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XOEF - ETF AI Analysis

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XOEF

iShares S&P 500 ex S&P 100 ETF (XOEF)

Rating:71Outperform
Price Target:
XOEF, the iShares S&P 500 ex S&P 100 ETF, has a solid overall rating driven by several strong technology and industrial holdings with healthy financial performance and growth prospects. Standout positions like Amphenol, Analog Devices, KLA, Marvell, and Western Digital support the fund’s quality through robust earnings, strategic growth in areas like AI and data centers, and positive market momentum. The rating is held back somewhat by holdings such as SanDisk and Seagate, where valuation and balance sheet concerns, along with broader risks like high P/E ratios and sector-specific challenges, introduce added risk, especially given the fund’s meaningful tilt toward tech-related names.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Healthy Top Holdings
Most of the largest positions, especially in technology and industrials, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including technology, industrials, financials, health care, and real estate, help reduce the impact of weakness in any single industry.
Negative Factors
Very Heavy U.S. Focus
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Some Underperforming Top Holdings
A few key positions, such as certain financial and technology names, have shown weak or negative year-to-date performance, which can drag on overall returns.
Moderate Expense Ratio
While not extremely high, the fund’s ongoing fee is not among the very cheapest, slightly reducing net returns over time compared with the lowest-cost ETFs.

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

XOEF Summary

The iShares S&P 500 ex S&P 100 ETF (XOEF) tracks the S&P 500 ex-S&P 100 Select Index, meaning it invests in many well-known U.S. large companies but leaves out the very largest 100 names. Instead of giants like Apple or Microsoft, it focuses on the “next tier” of big businesses across many sectors, including technology, industrials, and finance. Well-known holdings include TJX Companies and Palo Alto Networks. Someone might invest for broad U.S. stock diversification without being too concentrated in mega-cap stocks. A key risk is that it still moves up and down with the overall stock market.
How much will it cost me?The expense ratio for the iShares S&P 500 ex S&P 100 ETF (XOEF) is 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it follows a unique strategy of excluding the largest 100 companies in the S&P 500.
What would affect this ETF?The XOEF ETF, which focuses on large-cap U.S. companies excluding the top 100, could benefit from growth in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges if economic conditions weaken, particularly in cyclical sectors like consumer discretionary and financials, or if interest rates rise, impacting growth-oriented stocks. Regulatory changes or shifts in investor sentiment toward smaller or more concentrated portfolios could also influence its performance.

XOEF Top 10 Holdings

XOEF is leaning heavily into U.S. mid-to-large tech names just below the mega-cap tier, with chip and storage players like KLA, Marvell, Seagate, and Western Digital doing most of the heavy lifting as AI and data-center demand keep them rising. Cybersecurity leaders Palo Alto Networks and CrowdStrike are more of a mixed bag, occasionally losing steam and tempering the fund’s momentum. With all holdings U.S.-based and a clear tilt toward technology over other sectors, the ETF’s story is about riding the “next tier” of growth stocks rather than the usual Big Tech headliners.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
KLA1.68%$362.33K$307.69B135.49%
77
Outperform
Palo Alto Networks1.60%$344.66K$283.67B65.22%
73
Outperform
SanDisk Corp1.42%$307.02K$258.42B3678.28%
55
Neutral
Marvell1.20%$259.49K$214.58B220.64%
76
Outperform
Amphenol1.13%$244.04K$202.48B62.83%
78
Outperform
CrowdStrike Holdings1.12%$242.45K$197.52B53.33%
67
Neutral
Western Digital1.10%$236.76K$185.78B785.47%
77
Outperform
Seagate Tech1.07%$231.83K$183.90B485.12%
68
Neutral
Analog Devices1.04%$225.52K$183.71B54.61%
78
Outperform
Arista Networks0.98%$212.61K$201.46B67.60%
83
Outperform

XOEF Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
29.00
Positive
100DMA
28.07
Positive
200DMA
26.93
Positive
Market Momentum
MACD
0.25
Positive
RSI
52.03
Neutral
STOCH
43.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XOEF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 29.66, equal to the 50-day MA of 29.00, and equal to the 200-day MA of 26.93, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 52.03 is Neutral, neither overbought nor oversold. The STOCH value of 43.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XOEF.

XOEF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$21.43M0.20%
71
Outperform
$97.16M0.45%
69
Neutral
$96.55M0.80%
67
Neutral
$93.97M0.35%
73
Outperform
$92.27M0.93%
63
Neutral
$88.28M0.49%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XOEF
iShares S&P 500 ex S&P 100 ETF
29.60
4.84
19.55%
ACEP
ARS Core Equity Portfolio ETF
FCUS
Pinnacle Focused Opportunities ETF
JOYT
JPMorgan Equity and Options Total Return ETF
EGGQ
NestYield Visionary ETF
JHDG
John Hancock Hedged 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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