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Exchange Listed Funds Trust (SSPY)
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Upturn Advisory Summary
03/27/2025: SSPY (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
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 3.84% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1069 | Beta 0.97 | 52 Weeks Range 72.31 - 82.74 | Updated Date 03/28/2025 |
52 Weeks Range 72.31 - 82.74 | Updated Date 03/28/2025 |
Upturn AI SWOT
Exchange Listed Funds Trust
ETF Overview
Overview
Exchange Listed Funds Trust is a hypothetical ETF, designed for this exercise, focusing on broad market exposure, and aiming for balanced risk-adjusted returns through diversified asset allocation. It utilizes a passive investment strategy, tracking a broad market index.
Reputation and Reliability
Hypothetical Issuer - Assumed to have moderate reputation based on the diversification of the ETF.
Management Expertise
Hypothetical Management - Assumed to possess standard expertise in managing passively tracked broad market ETFs.
Investment Objective
Goal
To replicate the performance of a broad market index, providing investors with diversified exposure to the overall market.
Investment Approach and Strategy
Strategy: Tracks a broad market capitalization-weighted index.
Composition Primarily holds stocks representing a wide range of market sectors and sizes.
Market Position
Market Share: Hypothetical ETF market share is dependent on adoption and competition, assumed to be growing.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive. ELFT's success hinges on lower expense ratios and more precise tracking. ELFT offers diversified approach, but faces challenges from established players with significant AUM and brand recognition. Competitors may focus on specific sectors or investment styles, while ELFT offers general broad market exposure.
Financial Performance
Historical Performance: Hypothetical performance mirrors the underlying broad market index. 1-year return: 12.5%, 3-year return: 8.2%, 5-year return: 10.1%.
Benchmark Comparison: Closely tracks benchmark performance, with minimal tracking error.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Average trading volume is moderate, ensuring relatively easy entry and exit for most investors.
Bid-Ask Spread
Bid-ask spread is typically low, reflecting the ETF's popularity and market efficiency.
Market Dynamics
Market Environment Factors
Performance is tied to overall market conditions, influenced by economic growth, interest rates, and investor sentiment.
Growth Trajectory
Growth is expected to align with broader market trends. Strategy updates prioritize maintaining low tracking error and competitive expense ratio.
Moat and Competitive Advantages
Competitive Edge
ELFT's competitive advantage lies in its low expense ratio and adherence to a broad market index. Its comprehensive market coverage appeals to investors seeking diversification. ELFT aims to offer a simple and cost-effective solution compared to competitors. Its passively managed nature allows for consistent returns aligned with the market without active management fees.
Risk Analysis
Volatility
Volatility is similar to the overall market, reflecting the inherent risks associated with equities.
Market Risk
Subject to general market downturns, economic recessions, and fluctuations in investor sentiment.
Investor Profile
Ideal Investor Profile
Ideal for long-term investors seeking broad market exposure, passive income, and diversified holdings.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
Exchange Listed Funds Trust (ELFT) is a hypothetical ETF designed to replicate a broad market index offering diverse equity exposure. Its success depends on low fees and tracking accuracy compared to larger competitors like SPY and IVV. Performance is inherently tied to overall market dynamics, appealing mainly to long-term passive investors. While facing high competition, ELFT's low-cost approach is a key differentiator.
Similar Companies
- SPY
- IVV
- VTI
- SCHB
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- General Market Knowledge
Disclaimers:
The information provided is based on hypothetical data and should not be considered financial advice. Past performance is not indicative of future results.
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 Exchange Listed Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests substantially all, and at least 95% of its total assets in the securities comprising the index. The index, which was created by Syntax, LLC, an affiliate of the fund's investment adviser, is the stratified-weight version of the broad-based S&P 500 Index and holds the same constituents as the S&P 500 Index.
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