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Upturn AI SWOT - About
Overlay Shares Core Bond ETF (OVB)
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Upturn Advisory Summary
08/14/2025: OVB (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 7.52% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.3 | 52 Weeks Range 19.41 - 20.89 | Updated Date 06/30/2025 |
52 Weeks Range 19.41 - 20.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
Overlay Shares Core Bond ETF
ETF Overview
Overview
The Overlay Shares Core Bond ETF seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Aggregate Bond Index. It offers core bond exposure with an overlay strategy potentially enhancing returns.
Reputation and Reliability
Overlay Shares is a relatively newer ETF issuer. Their reputation is still developing within the ETF market.
Management Expertise
Information on the specific management team and their expertise requires further research to determine their background and experience.
Investment Objective
Goal
To track the performance of the Bloomberg Barclays U.S. Aggregate Bond Index while seeking to enhance returns through an overlay strategy.
Investment Approach and Strategy
Strategy: Tracks the Bloomberg Barclays U.S. Aggregate Bond Index with an overlay strategy.
Composition Primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Data not available without current market share data.
Total Net Assets (AUM): Data not available without current AUM data.
Competitors
Key Competitors
- AGG
- BND
- SCHZ
Competitive Landscape
The core bond ETF market is highly competitive with several established players like AGG and BND. Overlay Shares Core Bond ETF competes on potentially enhanced returns via its overlay strategy, but faces challenges in attracting assets away from the larger, more liquid ETFs. The advantages of OUSB lie in its potential for higher returns, while disadvantages include lower liquidity and a smaller AUM compared to established competitors.
Financial Performance
Historical Performance: Historical performance data requires up-to-date financial data to evaluate performance over different time periods.
Benchmark Comparison: Requires specific historical performance data to compare the ETF's performance to its benchmark index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
Average trading volume requires up-to-date data to assess liquidity.
Bid-Ask Spread
The bid-ask spread data is dependent on real-time market conditions and requires access to a financial data terminal.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and credit spreads can affect the performance of the Overlay Shares Core Bond ETF. A rising interest rate environment may negatively impact bond prices, while positive economic data could improve credit spreads.
Growth Trajectory
The growth trajectory of the ETF depends on its ability to attract assets and generate competitive returns relative to its benchmark and peers. Changes to strategy and holdings are typically disclosed in fund prospectuses and regular filings.
Moat and Competitive Advantages
Competitive Edge
OUSB's competitive advantage stems from its active overlay strategy, which aims to enhance returns compared to passive core bond ETFs. This strategy differentiates it from traditional index-tracking ETFs. However, the success of the overlay strategy depends on the skill of the portfolio managers. This approach seeks to deliver alpha alongside core bond exposure.
Risk Analysis
Volatility
Volatility can be measured using standard deviation of returns, requiring historical price data.
Market Risk
Market risk includes interest rate risk, credit risk, and inflation risk. Rising interest rates can decrease the value of the bonds held by the ETF. Credit risk is the risk that issuers of the bonds may default on their payments.
Investor Profile
Ideal Investor Profile
The Overlay Shares Core Bond ETF is suited for investors seeking core bond exposure with the potential for enhanced returns. It is appropriate for investors comfortable with a slightly more active management style.
Market Risk
This ETF is suitable for long-term investors looking for a core bond allocation, who are comfortable with a slightly more active management approach.
Summary
The Overlay Shares Core Bond ETF (OUSB) aims to track the Bloomberg Barclays U.S. Aggregate Bond Index while enhancing returns through an active overlay strategy. It offers exposure to a diversified portfolio of U.S. investment-grade bonds. Its success hinges on the effectiveness of the active management, which may pose risk. The ETF is geared toward long-term investors looking for a core bond allocation who are comfortable with an actively managed bond fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor. Market data can change rapidly, and the information provided may not be current.
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 Overlay Shares Core Bond ETF
Exchange NYSE ARCA | 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 achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of investment grade, U.S. dollar-denominated, fixed-rate taxable bonds or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.
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.