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FIRE Funds Income Target ETF (FIRI)



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Upturn Advisory Summary
07/11/2025: FIRI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 0.51% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.22 - 19.06 | Updated Date 06/6/2025 |
52 Weeks Range 18.22 - 19.06 | Updated Date 06/6/2025 |
Upturn AI SWOT
FIRE Funds Income Target ETF
ETF Overview
Overview
The FIRE Funds Income Target ETF aims to provide current income by investing in a diversified portfolio of dividend-paying stocks, bonds, and other income-generating assets. It targets a specific income level and adjusts its holdings to maintain that target.
Reputation and Reliability
Information on the issuer's reputation and reliability is currently unavailable.
Management Expertise
Information on the management team's expertise is currently unavailable.
Investment Objective
Goal
To provide current income to investors.
Investment Approach and Strategy
Strategy: The ETF uses a diversified strategy, investing across multiple asset classes that generate income.
Composition The ETF holds a mix of stocks, bonds, and potentially other income-producing assets.
Market Position
Market Share: Data about FIRE Funds Income Target ETF's market share is unavailable.
Total Net Assets (AUM): Data about the Total Net Assets (AUM) for FIRE Funds Income Target ETF is unavailable.
Competitors
Key Competitors
- VYM
- SCHD
- SPHD
Competitive Landscape
The income ETF market is highly competitive. FIRE ETF's advantage would depend on its unique asset allocation and expense ratio. Disadvantages could include lower trading volume and AUM compared to established players like VYM and SCHD.
Financial Performance
Historical Performance: Historical financial performance data for FIRE is not available.
Benchmark Comparison: A benchmark comparison requires historical performance data, which is unavailable for FIRE.
Expense Ratio: The expense ratio for FIRE is not available.
Liquidity
Average Trading Volume
Data on the average trading volume for FIRE is unavailable.
Bid-Ask Spread
Information on the bid-ask spread for FIRE is unavailable.
Market Dynamics
Market Environment Factors
Market environment factors affecting FIRE would include interest rates, dividend yields, and overall economic conditions.
Growth Trajectory
Growth trends and patterns of FIRE Funds Income Target ETF are currently unknown.
Moat and Competitive Advantages
Competitive Edge
Without specific data, it's difficult to define FIRE's competitive edge. It might lie in a unique asset allocation strategy, a lower expense ratio (if applicable), or a niche income-generating focus. More information is needed to fully assess its competitive advantages. The fund may have a specialized approach to income generation or target a specific segment of the market. This could provide a focused advantage in a crowded ETF space.
Risk Analysis
Volatility
Assessing volatility requires historical price data, which is unavailable for FIRE.
Market Risk
The market risk associated with FIRE depends on its underlying assets. Equities carry equity risk, bonds carry interest rate and credit risk, and other assets carry their own specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor for FIRE would likely be someone seeking current income and diversification.
Market Risk
FIRE is likely best suited for long-term investors seeking passive income, but this depends on its risk profile.
Summary
The FIRE Funds Income Target ETF aims to provide current income through a diversified portfolio. However, due to a lack of available data, a comprehensive analysis of its market position, performance, and risk profile is difficult. Further information is needed to determine its suitability for specific investors. Investors should conduct thorough research before considering FIRE, including examining its holdings and financial performance. Investing in any ETF involves risk, and investors should carefully consider their investment objectives and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is based on available information and may not be completely accurate. Investors should conduct their own research 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 FIRE Funds Income Target ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund seeks a 4% target annual income level (the "Annual 4% Target"). This target reflects the distribution of income generated from dividends, interest, and other earnings, such as those from real estate or derivatives, and excludes capital gains from asset sales. It represents the anticipated recurring income produced by the fund"s underlying assets. The fund is non-diversified.

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