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- Upturn Summary
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Upturn AI Summary
U.S. Defense ETF(DUTY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DUTY
11/06/2026: DUTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
DUTY provides targeted exposure to companies within the U.S. defense and government contracting sector, seeking to capture growth from military spending. Its main strengths include a focused mandate on domestic defense contractors, though it faces challenges regarding liquidity and a higher expense ratio compared to larger competitors like ITA or PPA. The fund serves as an effective tool for tactical sector allocation, though investors must be wary of concentration, policy, and budget-related risks. It is best suited for growth-oriented investors who monitor U.S. defense policy and global security trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The defense sector often benefits from multi-year government spending cycles that drive earnings growth. |
| Momentum investor | Strong fit while signal remains positive | Defense stocks frequently exhibit strong momentum during periods of heightened geopolitical risk. |
| Value investor | Mixed fit | Defense contractors often trade at premium valuations, which may not align with strict value-oriented metrics. |
| Dividend/Income investor | Mixed fit | While many defense firms pay dividends, the fund's yield is secondary to its growth-oriented focus. |
| Low-risk investor | Weak fit | Sector-specific concentration risk makes this fund less suitable for conservative, low-volatility portfolios. |
Investor Profile
Ideal Investor Profile
An investor seeking thematic growth exposure who is comfortable with sector concentration and higher-than-average volatility.
Suitability
Best suited for long-term investors looking to add a specific defense-sector hedge or tactical tilt to a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The sector can react sharply to legislative changes and budget headlines. |
| Market risk | Medium | General market downturns can pull down defense valuations regardless of sector-specific demand. |
| Concentration | High | Heavy reliance on a single sector and its reliance on government contracts increases risk. |
| Tracking/expense | Medium | The expense ratio is higher than the lowest-cost broad-market alternatives. |
| Liquidity | Medium | Lower trading volumes can make it more costly to enter or exit large positions. |
| Business/sector quality | Medium | Changes in government policy or procurement priorities directly impact revenue. |
Risk Analysis
Volatility
DUTY typically exhibits moderate to high volatility linked to headlines surrounding defense policy.
Market Risk
The primary risk is a change in U.S. federal budget priorities which could impact all holdings simultaneously.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Aerospace & Defense Stocks | 85 | This provides core exposure to the primary contractors benefiting from government defense budgets. |
| Industry | Industrial Machinery and Electronics | 10 | These holdings represent companies that supply critical sub-components and technology to defense platforms. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are maintained for liquidity and to manage daily flows. |
Analysis of Past Performance
Type ETF | Historic Profit -20.89% | Avg. Invested days 15 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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