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ALPS ETF Trust (SMTH)



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Upturn Advisory Summary
04/01/2025: SMTH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 1.84% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 425261 | Beta - | 52 Weeks Range 23.86 - 26.00 | Updated Date 04/1/2025 |
52 Weeks Range 23.86 - 26.00 | Updated Date 04/1/2025 |
Upturn AI SWOT
ALPS ETF Trust
ETF Overview
Overview
ALPS ETF Trust is a suite of exchange-traded funds offering exposure to various market segments and investment strategies. The trust encompasses diverse sector-specific and thematic funds, catering to different investor objectives and risk tolerances. Its investment strategies vary depending on the specific ETF within the trust, ranging from tracking specific indexes to actively managed portfolios.
Reputation and Reliability
ALPS is a well-established ETF provider with a history of offering innovative and specialized investment solutions.
Management Expertise
ALPS employs experienced portfolio managers and analysts with expertise in various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the ALPS ETF Trust. Each ETF aims to achieve a specific investment objective, such as capital appreciation, income generation, or exposure to a particular sector or theme.
Investment Approach and Strategy
Strategy: The investment strategy varies significantly across the ETFs within the ALPS ETF Trust. Some ETFs aim to track specific indexes, while others employ active management strategies to generate alpha.
Composition The assets held by the ETFs within the ALPS ETF Trust include stocks, bonds, and other securities, depending on the specific investment mandate of each ETF.
Market Position
Market Share: Varies widely depending on the specific ETF within the ALPS ETF Trust.
Total Net Assets (AUM): Data unavailable, varies by specific ETF.
Competitors
Key Competitors
- iShares US ETF (IUSG)
- Vanguard US ETF (VTI)
- SPDR US ETF (SPY)
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar products. ALPS ETF Trust differentiates itself by offering specialized and thematic ETFs. Compared to its competitors, ALPS faces challenges as its ETF's may have higher expense ratios and lower liquidity, but a specific focus compared to broad market index.
Financial Performance
Historical Performance: Data unavailable, varies by specific ETF.
Benchmark Comparison: Data unavailable, varies by specific ETF.
Expense Ratio: Data unavailable, varies by specific ETF.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF within the ALPS ETF Trust.
Bid-Ask Spread
Bid-ask spread varies significantly depending on the specific ETF within the ALPS ETF Trust and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of the ETFs within the ALPS ETF Trust.
Growth Trajectory
Growth trends vary depending on the specific ETF within the ALPS ETF Trust and its underlying investment strategy. Changes to strategy are disclosed by the issuer when applicable.
Moat and Competitive Advantages
Competitive Edge
ALPS ETF Trust's competitive edge lies in its specialized and thematic ETF offerings, catering to investors seeking targeted exposure to specific market segments. Their unique strategies, such as sector rotation, provide an opportunity for alpha generation. ALPS often focus on niche areas, this allows them to capture focused growth. These strategies set them apart from broader, more diversified ETFs. However, the advantage is heavily dependent on the specific fund within the trust.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF within the ALPS ETF Trust and its underlying assets.
Market Risk
Market risk is inherent in the underlying assets of the ETFs within the ALPS ETF Trust, which can be affected by economic conditions, geopolitical events, and other factors.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the ALPS ETF Trust. Investors seeking targeted exposure to specific market segments or investment themes may find certain ETFs within the trust appealing.
Market Risk
The suitability of the ETFs within the ALPS ETF Trust varies depending on the specific ETF and the investor's risk tolerance and investment objectives. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.
Summary
ALPS ETF Trust is a collection of ETFs that offers diverse investment strategies and objectives, providing investors access to various market segments and themes. The Trust includes both passively managed and actively managed ETFs, catering to a broad range of investment preferences. The specific characteristics, such as expense ratios and trading volume, vary depending on the individual ETF. Investors should carefully consider their investment goals and risk tolerance before investing in any ETF within the ALPS ETF Trust. ALPS's ability to provide niche, thematically-specific ETF's is a potential competitive advantage, but specific due diligence is warranted.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share and AUM data may be estimates and are subject to change. Investors should conduct their own due diligence 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 ALPS ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities (including investments in emerging markets).
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.