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Upturn AI SWOT - About
SPDR® Russell 1000® Yield Focus ETF (ONEY)
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Upturn Advisory Summary
08/14/2025: ONEY (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 14.33% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 93.58 - 115.41 | Updated Date 06/29/2025 |
52 Weeks Range 93.58 - 115.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Russell 1000® Yield Focus ETF
ETF Overview
Overview
The SPDRu00ae Russell 1000u00ae Yield Focus ETF (ONEY) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000 Yield Focused Factor Index. It focuses on stocks within the Russell 1000 with high dividend yields, aiming for income generation.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has significant experience in managing factor-based and dividend-focused ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000 Yield Focused Factor Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Russell 1000 Yield Focused Factor Index.
Composition Primarily holds stocks of companies within the Russell 1000 with attractive dividend yields.
Market Position
Market Share: ONEY's market share within the high-dividend yield ETF segment is moderate.
Total Net Assets (AUM): 612000000
Competitors
Key Competitors
- SCHD
- DVY
- VYM
- HDV
Competitive Landscape
The high-dividend yield ETF market is competitive, with several large players. ONEY differentiates itself through its specific yield-focused factor approach within the Russell 1000. Competitors may have lower expense ratios or broader diversification. ONEY's advantage lies in its targeted approach to yield and potential for capital appreciation within the Russell 1000 universe.
Financial Performance
Historical Performance: Historical performance data available via financial data providers (returns in %): [5.24, 13.98, 11.24, 12.89, 8.93]
Benchmark Comparison: Performance should be compared against the Russell 1000 Yield Focused Factor Index to assess tracking effectiveness.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good trading efficiency.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and sector performance influence ONEY. Dividend-paying stocks can be sensitive to interest rate changes.
Growth Trajectory
Growth depends on the performance of high-yielding stocks within the Russell 1000 and investor demand for dividend income. There might be changes in holdings due to periodic rebalancing.
Moat and Competitive Advantages
Competitive Edge
ONEY's competitive edge stems from its focus on high-yielding stocks within the Russell 1000, offering a blend of income and potential capital appreciation. Its use of the Russell 1000 Yield Focused Factor Index provides a specific and transparent methodology. The ETF benefits from SSGA's established brand and ETF management expertise. This targeted approach may appeal to investors seeking higher yield within a relatively large-cap universe.
Risk Analysis
Volatility
Historical volatility can be assessed using standard deviation of returns. [12.5, 14.2, 13.8, 15.1, 11.9]
Market Risk
The fund is subject to market risk associated with equity investments and the specific sectors in which high-yielding stocks are concentrated. Changes in dividend policies can impact the ETF's income stream.
Investor Profile
Ideal Investor Profile
Income-seeking investors, retirees, and those looking for a combination of yield and capital appreciation within a large-cap equity portfolio.
Market Risk
Suitable for long-term investors, especially those prioritizing income and seeking exposure to high-yielding stocks.
Summary
SPDRu00ae Russell 1000u00ae Yield Focus ETF offers a focused approach to dividend investing within the Russell 1000. Its goal is to provide income while tracking the yield-focused factor index. SSGA's management adds credibility, but investors should compare its expense ratio and performance against similar ETFs. The ETF is suitable for investors seeking income and potentially long-term capital appreciation from large-cap stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 SPDR® Russell 1000® Yield Focus ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to reflect the performance of a segment of large-capitalization U.S. equity securities demonstrating a combination of core factors (high value, high quality, and low size characteristics), with a focus factor comprising high yield characteristics (the Factor Characteristics).
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.