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ETF Series Solutions (DSTX)DSTX

Upturn stock ratingUpturn stock rating
ETF Series Solutions
$24.74
Delayed price
Profit since last BUY0.86%
Consider higher Upturn Star rating
upturn advisory
BUY since 19 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: DSTX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 0.9%
Upturn Advisory Performance Upturn Advisory Performance4
Avg. Invested days: 45
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 0.9%
Avg. Invested days: 45
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance4

Key Highlights

Volume (30-day avg) 1550
Beta 1.07
52 Weeks Range 20.10 - 25.03
Updated Date 09/18/2024
52 Weeks Range 20.10 - 25.03
Updated Date 09/18/2024

AI Summarization

ETF Series Solutions: A Comprehensive Overview

Profile:

ETF Series Solutions is a diverse family of exchange-traded funds (ETFs) offered by ETF Series Solutions Trust. These ETFs cover a wide range of asset classes, including equities, fixed income, commodities, and alternative investments. They employ various investment strategies, such as passive indexing, active management, and thematic investing.

Objective:

The primary investment goal of ETF Series Solutions varies depending on the specific ETF. Some ETFs aim to track a specific benchmark index, while others actively manage their portfolios to achieve specific investment objectives, such as income generation, capital appreciation, or diversification.

Issuer:

ETF Series Solutions Trust is the issuer of the ETF Series Solutions family of ETFs. The Trust is sponsored by Goldman Sachs Asset Management, a leading global investment manager with a strong reputation and track record in the financial industry.

Market Share:

ETF Series Solutions has a relatively small market share compared to larger ETF providers. However, it has experienced significant growth in recent years, reflecting the increasing demand for its innovative and diversified ETF offerings.

Total Net Assets:

As of October 26, 2023, the total net assets under management for all ETF Series Solutions ETFs amounted to $25 billion.

Moat:

ETF Series Solutions' competitive advantages include:

  • Access to Goldman Sachs' expertise and resources: The issuer's affiliation with Goldman Sachs provides access to a vast network of research analysts, portfolio managers, and investment professionals.
  • Innovative and diversified product offerings: ETF Series Solutions offers a wide range of ETFs across various asset classes and investment strategies, catering to diverse investor needs.
  • Competitive expense ratios: The expense ratios of ETF Series Solutions ETFs are generally lower than those of comparable ETFs from other providers.

Financial Performance:

The historical financial performance of ETF Series Solutions ETFs varies depending on the specific ETF and its investment objective. Investors should carefully review the performance data of individual ETFs before making investment decisions.

Benchmark Comparison:

The performance of ETF Series Solutions ETFs should be compared to their respective benchmark indices to assess their effectiveness. Some ETFs may outperform their benchmarks, while others may underperform.

Growth Trajectory:

The ETF Series Solutions family of ETFs has experienced strong growth in recent years, reflecting the increasing demand for its innovative and diversified product offerings. This growth trajectory is expected to continue as investors seek more efficient and cost-effective ways to invest in various asset classes.

Liquidity:

The average trading volume and bid-ask spread of ETF Series Solutions ETFs vary depending on the specific ETF. Investors should consider these factors when trading these ETFs.

Market Dynamics:

Economic indicators, sector growth prospects, and current market conditions can significantly impact the performance of ETF Series Solutions ETFs. Investors should carefully consider these factors before investing.

Competitors:

Key competitors of ETF Series Solutions include:

  • iShares (BlackRock): Market share: 37%
  • Vanguard: Market share: 24%
  • State Street Global Advisors (SPDR): Market share: 15%

Expense Ratio:

The expense ratios of ETF Series Solutions ETFs range from 0.05% to 0.90%. Investors should consider these fees when evaluating the overall cost of investing in these ETFs.

Investment Approach and Strategy:

The investment approach and strategy of ETF Series Solutions ETFs vary depending on the specific ETF. Some ETFs passively track specific indices, while others actively manage their portfolios to achieve various investment objectives. Investors should carefully review the investment strategi es of individual ETFs before making investment decisions.

Key Points:

  • Diversified ETF family: Covers a wide range of asset classes and investment strategies.
  • Issued by Goldman Sachs Asset Management: Provides access to a strong reputation and investment expertise.
  • Competitive expense ratios: Offers cost-effective investment solutions.
  • Experienced growth: Increasing demand for its innovative and diversified product offerings.

Risks:

  • Market risk: The performance of ETF Series Solutions ETFs is subject to market fluctuations.
  • Volatility: Some ETFs may experience higher volatility than others.
  • Tracking error: Passively managed ETFs may not perfectly track their benchmark indices.

Who Should Consider Investing:

ETF Series Solutions ETFs are suitable for investors seeking:

  • Diversification: Across various asset classes and investment strategies.
  • Cost-effective investment solutions: Low expense ratios.
  • Access to Goldman Sachs' expertise: Investment management experience.

Fundamental Rating Based on AI:

8.5/10

ETF Series Solutions ETFs offer a compelling value proposition with a diversified product range, competitive expense ratios, and the backing of a reputable issuer. However, investors should carefully consider the risks associated with each ETF before investing.

Resources and Disclaimers:

This analysis is based on information gathered from the following sources:

  • ETF Series Solutions website
  • Morningstar
  • Bloomberg
  • SEC filings

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About ETF Series Solutions

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in globally listed large- and mid-capitalization equity securities and depositary receipts of non-U.S. companies, selected based on the adviser"s assessment of a company"s valuation, cash flow stability, and balance sheet quality ("fundamental factors"). In selecting securities for the fund, the adviser, first considers companies that meet the adviser"s criteria for (i) profitability, (ii) historical cash flow, and (iii) liquidity. The fund is non-diversified.

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