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Upturn AI SWOT - About
Democratic Large Cap Core ETF (DEMZ)
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Upturn Advisory Summary
08/15/2025: DEMZ (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.
Analysis of Past Performance
Type ETF | Historic Profit 41.08% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/15/2025 |
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 focuses on investing in large-cap U.S. companies while adhering to socially responsible investing (SRI) principles aligned with democratic values, potentially influencing company policy through shareholder advocacy.
Reputation and Reliability
Issuer's reputation and reliability can vary and requires specific research on the ETF issuer.
Management Expertise
The expertise of the management team would require specific research on the ETF's manager.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Democratic Large Cap Core Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Democratic Large Cap Core Index, screening and selecting companies based on alignment with democratic values and SRI principles.
Composition The ETF primarily holds stocks of large-cap U.S. companies selected based on the index criteria, focusing on factors like environmental, social, and governance (ESG) considerations.
Market Position
Market Share: Market share data is unavailable.
Total Net Assets (AUM):
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive. Democratic Large Cap Core ETF faces competition from established ETFs with higher AUM and trading volumes. Advantages could stem from its unique SRI focus aligning with democratic values, but it needs to demonstrate competitive performance and attract investors to gain market share.
Financial Performance
Historical Performance: Historical performance data is not readily available without a specific ticker.
Benchmark Comparison: Benchmark comparison requires specific historical data.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF's trading activity and is currently unavailable.
Bid-Ask Spread
The bid-ask spread is dependent on market conditions and trading volume and cannot be provided without specific ETF data.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affecting large-cap U.S. equities influence the ETF's performance. Interest rates, inflation, and overall market sentiment are key factors.
Growth Trajectory
Growth trends depend on investor demand for SRI and democratic-aligned investments and the ETF's ability to deliver competitive returns compared to standard large-cap indices.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage lies in its specific focus on democratic values and SRI principles, appealing to investors seeking socially responsible investments. This niche positioning differentiates it from broad market ETFs. However, attracting significant AUM depends on consistent performance and marketing its unique value proposition. A competitive moat would need to be built by having differentiated investment policies.
Risk Analysis
Volatility
Volatility would depend on the ETF's historical performance and the volatility of the underlying large-cap stocks.
Market Risk
Market risk includes the inherent risks of investing in the stock market, economic downturns, and sector-specific risks within the ETF's portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone who seeks exposure to large-cap U.S. equities while prioritizing socially responsible investing aligned with democratic values.
Market Risk
The ETF is suitable for long-term investors seeking exposure to large-cap U.S. stocks and aligning their investments with democratic values.
Summary
The Democratic Large Cap Core ETF offers exposure to large-cap U.S. stocks while adhering to democratic values and SRI principles. Its success depends on attracting investors seeking ethical investments and delivering competitive performance compared to traditional large-cap indices. The fund's niche positioning could differentiate it, but AUM growth hinges on demonstrable returns and effective marketing. Understanding the fund's AUM, historical performance, and expense ratio are critical before investment. Further analysis requires specific ETF data to evaluate risk, volatility, and overall suitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC.gov
- ETF.com
- Investopedia.com
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. 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 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.