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Upturn AI SWOT - About
Two Roads Shared Trust - LeaderShares Dynamic Yield ETF (DYLD)
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Upturn Advisory Summary
04/01/2025: DYLD (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
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 2.02% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 22363 | Beta 0.66 | 52 Weeks Range 21.20 - 22.73 | Updated Date 04/2/2025 |
52 Weeks Range 21.20 - 22.73 | Updated Date 04/2/2025 |
Upturn AI SWOT
Two Roads Shared Trust - LeaderShares Dynamic Yield ETF
ETF Overview
Overview
The LeaderShares Dynamic Yield ETF (LDYY) is an actively managed fund focusing on generating income through a dynamic allocation strategy across various asset classes, aiming for high current yield.
Reputation and Reliability
Two Roads Shared Trust is a relatively smaller ETF provider. Its reputation is tied to the performance of its individual funds.
Management Expertise
The management team possesses experience in asset allocation and income strategies. Specific expertise can be found in the fund's prospectus.
Investment Objective
Goal
The primary investment goal of LDYY is to seek high current yield while maintaining capital preservation.
Investment Approach and Strategy
Strategy: LDYY employs an active asset allocation strategy, adjusting its holdings based on market conditions and yield opportunities.
Composition The ETF invests in a mix of fixed income securities, dividend-paying equities, and potentially other income-generating assets.
Market Position
Market Share: LDYY's market share within the income-focused ETF space is relatively small.
Total Net Assets (AUM): 12847042
Competitors
Key Competitors
- SCHD
- JEPI
- VYM
- SPHD
Competitive Landscape
The income ETF market is highly competitive with several established players like SCHD, JEPI, and VYM. LDYY differentiates itself through its active management and dynamic asset allocation. However, it faces the challenge of proving its ability to consistently outperform passive income-focused ETFs. Its smaller AUM can affect liquidity and potentially increase trading costs.
Financial Performance
Historical Performance: Historical performance data is needed to fully present its performance. It needs to be compared to the benchmark index.
Benchmark Comparison: Benchmark data comparison is needed to fully present its performance. It needs to be compared to the benchmark index.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
LDYY exhibits a moderate average daily trading volume that varies based on the investor activity.
Bid-Ask Spread
The bid-ask spread for LDYY is typically moderate, but may widen during periods of market volatility or lower trading volume.
Market Dynamics
Market Environment Factors
LDYY's performance is influenced by interest rates, economic growth, and credit spreads, impacting the value of its fixed income and equity holdings.
Growth Trajectory
LDYY's growth depends on its ability to attract investors seeking high current yield and demonstrating consistent outperformance compared to its peers. Changes in strategy and holdings are disclosed in fund updates.
Moat and Competitive Advantages
Competitive Edge
LDYY's competitive advantage lies in its active management approach, which allows for tactical asset allocation adjustments to optimize yield in varying market conditions. This dynamic strategy sets it apart from passively managed income ETFs. The fund's flexibility may enable it to adapt to changing economic environments more effectively. However, the success of this approach depends heavily on the manager's expertise.
Risk Analysis
Volatility
The volatility of LDYY depends on the asset allocation at any given time. It can be affected by volatility of its underlying assets.
Market Risk
LDYY faces market risk related to fluctuations in interest rates, equity prices, and credit spreads. These risks can impact the value of its underlying assets.
Investor Profile
Ideal Investor Profile
LDYY is suitable for investors seeking income generation, are comfortable with active management, and understand the risks associated with dynamic asset allocation.
Market Risk
LDYY may be more suited for long-term investors who seek income and capital appreciation, or active traders may use it tactically based on market conditions.
Summary
The LeaderShares Dynamic Yield ETF (LDYY) is an actively managed income-focused fund that employs a dynamic asset allocation strategy. It aims to generate high current yield while preserving capital. Its active management approach distinguishes it from passive competitors, but it also introduces managerial risk. Investors should consider their risk tolerance and investment goals before investing in LDYY.
Similar Companies
- VYM
- SCHD
- DVY
- IDV
- SDY
Sources and Disclaimers
Data Sources:
- Leadershares.com
- ETF.com
- Morningstar.com
- FactSet
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor 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 Two Roads Shared Trust - LeaderShares Dynamic Yield ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will be an actively managed ETF that normally invests, directly or indirectly, at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, private debt, foreign sovereign bonds, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments. The fund may invest in fixed income instruments with fixed or adjustable rates.
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