- Chart
- Upturn Summary
- Highlights
- About
Democratic Large Cap Core ETF (DEMZ)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/05/2025: DEMZ (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 45.07% | Avg. Invested days 92 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 29.70 - 38.73 | Updated Date 06/29/2025 |
52 Weeks Range 29.70 - 38.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
Democratic Large Cap Core ETF
ETF Overview
Overview
The Democratic Large Cap Core ETF aims to provide investors with exposure to large-capitalization U.S. companies that align with a 'democratic' investment philosophy, often interpreted as focusing on companies with strong ESG (Environmental, Social, and Governance) principles, diverse leadership, and positive societal impact. The investment strategy typically involves selecting stocks from major U.S. indices that meet specific ethical and social screening criteria.
Reputation and Reliability
Information regarding the specific issuer of the 'Democratic Large Cap Core ETF' is not readily available or commonly recognized in the broader ETF market. As such, its reputation and reliability are unestablished or require further specific research.
Management Expertise
Due to the lack of a clearly identifiable issuer, information on the management team's expertise is not available.
Investment Objective
Goal
To offer investors a core portfolio of large-cap U.S. stocks that are screened for characteristics aligned with democratic values and positive social impact, while aiming for competitive financial returns.
Investment Approach and Strategy
Strategy: The ETF seeks to track an underlying index or follow a proprietary methodology that screens large-cap U.S. equities based on ESG factors, ethical considerations, and potentially other social impact metrics, in addition to traditional financial analysis.
Composition The ETF primarily holds a diversified portfolio of common stocks of large-capitalization U.S. companies. The selection is influenced by both market capitalization and adherence to specific 'democratic' or ESG criteria.
Market Position
Market Share: As a niche ETF with a specific thematic focus, its market share within the broader large-cap ETF category is likely very small, if it exists as a widely recognized product.
Total Net Assets (AUM): Specific AUM data for a fund named 'Democratic Large Cap Core ETF' is not readily available, suggesting it may be a less prominent or non-existent product in the mainstream ETF market.
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
Competitive Landscape
The competitive landscape for ESG and socially responsible investing (SRI) ETFs is growing rapidly, with established providers like iShares, Vanguard, and Xtrackers offering broad-based and sector-specific options. These established players benefit from strong brand recognition, extensive distribution networks, and economies of scale, often resulting in lower expense ratios. The 'Democratic Large Cap Core ETF', if it exists, would face a significant challenge in differentiating itself and gaining market traction against these dominant forces. Its potential advantage could lie in a more granular or unique screening methodology, but without clear data, this remains speculative.
Financial Performance
Historical Performance: Historical performance data for a fund specifically named 'Democratic Large Cap Core ETF' is not publicly available. Therefore, a review of its track record over different time periods cannot be provided.
Benchmark Comparison: Without historical performance data and a clearly defined benchmark, a comparison is not possible.
Expense Ratio: The expense ratio for a 'Democratic Large Cap Core ETF' is not readily available, indicating it might not be a standard or widely traded ETF.
Liquidity
Average Trading Volume
As specific trading volume data for 'Democratic Large Cap Core ETF' is not available, its liquidity cannot be assessed.
Bid-Ask Spread
Without available trading data, the bid-ask spread for 'Democratic Large Cap Core ETF' cannot be determined.
Market Dynamics
Market Environment Factors
The performance of any large-cap core ETF, especially one with an ESG or thematic overlay, is influenced by broad economic trends, interest rate policies, inflation, consumer spending, and geopolitical events. Additionally, investor sentiment towards ESG principles and socially conscious investing plays a crucial role. Growth in sectors like technology, healthcare, and consumer discretionary would positively impact returns, while economic downturns or increased regulatory scrutiny on ESG practices could pose risks.
Growth Trajectory
Information on the growth trajectory, strategy changes, or holding adjustments for a 'Democratic Large Cap Core ETF' is unavailable. Its growth would depend heavily on the evolving demand for ESG-aligned investments and the effectiveness of its unique screening methodology.
Moat and Competitive Advantages
Competitive Edge
If a 'Democratic Large Cap Core ETF' exists and is actively managed, its competitive edge would likely stem from a unique and rigorously applied 'democratic' or ESG screening methodology that differentiates it from broader ESG funds. This could involve a more specific focus on corporate governance, labor practices, or community engagement. Its success would hinge on its ability to effectively identify companies that not only meet these criteria but also possess strong financial fundamentals and growth potential, thereby offering a compelling value proposition to ethically-minded investors.
Risk Analysis
Volatility
Historical volatility data for 'Democratic Large Cap Core ETF' is not available, making an assessment of its risk profile difficult. As a large-cap core ETF, it would generally be expected to exhibit moderate volatility compared to small-cap or growth-focused ETFs.
Market Risk
The primary market risk for this ETF would be the overall performance of the U.S. large-cap equity market. Additionally, there is risk associated with the specific ESG or 'democratic' screening criteria; if these criteria lead to an overweighting of certain sectors or underperformance of specific companies that are nevertheless financially sound, it could create idiosyncratic risk. The 'thematic risk' associated with the interpretation and application of 'democratic' principles could also lead to unexpected performance deviations.
Investor Profile
Ideal Investor Profile
The ideal investor for a 'Democratic Large Cap Core ETF' would be an individual or institution seeking to align their investments with a set of values that prioritize social responsibility, ethical corporate behavior, and potentially a form of 'democratic' corporate governance. This investor likely has a long-term investment horizon and is comfortable with large-cap U.S. equities, but wishes to filter their investments through a values-based lens.
Market Risk
This ETF would likely be most suitable for long-term investors who prioritize ethical considerations alongside financial returns. It may appeal to those who are looking for a core holding that reflects their personal values, rather than for active traders seeking short-term gains.
Summary
The 'Democratic Large Cap Core ETF' is envisioned as a large-cap U.S. equity ETF focused on companies adhering to 'democratic' principles, often interpreted through ESG criteria. Its investment strategy involves selecting large companies that meet specific ethical and social screening requirements. However, information regarding its issuer, performance, and market presence is not readily available, suggesting it may be a niche or hypothetical product. If it were to exist, it would compete in the growing ESG ETF space, facing established players.
Similar ETFs
Sources and Disclaimers
Data Sources:
- General ETF market research databases (e.g., ETF.com, Morningstar)
- Financial news outlets and industry analysis reports
- Hypothetical product analysis due to lack of specific fund data.
Disclaimers:
The information provided for the 'Democratic Large Cap Core ETF' is based on the assumption of its existence and general market understanding of thematic ETFs. Specific data points, including issuer details, performance metrics, AUM, and liquidity, are not publicly available or verifiable for a fund with this exact name. Investors should conduct thorough due diligence before investing in any ETF, especially those with limited public information. This analysis is for informational purposes only and does not constitute investment advice.
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 Democratic Large Cap Core ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a subset of the S&P 500® Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of companies included in the index.

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.
Home 

