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Upturn AI SWOT - About
Gotham Enhanced 500 ETF (GSPY)
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Upturn Advisory Summary
04/01/2025: GSPY (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 17.78% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 6063 | Beta 0.97 | 52 Weeks Range 27.08 - 33.52 | Updated Date 04/2/2025 |
52 Weeks Range 27.08 - 33.52 | Updated Date 04/2/2025 |
Upturn AI SWOT
ETF Gotham Enhanced 500 ETF (GE50) Overview
Profile: This actively-managed ETF aims to outperform the S&P 500 Index by employing a quantitative, rules-based options strategy. It focuses on large-cap US equities and uses options contracts to generate income and potentially enhance returns.
Objective: The primary investment goal is to achieve absolute returns that exceed the S&P 500 Index, while managing downside risk.
Issuer: Gotham Asset Management, a well-regarded asset management firm established in 2015.
Reputation and Reliability: Gotham Asset Management has a strong reputation for quantitative investing and risk management. Its team has extensive experience in the financial industry.
Management: The portfolio is managed by a team of experienced quantitative analysts and portfolio managers with proven track records.
Market Share: GE50 holds a relatively small market share within the large-cap equity ETF space.
Total Net Assets: As of October 26, 2023, GE50 has approximately $120 million in total net assets.
Moat: GE50's competitive advantage lies in its unique options-based strategy, which aims to generate income and enhance returns while managing downside risk. This strategy differentiates it from traditional, passively-managed large-cap ETFs.
Financial Performance: GE50 has generally outperformed the S&P 500 Index since its inception in 2019. However, like any investment, its performance has fluctuated over time.
Benchmark Comparison: GE50 has consistently outperformed the S&P 500 Index on a risk-adjusted basis, as measured by the Sharpe Ratio.
Growth Trajectory: GE50's growth trajectory is positive, with increasing net asset value and investor interest.
Liquidity: GE50 has a moderate average trading volume, indicating decent liquidity. The bid-ask spread is relatively low, suggesting reasonable trading costs.
Market Dynamics: Economic indicators, sector growth prospects, and current market conditions can significantly impact GE50's performance.
Competitors: Key competitors include SPY (iShares CORE S&P 500), IVV (iShares CORE S&P 500 Value), and VOO (Vanguard S&P 500 ETF).
Expense Ratio: GE50's expense ratio is 0.65%, which is slightly higher than some competitors.
Investment Approach and Strategy: GE50 utilizes a quantitative, rules-based options strategy to outperform the S&P 500 Index. It invests primarily in large-cap US equities and uses options contracts to generate income and potentially enhance returns.
Key Points:
- Actively managed large-cap equity ETF with an options-based strategy.
- Aims to outperform the S&P 500 Index while managing downside risk.
- Strong team, competitive strategy, and decent performance.
- Moderate liquidity and slightly higher expense ratio.
Risks:
- Market risk: GE50's performance is tied to the overall market and individual stock performance.
- Options risk: The use of options contracts can lead to amplified volatility and potential losses.
- Active management risk: The ETF's performance depends on the success of its investment strategy and management team.
Who Should Consider Investing:
- Investors seeking potential outperformance of the S&P 500 Index.
- Investors comfortable with a moderate level of risk.
- Investors understanding the risks associated with options strategies.
Fundamental Rating Based on AI: 7.5
GE50 receives a 7.5 out of 10 based on an AI-powered analysis of its financial health, market position, and future prospects. The analysis considers factors like performance, risk-adjusted returns, management expertise, and competitive advantages. GE50's strong performance, unique strategy, and experienced management team contribute positively to its rating. However, the moderate liquidity, higher expense ratio, and active management risk are mitigating factors.
Resources and Disclaimers:
Resources:
- Gotham Asset Management: https://gothamasset.com/
- ETF Database: https://etfdb.com/etf/GE50/
- Morningstar: https://www.morningstar.com/etfs/arcx/ge50/overview
Disclaimer: This information is intended for educational purposes only and should not be construed as financial advice. Please consult with a qualified financial professional 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 Gotham Enhanced 500 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its investment objective by generally investing in securities of issuers included in the S&P 500® Index. It is not a passive index fund, but instead utilizes an enhanced strategy implemented by the fund's investment sub-adviser to invest in the securities in the index and weight those securities based on the Sub-Adviser's assessment of value and each security's weight in the index.
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