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Themes US Small Cap Cash Flow Champions ETF (SMCF)
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Upturn Advisory Summary
10/24/2025: SMCF (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.3% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.03 - 34.68 | Updated Date 06/30/2025 |
52 Weeks Range 24.03 - 34.68 | Updated Date 06/30/2025 |
Upturn AI SWOT
Themes US Small Cap Cash Flow Champions ETF
ETF Overview
Overview
The Themes US Small Cap Cash Flow Champions ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Themes US Small Cap Cash Flow Champions Index. It focuses on small-cap companies with strong free cash flow, aiming for long-term capital appreciation.
Reputation and Reliability
Themes ETFs is a relatively new issuer focusing on thematic investment strategies.
Management Expertise
Themes ETFs' management team has experience in developing and managing various thematic ETFs.
Investment Objective
Goal
The investment seeks long-term capital appreciation by investing in US small-cap companies with strong free cash flow.
Investment Approach and Strategy
Strategy: The ETF tracks the Themes US Small Cap Cash Flow Champions Index, which selects companies based on their free cash flow yield.
Composition The ETF primarily holds stocks of small-cap US companies selected based on their free cash flow generation.
Market Position
Market Share: The ETF's market share in the small-cap value category is still developing.
Total Net Assets (AUM): 26566000
Competitors
Key Competitors
- IJR
- VBR
- AVUV
Competitive Landscape
The small-cap ETF market is highly competitive, with established players like IJR and VBR dominating. The Themes ETF differentiates itself by focusing specifically on free cash flow, potentially offering higher quality exposure but facing challenges in gaining market share against larger, more diversified funds. AVUV provides a similar approach to small-cap value investing.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception.
Benchmark Comparison: A benchmark comparison requires further historical data, but the expectation is to outperform the Russell 2000 Value Index over the long term, given its focus on free cash flow.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can affect trade execution for larger orders.
Bid-Ask Spread
The bid-ask spread can vary, but generally reflects the ETF's trading volume and underlying asset liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks and value investing can all affect the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets by demonstrating superior performance relative to its benchmark and competitors, while holding steady to its free cash flow investment strategy.
Moat and Competitive Advantages
Competitive Edge
The ETF's focus on free cash flow as a selection criterion differentiates it from broader small-cap ETFs, potentially leading to higher quality and more sustainable returns. This approach may attract investors seeking fundamentally sound companies. The ETF's thematic approach allows for a more targeted exposure to small-cap value. However, the lack of extended performance history compared to peers represents a hurdle for convincing new investors to buy in.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, and the ETF's volatility will reflect this.
Market Risk
The ETF is subject to market risk, including economic downturns and changes in investor sentiment towards small-cap and value stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, comfortable with small-cap volatility, and believes in the importance of free cash flow as a determinant of investment quality.
Market Risk
The ETF is suitable for long-term investors who are willing to accept higher volatility in exchange for potentially higher returns. It would also suit investors who are seeking diversification within the small-cap asset class, focusing on higher-quality, cash-generative firms.
Summary
The Themes US Small Cap Cash Flow Champions ETF is a small-cap value ETF focused on companies with strong free cash flow, aiming for long-term capital appreciation. Its targeted investment strategy differentiates it from broader small-cap ETFs, but its relatively new existence and smaller size mean it faces challenges in establishing a strong track record and attracting assets. Investors should be aware of the inherent volatility of small-cap stocks and consider their risk tolerance. The fund is best suited for investors with a long-term investment horizon who value strong cash generation as a sign of company health.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Themes ETFs Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should conduct their own due diligence 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 Themes US Small Cap Cash Flow Champions ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a free-float adjusted, market capitalization weighted index that is designed to provide exposure to small capitalization U.S. companies that have a high cash flow yield. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities that comprise the index. The fund is non-diversified.
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.