BPH

ADR hedged$67.14+0.39 (+0.59%)
AUM $2.2MER 0.19%NAV $73.09Holdings

Price Chart

Key Statistics

Previous Close

$66.75

Day Range

$67.08$67.21

52-Week Range

$45.34$74.43

Avg Volume

1.1K

Dividend Yield

Expense Ratio

0.19%

AUM

$2.2M

Shares Outstanding

20.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Energy100.00%

Country Allocation

CountryWeight %
United Kingdom97.57%
Other2.43%

Fund Information

Category
Energy
Types
Energy
Inception Date
Apr 7, 2025
Exchange
NYSE_ARCA
Description
The series, under normal circumstances, invests at least 95% of its net assets in American Depositary Receipts (“ADRs”) of BP p.l.c. (the “Company”). The series will not invest directly in the company. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
IUSBiShares Core Universal USD Bond ETF$41.94B
XLEState Street Energy Select Sector SPDR ETF$38.72B
USHYiShares Broad USD High Yield Corporate Bond ETF$27.63B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$13.69B
JCPBJPMorgan Core Plus Bond ETF$12.91B

The BP p.l.c. ADRhedged (BPH) is an exchange-traded fund issued by ADR hedged that launched on Apr 7, 2025. It currently manages $2.2M in assets under management. The fund charges an expense ratio of 0.19%. It falls under the Energy category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1BPBP p.l.c.97.56%30,248$1.1M
2Cash (US$)2.44%0$27K

Detailed Returns

PeriodReturnETF
1D
+0.59%
1W
-2.78%
1M
-4.28%
3M
-0.50%
6M
+27.24%
YTD
+20.57%
1Y
+39.98%
3Y
+29.91%
5Y
+29.91%

Moving Averages

20-Day MA

$68.00

Below 20-Day MA
50-Day MA

$69.51

Below 50-Day MA
200-Day MA

$60.45

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$74.43

Current Price

$67.14

52-Week Low

$45.34

$45.34$74.43

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricBPHEnergy(154 ETFs)Energy(20 ETFs)
Fund Info
Expense Ratio0.19%0.69%0.43%
AUM$2.2M$1.60B$2.43B
Dividend Yield4.38%6.42%
Avg Volume1.1K673.9K2.2M
Holdings27042
Performance
1-Month Return-1.29%-1.47%+0.67%
6-Month Return+17.66%+12.89%+18.54%
YTD Return+24.26%+15.93%+21.20%
1-Year Return+41.25%+21.99%+29.03%

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