Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Day Hagan/Ned Davis Research Smart Sector ETF (SSUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: SSUS (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 25.12% | Avg. Invested days 63 | 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 0.81 | 52 Weeks Range 35.27 - 44.80 | Updated Date 06/30/2025 |
52 Weeks Range 35.27 - 44.80 | Updated Date 06/30/2025 |
Upturn AI SWOT
Day Hagan/Ned Davis Research Smart Sector ETF
ETF Overview
Overview
The Day Hagan/Ned Davis Research Smart Sector ETF (DSS) is an actively managed ETF that aims to provide capital appreciation by investing in U.S. equity sectors identified as having the highest probability of outperformance based on Ned Davis Research's sector allocation model.
Reputation and Reliability
Day Hagan Asset Management is a smaller firm, so their reputation isn't as widely known as larger ETF providers. Their reliability is tied to the performance of their models and management.
Management Expertise
The management team leverages Ned Davis Research's expertise in market analysis and sector rotation to make investment decisions.
Investment Objective
Goal
To provide capital appreciation by investing in U.S. equity sectors with the highest probability of outperformance.
Investment Approach and Strategy
Strategy: Actively managed, utilizing Ned Davis Research's proprietary sector allocation model.
Composition Primarily U.S. equity sector ETFs, with allocations shifting based on the model's recommendations.
Market Position
Market Share: DSS has a small market share in the sector rotation ETF space.
Total Net Assets (AUM): 35265014
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- FlexShares Morningstar VAR Investment Grade Factor Tilt ETF (VFIG)
Competitive Landscape
The competitive landscape consists of established sector rotation ETFs, often with larger AUM and longer track records. DSS differentiates itself through its reliance on Ned Davis Research's sector allocation model. The advantage is potentially superior sector selection, the disadvantage is the higher expense ratio compared to passively managed sector ETFs.
Financial Performance
Historical Performance: Data not readily available without specific date ranges. Historical performance varies with market conditions and the effectiveness of the sector allocation model.
Benchmark Comparison: The ETF's performance should be compared to a broad market index like the S&P 500 and other sector rotation strategies to gauge effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume of DSS is relatively low, which can affect execution costs.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment influence the performance of sector-based ETFs.
Growth Trajectory
The growth trajectory depends on the success of the sector allocation model and investor interest in active sector rotation strategies.
Moat and Competitive Advantages
Competitive Edge
DSS benefits from the established reputation and research capabilities of Ned Davis Research. Its active management and sector rotation strategy aim to outperform passive market approaches. However, success depends on the accuracy of Ned Davis Research's model. The ETF offers a focused investment strategy.
Risk Analysis
Volatility
Volatility is inherent in sector rotation strategies, as the ETF's holdings shift based on market conditions.
Market Risk
The ETF is subject to market risk, specifically related to the performance of the sectors it invests in.
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation through active sector rotation and who are comfortable with higher expense ratios and potential volatility.
Market Risk
Suitable for long-term investors who understand active management and sector rotation strategies.
Summary
The Day Hagan/Ned Davis Research Smart Sector ETF (DSS) is an actively managed ETF that uses a sector rotation strategy based on Ned Davis Research's model. It aims to provide capital appreciation through tactical sector allocation. The ETF's performance depends on the effectiveness of the model and market conditions, and investors should be aware of the higher expense ratio and potential volatility. It is most suitable for investors seeking actively managed sector exposure and capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. 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 Day Hagan/Ned Davis Research Smart Sector ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, seeks to achieve its investment objective by principally investing in unaffiliated equity exchange traded funds (ETFs) that track the performance of the individual sectors (Sectors) of the S&P 500 Index. The Advisor will attempt to enhance returns relative to the index by overweighting and underweighting its exposure to the Sectors relative to the index and may reduce its overall exposure to ETFs and/or common stocks as determined by its risk management model. It 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.