Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
TCW ETF Trust (NETZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/15/2025: NETZ (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 39.9% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 59.27 - 88.56 | Updated Date 06/29/2025 |
52 Weeks Range 59.27 - 88.56 | Updated Date 06/29/2025 |
Upturn AI SWOT
TCW ETF Trust
ETF Overview
Overview
TCW ETF Trust is a suite of actively managed ETFs focused on delivering targeted investment solutions. The trust offers diverse strategies aiming to generate alpha through active management across various asset classes, focusing on factors like income, growth, and downside protection.
Reputation and Reliability
TCW is a well-established asset management firm with a long history and a reputation for strong investment capabilities.
Management Expertise
TCW has experienced portfolio managers with deep knowledge across different asset classes, leveraging fundamental research and risk management.
Investment Objective
Goal
Varies by individual fund within the TCW ETF Trust, but generally aims for a combination of capital appreciation, income generation, and/or downside protection depending on the specific fund's mandate.
Investment Approach and Strategy
Strategy: Actively managed ETFs utilizing bottom-up fundamental research, top-down macro analysis, and proprietary quantitative models.
Composition Typically includes a mix of stocks, bonds, and other asset classes depending on the specific fund's objective. Focus is on security selection and portfolio construction to add value.
Market Position
Market Share: Varies significantly by individual fund within the TCW ETF Trust and its specific category.
Total Net Assets (AUM): Data is unavailable without a specific fund name. TCW offers a suite of ETFs, each with its own AUM.
Competitors
Key Competitors
Competitive Landscape
Without a specific fund within the TCW ETF Trust, providing competitive landscape is hard. TCW focuses on actively managed strategies, differentiating it from passive index-tracking ETFs. Competition depends heavily on the particular investment focus of the TCW fund.
Financial Performance
Historical Performance: Data is unavailable without a specific fund name. Historical performance varies by fund.
Benchmark Comparison: Data is unavailable without a specific fund name. Benchmark depends on fund strategy.
Expense Ratio: Data is unavailable without a specific fund name. Expense ratios vary by fund.
Liquidity
Average Trading Volume
Average trading volume varies significantly by individual fund within the TCW ETF Trust. Provide a fund for liquidity details.
Bid-Ask Spread
Bid-ask spreads vary by the ETF and fluctuate based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, market volatility, and sector-specific trends influence the performance of the underlying assets.
Growth Trajectory
Growth depends on factors like fund performance, market demand for active strategies, and TCW's distribution capabilities.
Moat and Competitive Advantages
Competitive Edge
TCW's competitive advantages lie in its active management expertise, disciplined investment process, and focus on delivering differentiated returns. Their experienced portfolio managers use rigorous research and risk management to generate alpha. TCW's diverse product offerings and established reputation also contribute to their competitive position. A key strength is its ability to adapt investment strategies to changing market conditions.
Risk Analysis
Volatility
Volatility varies by individual fund within the TCW ETF Trust depending on the assets it holds.
Market Risk
Market risk includes potential losses due to overall market downturns, sector-specific weaknesses, and interest rate fluctuations. Credit risk and liquidity risk also apply to bond holdings.
Investor Profile
Ideal Investor Profile
Investors seeking active management, diversification, and targeted investment strategies that align with their financial goals.
Market Risk
Suitable for both long-term investors and active traders, depending on the specific fund's investment objective and strategy.
Summary
TCW ETF Trust offers a range of actively managed ETFs designed to meet diverse investment needs. Their experienced portfolio managers and rigorous investment process aim to generate alpha. TCW focuses on delivering differentiated returns through active management and risk control. The suitability of these ETFs depends on an investor's individual goals, risk tolerance, and investment time horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- TCW Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Please consult with a qualified financial advisor before making any investment decisions. Data may be delayed.
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 TCW ETF Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to invest in companies that the Adviser believes will benefit from global transformation in the systems supporting how energy and power are sourced, produced, and consumed. It is an actively managed exchange-traded fund ("ETF") that seeks to invest in companies that the Adviser believes will benefit from global transformation in the systems supporting how energy and power are sourced, produced, and consumed. It 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.