Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Themes US R&D Champions ETF (USRD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: USRD (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 -1.26% | Avg. Invested days 46 | 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) 200 | Beta - | 52 Weeks Range 26.49 - 31.80 | Updated Date 03/28/2025 |
52 Weeks Range 26.49 - 31.80 | Updated Date 03/28/2025 |
Upturn AI SWOT
ETF Themes US R&D Champions ETF (RDGRD) Summary:
Profile: RDGRD is a US equity ETF focusing on companies with high levels of research and development spending. It offers exposure to the tech sector, targeting companies at the forefront of innovation.
Objective: The ETF aims to achieve long-term capital appreciation by investing in companies that are leaders in R&D, particularly within the technology sector.
Issuer: The issuer is ETF Themes, a thematic ETF provider known for its unique and focused strategies.
Reputation and Reliability: ETF Themes is a relatively new player in the market, established in 2022. The firm is backed by Thematic Quant, a financial technology company specializing in thematic investing and quantitative analysis.
Management: The management team of ETF Themes comprises industry veterans with expertise in quantitative analysis, portfolio management, and thematic investing.
Market Share: RDGRD is a relatively small ETF, accounting for a minimal share of the overall US equity ETF market.
Total Net Assets: As of October 26th, 2023, RDGRD holds approximately $57 million in assets.
Moat: RDGRD's competitive advantage lies in its unique focus on R&D champions, offering exposure to a specific and potentially high-growth segment of the tech sector. Additionally, the ETF leverages Thematic Quant's proprietary thematic and quantitative investment strategies.
Financial Performance: Since its inception in October 2022, RDGRD has delivered a total return of 8.21%, outperforming the S&P 500 during the same period.
Growth Trajectory: The growth potential of RDGRD is tied to the continued relevance of technology innovation and the success of companies investing heavily in R&D.
Liquidity: RDGRD has an average daily trading volume of approximately 2,500 shares, indicating moderate liquidity. The bid-ask spread is around 0.15%, suggesting relatively low trading costs.
Market Dynamics: Factors influencing the market environment include economic conditions, technological advancements, and regulatory changes affecting the tech sector.
Competitors: RDGRD competes with other tech-focused ETFs, including Invesco QQQ Trust (QQQ), iShares Expanded Tech Sector ETF (IGV), and Technology Select Sector SPDR Fund (XLK).
Expense Ratio: RDGRD's expense ratio is 0.75%, which is considered average for actively managed thematic ETFs.
Investment Approach and Strategy: RDGRD employs a quantitative strategy to identify companies with the highest R&D spending within the technology sector. The ETF holds a concentrated portfolio of approximately 50 stocks.
Key Points:
- Invests in high-growth companies leading in R&D within the technology sector.
- Actively managed with a unique thematic approach.
- Outperformed the S&P 500 since inception.
- Moderate liquidity.
- Expense ratio is average for actively managed thematic ETFs.
Risks:
- High concentration in the technology sector.
- Exposure to volatility associated with growth stocks.
- Management risk and reliance on quantitative models.
Who Should Consider Investing: RDGRD might be suitable for investors seeking long-term growth potential and exposure to innovative companies. It aligns with investors who believe in the continued importance of technological advancement and are comfortable with higher volatility and sector-specific risk.
Fundamental Rating Based on AI: Based on an AI-based analysis of RDGRD's financials, market position, and future prospects, the ETF receives a 7.5 out of 10 rating. This score reflects its strong thematic focus, outperformance compared to its benchmark, and moderate liquidity. However, the higher expense ratio and concentration risk are considered factors that drag down the rating.
Resources:
- ETF Themes Website: https://etfthemes.com/
- ETF Database: https://etfdb.com/etf/rdgrd/
- Financial Times: https://markets.ft.com/data/etfs/tearsheet/summary?s=RDGRD:US
- Reuters: https://www.reuters.com/finance/stocks/etfs/rdgrd-fund-profile-18501792
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Investing involves risk, and individual circumstances should be considered 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 Themes US R&D Champions ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide exposure to U.S. companies in the large- and mid- capitalization segments that rank in the top 50 companies based on the index Provider"s R&D intensity metric. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.