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Upturn AI SWOT - About
VegTech Plant-based Innovation & Climate ETF (EATV)
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Upturn Advisory Summary
04/01/2025: EATV (1-star) is currently NOT-A-BUY. Pass it for now.
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 -20.81% | Avg. Invested days 35 | Today’s Advisory PASS |
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) 3672 | Beta 1.06 | 52 Weeks Range 14.50 - 18.77 | Updated Date 04/2/2025 |
52 Weeks Range 14.50 - 18.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
VegTech Plant-based Innovation & Climate ETF
ETF Overview
Overview
The VegTech Plant-based Innovation & Climate ETF (EATV) focuses on companies innovating with plant-based alternatives to animal products, aiming to address climate change and improve sustainability. It targets companies involved in plant-based foods, materials, and other related technologies.
Reputation and Reliability
VegTech Plant-based Innovation & Climate ETF is relatively new, which does not provide extensive historical issuer data for reliability.
Management Expertise
The ETF's management team has expertise in plant-based innovation and climate-focused investing.
Investment Objective
Goal
The investment goal of EATV is to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the VegTech Plant-based Innovation & Climate Index.
Investment Approach and Strategy
Strategy: EATV tracks the VegTech Plant-based Innovation & Climate Index, which includes companies that are actively innovating with plant-based alternatives to animal products.
Composition The ETF primarily holds stocks of companies in the plant-based food, materials, and other related technology sectors.
Market Position
Market Share: EATV's market share is relatively small compared to broader ESG or food industry ETFs.
Total Net Assets (AUM): 17495000
Competitors
Key Competitors
- ICLN
- PBW
- SMOG
Competitive Landscape
The competitive landscape includes broader clean energy and ESG ETFs. EATV distinguishes itself with its specific focus on plant-based innovation, offering a niche investment opportunity, but lacks the AUM and liquidity of larger, more established funds.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception.
Benchmark Comparison: A meaningful benchmark comparison requires a longer performance history.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, potentially affecting the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread might be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, consumer trends towards plant-based diets, and government policies supporting sustainable agriculture influence EATV's performance.
Growth Trajectory
EATV's growth depends on the increasing adoption of plant-based products and technological advancements in the sector.
Moat and Competitive Advantages
Competitive Edge
EATV offers a unique and focused investment strategy targeting the burgeoning plant-based sector. Its thematic approach caters to investors seeking exposure to innovative companies developing sustainable alternatives. The ETF's concentration on this niche market provides a specific lens not offered by broader ESG funds. However, this concentrated focus also increases its vulnerability to sector-specific risks and trends.
Risk Analysis
Volatility
EATV may exhibit higher volatility due to its focus on a specific and relatively new sector.
Market Risk
Market risk includes fluctuations in consumer demand for plant-based products, regulatory changes, and competition from established food companies.
Investor Profile
Ideal Investor Profile
The ideal investor is someone interested in sustainable investing, plant-based alternatives, and willing to accept potentially higher risk for potentially higher returns.
Market Risk
EATV is more suitable for long-term investors with a specific interest in the plant-based industry and a higher risk tolerance.
Summary
The VegTech Plant-based Innovation & Climate ETF (EATV) offers targeted exposure to companies innovating in the plant-based sector. It's a niche ETF with a focus on sustainability and climate change, making it attractive to socially responsible investors. However, its smaller size and concentration increase its risk profile. Investors should consider its relatively limited historical performance and higher expense ratio. As a result, EATV is suited for the investor who is optimistic about plant-based sector growth.
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QCLN
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Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial news outlets
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor.
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 VegTech Plant-based Innovation & Climate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest under normal circumstances at least 80% of its net assets in the securities of innovative companies focused on sustainable, regenerative and resilient food systems or companies making a positive impact on climate change matters. VegTech Companies are companies that (1) innovate or use technology in their primary products by utilizing at least one plant ingredient, or innovate or use technology to enable or support companies that do the same; and (2) the end product enables protein diversification, plant-based foods or plant-based materials. It is non-diversified.
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