Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Ionic Inflation Protection ETF (CPII)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: CPII (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 5.91% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2403 | Beta - | 52 Weeks Range 18.24 - 19.47 | Updated Date 04/4/2025 |
52 Weeks Range 18.24 - 19.47 | Updated Date 04/4/2025 |
Upturn AI SWOT
Ionic Inflation Protection ETF
ETF Overview
Overview
The Ionic Inflation Protection ETF seeks to provide inflation protection by investing in a diversified portfolio of assets that are expected to benefit from rising inflation, such as Treasury Inflation-Protected Securities (TIPS), commodities, and real estate.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is unavailable at this time.
Management Expertise
Information regarding the management team's experience and expertise is unavailable at this time.
Investment Objective
Goal
The primary investment goal is to provide inflation protection and capital appreciation.
Investment Approach and Strategy
Strategy: The ETF aims to achieve its investment objective by investing in a diversified portfolio of inflation-sensitive assets.
Composition The ETF's holdings typically include TIPS, commodities (such as gold, silver, and energy), and real estate-related securities.
Market Position
Market Share: Information regarding the ETF's market share is unavailable at this time.
Total Net Assets (AUM): Data not available
Competitors
Key Competitors
- TIP
- VTIP
- SCHP
Competitive Landscape
The inflation-protected securities ETF industry is dominated by large, established players like TIP, VTIP, and SCHP. Ionic ETF faces strong competition in terms of AUM and brand recognition. Ionic ETF needs to offer a unique strategy or lower fees to attract investors. The fund likely has little or no presence relative to the competitors at the present time.
Financial Performance
Historical Performance: Historical performance data is not available because this is either a new fund or data is unavailable.
Benchmark Comparison: Benchmark comparison data is not available because the fund is new, or data is unavailable.
Expense Ratio: Data not available.
Liquidity
Average Trading Volume
The average trading volume information is not available at this time.
Bid-Ask Spread
The bid-ask spread information is not available at this time.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and global commodity prices influence the performance of inflation-protected ETFs.
Growth Trajectory
Growth trends depend on investor demand for inflation protection and the ETF's ability to outperform its peers.
Moat and Competitive Advantages
Competitive Edge
Without specific information, it's difficult to assess the ETF's competitive advantages. A unique investment strategy, lower expense ratio, or superior risk-adjusted returns compared to its peers are potential competitive advantages. The fund must differentiate itself to compete effectively in the crowded inflation-protected securities market. Factors such as access to niche assets or sophisticated hedging strategies could also provide an edge. Data suggests little to no market presence.
Risk Analysis
Volatility
Volatility information is not available at this time.
Market Risk
Specific risks include interest rate risk (for TIPS), commodity price volatility, and real estate market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to protect their portfolio from inflation and is looking for diversification beyond traditional asset classes.
Market Risk
This ETF may be suitable for long-term investors seeking inflation protection or active traders looking to capitalize on inflation trends.
Summary
The Ionic Inflation Protection ETF aims to provide inflation protection and capital appreciation by investing in a mix of inflation-sensitive assets. Without comprehensive data on its AUM, expense ratio, and trading volume, it's challenging to provide a definitive assessment. To be successful, the ETF will need to differentiate itself from established competitors like TIP, VTIP, and SCHP. Investors should carefully consider their risk tolerance and investment objectives before investing in this ETF. The fund's lack of established data points means additional due diligence is required before considering it for investment purposes.
Similar Companies
RAAX
VanEck Inflation Allocation ETF
RAAX
VanEck Inflation Allocation ETF
SCHP
Schwab U.S. TIPS ETF
SCHP
Schwab U.S. TIPS ETF
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share estimations based on available AUM data may not be precise. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ionic Inflation Protection ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in: inflation swaps; options on U.S. interest rates ("swaptions"); and U.S. Treasury Securities, including U.S. Treasury Inflation-Protected Securities ("TIPS"). Under normal market conditions, the fund will invest up to 30% of its net assets in inflation swaps and swaptions to seek to achieve the fund"s investment objective. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.