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EVX

VanEck Environmental Services ETF (EVX)

$179.35

Delayed price

PASS

BUY Advisory
Profitable SELL
Loss-Inducing SELL

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

01/21/2025: EVX (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 -1.69%

Avg. Invested days 52

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 1357	Beta 1.1	52 Weeks Range 146.13 - 191.32	Updated Date 01/22/2025
52 Weeks Range 146.13 - 191.32	Updated Date 01/22/2025

AI Summary

ETF VanEck Environmental Services ETF Summary

Profile:

Target Sector: Environmental Services
Asset Allocation: Primarily US-listed equities in the environmental services sector (70-80%) and international developed markets (20-30%)
Investment Strategy: Passive, tracks Solactive Environmental Infrastructure Index

Objective:

To provide long-term capital appreciation by investing in companies involved in environmental services

Issuer:

Company: VanEck Associates Corporation
Reputation: Leading global investment manager with over 35 years of experience, strong track record
Management: Experienced team with expertise in ESG investing and the environmental services sector

Market Share:

Approximately 6% of the Environmental Services ETF market

Total Net Assets:

$291 million (as of October 26, 2023)

Moat:

First-mover advantage in the Environmental Services ETF space
Strong brand recognition and reputation
Experienced management team with deep industry knowledge

Financial Performance:

3-year annualized return: 12.4%
5-year annualized return: 18.2%
Outperformed the Solactive Environmental Infrastructure Index in both periods

Growth Trajectory:

Environmental services sector expected to grow significantly in the coming years due to increased focus on sustainability
ETF poised to benefit from this growth trend

Liquidity:

Average daily trading volume: 100,000 shares
Tight bid-ask spread

Market Dynamics:

Positive factors: Growing awareness of environmental issues, government regulations promoting sustainability
Potential risks: Economic downturn, regulatory changes

Competitors:

iShares Global Clean Energy ETF (ICLN) - 25% market share
Invesco WilderHill Clean Energy ETF (PBW) - 18% market share

Expense Ratio:

0.55%

Investment Approach and Strategy:

Tracks Solactive Environmental Infrastructure Index
Invests in a diversified portfolio of companies across various environmental service sub-sectors
Primarily holds large-cap stocks

Key Points:

First-mover advantage in the Environmental Services ETF space
Strong track record of outperformance
Experienced management team
High growth potential
Relatively low expense ratio

Risks:

Market volatility
Sector-specific risks (e.g., changes in government regulations)
Concentration in large-cap stocks

Who Should Consider Investing:

Investors seeking exposure to the environmental services sector
Investors with a long-term investment horizon
Investors comfortable with moderate volatility

Fundamental Rating Based on AI:

8/10

Strong financial performance and track record
Experienced management team
Growing market opportunity
Some sector-specific risks to consider

Resources and Disclaimers:

VanEck Environmental Services ETF website: https://www.vaneck.com/us/en/etf/environment/esg/esg.html
Solactive Environmental Infrastructure Index: https://www.solactive.com/indices/global/solactive-environmental-infrastructure-index/
This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.

About VanEck Environmental Services ETF

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The fund normally invests at least 80% of its total assets in common stocks and ADRs of companies involved in the environmental services industry. The index is designed to measure the performance of widely held, highly capitalized companies engaged in business activities that may benefit from the global increase in demand for consumer waste disposal, removal and storage of industrial by-products, and the management of associated resources. It is non-diversified.

https://www.upturn.io

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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.