ProShares Supply Chain Logistics ETF (SUPL)

Overview

The ProShares Supply Chain Logistics ETF (SUPL) seeks investment results, before fees and expenses, that correspond to the performance of the FactSet Supply Chain Logistics Index. It provides exposure to companies involved in various aspects of the supply chain, including transportation, warehousing, and logistics services.

Reputation and Reliability

ProShares is a well-known ETF issuer specializing in leveraged and inverse funds, with a solid track record in creating and managing specialized investment products.

Management Expertise

ProShares has a dedicated management team with experience in designing and managing a variety of ETF strategies, including sector-specific and thematic funds.

Goal

To seek investment results, before fees and expenses, that correspond to the performance of the FactSet Supply Chain Logistics Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the FactSet Supply Chain Logistics Index, which comprises companies involved in the supply chain logistics industry.

Composition The ETF holds stocks of companies involved in supply chain logistics, encompassing areas such as freight, warehousing, distribution, and related support services.

Market Share: Limited data available for SUPL specific market share in the broader logistics ETF space as it's a niche offering.

Total Net Assets (AUM): 13218813.86

Key Competitors

• XTH
• FTXR
• IYT

Competitive Landscape

The supply chain logistics ETF industry is moderately competitive. SUPL faces competition from broader transportation and e-commerce ETFs. SUPL's advantage lies in its focused approach to supply chain logistics. A disadvantage is its smaller AUM and potentially lower liquidity compared to larger competitors like IYT and XTH. Another disadvantage is it's limited tracking of the whole industry and sector. Market share data of key competitors can be found in financial sources.

Historical Performance: Historical financial performance data would need to be obtained from financial data providers. Reviewing performance over 1-year, 3-year, and 5-year periods would provide insight into the ETF's track record.

Benchmark Comparison: Comparing the ETF's performance to the FactSet Supply Chain Logistics Index will indicate how well the ETF tracks its underlying index.

Expense Ratio: 0.58

Average Trading Volume

Average trading volume for SUPL is relatively low, which can affect the ease of buying and selling shares.

Bid-Ask Spread

The bid-ask spread can vary but typically reflects the lower trading volume, which may result in slightly higher trading costs.

Market Environment Factors

Economic growth, global trade volumes, technological advancements in logistics, and regulatory changes can all impact the performance of SUPL.

Growth Trajectory

The growth trajectory of SUPL depends on the overall health of the supply chain logistics sector and the increasing importance of efficient global trade networks. There aren't substantial changes to strategy and holdings.

Competitive Edge

SUPL's competitive edge lies in its targeted exposure to companies specifically involved in supply chain logistics, allowing investors to focus on this specific area. This focused approach allows for more precise exposure than broader transportation ETFs. However, this focus also makes it more susceptible to sector-specific risks. The fund stands out due to ProShares' expertise in specialized ETFs.

Volatility

Historical volatility can be assessed by examining the ETF's price fluctuations over time; data can be gathered from financial data sources.

Market Risk

The ETF is subject to market risk associated with the performance of the supply chain logistics sector, as well as general economic and geopolitical risks that can disrupt global trade.

Ideal Investor Profile

The ideal investor for SUPL is someone seeking targeted exposure to the supply chain logistics sector and who understands the risks and opportunities associated with this specific industry. Investors bullish on the increasing efficiency of global trade and technological advancements in logistics may find this ETF appealing.

Market Risk

SUPL may be suitable for both active traders seeking tactical exposure to the sector and long-term investors who believe in the growth potential of the supply chain logistics industry. However, due to potentially lower liquidity, long term investors are the better suited.

ProShares Supply Chain Logistics ETF (SUPL) offers focused exposure to companies in the supply chain logistics sector, tracking the FactSet Supply Chain Logistics Index. It's managed by ProShares, a reputable ETF issuer, and has an expense ratio of 0.58%. However, its smaller AUM and lower trading volume may present liquidity considerations. Ideal investors are those seeking targeted exposure and understanding the sector's risks and opportunities, while being more aligned with longer term goals.

Data Sources:

• ProShares Official Website
• FactSet
• ETF.com
• Bloomberg
• Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence.