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VOTE - ETF AI Analysis

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VOTE

Engine No. 1 Transform 500 ETF (VOTE)

Rating:74Outperform
Price Target:
VOTE, the Engine No. 1 Transform 500 ETF, earns a solid overall rating largely because it is anchored by high-quality leaders like Microsoft, Apple, and Alphabet, which all show strong financial performance, profitable operations, and promising growth in AI, cloud, and services. The fund’s rating is held back somewhat by holdings such as Amazon and JPMorgan, where cash flow management issues, premium valuations, and credit-cost risks introduce more uncertainty. The main risk factor is the ETF’s heavy tilt toward large technology and AI-focused companies, which can increase sensitivity to shifts in tech valuations and market sentiment.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past three months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings, such as Nvidia, Apple, Broadcom, Alphabet, and Micron, have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment return stays in investors’ pockets over time.
Negative Factors
Heavy Technology Concentration
With a large share of assets in the technology sector, the ETF is more exposed to swings in tech stocks than a more evenly balanced fund.
High Weight in a Few Stocks
A small number of companies, including Nvidia, Apple, and Microsoft, make up a significant portion of the portfolio, increasing the impact if any one of them struggles.
Mixed Performance Among Top Holdings
Some key positions like Microsoft, Meta, and Tesla have recently shown weaker performance, which can offset gains from stronger names in the portfolio.

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

VOTE Summary

The Engine No. 1 Transform 500 ETF (VOTE) tracks the Morningstar US Large Cap Select index, giving you exposure to many of the biggest U.S. companies. It holds well-known names like Apple and Nvidia, and is heavily invested in technology, along with financial, communication, and consumer companies. A key feature of this ETF is that it uses its shares to push for better corporate behavior on issues like governance and sustainability, so investors can seek growth while having a voice in how companies are run. A main risk is that it can rise or fall with the overall stock market and is especially sensitive to big tech stocks.
How much will it cost me?The Engine No. 1 Transform 500 ETF (VOTE) has an expense ratio of 0.05%, which means you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks large-cap stocks, keeping costs down while offering broad exposure to the market.
What would affect this ETF?The Engine No. 1 Transform 500 ETF (VOTE) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as increasing investor interest in sustainable and activist investing. However, it may face challenges from economic downturns or regulatory changes that impact large-cap companies, particularly in the U.S., where it is geographically focused. Additionally, rising interest rates could negatively affect some of its top holdings in growth-oriented sectors like technology and communication services.

VOTE Top 10 Holdings

VOTE is leaning heavily on U.S. Big Tech and chip names, with Nvidia, Microsoft, and Micron doing most of the heavy lifting as AI enthusiasm keeps those stocks rising. Apple, while still a core anchor, has been more mixed lately, losing a bit of steam compared with its faster-growing peers. Alphabet and Amazon are treading water, with solid businesses but choppier recent trading. Tesla and Meta, both lagging, are more like turbulence than tailwind right now. Overall, this is a U.S.-centric, tech-driven story with a clear AI tilt.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.06%$91.86M$5.55T32.19%
76
Outperform
Apple7.01%$79.87M$4.67T34.93%
79
Outperform
Microsoft5.54%$63.16M$3.71T-0.89%
79
Outperform
Amazon3.79%$43.17M$2.79T7.86%
71
Outperform
Alphabet Class A2.96%$33.71M$4.12T41.20%
85
Outperform
Broadcom2.49%$28.33M$1.70T6.30%
76
Outperform
Alphabet Class C2.36%$26.88M$4.12T39.75%
82
Outperform
Meta Platforms2.02%$22.96M$1.57T-19.88%
76
Outperform
Micron1.71%$19.45M$1.15T673.31%
79
Outperform
Tesla1.49%$16.98M$1.40T6.11%
73
Outperform

VOTE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
89.32
Positive
100DMA
87.77
Positive
200DMA
83.60
Positive
Market Momentum
MACD
0.32
Positive
RSI
51.11
Neutral
STOCH
67.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOTE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 90.65, equal to the 50-day MA of 89.32, and equal to the 200-day MA of 83.60, indicating a neutral trend. The MACD of 0.32 indicates Positive momentum. The RSI at 51.11 is Neutral, neither overbought nor oversold. The STOCH value of 67.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOTE.

VOTE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.14B0.05%
74
Outperform
$8.83B0.31%
69
Neutral
$8.80B0.12%
73
Outperform
$8.78B0.06%
73
Outperform
$8.56B0.18%
73
Outperform
$8.33B0.60%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VOTE
Engine No. 1 Transform 500 ETF
90.28
14.19
18.65%
TCAF
T. Rowe Price Capital Appreciation Equity ETF
JQUA
JPMorgan U.S. Quality Factor ETF
VONE
Vanguard Russell 1000 ETF
FELC
Fidelity Enhanced Large Cap Core ETF
QYLD
Global X NASDAQ 100 Covered Call 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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