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Upturn AI SWOT - About
ERShares Entrepreneurs ETF (ENTR)
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Upturn Advisory Summary
09/10/2025: ENTR (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 51.23% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.25 | 52 Weeks Range 11.97 - 19.59 | Updated Date 06/29/2025 |
52 Weeks Range 11.97 - 19.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
ERShares Entrepreneurs ETF
ETF Overview
Overview
The ERShares Entrepreneurs ETF (ENTR) focuses on investing in publicly traded companies that are led by entrepreneurs, aiming to capture the growth potential associated with entrepreneurial leadership and innovation.
Reputation and Reliability
ERShares is a relatively smaller ETF provider known for its focus on entrepreneurial-driven companies. The issuer's reputation is still developing, but they are generally viewed as reliable.
Management Expertise
The management team at ERShares has experience in financial analysis and portfolio management, with a particular emphasis on identifying companies with strong entrepreneurial characteristics.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a portfolio of publicly traded companies that are led by entrepreneurs.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, but instead employs a proprietary quantitative model to select and weight companies based on factors indicative of entrepreneurial leadership, such as innovation, growth, and profitability.
Composition The ETF primarily holds stocks of companies across various sectors, selected based on their entrepreneurial characteristics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 23586190
Competitors
Key Competitors
- ICLN
- TAN
- SMH
Competitive Landscape
The ETF market is highly competitive, dominated by large players offering diverse investment strategies. ENTR differentiates itself by focusing on companies led by entrepreneurs, which is a niche approach. Advantages include potential for high growth; disadvantages include higher volatility and reliance on subjective entrepreneurial assessments.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: A suitable benchmark for comparison would be a broad market index or a growth-focused index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume for ENTR is relatively low, which can affect trading costs.
Bid-Ask Spread
The bid-ask spread for ENTR can be wider compared to more liquid ETFs, leading to potentially higher transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, innovation trends, and investor sentiment towards growth stocks influence ENTR's performance.
Growth Trajectory
ENTR's growth trajectory is tied to the success of its underlying entrepreneurial companies and investor appetite for growth-oriented investments. Changes to strategy and holdings are updated periodically.
Moat and Competitive Advantages
Competitive Edge
ENTR's competitive edge lies in its unique investment strategy that focuses on entrepreneurial leadership. By identifying and investing in companies with strong entrepreneurial characteristics, ENTR aims to capture potentially high-growth opportunities. The ETF's quantitative model and focus on innovation provide a differentiated approach compared to traditional market cap-weighted ETFs. This niche focus can attract investors seeking exposure to dynamic and innovative companies, however, the success is highly dependent on the model and execution.
Risk Analysis
Volatility
ENTR's volatility can be higher than the broader market due to its focus on growth stocks and smaller companies.
Market Risk
The market risk associated with ENTR includes sector concentration risk and the risk of underperformance if entrepreneurial-led companies underperform.
Investor Profile
Ideal Investor Profile
The ideal investor for ENTR is someone with a high risk tolerance, a long-term investment horizon, and a belief in the potential of entrepreneurial companies.
Market Risk
ENTR is best suited for long-term investors looking for growth potential, but less appropriate for risk-averse investors or those seeking stable returns.
Summary
The ERShares Entrepreneurs ETF (ENTR) offers investors exposure to publicly traded companies led by entrepreneurs. ENTR employs a proprietary quantitative model to select and weight companies based on factors indicative of entrepreneurial leadership, such as innovation, growth, and profitability. While it has a unique focus and potential for growth, it also carries higher volatility and relies on subjective entrepreneurial assessments. This ETF is suitable for investors with a higher risk tolerance seeking long-term capital appreciation through investments in entrepreneurial-driven companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ERShares website
- ETF Database
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any 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 ERShares Entrepreneurs ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of mid and large capitalization companies traded on the NASDAQ, the New York Stock Exchange or other major U.S. exchanges. Equity securities include common stocks, preferred stocks, convertible preferred stocks, American Depositary Receipts (ADRs) (sponsored only) and Global Depositary Receipts (GDRs) (sponsored only). The fund is non-diversified.
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.