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GraniteShares XOUT U.S. Large Cap ETF (XOUT)



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Upturn Advisory Summary
03/27/2025: XOUT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 3.58% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 3634 | Beta 1.08 | 52 Weeks Range 46.18 - 61.09 | Updated Date 03/28/2025 |
52 Weeks Range 46.18 - 61.09 | Updated Date 03/28/2025 |
Upturn AI SWOT
GraniteShares XOUT U.S. Large Cap ETF
ETF Overview
Overview
The GraniteShares XOUT U.S. Large Cap ETF (XOUT) aims to provide investment results that, before fees and expenses, generally correspond to the price and yield performance of the Nasdaq US Large Cap Ex-Tech Index. It focuses on excluding companies perceived to be disrupted or outdated by innovation, primarily in the large-cap segment of the US equity market. The fund employs a quantitative, rules-based strategy.
Reputation and Reliability
GraniteShares is a smaller ETF provider, known for its innovative and thematic ETFs. Their reputation is growing, although they are less established than larger issuers.
Management Expertise
The management team at GraniteShares demonstrates expertise in quantitative investing and ETF management, focusing on thematic and factor-based strategies.
Investment Objective
Goal
The ETF's goal is to outperform the broad large-cap market by excluding companies deemed likely to be negatively impacted by technological disruption and innovation.
Investment Approach and Strategy
Strategy: XOUT aims to track an index (Nasdaq US Large Cap Ex-Tech Index) that excludes companies identified as being susceptible to disruption based on a proprietary scoring model.
Composition The ETF primarily holds stocks of large-cap U.S. companies, excluding those identified as vulnerable to disruption based on the index methodology. It invests in various sectors excluding most technology names.
Market Position
Market Share: XOUT's market share within the large-cap disruption-focused ETF space is relatively small but growing.
Total Net Assets (AUM): 467000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
- iShares Russell 1000 ETF (IWB)
Competitive Landscape
The large-cap ETF market is dominated by broad-market index funds. XOUT differentiates itself through its disruption-avoidance strategy, which is a niche offering. While competitors focus on broad market exposure, XOUT provides a targeted approach, potentially offering higher growth but also introducing concentration risk compared to broader funds.
Financial Performance
Historical Performance: Historical performance needs to be evaluated over a reasonable period (e.g., 3-5 years) relative to its benchmark and peers. Data unavailable for direct inclusion due to real-time variations. Please consult financial data providers for current values.
Benchmark Comparison: The ETF's performance should be compared to both broad large-cap indexes (e.g., S&P 500) and other disruption-focused or factor-based ETFs.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume is moderate, offering sufficient liquidity for most retail and institutional investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and technological innovation all influence the performance of XOUT and its underlying holdings. Specific sector growth and disruptive trends are particularly important.
Growth Trajectory
The ETF's growth is dependent on investor interest in its unique disruption-avoidance strategy and the relative performance of its excluded stocks versus included stocks. Changes to the index methodology could impact its investment profile.
Moat and Competitive Advantages
Competitive Edge
XOUT's competitive edge lies in its unique, proprietary methodology for identifying and excluding companies vulnerable to disruption, allowing investors to avoid potentially underperforming stocks. This approach differentiates it from traditional market-cap-weighted indexes, offering a targeted strategy for investors concerned about technological change. The fund provides a way to participate in large-cap growth while mitigating disruption risk, appealing to investors seeking a more defensive large-cap allocation. Finally, the relatively low expense ratio enhances its appeal to cost-conscious investors.
Risk Analysis
Volatility
XOUT's volatility will depend on the market conditions and the specific stocks it holds and excludes. It may exhibit different volatility characteristics than broad-market indexes.
Market Risk
Market risk includes overall economic downturns, sector-specific risks related to its holdings, and the risk that its disruption-avoidance methodology may not accurately predict underperformance. Additionally, there is the risk that excluded stocks will outperform the remaining portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the power of technological disruption and wants to avoid companies potentially negatively impacted by it, while still maintaining large-cap exposure. Investors who anticipate long-term technological shifts would find this suitable.
Market Risk
XOUT is suitable for long-term investors who are looking for a different approach to large-cap investing, with a focus on avoiding disruption rather than passively tracking a broad index.
Summary
GraniteShares XOUT U.S. Large Cap ETF is a unique ETF designed to exclude large-cap companies susceptible to technological disruption. It offers a targeted approach to large-cap investing, aiming to outperform by avoiding potential laggards. The ETF is best suited for investors who believe in the ongoing impact of disruption and want to construct a portfolio that mitigates this risk. Its performance depends on the effectiveness of its proprietary scoring model and the evolving market dynamics. Investors should consider the potential for both outperformance and tracking error compared to traditional large-cap benchmarks.
Similar Companies
- IVW
- IWF
- SCHG
- MGK
Sources and Disclaimers
Data Sources:
- GraniteShares Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is based on available information and is not financial advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making investment decisions. Market share data is approximate and may vary.
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.
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.