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Upturn AI SWOT - About
Overlay Shares Hedged Large Cap Equity ETF (OVLH)
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Upturn Advisory Summary
08/14/2025: OVLH (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 28.65% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 is designed to provide exposure to large-cap U.S. equities while employing a hedge against market volatility. The ETF aims to deliver equity market returns with reduced risk using an overlay strategy.
Reputation and Reliability
Overlay Shares is a relatively newer issuer. Their reputation is still developing in the ETF market.
Management Expertise
Information on the specific management team's experience needs further research to determine their expertise in managing hedged equity strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the FTSE USA All Cap Index, while mitigating risk through an active hedge.
Investment Approach and Strategy
Strategy: The ETF tracks the FTSE USA All Cap Index while implementing an active options overlay strategy designed to reduce volatility and enhance risk-adjusted returns.
Composition The ETF primarily holds large-cap U.S. equities, mirroring the composition of the FTSE USA All Cap Index. A portion of the portfolio is allocated to options contracts for hedging purposes.
Market Position
Market Share: Information on the ETF's precise market share in its specific category requires further research and competitive data analysis.
Total Net Assets (AUM): 51422878
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 hedged large-cap equity ETF market is competitive, with OVL facing established players. Advantages may include its specific hedging strategy. Disadvantages include lower AUM and brand recognition compared to larger, more established ETFs like SPY, IVV, and VOO.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers to assess OVL's returns over different time periods.
Benchmark Comparison: OVL's performance should be compared to the FTSE USA All Cap Index to assess the effectiveness of its hedging strategy.
Expense Ratio: 0.50
Liquidity
Average Trading Volume
OVL's average trading volume is relatively low, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread for OVL varies but should be monitored to minimize trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market volatility impact OVL. Increased volatility could make its hedging strategy more valuable.
Growth Trajectory
OVL's growth is tied to investor demand for hedged equity strategies. Increased adoption could drive further growth, but this ETF is in a relatively small sub-market.
Moat and Competitive Advantages
Competitive Edge
OVL's competitive advantage lies in its specific hedging strategy designed to reduce volatility while still providing exposure to large-cap equities. This may appeal to investors seeking downside protection. However, increased fees can lower investment return. Its hedging component differentiates it from standard large-cap ETFs. The overlay strategy can offer a unique risk/return profile compared to passive ETFs.
Risk Analysis
Volatility
OVL's historical volatility should be analyzed to determine how effectively its hedging strategy has reduced risk.
Market Risk
OVL is still subject to market risk, as the underlying equities can decline in value. The hedging strategy is intended to mitigate, but not eliminate, this risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and wants exposure to large-cap U.S. equities but seeks to mitigate downside risk through a hedging strategy.
Market Risk
OVL may be suitable for long-term investors who are concerned about market volatility and want a more defensive equity allocation.
Summary
The Overlay Shares Hedged Large Cap Equity ETF (OVL) aims to provide large-cap equity exposure with reduced volatility through an active hedging strategy. OVL's expense ratio is 0.50%. It may appeal to risk-averse investors. However, its market share is minimal, and it competes with larger, more liquid ETFs. Its hedging overlay differentiates it from the plain-vanilla index trackers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Overlay Shares website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a 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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