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Upturn AI Summary
Gotham Enhanced 500 ETF(GSPY)
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 GSPY
10/28/2026: GSPY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Gotham Enhanced 500 ETF (GSPY) is an actively managed fund that uses a proprietary quantitative model to invest in S&P 500 companies with the goal of outperforming the benchmark index. Its primary strength lies in the experienced management team at Gotham Asset Management and their disciplined approach to value-focused stock selection. This fund serves well as a core equity holding for investors seeking potential alpha over passive index alternatives. Key risks include the higher expense ratio compared to passive peers, and the possibility that the proprietary model may underperform during certain market cycles. It is best suited for long-term investors who trust the manager's active process and wish to seek returns above those of standard market-cap-weighted index funds.
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 | Mixed fit | While it seeks outperformance, it is fundamentally a large-cap equity fund rather than a pure growth play. |
| Momentum investor | Mixed fit | The strategy may incorporate momentum factors, but it is primarily a value-oriented quantitative approach. |
| Value investor | Strong fit | The fund's reliance on Gotham's proprietary valuation models makes it well-suited for value-conscious investors. |
| Dividend/Income investor | Mixed fit | It offers exposure to large-cap dividend-payers, but it is not a dedicated high-dividend or income-focused product. |
| Low-risk investor | Weak fit | As an equity-heavy fund, it is subject to standard market volatility and is not appropriate for capital preservation goals. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the U.S. large-cap market but prefers an active, quantitative approach over passive indexing.
Suitability
GSPY is best suited for long-term investors looking to augment their core U.S. equity exposure with a manager known for value-based stock selection.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments naturally fluctuate with market sentiment and economic news. |
| Market risk | High | The fund is fully exposed to the general movements of the U.S. stock market. |
| Concentration | Medium | The active weighting process may lead to higher concentration in certain sectors than a standard S&P 500 index. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs create a performance hurdle that the active strategy must overcome. |
| Liquidity | Low | Underlying holdings are highly liquid large-cap stocks, posing minimal liquidity risk for most investors. |
| Business/sector quality | Medium | The reliance on a specific quantitative model introduces the risk that the model underperforms in certain market cycles. |
Risk Analysis
Volatility
GSPY exhibits volatility levels generally aligned with the large-cap U.S. market, though active bets can cause short-term variance from the index.
Market Risk
The fund is fundamentally exposed to the systematic risks of the U.S. economy and the broader performance of the S&P 500 constituents.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities (S&P 500 universe) | 98 | The fund focuses on the largest, most established U.S. companies to seek market-beating returns. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is held to manage daily liquidity and support tactical portfolio adjustments. |
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 50.09% | Avg. Invested days 79 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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