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Upturn AI SWOT - About
Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD)
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Upturn Advisory Summary
04/01/2025: JSMD (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 5.14% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 25780 | Beta 1.18 | 52 Weeks Range 64.04 - 82.71 | Updated Date 04/2/2025 |
52 Weeks Range 64.04 - 82.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
Janus Henderson Small/Mid Cap Growth Alpha ETF
ETF Overview
Overview
The Janus Henderson Small/Mid Cap Growth Alpha ETF (SMOG) seeks long-term growth of capital by investing primarily in a diversified portfolio of small and mid-capitalization U.S. companies exhibiting growth characteristics.
Reputation and Reliability
Janus Henderson is a well-established asset management firm with a long history in the investment industry.
Management Expertise
Janus Henderson employs a team of experienced investment professionals specializing in growth-oriented strategies and small/mid-cap equities.
Investment Objective
Goal
To achieve long-term growth of capital.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy focused on identifying companies with strong growth potential.
Composition Primarily invests in U.S. small and mid-cap growth stocks.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 173000000
Competitors
Key Competitors
- IWO
- IWP
- VOT
- JHML
Competitive Landscape
The small/mid-cap growth ETF market is competitive. SMOG differentiates itself through its active management and stock selection. Competitors offer passive index-tracking approaches, which may have lower expense ratios but potentially different return profiles. The advantage of SMOG lies in Janus's active management expertise, while a disadvantage could be higher fees compared to passive funds.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.53
Liquidity
Average Trading Volume
The ETF's average trading volume indicates its level of liquidity and ability to be bought and sold easily.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, indicating the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small/mid-cap stocks influence SMOG's performance. Sector-specific growth prospects within the small/mid-cap universe also play a role.
Growth Trajectory
The ETF's growth trajectory depends on the success of its active stock selection and the overall performance of the small/mid-cap growth market. Changes to strategy and holdings may occur based on market conditions and the investment team's outlook.
Moat and Competitive Advantages
Competitive Edge
Janus Henderson Small/Mid Cap Growth Alpha ETF's advantage lies in the active management approach. The ETF seeks to outperform passive indices through careful security selection. Its competitive edge is dependent on the expertise of the investment team, Janus Henderson's reputation, and their ability to identify and capitalize on growth opportunities within the small and mid-cap universe.
Risk Analysis
Volatility
The ETF's historical volatility reflects fluctuations in its price, often higher than broad market indices due to its focus on smaller, growth-oriented companies.
Market Risk
Risks include market downturns affecting small/mid-cap stocks, sector-specific risks within its holdings, and the potential for underperformance compared to its benchmark index.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance may find this ETF suitable.
Market Risk
This ETF is best suited for long-term investors with a growth-oriented investment strategy and a tolerance for market volatility.
Summary
The Janus Henderson Small/Mid Cap Growth Alpha ETF (SMOG) is an actively managed ETF focused on long-term capital appreciation through investment in U.S. small and mid-cap growth stocks. Its performance depends on the success of its stock selection and the overall market environment for smaller companies. The ETF is ideal for investors seeking growth potential and are comfortable with higher volatility. While it benefits from Janus Henderson's expertise, it carries the risks associated with active management and smaller cap stocks.
Similar Companies
IWO
iShares Russell 2000 Growth ETF
IWO
iShares Russell 2000 Growth ETF
IWP
iShares Russell Mid-Cap Growth ETF
IWP
iShares Russell Mid-Cap Growth ETF
JHML
John Hancock Multifactor Large Cap ETF
JHML
John Hancock Multifactor Large Cap ETF
ONEO
SPDR® Russell 1000 Momentum Focus ETF
ONEO
SPDR® Russell 1000 Momentum Focus ETF
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
XSMO
Invesco S&P SmallCap Momentum ETF
XSMO
Invesco S&P SmallCap Momentum ETF
Sources and Disclaimers
Data Sources:
- Janus Henderson website
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and may not be entirely accurate or up-to-date. Investment decisions should be made based on thorough 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 Janus Henderson Small/Mid Cap Growth Alpha ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund pursues its investment objective by normally investing at least 80% of its net assets in the securities that comprise the underlying index. The underlying index is composed of common stocks of small- and medium-sized companies that are included in the Solactive Small/Mid Cap Index, a universe of 2,500 small- and medium-sized capitalization stocks.
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