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Upturn AI SWOT - About
Democratic Large Cap Core ETF (DEMZ)
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Upturn Advisory Summary
10/10/2025: 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 44.23% | Avg. Invested days 86 | 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 10/10/2025 |
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 aims to provide investors with exposure to a diversified portfolio of large-capitalization US companies, selected based on democratic principles and financial performance.
Reputation and Reliability
Issuer is relatively new; reputation and reliability are still developing.
Management Expertise
Management expertise is focused on socially responsible and democratically aligned investment strategies.
Investment Objective
Goal
To provide capital appreciation by investing in a diversified portfolio of large-cap U.S. equities.
Investment Approach and Strategy
Strategy: The ETF selects and weights companies based on their financial performance and alignment with democratic values.
Composition The ETF primarily holds stocks of large-cap companies in the United States.
Market Position
Market Share: Relatively small market share due to recent inception.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The landscape is dominated by large, established index funds. Democratic Large Cap Core ETF differentiates through its democratic investment criteria, but faces challenges in gaining market share due to its niche focus and limited track record.
Financial Performance
Historical Performance: Limited historical data due to the ETF's recent launch.
Benchmark Comparison: Performance is likely to be compared against broad market indices like the S&P 500.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume is currently low, which may impact trading efficiency.
Bid-Ask Spread
The bid-ask spread may be wider than more established ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG and democratic values can influence the ETF's performance.
Growth Trajectory
Growth depends on the ETF's ability to attract investors interested in its socially conscious investment strategy and demonstrate competitive performance.
Moat and Competitive Advantages
Competitive Edge
The Democratic Large Cap Core ETF's primary advantage lies in its unique investment strategy centered around democratic principles, potentially attracting investors seeking socially responsible options. This niche focus differentiates it from traditional index funds. However, the ETF needs to demonstrate competitive financial performance to retain investors. Its success hinges on growing investor interest in democratically aligned investments and its ability to deliver returns comparable to or exceeding those of its peers.
Risk Analysis
Volatility
Volatility is expected to be similar to the broader market, but could be higher due to the ETF's relatively small size.
Market Risk
The ETF is subject to market risk, which includes the potential for losses due to economic downturns or negative market sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who values socially responsible investing, specifically aligned with democratic principles, and is willing to accept the potential for slightly different returns compared to traditional market-cap weighted indices.
Market Risk
Suitable for long-term investors who are focused on aligning their investments with their values and who have a moderate to high risk tolerance.
Summary
The Democratic Large Cap Core ETF is a relatively new fund offering exposure to large-cap U.S. equities based on a unique democratic investment strategy. While its niche focus may attract socially conscious investors, it faces challenges in gaining market share against established index funds. Performance relative to the S&P 500 and investor interest in democratic values will be key determinants of its success. Its liquidity and AUM are still developing, requiring careful consideration from potential investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website (if available)
- Yahoo Finance
Disclaimers:
This analysis is based on limited publicly available information and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making 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 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.