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TrueShares Active Yield ETF (ERNZ)
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Upturn Advisory Summary
11/11/2025: ERNZ (1-star) is currently NOT-A-BUY. Pass it for now.
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 -13.24% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.17 - 23.93 | Updated Date 06/30/2025 |
52 Weeks Range 20.17 - 23.93 | Updated Date 06/30/2025 |
Upturn AI SWOT
TrueShares Active Yield ETF
ETF Overview
Overview
The TrueShares Active Yield ETF (YYY) seeks to provide current income and capital appreciation by investing in a portfolio of dividend-paying U.S. stocks, REITs, and preferred stocks. The fund utilizes an active management approach to select securities and manage risk.
Reputation and Reliability
TrueShares is a relatively new ETF issuer focused on actively managed funds. Their reputation is still developing.
Management Expertise
The management team has experience in active portfolio management and dividend investing.
Investment Objective
Goal
To provide current income and capital appreciation.
Investment Approach and Strategy
Strategy: Active management with a focus on dividend-paying U.S. stocks, REITs, and preferred stocks.
Composition Primarily invested in dividend-paying stocks, REITs, and preferred stocks.
Market Position
Market Share: Data unavailable for accurate market share calculation.
Total Net Assets (AUM): 6715000
Competitors
Key Competitors
- SCHD
- DVY
- SPYD
- VYM
Competitive Landscape
The ETF industry is highly competitive. YYY faces competition from larger, well-established dividend ETFs. YYY's active management approach could provide an advantage if it generates superior returns, but it also comes with higher expense ratios. Established ETFs like SCHD, DVY, and SPYD offer passive, lower-cost alternatives.
Financial Performance
Historical Performance: Historical performance data should be sourced from reputable financial data providers.
Benchmark Comparison: Benchmark comparison depends on the specific index or peer group chosen for comparison and should be sourced from reputable financial data providers.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume impacts the ease of buying and selling shares.
Bid-Ask Spread
A narrower bid-ask spread generally indicates higher liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and dividend yield trends influence the performance of dividend-focused ETFs.
Growth Trajectory
The ETF's growth depends on its ability to attract assets and deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
YYY's active management strategy, while potentially beneficial, is not a guarantee of outperformance. The fund aims to provide both income and capital appreciation, differentiating itself from purely income-focused ETFs. The fundu2019s ability to deliver on its dual mandate of income and capital appreciation will determine its long-term success. The active management style may provide flexibility to navigate changing market conditions, a potential advantage over passively managed funds.
Risk Analysis
Volatility
Volatility should be assessed based on historical price fluctuations and compared to similar ETFs.
Market Risk
The ETF is subject to market risk, interest rate risk, and the risk of its underlying assets, including stocks, REITs, and preferred stocks.
Investor Profile
Ideal Investor Profile
Income-seeking investors and those looking for a combination of income and capital appreciation. Investors who understand and are comfortable with active management and its associated risks.
Market Risk
Suitable for long-term investors seeking income and potential growth, and who are comfortable with the higher expenses associated with active management.
Summary
The TrueShares Active Yield ETF (YYY) offers investors exposure to a portfolio of dividend-paying U.S. stocks, REITs, and preferred stocks, with a focus on generating both income and capital appreciation. Its active management approach differentiates it from passive dividend ETFs, but also results in a higher expense ratio. Investors should carefully consider their risk tolerance, investment goals, and the fund's historical performance before investing. The fund's success depends on its ability to generate superior returns through active management.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- TrueShares Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is based on available information and may not be fully comprehensive. Performance data is not indicative of future results.
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 TrueShares Active Yield ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to deliver above-average yield relative to the broader market by purchasing a portfolio of 50 to 150 income generating securities. In pursuing its investment objective the fund also employs a secondary focus on capital preservation and the opportunity for long term growth of capital by seeking lower relative volatility compared to the broader market. 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.