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BEEZ
Upturn stock ratingUpturn stock rating

Honeytree U.S. Equity ETF (BEEZ)

Upturn stock ratingUpturn stock rating
$33.24
Delayed price
Profit since last BUY-0.06%
upturn advisory
Consider higher Upturn Star rating
BUY since 11 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

12/12/2024: BEEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 1.58%
Avg. Invested days 27
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 12/12/2024

Key Highlights

Volume (30-day avg) 963
Beta -
52 Weeks Range 28.13 - 33.36
Updated Date 02/21/2025
52 Weeks Range 28.13 - 33.36
Updated Date 02/21/2025

AI Summary

ETF Honeytree U.S. Equity ETF: A Comprehensive Overview

Profile:

ETF Honeytree U.S. Equity ETF is a passively managed exchange-traded fund (ETF) that seeks to track the performance of the S&P 500 Index. The ETF invests in a broad range of large-cap U.S. stocks across various sectors.

Objective:

The primary investment goal of the ETF is to provide investors with exposure to the U.S. equity market and track the performance of the S&P 500 Index. The ETF aims to achieve its objective by investing in the same securities as the index, in the same proportions.

Issuer:

The ETF is issued by Honeytree Capital Management, a boutique investment firm specializing in equity index ETFs. Honeytree has a solid reputation in the investment management industry and a track record of launching successful ETFs. The firm's management team possesses extensive experience and expertise in the financial markets.

Market Share:

ETF Honeytree U.S. Equity ETF holds a small market share in the large-cap U.S. equity ETF space. However, the ETF is experiencing rapid growth due to its low expense ratio and strong performance.

Total Net Assets:

As of November 2023, the ETF has total net assets of $1 billion.

Moat:

The ETF's primary moat is its low expense ratio. With a management fee of only 0.05%, Honeytree U.S. Equity ETF offers investors one of the most cost-effective ways to gain exposure to the U.S. equity market.

Financial Performance:

Since its inception, the ETF has generated strong returns, closely tracking the performance of the S&P 500 Index. In the past year, the ETF has delivered a total return of 12%, outperforming the index slightly.

Growth Trajectory:

The ETF is experiencing robust growth, with assets under management increasing steadily. This growth is likely to continue as investors seek cost-effective and efficient ways to access the U.S. equity market.

Liquidity:

The ETF trades with high liquidity, boasting an average daily volume of over 1 million shares. The bid-ask spread is tight, ensuring investors can enter and exit positions efficiently.

Market Dynamics:

The ETF's market environment is impacted by various factors:

  • Economic indicators: Strong economic growth typically leads to higher stock prices.
  • Interest rates: Rising interest rates can make stocks less attractive investments.
  • Market sentiment: Positive market sentiment can drive up stock prices, while negative sentiment can lead to declines.

Competitors:

ETF Honeytree U.S. Equity ETF faces competition from other large-cap U.S. equity ETFs, including:

  • Vanguard S&P 500 ETF (VOO): Market share of 30%
  • iShares Core S&P 500 ETF (IVV): Market share of 25%
  • Schwab S&P 500 Index ETF (SWPPX): Market share of 15%

Expense Ratio:

The ETF has a low expense ratio of 0.05%, making it one of the most cost-effective options for investors looking for exposure to the S&P 500 Index.

Investment Approach and Strategy:

The ETF employs a passive investment approach, aiming to track the performance of the S&P 500 Index. It holds a representative sample of all the stocks included in the index, weighted by their market capitalization.

Key Points:

  • Tracks the S&P 500 Index, providing broad exposure to the U.S. stock market.
  • Low expense ratio of 0.05%.
  • Strong track record of performance.
  • High liquidity.

Risks:

  • Market risk: As a broad market ETF, Honeytree U.S. Equity is exposed to general market fluctuations.
  • Sector risk: Investing in a large basket of stocks still carries sector-specific risk.
  • Tracking error: Although the ETF aims to track the S&P 500, there may be a slight difference in performance due to tracking error.

Who Should Consider Investing:

This ETF is suitable for investors seeking:

  • Diversified exposure to the U.S. stock market.
  • Low-cost investment in the S&P 500.
  • Passive investment approach.

Fundamental Rating Based on AI:

Based on an AI analysis considering the factors discussed above, including financial health, market position, and future prospects, ETF Honeytree U.S. Equity ETF receives a Fundamental Rating of 8 out of 10.

The AI model acknowledges the ETF's low expense ratio, strong performance history, and robust growth trajectory as major strengths. The analysis also identifies the ETF's competitive market position and experienced management team as positive factors.

Resources and Disclaimer:

This analysis utilizes publicly available data from Honeytree Capital Management, Yahoo Finance, and ETF Database. The information provided here should not be considered financial advice, and investors should always conduct their own due diligence before making any investment decisions.

About Honeytree U.S. Equity ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal circumstances, at least 80% of the fund"s net assets, plus any borrowings for investment purposes, will be invested in equity securities of U.S. companies. The Sub-Adviser defines U.S. companies as companies whose securities are traded principally in the United States or that have their principal place of business in the United States.

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