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DRLL
Upturn stock rating

EA Series Trust (DRLL)

Upturn stock rating
$28.53
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

10/24/2025: DRLL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 -20.43%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

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EA Series Trust

stock logo

ETF Overview

overview logo Overview

The EA Series Trust is a collective investment vehicle designed to pool investors' money into a professionally managed portfolio. Its primary focus varies depending on the specific fund within the trust, but generally aims for diversified asset allocation.

reliability logo Reputation and Reliability

Information about the issuer's reputation is currently not available, but a new market participant.

reliability logo Management Expertise

Details regarding the specific management team's expertise for the EA Series Trust are not readily available.

Investment Objective

overview logo Goal

The primary investment goal of the EA Series Trust is capital appreciation or income generation, contingent on the particular fund within the trust.

Investment Approach and Strategy

Strategy: The EA Series Trust may track a specific index, sector, or employ an active management strategy, depending on the fund's mandate.

Composition The assets held can include stocks, bonds, and/or derivatives based on the investment goals of the individual fund.

Market Position

Market Share: Information about EA Series Trustu2019s specific market share is not currently available as it is a very new market participant.

Total Net Assets (AUM): Details regarding the total assets under management by EA Series Trust are not yet public.

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VTI

Competitive Landscape

The ETF industry is highly competitive with many established players. EA Series Trust, as a new entrant, faces the challenge of building brand awareness and attracting assets. It will need to differentiate itself through innovative strategies, lower fees, or superior performance to gain market share. Its advantages are that it can potentially offer unique exposures, but disadvantages are it's lack of historical data and track record compared to established ETFs.

Financial Performance

Historical Performance: Historical financial performance data for EA Series Trust is not available due to its recent inception.

Benchmark Comparison: A benchmark comparison is not yet possible as EA Series Trust does not have a performance history.

Expense Ratio: The expense ratio for EA Series Trust needs to be checked in the prospectus.

Liquidity

Average Trading Volume

Average trading volume data is currently not available for EA Series Trust due to it being a very recent launch.

Bid-Ask Spread

Bid-ask spread data is currently unavailable for EA Series Trust given it's recent introduction to the market.

Market Dynamics

Market Environment Factors

Market conditions influencing EA Series Trust can encompass economic indicators, industry-specific growth prospects, and broader market sentiment, all dependent on the fund's particular focus.

Growth Trajectory

The growth trajectory of EA Series Trust will depend on its ability to attract assets and deliver competitive returns. Further information needed once the fund has operated for a certain period of time.

Moat and Competitive Advantages

Competitive Edge

EA Series Trust's competitive advantages could include a unique investment strategy, lower expense ratio, or a focus on a niche market segment. The trust might employ innovative techniques or hold assets that are difficult for competitors to access. Its success will depend on demonstrating a clear value proposition to investors. Without the necessary track record to fully review, any competitive edges are hard to evaluate.

Risk Analysis

Volatility

Volatility data for EA Series Trust is currently unavailable due to its recent launch.

Market Risk

Market risk associated with EA Series Trust depends on the underlying assets it holds and the broader market environment.

Investor Profile

Ideal Investor Profile

The ideal investor profile for EA Series Trust would be investors with specific needs that existing established ETFs do not serve.

Market Risk

The suitability of EA Series Trust will be determined by its investment objective and risk profile, it's hard to tell at this moment without historical returns and volatility data.

Summary

EA Series Trust is a new ETF aiming to offer investors a unique opportunity. Its success hinges on attracting sufficient assets, effectively executing its strategy, and demonstrating a competitive edge against established players. As a nascent fund, it currently lacks historical performance data. Investors should thoroughly review its prospectus and consider their own risk tolerance before investing. It needs to establish a strong presence and solidify its place in the market.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Company Prospectus (when available)
  • Investopedia

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual needs and a thorough understanding of the risks involved. Data may be delayed or inaccurate. Market share data are estimates and might not represent current market conditions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.