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Upturn AI SWOT - About
Astoria US Quality Kings ETF (ROE)
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Upturn Advisory Summary
10/24/2025: ROE (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 29.44% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.38 - 32.21 | Updated Date 06/30/2025 |
52 Weeks Range 25.38 - 32.21 | Updated Date 06/30/2025 |
Upturn AI SWOT
Astoria US Quality Kings ETF
ETF Overview
Overview
The Astoria US Quality Kings ETF (ROYA) aims to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Astoria US Quality Kings Index. It focuses on high-quality U.S. companies with durable business models and consistent profitability.
Reputation and Reliability
Astoria Portfolio Advisors is an ETF provider known for its thematic and strategic ETF offerings. They are generally considered reliable, but their reputation is still developing.
Management Expertise
The management team at Astoria Portfolio Advisors has experience in portfolio management and ETF creation, focusing on quantitative strategies.
Investment Objective
Goal
The primary goal of ROYA is to track the performance of the Astoria US Quality Kings Index, focusing on quality and profitability within the U.S. equity market.
Investment Approach and Strategy
Strategy: ROYA aims to track a specific index (Astoria US Quality Kings Index) that selects companies based on quality metrics like profitability, stability, and growth.
Composition ROYA primarily holds U.S. stocks selected based on the methodology of the Astoria US Quality Kings Index.
Market Position
Market Share: ROYA's market share within the broader quality ETF segment is relatively small.
Total Net Assets (AUM): 19600000
Competitors
Key Competitors
- Invesco S&P 500 Quality ETF (SPHQ)
- iShares MSCI USA Quality Factor ETF (QUAL)
- VanEck Vectors Morningstar Wide Moat ETF (MOAT)
Competitive Landscape
The quality ETF space is competitive, with several established players. ROYA's advantage lies in its specific index methodology focusing on durable business models. ROYA may struggle to gain significant market share due to lower AUM and less brand recognition than its competitors.
Financial Performance
Historical Performance: Historical performance data needs to be collected from financial data providers.
Benchmark Comparison: Benchmark comparison requires historical performance data and calculations against the Astoria US Quality Kings Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume for ROYA is relatively low, which could impact the ease of buying and selling shares.
Bid-Ask Spread
Due to lower trading volume, the bid-ask spread for ROYA may be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth and inflation can influence the performance of quality stocks. Sector-specific growth prospects also affect ROYA's holdings.
Growth Trajectory
ROYA's growth depends on its ability to attract assets and demonstrate consistent performance relative to its benchmark and peers. Any changes to the index methodology or holdings could impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
ROYA's competitive edge lies in its unique Astoria US Quality Kings Index, which focuses on identifying companies with durable business models and consistent profitability. The ETF's focus on quality may appeal to investors seeking stability and long-term growth potential. Its strategic focus differentiates it from broader quality ETFs. The ETF attempts to capture companies with a sustainable advantage to avoid value traps.
Risk Analysis
Volatility
The volatility of ROYA is influenced by the volatility of its underlying holdings and overall market conditions. Historical volatility data should be analyzed to assess risk.
Market Risk
Market risk associated with ROYA includes the risk of declines in the overall stock market and sector-specific risks related to its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for ROYA is one who seeks exposure to high-quality U.S. companies with durable business models and is comfortable with potentially lower liquidity compared to more established ETFs.
Market Risk
ROYA may be suitable for long-term investors seeking quality exposure, but active traders should be aware of its lower liquidity.
Summary
Astoria US Quality Kings ETF (ROYA) offers exposure to high-quality U.S. companies through its unique Astoria US Quality Kings Index. Its focus on durable business models aims to provide stability and long-term growth potential. However, ROYA faces competition from larger, more liquid quality ETFs and has a relatively small AUM. Investors should consider ROYA's liquidity and expense ratio when making investment decisions. ROYA is geared towards long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
The data provided is for informational purposes only and should not be considered 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 Astoria US Quality Kings ETF
Exchange NASDAQ | 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 investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stock principally traded in the U.S. The fund seeks to invest in companies that exhibit robust quality characteristics across sectors, with attractive valuations and dividend paying potential, as determined by the fund"s sub-adviser.
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.