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Upturn AI SWOT - About
Strategy Shares Nasdaq 7 Handl Index ETF (HNDL)
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Upturn Advisory Summary
10/24/2025: HNDL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 14.83% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 18.67 - 21.64 | Updated Date 06/29/2025 |
52 Weeks Range 18.67 - 21.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
Strategy Shares Nasdaq 7 Handl Index ETF
ETF Overview
Overview
The Strategy Shares Nasdaq 7 HANDLu2122 Index ETF (HNDL) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the NASDAQ 7 HANDLu2122 Index. The index employs a unique, rules-based strategy to deliver a consistent 7% annual distribution yield by allocating dynamically between U.S. equities and U.S. Treasury securities.
Reputation and Reliability
Strategy Shares is a smaller ETF issuer known for its income-focused ETFs. They are relatively new, so their long-term track record is still developing.
Management Expertise
The management team possesses experience in structured finance and index tracking, which is essential for managing the complex allocation strategy of HNDL.
Investment Objective
Goal
Seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the NASDAQ 7 HANDLu2122 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the NASDAQ 7 HANDLu2122 Index, which employs a dynamic asset allocation strategy between equities and bonds to target a 7% annual distribution yield.
Composition The ETF holds a combination of US equities and US Treasury securities. The specific holdings and allocation percentages vary based on market conditions.
Market Position
Market Share: HNDL's market share within the income-focused ETF space is relatively small, but it does provide a 7% return and may appeal to individuals in retirement.
Total Net Assets (AUM): 340000000
Competitors
Key Competitors
- Global X SuperDividend ETF (DIV)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The competitive landscape is crowded with numerous dividend and income-focused ETFs. HNDL differentiates itself with its unique 7% distribution target and dynamic asset allocation strategy, which can be advantageous in certain market conditions. However, this strategy also adds complexity. Competitors such as DIV, SCHD and DVY have substantially higher AUM due to name recognition and longer track records.
Financial Performance
Historical Performance: Historical performance varies depending on the time frame. Performance data can be found on financial websites.
Benchmark Comparison: Performance should be compared to the NASDAQ 7 HANDLu2122 Index to evaluate tracking effectiveness.
Expense Ratio: 0.98
Liquidity
Average Trading Volume
The average trading volume for HNDL is moderate, around 100,000-200,000 shares traded on average daily.
Bid-Ask Spread
The bid-ask spread for HNDL is typically between 0.05% and 0.10%, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and equity market performance significantly impact HNDL's asset allocation and overall performance.
Growth Trajectory
Growth trajectory of HNDL depends on its ability to maintain its targeted distribution yield while navigating market volatility and asset allocation changes.
Moat and Competitive Advantages
Competitive Edge
HNDL's primary advantage is its targeted 7% distribution yield, which appeals to income-seeking investors. The dynamic asset allocation strategy aims to provide stability and consistent income. This differentiates it from traditional dividend ETFs. However, the expense ratio is on the higher side. Also, investors must remember that distributions are never guaranteed.
Risk Analysis
Volatility
Volatility is moderate, influenced by both equity and bond market fluctuations and the dynamic allocation strategy.
Market Risk
Specific risks include interest rate risk, equity market risk, and the risk associated with the dynamic asset allocation strategy, which may not always perform as expected.
Investor Profile
Ideal Investor Profile
The ideal investor is a retiree or income-seeking investor looking for a consistent distribution yield.
Market Risk
HNDL is suitable for long-term investors seeking income but is not ideal for active traders due to the complexity of the investment strategy.
Summary
The Strategy Shares Nasdaq 7 Handl Index ETF (HNDL) is designed to provide a consistent 7% annual distribution yield through dynamic asset allocation between equities and bonds. Its unique strategy caters to income-seeking investors, particularly retirees. However, its higher expense ratio and complexity may deter some investors. The fund's performance is sensitive to market volatility and interest rate changes and distribution yield is not guaranteed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- morningstar.com
- strategieshares.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Strategy Shares Nasdaq 7 Handl Index ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities of the NASDAQ 7 HANDL" Index (the index). The index consists of securities issued by exchange-traded funds (ETFs) and is split into two components, with a 50% allocation to fixed income and equity ETFs (the Core Portfolio) and a 50% allocation to ETFs of 12 asset categories (the Explore Portfolio).
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