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Upturn AI SWOT - About
Strategy Shares Nasdaq 7 Handl Index ETF (HNDL)
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Upturn Advisory Summary
08/14/2025: 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 9.96% | Avg. Invested days 56 | 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 08/14/2025 |
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 Handl Index ETF (HNDL) aims to provide current income, with a secondary goal of long-term capital appreciation, by investing in a portfolio of U.S. stocks and fixed income securities. It employs a 'fund-of-funds' approach, allocating assets to other ETFs to achieve a target distribution rate.
Reputation and Reliability
Strategy Shares ETFs are relatively new but are part of a larger organization with experience in the ETF space. Their reputation is still developing.
Management Expertise
The management team has experience in managing ETFs and investment strategies.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a 'fund-of-funds' approach, meaning it invests in other ETFs.
Composition The ETF holds a mix of equity and fixed income ETFs.
Market Position
Market Share: HNDL's market share is relatively small compared to larger broad market ETFs and other income-focused ETFs.
Total Net Assets (AUM): 1135000000
Competitors
Key Competitors
- JEPI
- SPYI
- XYLD
- SCHD
- DIVO
Competitive Landscape
The income ETF market is crowded with many established players. HNDL differentiates itself with its fund-of-funds approach and target distribution strategy, but it faces competition from ETFs with lower expense ratios or more established track records. HNDL's disadvantage is its higher expense ratio. A major advantage is the built-in diversification through a fund of funds.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception date. Note that it is designed to generate income and may underperform during strong bull markets.
Benchmark Comparison: The ETF does not directly track a specific benchmark index, but performance can be compared to a mix of broad equity and fixed income indices.
Expense Ratio: 0.98
Liquidity
Average Trading Volume
The average trading volume for HNDL indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally reasonable but can widen during periods of market volatility, impacting trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market performance can all affect HNDL's underlying holdings and overall performance.
Growth Trajectory
Growth depends on its ability to attract assets and consistently deliver its target distribution yield. Any changes in underlying fund allocation or strategy could impact performance.
Moat and Competitive Advantages
Competitive Edge
HNDL's competitive edge lies in its 'fund-of-funds' structure and target distribution strategy, providing diversification and a consistent income stream. This approach aims to simplify the investment process for income-seeking investors. The ETF is rebalanced monthly to maintain its strategic asset allocation. However, this built-in convenience comes at a higher expense ratio compared to investing in individual ETFs.
Risk Analysis
Volatility
HNDL's volatility depends on the volatility of its underlying holdings, a mix of equity and fixed income ETFs.
Market Risk
Market risk is tied to the performance of the underlying equity and fixed income markets. Interest rate risk is also a factor given the fixed income allocation.
Investor Profile
Ideal Investor Profile
HNDL is suitable for income-seeking investors who want a diversified portfolio and a target distribution strategy.
Market Risk
HNDL is suitable for long-term investors seeking income, but not as suitable for active traders due to higher expense ratio.
Summary
The Strategy Shares Nasdaq 7 Handl Index ETF (HNDL) aims to provide current income and long-term capital appreciation through a fund-of-funds approach, investing in other ETFs. Its target distribution strategy and diversification are attractive to income-seeking investors. However, the higher expense ratio is a key consideration. The ETF is best suited for long-term, income-focused investors who understand the risks and rewards associated with its underlying holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Seeking Alpha
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance.
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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