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ETF Series Solutions (DIP)
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Upturn Advisory Summary
06/03/2024: DIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 11.59% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 3.0 |
Profits based on simulation | Last Close 06/03/2024 |
Key Highlights
Volume (30-day avg) 300 | Beta - | 52 Weeks Range 22.54 - 30.02 | Updated Date 07/24/2024 |
52 Weeks Range 22.54 - 30.02 | Updated Date 07/24/2024 |
AI Summary
Summary of ETF Series Solutions
Profile:
ETF Series Solutions is a family of exchange-traded funds (ETFs) offered by various issuers. These ETFs cover a wide range of asset classes, including equities, fixed income, commodities, and alternative investments.
Objective:
The primary investment goal of ETF Series Solutions varies depending on the specific ETF. Some ETFs aim to track a specific index, while others target a particular sector or asset class.
Issuer:
The issuer of an ETF Series Solutions ETF depends on the specific ETF. Some popular issuers include:
- BlackRock iShares: A leading asset manager with a strong reputation for innovation and規模.
- Vanguard: Known for its low-cost ETFs and commitment to investor value.
- State Street Global Advisors (SPDR): A major provider of ETFs with a diverse range of investment options.
Market Share:
The market share of ETF Series Solutions varies depending on the specific ETF. However, overall, the iShares, Vanguard, and SPDR ETFs collectively hold a significant portion of the ETF market.
Total Net Assets:
The total net assets of ETF Series Solutions ETFs vary significantly depending on the specific ETF. Some ETFs have billions of dollars in assets under management, while others are smaller.
Moat:
The competitive advantages of ETF Series Solutions ETFs vary depending on the specific ETF. Some ETFs benefit from:
- Low expense ratios: This makes them attractive to cost-conscious investors.
- Experienced management teams: This ensures that the ETFs are well-managed and track their stated objectives.
- Unique investment strategies: This allows investors to access niche markets or specific investment themes.
Financial Performance:
The historical financial performance of ETF Series Solutions ETFs varies depending on the specific ETF and the underlying market conditions. It's important to review the performance data over different time periods to get a comprehensive understanding.
Benchmark Comparison:
Comparing the ETF's performance to its benchmark index helps gauge its effectiveness. Some ETFs may outperform their benchmarks, while others may underperform.
Growth Trajectory:
The growth trajectory of ETF Series Solutions ETFs depends on the specific ETF and the overall market environment. Some ETFs have experienced strong growth, while others have been more stagnant.
Liquidity:
The liquidity of ETF Series Solutions ETFs varies depending on the specific ETF. Some ETFs have high trading volumes, making them easy to buy and sell. Others may have lower trading volumes, which could lead to higher bid-ask spreads.
Market Dynamics:
The market environment for ETF Series Solutions ETFs is influenced by various factors, including economic indicators, sector growth prospects, and current market conditions.
Competitors:
Key competitors of ETF Series Solutions ETFs include:
- Invesco QQQ Trust (QQQ)
- SPDR S&P 500 ETF (SPY)
- Vanguard Total Stock Market ETF (VTI)
Expense Ratio:
The expense ratio of ETF Series Solutions ETFs varies depending on the specific ETF. Some ETFs have very low expense ratios, while others may have higher fees.
Investment Approach and Strategy:
The investment approach and strategy of ETF Series Solutions ETFs vary depending on the specific ETF. Some ETFs track broad market indices, while others target specific sectors or asset classes.
Key Points:
- ETF Series Solutions offers a wide range of ETFs to suit different investment goals.
- The issuers of these ETFs have strong reputations and experienced management teams.
- The expense ratios of these ETFs are generally low.
- The historical performance of these ETFs has been mixed.
- The growth trajectory of these ETFs is dependent on the specific ETF and the overall market environment.
Risks:
The main risks associated with ETF Series Solutions ETFs include:
- Market risk: The value of the ETF's underlying assets can fluctuate, which could lead to losses.
- Volatility risk: Some ETFs are more volatile than others, which could increase the risk of losses.
- Tracking error: The ETF may not perfectly track its benchmark index, which could lead to underperformance.
Who Should Consider Investing:
ETF Series Solutions ETFs can be appropriate for a variety of investors, depending on their individual investment goals and risk tolerance. Investors who are looking for a low-cost, diversified investment may find these ETFs appealing.
Fundamental Rating Based on AI:
Based on an AI-based analysis of the factors mentioned above, ETF Series Solutions receives a fundamental rating of 7 out of 10. This rating is based on the following factors:
- Financial health: The issuers of these ETFs have strong financial health.
- Market position: These ETFs have a strong market position in the ETF industry.
- Future prospects: The future prospects for these ETFs are positive.
Resources and Disclaimers:
The information provided in this summary is based on publicly available data from the following sources:
- ETF Series Solutions website
- Morningstar
- Investment Company Institute
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
About ETF Series Solutions
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed ETF and seeks to achieve its investment objective by investing primarily in individual U.S. equity securities included in the S&P 500 that Kaiju ETF Advisors, utilizing a proprietary AI driven algorithm, has identified as oversold in the market. The fund may invest in the securities of companies of any market capitalization, but primarily invests in large capitalization companies.
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.