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Upturn AI SWOT - About
Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF (SULR)
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Upturn Advisory Summary
08/14/2025: SULR (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 -2.47% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF
ETF Overview
Overview
The Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF (SMRG) focuses on investing in companies involved in sustainable energy, including those related to renewable energy, energy efficiency, and related technologies.
Reputation and Reliability
Guinness Atkinson Funds is a smaller ETF provider with a focus on niche investment strategies. Their reliability is considered adequate, but their overall track record is relatively shorter compared to larger, more established issuers.
Management Expertise
The management team possesses expertise in identifying and investing in companies within the sustainable energy sector, leveraging both fundamental analysis and sector-specific knowledge.
Investment Objective
Goal
The ETF's primary goal is to achieve long-term capital appreciation by investing in companies that contribute to the global transition towards sustainable energy sources.
Investment Approach and Strategy
Strategy: SMRG employs a proprietary methodology to identify and select companies that derive a significant portion of their revenue from sustainable energy activities.
Composition The ETF primarily holds stocks of companies involved in renewable energy generation, energy storage, grid infrastructure, and energy efficiency technologies. It may also include related materials and equipment companies.
Market Position
Market Share: SMRG holds a relatively small market share compared to larger clean energy ETFs.
Total Net Assets (AUM): 26719159
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- FAN
Competitive Landscape
The sustainable energy ETF market is competitive, dominated by a few large players with significant AUM. SMRG differentiates itself through a more focused approach on sustainable energy companies. Its advantages include potential for higher growth from smaller, innovative companies. Disadvantages include lower liquidity and potentially higher volatility compared to broader clean energy ETFs.
Financial Performance
Historical Performance: Historical performance data should be gathered from reputable financial sources to assess returns over various timeframes. This data can then be placed here.
Benchmark Comparison: Comparing SMRG's performance to a relevant benchmark, such as the WilderHill Clean Energy Index, is necessary.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume of SMRG is relatively low, which could result in wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread for SMRG tends to be wider than more liquid ETFs, reflecting its lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, government policies supporting renewable energy, and global energy trends significantly influence SMRG's performance.
Growth Trajectory
SMRG's growth trajectory is tied to the expansion of the sustainable energy sector, government incentives, technological advancements, and increasing investor interest in ESG-focused investments. Any changes in sector focus and holdings would influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
SMRG's competitive edge lies in its exclusive focus on companies actively engaged in sustainable energy. Its proprietary selection process allows for the capture of potential high-growth opportunities within the sector. This focused strategy differentiates it from broader clean energy ETFs, making it potentially attractive to investors seeking pure-play exposure. However, this also concentrates risk to a more limited subset of clean energy markets.
Risk Analysis
Volatility
SMRG's historical volatility is likely higher than the broader market due to its concentrated exposure to the renewable energy sector.
Market Risk
Specific risks include regulatory changes impacting renewable energy subsidies, technological disruptions, and fluctuations in commodity prices affecting the profitability of sustainable energy projects.
Investor Profile
Ideal Investor Profile
The ideal investor is one looking for targeted exposure to the sustainable energy sector, willing to accept higher volatility for potentially higher returns, and has a long-term investment horizon.
Market Risk
SMRG is best suited for long-term investors with a strong conviction in the growth of sustainable energy and a higher risk tolerance, rather than active traders or passive index followers.
Summary
The Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF (SMRG) provides focused exposure to sustainable energy companies. SMRG could offer substantial gains, though at a higher level of volatility. Its focused strategy means a small AUM compared to more comprehensive clean energy funds, so it is suitable for long-term investors focused on sustainable energy. Investors should weigh SMRG's focused strategy and potential for growth against its lower liquidity and possible volatility before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- SmartETFs.com
- finance.yahoo.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. 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 Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks long-term capital appreciation. The fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both U.S. and non-U.S.). It will invest in companies that the adviser considers to be 'Sustainable Energy' companies, which are companies that, in the adviser's view, generate, produce or provide alternative or renewable sources of energy, or that produce, generate, transport, or deliver energy or energy applications in a way that makes alternative or renewable energy more efficient or accessible or reduces the use of environmentally depletive energy resources.
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.