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Upturn AI SWOT - About
EA Series Trust (STXD)
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Upturn Advisory Summary
08/14/2025: STXD (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 15.9% | Avg. Invested days 55 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.35 - 34.61 | Updated Date 06/29/2025 |
52 Weeks Range 28.35 - 34.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a hypothetical ETF. Its primary focus is on providing diversified exposure to a specific sector through a passively managed investment strategy aimed at tracking a benchmark index.
Reputation and Reliability
Hypothetical issuer with an average reputation and a moderate track record in the market.
Management Expertise
The management team possesses moderate experience and expertise in managing passive investment strategies.
Investment Objective
Goal
To replicate the performance of a specified benchmark index within a target sector.
Investment Approach and Strategy
Strategy: Aims to track a specific benchmark index. The ETF uses a passive investment approach.
Composition Primarily composed of stocks within the target sector, reflecting the index's composition.
Market Position
Market Share: Detail: The market share of EA Series Trust is a modest portion of the sector-specific ETF market.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- VTI
- IVV
- SPY
Competitive Landscape
The ETF sector is highly competitive, with several large players dominating market share. EA Series Trustu2019s advantages could be a unique index tracking or lower expense ratio. Disadvantages include its relatively smaller AUM and brand recognition compared to major competitors.
Financial Performance
Historical Performance: Historical performance will depend on benchmark performance. Assume hypothetical tracking errors of 0.05%.
Benchmark Comparison: The ETF's performance is designed to closely mirror its benchmark index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate, suitable for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions can influence EA Series Trust's performance.
Growth Trajectory
Growth will depend on the underlying index performance and investor demand for sector exposure. Strategy may include minor adjustments to tracking methodology.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive edge may stem from its unique index selection or a highly efficient trading strategy, resulting in minimal tracking error. Its ability to provide focused exposure to a rapidly growing sector could also be a key differentiator. A lower expense ratio than competitors could attract cost-conscious investors. Additionally, a strong distribution network would support growth.
Risk Analysis
Volatility
The ETF's volatility is closely linked to the volatility of the underlying assets in the index it tracks.
Market Risk
Market risk includes fluctuations in the value of underlying securities, sector-specific risks, and general economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to a specific sector through a passively managed ETF. They understand the risks associated with sector-specific investments and have a moderate to long-term investment horizon.
Market Risk
EA Series Trust is best suited for long-term investors or passive index followers seeking sector-specific exposure.
Summary
EA Series Trust offers diversified exposure to a defined sector by passively tracking a benchmark index. Its performance is highly correlated with the performance of this index. The ETF is suited for investors seeking targeted sector exposure and comfortable with market risks. Its competitiveness relies on tracking efficiency, expense ratio, and the growth potential of its underlying sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- Industry Standard Practices
Disclaimers:
The data provided is based on hypothetical information and general market knowledge. It should not be considered as financial advice. Consult a financial professional before making 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 EA Series Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a subset of the Bloomberg U.S. 1000 Growth Index, which measures the performance of large- and mid-capitalization growth companies in the U.S. equity market as determined by Bloomberg. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend paying equity securities.
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.