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Upturn AI SWOT - About
ETF Series Solutions (DSMC)
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Upturn Advisory Summary
08/14/2025: DSMC (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 16.31% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.84 - 38.44 | Updated Date 06/29/2025 |
52 Weeks Range 26.84 - 38.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
ETF Series Solutions
ETF Overview
Overview
ETF Series Solutions is a platform that offers a range of ETFs, each with its own specific investment focus and strategy. These ETFs span various sectors, asset classes, and investment styles, catering to diverse investor needs.
Reputation and Reliability
ETF Series Solutions provides a platform for various ETF issuers. Reputation depends on the individual ETF sponsor.
Management Expertise
Management expertise varies depending on the ETF sponsor and investment strategy of each individual ETF.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the ETF Series Solutions platform. Each ETF has its own defined objective, such as tracking an index, generating income, or achieving capital appreciation.
Investment Approach and Strategy
Strategy: The strategy varies widely depending on the specific ETF. Strategies can include passive index tracking, active management, sector-specific investing, or thematic investing.
Composition The composition varies depending on the ETF. Assets can include stocks, bonds, commodities, derivatives, or a combination thereof.
Market Position
Market Share: Market share varies significantly among the individual ETFs within ETF Series Solutions.
Total Net Assets (AUM): Total net assets (AUM) varies significantly among the individual ETFs within ETF Series Solutions.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P 500 ETF (IVV)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF market is highly competitive with many established players. ETF Series Solutions competes by offering specialized and niche ETFs. Their advantage lies in offering targeted investment options. A disadvantage is their lower brand recognition compared to larger issuers.
Financial Performance
Historical Performance: Historical performance varies greatly depending on the individual ETF and its underlying assets.
Benchmark Comparison: Benchmark comparison varies depending on the individual ETF's investment objective and chosen benchmark.
Expense Ratio: Expense ratios vary depending on the individual ETF's investment strategy and complexity.
Liquidity
Average Trading Volume
Average trading volume varies depending on the ETF but generally indicates moderate liquidity for most ETFs within the platform.
Bid-Ask Spread
Bid-ask spread can vary depending on the specific ETF and market conditions, generally showing reasonable trading costs for mainstream ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, sector trends, and overall market sentiment all impact the performance of the individual ETFs within the ETF Series Solutions platform.
Growth Trajectory
Growth trends depend on the success of the individual ETFs, which can be influenced by market trends, investor demand, and the ETF's investment strategy.
Moat and Competitive Advantages
Competitive Edge
ETF Series Solutions' competitive edge comes from its ability to launch and manage niche and specialized ETFs. This platform approach allows emerging fund managers to enter the ETF market without building their own infrastructure. It offers investors access to unique investment strategies not readily available elsewhere. Their success depends on the individual performance of each ETF and their ability to attract investor capital.
Risk Analysis
Volatility
Volatility depends on the underlying assets of the specific ETF. It varies widely from low-volatility bond ETFs to high-volatility sector ETFs.
Market Risk
Market risk depends on the specific ETF's holdings. Risks include equity market risk, interest rate risk, credit risk, and commodity price risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the individual ETF. Generally, it is suitable for investors seeking specific exposure to certain sectors, asset classes, or investment strategies.
Market Risk
Suitability depends on the individual ETF. Some ETFs are suitable for long-term investors, while others are better for active traders seeking short-term gains.
Summary
ETF Series Solutions is a platform that provides a diversified range of ETFs, catering to various investment objectives and strategies. It allows emerging fund managers to enter the market offering unique investment options. However, investors need to carefully evaluate the specific goals and risks associated with each ETF due to the wide variety of offerings. The overall performance depends heavily on the individual fund managers' choices and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 ETF Series Solutions
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in equity securities of small- and mid-capitalization companies. The fund's managers consider companies whose market capitalization, at the time of purchase, places them in the lowest 12.5% of the total market capitalization of the U.S. equity market to be small-cap and mid-cap companies.
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.