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Upturn AI SWOT - About
Listed Funds Trust - Overlay Shares Short Term Bond ETF (OVT)
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Upturn Advisory Summary
10/24/2025: OVT (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 11.84% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 20.83 - 22.20 | Updated Date 06/29/2025 |
52 Weeks Range 20.83 - 22.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
Listed Funds Trust - Overlay Shares Short Term Bond ETF
ETF Overview
Overview
The Overlay Shares Short Term Bond ETF seeks to provide current income while preserving capital by investing primarily in a diversified portfolio of short-term U.S. investment-grade bonds.
Reputation and Reliability
Overlay Shares is a relatively new issuer, focused on quantitative ETF strategies.
Management Expertise
The management team has experience in fixed income and quantitative investment strategies.
Investment Objective
Goal
To provide current income while preserving capital.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative strategy to select short-term investment-grade bonds.
Composition The ETF holds a diversified portfolio of short-term U.S. investment-grade bonds.
Market Position
Market Share: The ETF has a small market share in the short-term bond ETF category.
Total Net Assets (AUM): 30000000
Competitors
Key Competitors
- BSV
- VGSH
- ISTB
- SCHO
Competitive Landscape
The short-term bond ETF market is dominated by large, established players like Vanguard and iShares. OVSB is a smaller ETF, attempting to gain market share with its quantitative approach. OVSB offers potentially different risk-return characteristics compared to its competitors but struggles to gain market share.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception. Performance will depend on the ETF's ability to generate alpha through its quantitative selection process.
Benchmark Comparison: Performance should be compared to a relevant short-term investment-grade bond index, such as the Bloomberg Barclays U.S. 1-5 Year Government/Credit Bond Index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low compared to its larger competitors.
Bid-Ask Spread
The bid-ask spread may be wider than more liquid short-term bond ETFs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the performance of short-term bond ETFs.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets through competitive performance and effective marketing.
Moat and Competitive Advantages
Competitive Edge
OVSB's competitive advantage, if any, stems from its quantitative investment strategy. This strategy aims to enhance returns and manage risks more effectively than traditional index-tracking approaches. This quantitative methodology might appeal to investors seeking an actively managed approach within the short-term bond space. However, its relative size and newness make it challenging to build a strong brand and attract investors away from larger incumbents.
Risk Analysis
Volatility
The ETF's volatility is expected to be relatively low due to its focus on short-term investment-grade bonds.
Market Risk
The ETF is subject to interest rate risk and credit risk, although these risks are mitigated by the short-term nature of its holdings and its investment-grade focus.
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative investor seeking current income and capital preservation with a low tolerance for risk.
Market Risk
The ETF is suitable for long-term investors seeking a core fixed-income allocation or active traders looking to express a view on short-term interest rates.
Summary
The Overlay Shares Short Term Bond ETF offers exposure to short-term investment-grade bonds through a quantitative investment strategy. Its main goal is to generate current income while minimizing capital risk. It operates in a competitive market dominated by larger ETFs. The ETF is suitable for investors seeking stability and current income, but it has lower liquidity than its primary competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
This analysis is based on available information and is not investment advice. Past performance is not indicative of future results. Consult with a 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 Listed Funds Trust - Overlay Shares Short Term 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 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 short-term, investment grade, U.S. dollar-denominated, fixed-rate taxable bonds with a dollar-weighted average maturity of no more than three years with a maximum maturity of five years 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.