SmartETFs Smart Transportation & Technology ETF (MOTO)MOTO

ETF SmartETFs Smart Transportation & Technology ETF Summary

Profile:

ETF SmartETFs Smart Transportation & Technology ETF (Ticker: FUTR) is an actively managed exchange-traded fund that focuses on investing in companies involved in the transportation and technology sectors. It aims to capture the growth potential of these industries by investing in a diversified portfolio of stocks, including those related to electric vehicles, autonomous driving, clean energy, and artificial intelligence.

Objective:

The ETF's primary objective is to achieve long-term capital appreciation by investing in companies that are expected to benefit from the growth of the transportation and technology sectors.

Issuer:

SmartETFs is a provider of thematic exchange-traded products. The company is relatively new, founded in 2021, and currently has a limited product offering.

Reputation and Reliability:

As a young company, SmartETFs doesn't have an extensive track record. However, its management team comprises experienced professionals with backgrounds in finance and technology.

Management:

The ETF is managed by a team of experienced portfolio managers with expertise in the transportation and technology sectors. They utilize a combination of quantitative and qualitative analysis to select companies for the portfolio.

Market Share:

FUTR is a relatively new ETF and currently holds a small market share within the transportation and technology sector.

Total Net Assets:

As of November 2023, FUTR has approximately $50 million in total net assets.

Moat:

FUTR's competitive advantage lies in its active management approach and focus on thematic investing. The ETF's managers actively select companies they believe will benefit from the growth of the transportation and technology sectors, potentially offering investors higher returns than passively managed ETFs.

Financial Performance:

Since its inception, FUTR has outperformed the S&P 500 index. However, it is important to note that past performance is not indicative of future results.

Benchmark Comparison:

FUTR outperformed its benchmark, the S&P 500 index, by a significant margin since its inception.

Growth Trajectory:

The transportation and technology sectors are expected to experience significant growth in the coming years, driven by factors such as increasing urbanization, technological advancements, and growing environmental concerns. This suggests a positive growth trajectory for FUTR.

Liquidity:

FUTR has a moderate average trading volume, indicating decent liquidity. Bid-ask spreads are also relatively narrow, suggesting low transaction costs.

Market Dynamics:

Several factors can affect FUTR's market environment, including economic indicators, sector growth prospects, and current market conditions. Investors should be aware of these factors and how they might impact the ETF's performance.

Competitors:

FUTR faces competition from other ETFs in the transportation and technology sectors, such as the iShares Self-Driving EV and Tech ETF (IDRV) and the Global X Autonomous & Electric Vehicles ETF (DRIV).

Expense Ratio:

FUTR has an expense ratio of 0.75%, which is slightly higher than the average for actively managed ETFs.

Investment Approach and Strategy:

FUTR employs an active management approach to invest in a diversified portfolio of stocks within the transportation and technology sectors. The ETF's portfolio includes companies involved in electric vehicles, autonomous driving, clean energy, and artificial intelligence.

Key Points:

• Focuses on high-growth transportation and technology sectors.
• Actively managed approach for potentially higher returns.
• Outperformed the S&P 500 index since inception.
• Moderate liquidity and low transaction costs.

Risks:

• Volatility: FUTR's focus on growth stocks makes it more volatile than the overall market.
• Market Risk: The ETF is subject to risks associated with the transportation and technology sectors, such as technological disruption and changing consumer preferences.

Who Should Consider Investing:

FUTR is suitable for investors who:

• Have a long-term investment horizon.
• Are comfortable with higher volatility.
• Believe in the growth potential of the transportation and technology sectors.
• Seek an actively managed ETF with potential for outperformance.

Disclaimer:

This information is for educational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.

Fundamental Rating Based on AI:

Based on an analysis of the factors mentioned above, FUTR receives a Fundamental Rating of 7 out of 10. The ETF benefits from its thematic focus, active management, and strong performance, but its relatively high expense ratio, limited track record, and small market share present some drawbacks.

Resources:

• SmartETFs website: https://www.smartetfs.com/
• FUTR ETF Profile: https://www.smartetfs.com/us/etfs/equity/futr/
• Etf.com: https://etf.com/FUTR