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- Upturn Summary
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Upturn AI Summary
SPDR® Russell 1000 Low Volatility Focus ETF(ONEV)
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 ONEV
11/06/2026: ONEV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ONEV is a US large-cap ETF that uses a multi-factor approach—prioritizing low volatility, value, and quality—to construct a defensive equity portfolio. Its primary strength lies in its ability to potentially smooth out market cycles by avoiding high-risk, volatile stocks. It serves as an effective defensive core or satellite holding for investors wary of broader market swings. However, investors should be aware that it may underperform in aggressive growth environments and carries sector-specific risks. It is best suited for long-term, risk-conscious investors who should monitor its sector allocations and relative performance against broader market benchmarks.
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 | Weak fit | The fund's defensive tilt often results in underperformance during aggressive growth-led market rallies. |
| Momentum investor | Weak fit | The fund's factor-based rebalancing often conflicts with traditional momentum strategies. |
| Value investor | Strong fit | The inclusion of value-based screens makes this a solid choice for investors seeking defensive, factor-tilted equities. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, the defensive nature of its holdings often provides stable yields. |
| Low-risk investor | Strong fit | The fund is specifically designed to provide a smoother ride than the broader market through volatility filtering. |
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse or looking to add a defensive, quality-tilted layer to their equity core.
Suitability
The fund is best suited for long-term passive investors who prioritize risk mitigation and factor exposure over short-term market timing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund specifically targets lower volatility than the broad market benchmark. |
| Market risk | Medium / high | As an equity fund, it remains fully exposed to systemic market declines. |
| Concentration | Medium | The strategy may overweight specific sectors like utilities or staples based on the factor model. |
| Tracking/expense | Low | The fund maintains a low expense ratio and generally efficient index tracking. |
| Liquidity | Low | The underlying large-cap holdings are highly liquid, minimizing execution risk. |
| Business/sector quality | Medium | The inclusion of quality filters helps mitigate the risk of investing in financially weak companies. |
Risk Analysis
Volatility
ONEV exhibits lower historical volatility than the broader US equity market index, fulfilling its primary investment objective.
Market Risk
The fund is fully invested in equities and remains susceptible to broad market downturns, despite its defensive factor tilts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | This represents the core equity holdings that drive the fund's primary risk and return characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minor residual cash is held for liquidity and settlement purposes. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 21.43% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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