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Upturn AI SWOT - About
GraniteShares XOUT U.S. Large Cap ETF (XOUT)
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Upturn Advisory Summary
06/30/2025: XOUT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 37.74% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 44.61 - 61.99 | Updated Date 06/30/2025 |
52 Weeks Range 44.61 - 61.99 | Updated Date 06/30/2025 |
Upturn AI SWOT
GraniteShares XOUT U.S. Large Cap ETF
ETF Overview
Overview
The GraniteShares XOUT U.S. Large Cap ETF (XOUT) aims to outperform the market by excluding the 250 largest U.S. companies with the weakest fundamentals, focusing on companies poised for growth and innovation.
Reputation and Reliability
GraniteShares is a relatively newer ETF provider known for its innovative and thematic ETFs, but it has a shorter track record compared to larger, more established firms.
Management Expertise
GraniteShares' management team has experience in the ETF industry, focusing on delivering unique investment strategies to capture specific market opportunities.
Investment Objective
Goal
To outperform the market by investing in the top 500 performing companies after excluding the bottom performing 250 companies by market cap, based on fundamentals.
Investment Approach and Strategy
Strategy: XOUT employs a proprietary methodology to identify and exclude companies with weak fundamentals, aiming to capture alpha through a focused large-cap portfolio.
Composition The ETF primarily holds U.S. large-cap stocks, selected based on fundamental analysis and market capitalization weighting after the exclusion filter.
Market Position
Market Share: Data unavailable for exact market share. XOUT operates within the broader large-cap ETF segment.
Total Net Assets (AUM): 82710000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The large-cap ETF market is dominated by broad-based index funds like SPY, IVV, and VOO. XOUT differentiates itself through its fundamental-based exclusion strategy, offering potential for outperformance but also introducing tracking error risk. Its advantage lies in its active selection process; its disadvantage is a higher expense ratio than passive index funds.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison should be done using the S&P 500 or a similar large-cap index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
XOUT's average trading volume is moderate, suggesting sufficient liquidity for typical trading activities.
Bid-Ask Spread
The bid-ask spread for XOUT is generally competitive, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
XOUT's performance is affected by broader economic trends, sector rotations, and investor sentiment towards growth and value stocks.
Growth Trajectory
XOUT's growth depends on its ability to consistently outperform its benchmark through its exclusion strategy and attracting investors seeking alpha.
Moat and Competitive Advantages
Competitive Edge
XOUT's competitive advantage lies in its unique approach to large-cap investing, excluding companies with deteriorating fundamentals to enhance portfolio quality. This distinctive strategy attracts investors seeking potential outperformance over traditional market-cap-weighted indexes. Its active filtering process aims to identify and capitalize on companies with stronger growth prospects. However, the success of this approach depends heavily on the accuracy of its fundamental analysis and exclusion criteria.
Risk Analysis
Volatility
XOUT's volatility may be higher than the S&P 500 due to its concentrated holdings and active management strategy.
Market Risk
XOUT is subject to general market risk and the specific risks associated with its sector allocations and stock selection process.
Investor Profile
Ideal Investor Profile
XOUT is suitable for investors seeking potential outperformance in the large-cap space and are comfortable with a higher expense ratio and potential tracking error.
Market Risk
XOUT may be suitable for long-term investors who believe in the fund's exclusion strategy and its ability to generate alpha over time.
Summary
The GraniteShares XOUT U.S. Large Cap ETF (XOUT) offers a unique approach to large-cap investing by excluding companies with weak fundamentals. It aims to outperform traditional market-cap-weighted indexes through active stock selection. While this strategy offers the potential for alpha generation, it also introduces higher volatility and expense ratio compared to passive ETFs. XOUT is best suited for investors who are comfortable with active management and seeking differentiated exposure to the large-cap market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- GraniteShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 GraniteShares XOUT U.S. Large Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets (exclusive of collateral held from securities lending) in the securities included in the index. The index is designed by Nasdaq Inc. (the "index provider") to track the performance of large-cap, U.S.-listed companies, with high disruption scores.
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