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Upturn AI SWOT - About
Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF (TSME)
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Upturn Advisory Summary
08/14/2025: TSME (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 24.72% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.07 - 40.45 | Updated Date 06/29/2025 |
52 Weeks Range 28.07 - 40.45 | Updated Date 06/29/2025 |
Upturn AI SWOT
Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
ETF Overview
Overview
The Thrivent Small-Mid Cap ESG ETF (TMSC) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Thrivent Small-Mid Cap ESG Index. It invests in small- and mid-capitalization U.S. companies demonstrating positive ESG (Environmental, Social, and Governance) characteristics.
Reputation and Reliability
Thrivent is a financial services organization with a long history and a focus on serving its members. Its reputation is generally considered positive, reflecting its commitment to socially responsible investing.
Management Expertise
Thrivent has a team of investment professionals managing its ETF offerings. Their experience includes expertise in index tracking and ESG analysis.
Investment Objective
Goal
To track the performance of the Thrivent Small-Mid Cap ESG Index, reflecting the returns of small- and mid-cap U.S. companies with favorable ESG profiles.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the returns of its underlying index.
Composition The ETF holds a diversified portfolio of small- and mid-capitalization U.S. stocks that meet specific ESG criteria as defined by the index.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- Xtrackers S&P MidCap ESG ETF (MID)
- iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The ESG ETF market is competitive, with several established players. TMSC distinguishes itself through its unique index methodology and the Thrivent brand, which emphasizes values-based investing. However, it is relatively new to the market compared to the other ETFs.
Financial Performance
Historical Performance: Historical performance data is unavailable in this response format.
Benchmark Comparison: Benchmark comparison data is unavailable in this response format.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume is a key factor in assessing liquidity, indicating how easily shares can be bought or sold without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, providing insight into the cost of trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, sector-specific trends, and overall market sentiment can influence the performance of small- and mid-cap stocks, as well as demand for ESG investments.
Growth Trajectory
The growth trajectory depends on factors such as market interest in ESG investing and the fund's ability to attract assets through performance and marketing.
Moat and Competitive Advantages
Competitive Edge
TMSC's competitive advantage lies in Thrivent's reputation and dedication to values-based investing, which resonates with socially conscious investors. The fund utilizes a proprietary ESG index designed to select companies demonstrating positive environmental, social, and governance characteristics, attracting investors seeking to align their investments with their values. This unique index construction and focus on ESG factors may provide a differentiated investment approach in the crowded ESG ETF landscape.
Risk Analysis
Volatility
Volatility will depend on the volatility of the underlying small- and mid-cap stocks in the index.
Market Risk
Specific risks include the potential for underperformance relative to non-ESG focused funds and fluctuations in the value of the underlying small- and mid-cap companies due to economic conditions or company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to small- and mid-cap U.S. equities with a focus on ESG factors. They are typically values-based investors looking for socially responsible investment options.
Market Risk
TMSC is suitable for long-term investors who prioritize ESG considerations in their portfolio construction.
Summary
The Thrivent Small-Mid Cap ESG ETF offers exposure to U.S. small- and mid-cap companies with favorable ESG profiles. Its investment strategy involves tracking a unique ESG index. The fund's potential lies in its appeal to socially conscious investors and Thrivent's reputation. Investors should consider expense ratio, liquidity, and potential risks before investing in TMSC.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Thrivent Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market Share and AUM data unavailable.
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 Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small and mid-sized companies that are listed or traded on a national securities exchange.
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