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Upturn AI SWOT - About
Renaissance IPO ETF (IPO)
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Upturn Advisory Summary
10/22/2025: IPO (1-star) is currently NOT-A-BUY. Pass it for now.
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 22.49% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/22/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.24 | 52 Weeks Range 31.16 - 48.08 | Updated Date 06/29/2025 |
52 Weeks Range 31.16 - 48.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
Renaissance IPO ETF
ETF Overview
Overview
The Renaissance IPO ETF (IPO) focuses on investing in newly public companies before they are included in core equity indexes, capturing potential growth during their initial period as publicly traded entities. It targets companies of all sizes shortly after their IPO. The fund uses a rules-based approach to select and weight its holdings based on market capitalization and liquidity.
Reputation and Reliability
Renaissance Capital is known for its expertise in the IPO market and its research-driven investment strategies.
Management Expertise
The management team comprises professionals with experience in IPO analysis, portfolio management, and index construction.
Investment Objective
Goal
To track the performance of the Renaissance IPO Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Renaissance IPO Index, which is designed to capture the performance of the largest, most liquid newly-listed IPOs.
Composition The ETF primarily holds common stocks of newly public companies.
Market Position
Market Share: Data unavailable due to fragmented and niche nature of the new IPO ETF market
Total Net Assets (AUM): 89110000
Competitors
Key Competitors
- FTAG (First Trust Indxx NextG ETF)
- FPXD (First Trust International Equity Opportunities ETF)
Competitive Landscape
The ETF industry is highly competitive. IPO ETF offers a focused approach on new IPOs. Competitors may have broader mandates or different regional focuses. A potential disadvantage could be concentrated risk with newly public companies, while advantages include the potential for high growth.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the Renaissance IPO Index.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average daily trading volume of the Renaissance IPO ETF is around 15,000 shares, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically around 0.08%, representing a reasonable cost for trading.
Market Dynamics
Market Environment Factors
Economic conditions, investor sentiment towards IPOs, and sector trends influence the performance of the Renaissance IPO ETF.
Growth Trajectory
The ETF's growth depends on the number and quality of IPOs in the market. Changes to strategy and holdings happen as companies graduate or become ineligible.
Moat and Competitive Advantages
Competitive Edge
Renaissance IPO ETF's competitive advantage lies in its targeted focus on newly public companies, offering investors exposure to potential high-growth opportunities often before they are included in broader market indices. It provides a structured, rules-based approach to investing in the IPO market, reducing reliance on individual stock picking. The ETF benefits from the expertise of Renaissance Capital in IPO research and index construction. This targeted strategy distinguishes it from broader market or sector ETFs.
Risk Analysis
Volatility
The Renaissance IPO ETF tends to exhibit higher volatility compared to broad market ETFs due to the nature of IPOs.
Market Risk
The ETF is subject to market risk associated with newly public companies, including business model uncertainties, regulatory risks, and dependence on investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a higher risk tolerance who seeks exposure to potential high-growth companies and is comfortable with the volatility associated with newly public entities.
Market Risk
The Renaissance IPO ETF is more suitable for active traders and investors with a long-term growth outlook than for passive index followers seeking stability.
Summary
Renaissance IPO ETF offers exposure to the potential upside of newly public companies. It is geared towards investors with a high-risk tolerance and a long-term investment horizon. The ETF's performance is influenced by the IPO market and economic conditions. Its niche focus provides unique access to emerging growth opportunities, but its volatility should be carefully considered.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Renaissance Capital
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual risk tolerance and due diligence.
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 Renaissance IPO ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the index. It normally invests at least 80% of its total assets in securities that comprise the index. The index is a portfolio of companies that have recently completed an initial public offering (IPO) and are listed on a U.S. exchange. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.