.S.-focused bet on the digital payments and fintech ecosystem, with names like Visa and Mastercard trying to pull the fund forward but showing only modest, sometimes choppy progress. Corpay is one of the brighter spots, with rising momentum that helps offset weakness elsewhere. On the other side, Adyen, Fiserv, and Fidelity National Information are clearly lagging, acting like sandbags on performance. With nearly all of its top positions tied to financial technology and payment processing, the fund is highly concentrated in one powerful but currently mixed theme.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Jack Henry & Associates5.26%$399.34K$9.26B-28.30%
77
Outperform
Visa5.08%$385.88K$610.12B-6.91%
70
Outperform
Fiserv4.82%$366.09K$25.55B-69.51%
68
Neutral
Adyen4.74%$360.08K€27.10B-45.54%
66
Neutral
Discover Financial Services4.74%$359.90K
78
Outperform
Mastercard4.73%$358.83K$433.52B-11.96%
75
Outperform
Fidelity National Info4.68%$355.32K$20.14B-50.90%
64
Neutral
Global Payments4.59%$348.57K$18.46B-9.88%
70
Outperform
Corpay Inc4.38%$332.37K$23.10B10.08%
75
Outperform
American Express4.33%$328.92K$228.84B16.37%
80
Outperform

TPAY Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
52.26
Positive
100DMA
200DMA
Market Momentum
MACD
0.29
Positive
RSI
51.07
Neutral
STOCH
64.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TPAY, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 53.59, equal to the 50-day MA of 52.26, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 51.07 is Neutral, neither overbought nor oversold. The STOCH value of 64.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TPAY.

TPAY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.62M0.49%
68
Neutral
$99.32M0.45%
69
Neutral
$97.98M0.49%
71
Outperform
$96.26M0.80%
68
Neutral
$90.50M0.22%
74
Outperform
$90.32M0.35%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TPAY
Roundhill S&P 500 Target 10 Managed Distribution ETF
53.20
4.21
8.59%
ACEP
ARS Core Equity Portfolio ETF
JHDG
John Hancock Hedged Equity ETF
FCUS
Pinnacle Focused Opportunities ETF
PQUS
Pictet AI Enhanced US Equity ETF
JOYT
JPMorgan Equity and Options Total Return 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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