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Upturn AI SWOT - About
AXS 2X Innovation ETF (TARK)
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Upturn Advisory Summary
08/14/2025: TARK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 49.65% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 3.88 | 52 Weeks Range 18.25 - 61.52 | Updated Date 06/29/2025 |
52 Weeks Range 18.25 - 61.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
AXS 2X Innovation ETF
ETF Overview
Overview
The AXS 2X Innovation ETF (TARK) seeks daily investment results, before fees and expenses, of 200% of the daily performance of the ARK Innovation ETF (ARKK). It provides leveraged exposure to companies focused on disruptive innovation.
Reputation and Reliability
AXS Investments is a relatively new player in the ETF market, so its reputation is still developing. Investors should evaluate their risk tolerance before investing.
Management Expertise
AXS Investments' management team has experience in developing and managing various investment products. However, the leveraged nature of TARK introduces additional complexities.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to 200% of the daily performance of the ARK Innovation ETF (ARKK).
Investment Approach and Strategy
Strategy: Leveraged investment aiming to double the daily performance of ARKK.
Composition The ETF uses derivatives such as swap agreements to achieve its 2x leveraged exposure. The underlying holdings are indirectly derived from ARKK's portfolio.
Market Position
Market Share: TARK's market share is a small percentage of the overall innovation ETF market, as its leveraged strategy makes it a niche product.
Total Net Assets (AUM): 47900000
Competitors
Key Competitors
- ARKK
- XT innovations ETF (ARKK)
- QQQ
- VGT
Competitive Landscape
The innovation ETF market is highly competitive, dominated by ETFs like ARKK and QQQ. TARK differentiates itself with its 2x leveraged strategy, appealing to investors seeking amplified daily returns. However, this leverage increases risk and makes it unsuitable for all investors.
Financial Performance
Historical Performance: Historical performance can vary significantly due to the leveraged nature, with potential for amplified gains but also amplified losses.
Benchmark Comparison: TARK's performance is benchmarked against 2x the daily performance of ARKK. Due to compounding effects and fees, it may not precisely track the benchmark over extended periods.
Expense Ratio: 1.85
Liquidity
Average Trading Volume
The average daily trading volume of TARK is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically moderate, reflecting the ETF's trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment towards innovation stocks significantly influence TARK's performance. Changes in ARKK holdings and market volatility also play a crucial role.
Growth Trajectory
TARK's growth trajectory is tied to the performance of the innovation sector and investor appetite for leveraged products. Changes in investment strategy are unlikely as it's designed to track ARKK's movements.
Moat and Competitive Advantages
Competitive Edge
TARK's primary advantage is its 2x leveraged exposure to the innovation sector, allowing investors to amplify their daily returns on ARKK's performance. This strategy appeals to risk-tolerant investors seeking short-term gains. However, it also carries significant risks due to the potential for magnified losses. AXS 2X Innovation ETFu2019s daily reset reduces the impact of long-term compounding, unlike other similar ETFs that may have a more detrimental effect on long term performance.
Risk Analysis
Volatility
TARK exhibits high volatility due to its leveraged nature, making it significantly riskier than non-leveraged innovation ETFs.
Market Risk
The ETF is exposed to market risk associated with the innovation sector, including potential downturns in technology stocks and shifts in investor sentiment. Leverage magnifies these risks.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-tolerant, experienced trader with a short-term investment horizon and a strong understanding of leveraged ETFs.
Market Risk
TARK is best suited for active traders seeking short-term, tactical exposure to the innovation sector. It is not suitable for long-term investors or those with a low risk tolerance.
Summary
AXS 2X Innovation ETF (TARK) offers a leveraged bet on the daily performance of the ARK Innovation ETF (ARKK), appealing to risk-tolerant traders aiming for amplified short-term gains. Its high volatility and expense ratio make it unsuitable for long-term investment. The ETF's performance is heavily dependent on ARKK's movements and market sentiment towards innovation stocks. Investors should thoroughly understand the risks associated with leveraged ETFs before investing. It's best for tactical allocation and short-term gains with active monitoring.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AXS Investments Website
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investing in ETFs involves risk, including the potential loss of principal. Leveraged ETFs are particularly risky and should be approached with caution. Past performance is not indicative of future results.
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 AXS 2X Innovation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will enter into one or more swap with major global financial institutions for a specified period ranging from a day to more than one year whereby the fund and the global financial institution will agree to exchange the return (or differentials in rates of return) earned or realized on the ARK Innovation ETF. It is non-diversified.
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