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Upturn AI SWOT - About
EA Series Trust (DRLL)
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Upturn Advisory Summary
08/14/2025: DRLL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -22.69% | Avg. Invested days 36 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.37 - 30.36 | Updated Date 06/29/2025 |
52 Weeks Range 23.37 - 30.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust ETF focuses on providing investors exposure to a specific, targeted sector through a passively managed index-tracking strategy, with a primary goal of mirroring the performance of the underlying index.
Reputation and Reliability
The issuer has a moderate reputation, with a consistent track record of launching and managing ETFs focused on niche market segments.
Management Expertise
The management team demonstrates adequate expertise in passive investment strategies and index tracking.
Investment Objective
Goal
To replicate the performance of its underlying index, providing investors with targeted exposure to a specific market sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment approach, aiming to track its underlying index as closely as possible.
Composition The ETF primarily holds stocks of companies included in the target sector index, with minimal deviations from the index's weighting scheme.
Market Position
Market Share: Low
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- ARKQ
- BOTZ
- ROBO
Competitive Landscape
The ETF industry is highly competitive. EA Series Trust faces challenges in gaining market share due to established competitors with larger AUM and brand recognition. Advantages could include lower expense ratios or unique sector focus; disadvantages include lower liquidity and smaller AUM.
Financial Performance
Historical Performance: Historical data is not available, as EA Series Trust is a fictional ETF and does not have an actual performance history.
Benchmark Comparison: Benchmark Comparison is not applicable to a fictional ETF.
Expense Ratio: 0.002
Liquidity
Average Trading Volume
The liquidity is moderate, influenced by AUM and market interest.
Bid-Ask Spread
The bid-ask spread is fairly tight, reflecting its trading efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions will influence EA Series Trust.
Growth Trajectory
The ETF's growth will be impacted by sector adoption and market sentiment.
Moat and Competitive Advantages
Competitive Edge
The ETFu2019s competitive advantages stem from a specialized sector focus and a cost-effective passive management style. This provides investors with targeted exposure while minimizing expenses. By offering a lower expense ratio, the ETF may attract cost-conscious investors. This edge is particularly effective if combined with superior relative performance against its benchmark over time.
Risk Analysis
Volatility
Moderate volatility expected, based on the specific sector it represents.
Market Risk
The ETF is subject to market risk based on the dynamics of its underlying assets.
Investor Profile
Ideal Investor Profile
Investors interested in targeted exposure to a specific growth sector with a long-term perspective.
Market Risk
Suitable for long-term investors seeking focused exposure to a particular market.
Summary
EA Series Trust seeks to provide targeted exposure to its chosen market sector. Its success is dependent on its ability to effectively track its benchmark index. With a cost-effective passive strategy, it could appeal to cost-conscious investors. However, it faces fierce competition from larger, more established ETFs in the same space. Its performance is closely tied to the sector's overall health and growth prospects.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simulated analysis based on ETF industry data
- Hypothetical performance data
Disclaimers:
This analysis is based on simulated data and should not be considered investment advice. Market conditions and ETF performance 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 EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to track the investment results of the Bloomberg US Energy Select Index, which measures the performance of U.S. oil and gas producers. The index is designed by Bloomberg Index Services Limited and consists of U.S. equity securities. It is non-diversified.
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