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SMTH
Upturn stock ratingUpturn stock rating

ALPS ETF Trust (SMTH)

Upturn stock ratingUpturn stock rating
$25.93
Delayed price
Profit since last BUY1.53%
upturn advisory
Consider higher Upturn Star rating
BUY since 39 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

04/01/2025: SMTH (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental 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.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 04/01/2025

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

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ALPS ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

ALPS is a well-established ETF provider with a history of offering innovative and specialized investment solutions.

reliability logo Management Expertise

ALPS employs experienced portfolio managers and analysts with expertise in various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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 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).

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