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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 perfect, ETF focused on payment and financial technology companies. Strong holdings like American Express, Discover Financial Services, and Mastercard support the fund’s quality through robust financial performance, growth initiatives, and generally positive technical trends, although some face valuation or expense-related challenges. The main risk is the ETF’s heavy concentration in a single industry—payments and financial services—meaning its performance is closely tied to that sector’s economic and market conditions.
Positive Factors
Solid Year-to-Date Gain
The ETF has delivered a positive return so far this year, showing that the strategy has been working in recent months.
Global Diversification
While most assets are in the U.S., the fund also invests in several other countries, which can help spread geographic risk.
Focused Exposure to Payment and Financial Technology
Many top holdings are well-known payment and financial technology companies, giving investors targeted exposure to a key growth area in the financial sector.
Negative Factors
High Sector Concentration in Technology and Financials
Nearly all assets are tied to technology and financial companies, so the fund could be hit hard if these sectors struggle.
Weak Performance Among Several Top Holdings
A number of the largest positions have shown weak or negative performance this year, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which means more of the return is eaten up by costs over time.

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 in the S&P 500 and focused on paying investors steady monthly cash. It mainly holds big, well-known financial and payment firms like Visa and American Express, along with other large companies, and uses an options strategy to try to deliver about 10% a year in cash payouts. Someone might consider TPAY if they want broad stock market exposure plus regular income. A key risk is that the fund’s upside is capped and its value can still go up and down with the 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’s story is all about payments and fintech, with a heavy tilt toward U.S. large caps and a dash of global exposure through names like Adyen. Visa and Mastercard are the steady engines, rising recently and helping to pull the fund forward, while Global Payments and Corpay have been sprinting ahead and adding extra spark. On the flip side, Adyen and Fidelity National are lagging, acting like a bit of sand in the fund’s gears. Overall, the ETF is quite concentrated in financial technology, so a few key names do a lot of the driving.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Jack Henry & Associates5.26%$399.34K$11.73B0.39%
77
Outperform
Visa5.08%$385.88K$682.84B6.00%
70
Outperform
Fiserv4.82%$366.09K$27.32B-62.36%
68
Neutral
Adyen4.74%$360.08K€33.67B-27.77%
66
Neutral
Discover Financial Services4.74%$359.90K
78
Outperform
Mastercard4.73%$358.83K$502.70B-3.06%
75
Outperform
Fidelity National Info4.68%$355.32K$20.93B-42.39%
64
Neutral
Global Payments4.59%$348.57K$24.42B3.87%
70
Outperform
Corpay Inc4.38%$332.37K$27.05B25.95%
75
Outperform
American Express4.33%$328.92K$223.63B5.28%
80
Outperform

TPAY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
53.15
Positive
100DMA
51.99
Positive
200DMA
Market Momentum
MACD
0.38
Positive
RSI
53.99
Neutral
STOCH
10.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TPAY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.87, equal to the 50-day MA of 53.15, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.38 indicates Positive momentum. The RSI at 53.99 is Neutral, neither overbought nor oversold. The STOCH value of 10.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TPAY.

TPAY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.62M0.49%
68
Neutral
$91.65M1.00%
72
Outperform
$86.29M0.80%
67
Neutral
$84.31M0.70%
72
Outperform
$81.53M0.93%
56
Neutral
$72.09M0.32%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TPAY
Roundhill S&P 500 Target 10 Managed Distribution ETF
54.09
5.86
12.15%
PRMR
PeakShares RMR Prime Equity ETF
FCUS
Pinnacle Focused Opportunities ETF
HUSV
First Trust Horizon Managed Volatility Domestic ETF
EGGQ
NestYield Visionary ETF
RWLC
Rayliant Quantitative Developed Market 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: ―
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