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TBG
Upturn stock ratingUpturn stock rating

EA Series Trust (TBG)

Upturn stock ratingUpturn stock rating
$32.88
Last Close (24-hour delay)
Profit since last BUY3.3%
upturn advisory
Consider higher Upturn Star rating
BUY since 29 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

07/21/2025: TBG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.85%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/21/2025

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

ai summary icon Upturn AI SWOT

EA Series Trust

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Issuer reputation depends on the actual company behind the ETF. Established issuers generally have a strong track record.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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).