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Upturn AI SWOT - About
Hennessy Stance ESG ETF (STNC)
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Upturn Advisory Summary
10/24/2025: STNC (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 5.58% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 26.24 - 32.20 | Updated Date 06/29/2025 |
52 Weeks Range 26.24 - 32.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hennessy Stance ESG ETF
ETF Overview
Overview
The Hennessy Stance ESG ETF (STNC) seeks to provide investment results that correspond generally to the total return performance of the Stance USA ESG Index, which is designed to represent the performance of U.S. companies with strong environmental, social, and governance (ESG) practices. It focuses on large and mid-cap U.S. equities.
Reputation and Reliability
Hennessy Advisors has a moderate reputation and is known for its focus on specific investment strategies. Their reliability is generally considered solid.
Management Expertise
The management team has experience in managing equity ETFs and specifically ESG-focused strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the Stance USA ESG Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to track the Stance USA ESG Index.
Composition The ETF primarily holds U.S. large and mid-cap equities selected based on ESG criteria.
Market Position
Market Share: STNC's market share is relatively small compared to larger ESG-focused ETFs.
Total Net Assets (AUM): 20460000
Competitors
Key Competitors
- IVV
- SPY
- ESGU
- SUSL
- VSGX
Competitive Landscape
The ESG ETF market is competitive, with larger, well-established funds like ESGU and SUSL dominating in terms of AUM and market share. STNC's advantage might lie in its specific index and the potential for outperformance through its selection methodology. However, it faces the challenge of attracting assets from investors who may already be invested in larger ESG ETFs, the disadvantage of STNC is its small AUM.
Financial Performance
Historical Performance: Historical performance data is needed to provide an accurate assessment. It is important to review STNC's performance over the past 1, 3, 5, and 10 years if available.
Benchmark Comparison: Comparing STNC's performance to the Stance USA ESG Index and other broad market ESG benchmarks is crucial to determine its effectiveness.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
STNC's average trading volume is relatively low, which might affect the ease of buying and selling shares.
Bid-Ask Spread
Given the low volume, the bid-ask spread might be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects for ESG-favored industries (e.g., renewable energy, technology), and overall market sentiment toward ESG investing influence STNC's performance.
Growth Trajectory
Changes to STNC's strategy or holdings, especially adjustments to ESG screening criteria, could impact its growth trajectory. Increased investor interest in ESG investing is also likely to support the ETF.
Moat and Competitive Advantages
Competitive Edge
STNC's competitive edge, if any, stems from the unique methodology of the Stance USA ESG Index. It offers a specific ESG focus that may appeal to investors seeking a particular approach to socially responsible investing. However, it must compete against larger and more established ESG funds. Its smaller AUM creates less economies of scale reducing competitive advantages.
Risk Analysis
Volatility
Historical volatility needs to be evaluated based on past performance data. The ETF is exposed to general equity market risk.
Market Risk
The ETF is subject to market risk associated with its underlying equity holdings. Additionally, ESG investing can introduce specific risks related to the interpretation and application of ESG criteria.
Investor Profile
Ideal Investor Profile
The ideal investor for STNC is someone who prioritizes ESG factors in their investment decisions, seeks exposure to U.S. equities, and is comfortable with the risks associated with a relatively small and less liquid ETF.
Market Risk
STNC may be more suitable for long-term investors who are committed to ESG principles rather than active traders due to its lower liquidity.
Summary
The Hennessy Stance ESG ETF (STNC) offers exposure to U.S. equities selected based on ESG criteria. Its smaller AUM and lower liquidity compared to larger competitors present both challenges and opportunities. Investors should carefully consider the ETF's historical performance, expense ratio, and alignment with their ESG investment goals. STNC's performance is closely tied to the performance of the Stance USA ESG Index and the broader market sentiment toward ESG investing. Due diligence is recommended before investing in STNC.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hennessy Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.
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 Hennessy Stance ESG 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 exchange-traded fund (ETF) that will invest, under normal circumstances at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in exchange-traded equity securities of U.S. issuers that meet environmental, social, and governance (ESG) standards, as determined by its sub-adviser.
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