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Upturn AI Summary
Amplify Etho Climate Leadership U.S. ETF(ETHO)
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 ETHO
10/28/2026: ETHO (2-star) is currently NOT-A-BUY. Pass it for now.
ETHO provides targeted exposure to U.S. large and mid-cap companies that demonstrate superior climate leadership by minimizing their carbon and environmental footprints. By systematically excluding high-carbon sectors, the fund offers a focused, rules-based alternative to broad ESG products. Its primary strengths include its transparent, non-diluted approach to climate investing and its alignment with long-term sustainable growth trends. However, investors should be aware of risks related to sector concentration, potential tracking error, and a higher expense ratio compared to passive market benchmarks. It is best suited for long-term, values-aligned investors who monitor the shifting regulatory and economic landscape surrounding climate sustainability.
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 fund captures companies poised for success in a transitioning, low-carbon economy. |
| Momentum investor | Strong fit while signal remains positive | Fits well when thematic momentum in green energy and climate-efficient firms is outperforming. |
| Value investor | Mixed fit | The exclusion of traditional energy and high-carbon value stocks may create a mismatch for deep-value strategies. |
| Dividend/Income investor | Weak fit | The focus on climate leaders often excludes mature, high-dividend stocks in traditional energy and utility sectors. |
| Low-risk investor | Mixed fit | The sector concentration risk inherent in excluding major carbon-intensive industries can increase volatility. |
Investor Profile
Ideal Investor Profile
Environmentally conscious, long-term investors seeking to align their equity portfolios with climate-efficient companies.
Suitability
Best for long-term investors who prioritize ESG alignment and can tolerate moderate tracking error relative to the S&P 500.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Sector exclusions can lead to performance tracking error and increased volatility compared to the total market. |
| Market risk | Medium | The fund is subject to general U.S. equity market downturns. |
| Concentration | High | The systematic exclusion of specific carbon-heavy industries limits sector diversification. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla index funds. |
| Liquidity | Medium | Lower average daily volume can lead to wider spreads in volatile markets. |
| Business/sector quality | Medium | Performance relies heavily on the regulatory and economic environment favoring climate-efficient business models. |
Risk Analysis
Volatility
ETHO tends to exhibit higher volatility than the S&P 500 due to its sector exclusions and tilt toward specific growth factors.
Market Risk
The fund is exposed to systemic risks, but specifically to risks associated with the transition to a low-carbon economy and regulatory changes affecting current holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large/Mid-Cap Equities | 98 | Provides broad diversified exposure to U.S. companies that meet specific climate leadership criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents minor liquidity held for operational purposes and rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.31% | Avg. Invested days 92 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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