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EA Series Trust (TBG)



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Upturn Advisory Summary
07/21/2025: TBG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.85% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.89 - 33.85 | Updated Date 06/30/2025 |
52 Weeks Range 27.89 - 33.85 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF; therefore, this analysis is generalized. It typically focuses on a specific sector or investment strategy, aiming to provide targeted exposure to investors. Asset allocation depends on the fund's objective.
Reputation and Reliability
Issuer reputation depends on the actual company behind the ETF. Established issuers generally have a strong track record.
Management Expertise
Management expertise varies based on the specific team responsible for the fund. Experienced teams often have a deep understanding of the market.
Investment Objective
Goal
The primary investment goal is usually to track a specific index or deliver returns aligned with a particular investment theme.
Investment Approach and Strategy
Strategy: The ETF's strategy determines whether it replicates an index, employs active management, or targets specific factors.
Composition The ETF may hold stocks, bonds, commodities, or a combination, depending on its investment focus.
Market Position
Market Share: The market share varies significantly depending on the sector and fund size. Hypothetically, if EA Series Trust existed, its market share would depend on its success and investor adoption.
Total Net Assets (AUM): Hypothetical AUM. Could range from millions to billions USD based on popularity and performance.
Competitors
Key Competitors
- IVV
- SPY
- VTI
Competitive Landscape
The ETF industry is highly competitive. EA Series Trust, if it existed, would need a differentiated strategy or strong performance to stand out. Advantages could include lower fees or unique sector exposure. Disadvantages could involve lower liquidity or higher volatility relative to established ETFs.
Financial Performance
Historical Performance: Historical performance data unavailable as it's a hypothetical ETF. Actual returns would depend on its underlying investments.
Benchmark Comparison: Benchmark comparison unavailable without a real ETF and benchmark. Performance would be evaluated against its target index.
Expense Ratio: Expense ratio is hypothetical. Typical expense ratios range from 0.03% to 0.70%, depending on the ETF's complexity and strategy.
Liquidity
Average Trading Volume
Average trading volume depends on investor interest and the fund's marketing efforts, but can range from a few thousand to millions of shares daily for a new ETF.
Bid-Ask Spread
Bid-ask spread would depend on the ETF's liquidity, but new ETFs may have wider spreads initially.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influence the performance of any ETF. Specific factors depend on the ETF's focus.
Growth Trajectory
Growth depends on investor demand, market trends, and the ETF's ability to deliver returns. Changes in strategy depend on the issuer's goals.
Moat and Competitive Advantages
Competitive Edge
If EA Series Trust existed, it might offer a unique investment strategy within its sector to attract investors. A competitive advantage could be specialized holdings, quantitative strategies or advanced management techniques, potentially leading to higher returns. Lower expense ratios, more targeted exposure, and greater efficiency could also enhance its competitiveness. The ETF might also focus on a niche market neglected by larger competitors.
Risk Analysis
Volatility
Volatility depends on the ETF's underlying assets. Stocks are generally more volatile than bonds. The hypothetical EA Series Trust's volatility would depend on its investment choices.
Market Risk
Market risk is the risk that the ETF's value will decline due to overall market conditions or specific sector downturns. Sector-specific ETFs face greater risks from sector-related issues.
Investor Profile
Ideal Investor Profile
The ideal investor depends on the ETF's focus. For a sector ETF, it would be an investor with a bullish view on that sector.
Market Risk
Suitability depends on the investor's risk tolerance and investment goals. Sector ETFs are often better suited for experienced investors or part of a diversified portfolio.
Summary
EA Series Trust is a hypothetical ETF with a specific investment focus. Its success depends on factors like its underlying assets, investment strategy, and the issuer's expertise. It would need to offer a compelling value proposition to attract investors in the competitive ETF market. Investors should assess its risk profile and alignment with their investment objectives. Key aspects to watch include expense ratios, market share, and the ETFu2019s ability to track and follow its target index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on typical ETF characteristics.
Disclaimers:
This analysis is based on hypothetical information and should not be considered financial advice. Consult with a qualified financial advisor 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 NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).

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.