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JETS
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U.S. Global Jets ETF (JETS)

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$21.79
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

03/27/2025: JETS (3-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

AI Based Fundamental Rating

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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 1.88%
Avg. Invested days 38
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 2863433
Beta 1.49
52 Weeks Range 16.48 - 27.10
Updated Date 03/28/2025
52 Weeks Range 16.48 - 27.10
Updated Date 03/28/2025

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U.S. Global Jets ETF

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ETF Overview

Overview

The U.S. Global Jets ETF (JETS) provides exposure to the global airline industry, including passenger airlines, aircraft manufacturers, airports, and terminal services companies. It aims to track the performance of the U.S. Global Jets Index, offering a targeted investment in the travel sector.

Reputation and Reliability

U.S. Global Investors has a long history in the investment management industry, known for its expertise in specialized sectors like natural resources and airlines. They are considered a reliable issuer, although their focus is relatively niche.

Management Expertise

U.S. Global Investors' management team possesses considerable expertise in sector-specific investing, leveraging their research capabilities to identify promising companies within the aviation industry.

Investment Objective

Goal

The primary investment goal of JETS is to seek investment results that correspond generally to the price and yield performance, before fees and expenses, of the U.S. Global Jets Index.

Investment Approach and Strategy

Strategy: JETS tracks the U.S. Global Jets Index, which is composed of global companies involved in the airline industry. The fund employs a passive management strategy to replicate the index's performance.

Composition The ETF holds stocks of passenger airlines, aircraft manufacturers, airport operators, and companies providing terminal services.

Market Position

Market Share: Insufficient data to determine exact market share.

Total Net Assets (AUM): 77935839

Competitors

Key Competitors

  • AdvisorShares Drone Technology ETF (UAV)
  • ALPS Global Travel Beneficiaries ETF (TRAV)
  • Defiance Hotel, Airline, and Cruise ETF (CRUZ)

Competitive Landscape

The competitive landscape includes broader travel and leisure ETFs. JETS provides focused exposure to the airline industry, while competitors offer more diversified exposure to travel-related sectors. JETS benefits from its specialized focus but is vulnerable to industry-specific downturns. Diversified competitors may offer more stability.

Financial Performance

Historical Performance: Historical performance data is needed to assess the ETF's performance over different time periods.

Benchmark Comparison: Benchmark comparison requires historical performance data to gauge effectiveness.

Expense Ratio: 0.6

Liquidity

Average Trading Volume

Average trading volume is moderately high, indicating sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, suggesting efficient trading costs.

Market Dynamics

Market Environment Factors

Economic indicators, fuel prices, passenger demand, and geopolitical events influence JETS' performance. The airline industry is sensitive to economic cycles and global events.

Growth Trajectory

Growth trends depend on the overall health of the airline industry, including passenger traffic, cargo volumes, and airline profitability. The fund's strategy remains consistent with tracking the U.S. Global Jets Index.

Moat and Competitive Advantages

Competitive Edge

JETS offers focused exposure to the airline industry, which can be attractive to investors seeking targeted exposure. The ETF's index-tracking approach provides transparency and diversification within the sector. U.S. Global Investors' expertise in sector-specific investing adds credibility. The relatively small expense ratio helps maintain competitive advantage compared to higher fee peers. However, the narrow focus also presents a disadvantage in periods of sector underperformance.

Risk Analysis

Volatility

JETS' historical volatility tends to be higher than the broader market due to the sensitivity of the airline industry to economic conditions and external shocks.

Market Risk

Market risk includes fluctuations in fuel prices, economic recessions, geopolitical events, and regulatory changes affecting the airline industry.

Investor Profile

Ideal Investor Profile

The ideal investor profile is someone seeking targeted exposure to the global airline industry and comfortable with sector-specific volatility.

Market Risk

JETS is more suited for active traders or investors with a specific view on the airline sector, rather than passive index followers seeking broad market exposure.

Summary

U.S. Global Jets ETF offers focused exposure to the global airline industry, tracking the U.S. Global Jets Index. The ETF is subject to sector-specific risks, including economic sensitivity and geopolitical events. It is suited for investors with a targeted view on the airline sector. Its expense ratio is moderately low, but performance is highly dependent on the overall health of the airline industry.

Similar Companies

  • AWAY
  • AIRR
  • XAR

Sources and Disclaimers

Data Sources:

  • U.S. Global Investors
  • ETF.com
  • Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.

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 U.S. Global Jets ETF

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

The fund uses a passive management (or indexing) approach to track the performance, before fees and expenses, of the index. The index is composed of the exchange-listed common stock (or depositary receipts) of U.S. and international passenger airlines, aircraft manufacturers, airports, terminal services companies, and airline-related internet media and services companies, each as determined by independent industry listings (collectively, "Airline Companies"). The fund is non-diversified.

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