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
Overlay Shares Foreign Equity ETF (OVF)
- 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
08/14/2025: OVF (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 7.24% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 21.69 - 28.47 | Updated Date 06/30/2025 |
52 Weeks Range 21.69 - 28.47 | Updated Date 06/30/2025 |
Upturn AI SWOT
Overlay Shares Foreign Equity ETF
ETF Overview
Overview
The Overlay Shares Foreign Equity ETF seeks long-term capital appreciation by investing primarily in foreign equity securities. It aims to provide diversified exposure to international markets, employing a quantitative investment strategy.
Reputation and Reliability
Overlay Shares is a relatively new issuer, building its reputation in the ETF market.
Management Expertise
The management team utilizes a quantitative, rules-based approach to foreign equity investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in foreign equity securities.
Investment Approach and Strategy
Strategy: The ETF does not aim to track a specific index, but uses a quantitative strategy.
Composition Primarily holds stocks of companies located outside the United States.
Market Position
Market Share: Data unavailable. Overlay Shares is a relatively new and small player in the foreign equity ETF market.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- VEA
- IXUS
- ACWX
- SPDW
Competitive Landscape
The foreign equity ETF market is highly competitive, dominated by large established funds like VEA and IXUS. Overlay Shares faces the challenge of differentiating itself. Advantages could include a unique quantitative model, while disadvantages are limited brand recognition and lower AUM compared to large incumbents.
Financial Performance
Historical Performance: Data unavailable due to being a new fund. Historical performance data is required to provide information.
Benchmark Comparison: Data unavailable due to limited history. Requires historical data.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Data unavailable. Requires historical trading volume data.
Bid-Ask Spread
Data unavailable. Requires bid-ask spread information.
Market Dynamics
Market Environment Factors
The ETF is affected by global economic conditions, currency fluctuations, and political risks in various countries. Sector performance and individual stock valuations also play a role.
Growth Trajectory
Due to the fund's limited history, growth trends are not yet established. Growth depends on the fund's ability to attract assets and deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage, if any, lies in its quantitative investment strategy, which might potentially identify undervalued foreign equities more effectively than traditional methods. This quantitative approach potentially provides a systematic and disciplined method for security selection, potentially reducing behavioral biases. However, without historical data, this advantage is unproven. The fund will need to demonstrate consistent outperformance to establish a lasting competitive edge.
Risk Analysis
Volatility
Data unavailable. Requires historical price data to assess volatility.
Market Risk
The ETF is subject to risks inherent in foreign equity investing, including currency risk, political risk, and economic instability in foreign markets. Emerging markets may present even higher levels of risk.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to international equity markets and comfortable with a quantitative investment approach.
Market Risk
Suitable for long-term investors seeking capital appreciation and willing to accept the risks associated with foreign equity investments.
Summary
Overlay Shares Foreign Equity ETF aims to provide capital appreciation through a quantitative investment strategy focused on foreign equities. Being a new ETF, it lacks a performance track record. The success of this fund depends on effective execution of its quantitative strategy. Investors should carefully consider the fund's investment approach, risks and expenses before investing. More data is needed to properly review this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data and historical performance information may be unavailable or incomplete for newer ETFs.
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 Foreign Equity 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 exposure to the performance of non-U.S. equity securities (from both developed and emerging markets) 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.