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BEEX
-0.23 · -0.92%
$25.11 · NASDAQ

The Beehive ETF (BEEX) ETF Analysis | Large Blend

Tidal Investments LLC · USA
AUM:$189.0M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.1% over the past year, reflecting strong price momentum.

What is BEEX?

Under normal market conditions, the fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. Equity securities in which the fund invests on a principal basis include common stock and sponsored and unsponsored American Depositary Receipts ("ADRs").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BEEX delivered 20.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 48.3% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.37% — modest income alongside capital growth potential.
ETF Information
AUM$189.0M
Expense Ratio0.00%
Dividend Yield0.37%
Holdings32
Inception DateSept 2008
Domicile–
Distribution–
Index–
ProviderTidal Investments LLC
Beta0.81
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would BEEX affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.6%
1Y
+13.9%
3Y
+21.4%
5Y
+21.4%
OpenBook InsightIf you had invested £10,000 in BEEX 5 years ago, it would have grown to £12,139 — a gain of £2,139.

Annual Returns

Calendar year performance

BEEX delivered positive returns in 2 of the last 3 calendar years.
YearBEEX
2026 YTD+9.1%
2025+14.8%
2024-2.7%
CAGR 2yr+5.7%
2/3 positive yearsAvg return: +7.1%Worst year: -2.7% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.8%
Low
Momentum
+5.4%
30-day change
Support Level
27.76
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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