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Upturn AI SWOT - About
Pacer American Energy Independence ETF (USAI)
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Upturn Advisory Summary
09/15/2025: USAI (1-star) is a SELL. SELL since 5 days. Simulated Profits (-2.31%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.22% | Avg. Invested days 52 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 30.59 - 42.94 | Updated Date 06/29/2025 |
52 Weeks Range 30.59 - 42.94 | Updated Date 06/29/2025 |
Upturn AI SWOT
Pacer American Energy Independence ETF
ETF Overview
Overview
The Pacer American Energy Independence ETF (USOI) aims to provide investors with exposure to companies that are involved in the exploration, production, and transportation of crude oil and natural gas in the United States, focusing on energy independence.
Reputation and Reliability
Pacer ETFs is a known ETF issuer with a focus on rules-based, factor-driven strategies. They have a good reputation and are considered reliable.
Management Expertise
Pacer ETFs has a management team with experience in financial markets and ETF management.
Investment Objective
Goal
The fund seeks to track the performance of the American Energy Independence Index.
Investment Approach and Strategy
Strategy: The ETF tracks the American Energy Independence Index, which aims to provide exposure to companies involved in achieving U.S. energy independence.
Composition The ETF primarily holds stocks of U.S. energy companies involved in the exploration, production, and transportation of crude oil and natural gas.
Market Position
Market Share: The ETF's market share within the energy sector is relatively small compared to broader energy ETFs.
Total Net Assets (AUM): 33580000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- VanEck Oil Services ETF (OIH)
- iShares U.S. Energy ETF (IYE)
Competitive Landscape
The energy ETF market is dominated by larger, more established funds like XLE. USOI differentiates itself through its focus on American energy independence. However, it faces challenges in attracting assets due to its smaller size and less established track record compared to its larger competitors. The advantage is the potential for targeted exposure to companies directly benefiting from U.S. energy policies.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Data should be collected from reliable financial data sources.
Benchmark Comparison: Performance should be compared against the American Energy Independence Index.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average trading volume is moderate, which may impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typical for ETFs in this category but may widen during periods of high volatility.
Market Dynamics
Market Environment Factors
Economic indicators, geopolitical events, energy prices, and regulatory policies significantly affect the fund's performance.
Growth Trajectory
The ETF's growth is tied to the performance of the U.S. energy sector and the success of companies focused on American energy independence. Changes in government policies and energy demand patterns influence its holdings.
Moat and Competitive Advantages
Competitive Edge
USOI's competitive advantage lies in its specific focus on companies contributing to U.S. energy independence, potentially appealing to investors seeking targeted exposure. This niche focus differentiates it from broader energy ETFs. The strategy may attract investors interested in domestic energy production and the potential benefits from favorable government policies supporting energy independence. However, this concentration also presents a higher risk than broader energy sector funds.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to its concentration in the energy sector.
Market Risk
Market risk is significant due to the fund's exposure to the energy sector, which is sensitive to commodity prices and economic cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to U.S. energy independence and comfortable with the higher risk associated with sector-specific investing.
Market Risk
This ETF is suitable for investors with a higher risk tolerance seeking specific sector exposure rather than broad market diversification. It's best suited for active traders or those with a strong conviction in the U.S. energy sector.
Summary
The Pacer American Energy Independence ETF (USOI) is a niche energy ETF focused on companies contributing to U.S. energy independence. It offers targeted exposure but carries higher risk due to sector concentration and volatility. Its performance is closely tied to energy prices and government policies. It suits investors with a higher risk tolerance seeking specific exposure to the domestic energy sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs official website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Data may be delayed or inaccurate.
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 Pacer American Energy Independence ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The index uses a proprietary, rules-based methodology to measure the performance of a portfolio of U.S. and Canadian exchange-listed equity securities of companies that generate a majority of their cash flow from certain qualifying midstream energy infrastructure activities. The fund is non-diversified.
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.