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Upturn AI SWOT - About
Overlay Shares Hedged Large Cap Equity ETF (OVLH)
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Upturn Advisory Summary
10/10/2025: OVLH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.31% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 31.31 - 36.75 | Updated Date 06/29/2025 |
52 Weeks Range 31.31 - 36.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
Overlay Shares Hedged Large Cap Equity ETF
ETF Overview
Overview
The Overlay Shares Hedged Large Cap Equity ETF seeks to provide investment results that correspond to the price and yield performance of the FTSE USA All Cap ex Oil, Gas & Coal Index while mitigating downside risk through a dynamic hedging strategy.
Reputation and Reliability
Overlay Shares is a relatively new issuer focused on innovative ETF strategies.
Management Expertise
The management team has experience in portfolio management and hedging strategies.
Investment Objective
Goal
Seeks to provide investment results that correspond to the price and yield performance of the FTSE USA All Cap ex Oil, Gas & Coal Index, while mitigating downside risk.
Investment Approach and Strategy
Strategy: The ETF employs a dynamic hedging strategy using options to manage downside risk while tracking the FTSE USA All Cap ex Oil, Gas & Coal Index.
Composition Primarily holds large-cap U.S. equities, excluding companies in the Oil, Gas & Coal sectors, and uses options for hedging.
Market Position
Market Share: Low market share compared to established large cap ETFs.
Total Net Assets (AUM): 12220000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The large-cap ETF market is highly competitive, dominated by established ETFs with significant AUM. OVL differentiates itself through its hedging strategy and exclusion of Oil, Gas & Coal companies, potentially attracting investors seeking socially responsible investments and downside protection. However, it faces the challenge of building AUM and investor awareness against established, low-cost competitors.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception.
Benchmark Comparison: Performance should be compared against the FTSE USA All Cap ex Oil, Gas & Coal Index and similar hedged equity strategies.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is relatively low, which can impact trading costs.
Bid-Ask Spread
The bid-ask spread may be wider compared to more liquid ETFs, increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic conditions, equity market volatility, and investor sentiment towards hedging strategies can impact OVL's performance.
Growth Trajectory
Growth depends on the ETF's ability to attract assets through its hedging strategy and its appeal to socially conscious investors.
Moat and Competitive Advantages
Competitive Edge
OVL's competitive edge lies in its dynamic hedging strategy, aiming to mitigate downside risk in large-cap equities. Additionally, its exclusion of Oil, Gas & Coal companies caters to investors seeking socially responsible investments. The fund attempts to provide risk-adjusted returns superior to traditional large-cap ETFs. This combination of hedging and ethical screening could appeal to a specific niche of investors.
Risk Analysis
Volatility
Volatility will depend on the effectiveness of the hedging strategy and the volatility of the underlying equity holdings.
Market Risk
Subject to market risk associated with large-cap equities, as well as risks related to the hedging strategy, such as the cost of options and potential for underperformance in strongly rising markets.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking exposure to large-cap U.S. equities with a focus on downside protection and socially responsible investing.
Market Risk
Potentially suitable for long-term investors seeking to mitigate risk in their equity portfolio.
Summary
The Overlay Shares Hedged Large Cap Equity ETF offers a unique approach by combining large-cap equity exposure with a dynamic hedging strategy and excluding Oil, Gas & Coal companies. It aims to provide downside protection and appeal to socially conscious investors. However, its relatively small AUM and low trading volume pose liquidity concerns. Investors should carefully consider the ETF's expense ratio and potential for underperformance in strongly rising markets. Overall, OVL targets a specific niche within the large-cap ETF space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Overlay Shares Website
Disclaimers:
Investment involves risk, including the potential loss of principal. Past performance is not indicative of future results. Consult with a qualified financial advisor before making 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 Overlay Shares Hedged Large Cap 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 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 U.S. large-cap equity securities or directly in the securities held by such ETFs, (ii) selling and purchasing listed short-term put options to generate income to the fund, and (iii) purchasing long-term out-of-the-money put options to seek to hedge against significant declines in U.S. large-cap equities.
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