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Upturn AI Summary
ProShares S&P 500® ex-Energy ETF(SPXE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPXE
10/28/2026: SPXE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ProShares S&P 500 ex-Energy ETF (SPXE) provides exposure to the U.S. large-cap market by tracking the S&P 500 index while specifically excluding the energy sector. This fund is ideal for investors seeking a core equity holding who wish to remove exposure to fossil fuels or tilt their portfolio against the energy commodity cycle. While it provides strong diversification across the remaining nine sectors and benefits from ProShares' reliable index-tracking, investors should be aware of the potential performance drag during periods when the energy sector outperforms the rest of the market. It is a lower-liquidity and slightly higher-cost alternative compared to standard S&P 500 trackers, making it most suitable for those with specific sector-avoidance strategies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio is heavily tilted toward growth-oriented sectors like technology. |
| Momentum investor | Strong fit while signal remains positive | Investors can use this to capture broad market momentum while avoiding specific sector volatility in energy. |
| Value investor | Mixed fit | The exclusion of the energy sector may remove many traditional value stocks found in the broad index. |
| Dividend/Income investor | Weak fit | Energy stocks are often high-dividend payers, and their exclusion reduces the total yield potential of the portfolio. |
| Low-risk investor | Mixed fit | While it removes energy volatility, it remains an equity-only fund exposed to broad market downturns. |
Investor Profile
Ideal Investor Profile
Investors looking for a core equity exposure that intentionally excludes energy companies for tactical or ethical reasons.
Suitability
Best for long-term investors or tactical allocators who have a specific view on the energy sector's long-term performance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-focused fund, it is subject to standard market fluctuations. |
| Market risk | High | The fund is fully exposed to the performance of the US large-cap stock market. |
| Concentration | Medium | The exclusion of the energy sector leaves the fund slightly more concentrated in the remaining nine sectors. |
| Tracking/expense | Low | The fund maintains a professional management structure that keeps tracking error low. |
| Liquidity | Medium | Trading liquidity is lower than major S&P 500 ETFs, which could impact execution on large orders. |
| Business/sector quality | Medium | The performance is entirely dependent on the health of non-energy US large-cap corporations. |
Risk Analysis
Volatility
Moderate to High; as an equity-heavy fund, SPXE reflects the volatility inherent in the broader U.S. stock market.
Market Risk
The fund is inherently exposed to U.S. equity market risk, specifically focusing on non-energy corporations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 32 | This provides significant exposure to software, hardware, and semiconductor companies. |
| Sector | Financials | 14 | This offers broad exposure to major U.S. banks, insurance companies, and diversified financial services. |
| Sector | Health Care | 13 | This includes exposure to pharmaceutical, biotech, and healthcare equipment providers. |
| Sector | Consumer Discretionary | 11 | This tracks companies sensitive to consumer spending cycles, such as retail and automotive firms. |
| Sector | Other Sectors (Industrials, Staples, etc.) | 30 | These remaining sectors provide essential diversification across the rest of the S&P 500 universe. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 49.13% | Avg. Invested days 71 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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