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Upturn AI SWOT - About
The Acquirers Fund ETF (ZIG)
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Upturn Advisory Summary
08/14/2025: ZIG (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 15.31% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 29.44 - 42.98 | Updated Date 06/30/2025 |
52 Weeks Range 29.44 - 42.98 | Updated Date 06/30/2025 |
Upturn AI SWOT
The Acquirers Fund ETF
ETF Overview
Overview
The Acquirers Fund ETF (ZIG) is an actively managed ETF that seeks long-term capital appreciation by investing in a concentrated portfolio of undervalued U.S. equities using a value investing approach based on quantitative metrics.
Reputation and Reliability
The Acquirers Funds has a relatively short track record in the ETF market, focusing on value investing strategies.
Management Expertise
The management team is led by Tobias Carlisle, a well-known author and value investor, bringing expertise in quantitative value strategies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in undervalued U.S. equities.
Investment Approach and Strategy
Strategy: The fund uses a quantitative value strategy to identify and invest in a concentrated portfolio of undervalued U.S. companies.
Composition Primarily holds U.S. equity securities selected based on value metrics. The portfolio is typically concentrated, holding a smaller number of stocks compared to broad market ETFs.
Market Position
Market Share: ZIG holds a small market share within the value ETF segment.
Total Net Assets (AUM): 34560000
Competitors
Key Competitors
- IWD
- VTV
- RPV
- IVE
Competitive Landscape
The value ETF landscape is dominated by large, established ETFs like IWD and VTV. ZIG differentiates itself through its concentrated, actively managed quantitative approach. Compared to passively managed value ETFs, ZIG has the potential for outperformance, but also carries higher risk and fees.
Financial Performance
Historical Performance: The fund's performance history is relatively short, making long-term trend analysis challenging. Historical data should be evaluated in the context of the specific market conditions during those periods.
Benchmark Comparison: Performance should be compared against relevant value benchmarks like the Russell 1000 Value Index to assess its effectiveness in delivering value-oriented returns.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume of ZIG is moderate, which may impact the ease of trading large positions.
Bid-Ask Spread
The bid-ask spread varies depending on market conditions and trading volume but is generally manageable for smaller trades.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and value vs. growth rotations influence ZIG's performance. Specific sector or industry headwinds can also impact the ETF.
Growth Trajectory
ZIG's growth depends on the continued interest in value investing and its ability to outperform its benchmarks. Changes in management strategy or holdings will reflect in performance.
Moat and Competitive Advantages
Competitive Edge
ZIG's competitive edge lies in its concentrated, actively managed quantitative value approach, led by Tobias Carlisle's expertise. This distinct strategy can appeal to investors seeking differentiated value exposure. The concentrated portfolio may provide higher return potential, but also introduces concentration risk. The active management provides flexibility to adapt to market changes, and the quantitative approach provides a disciplined selection process.
Risk Analysis
Volatility
ZIG's volatility may be higher than broad market ETFs due to its concentrated portfolio and active management.
Market Risk
ZIG is subject to market risk, particularly related to the performance of undervalued U.S. equities. Specific sector or company risks within its portfolio can also affect its performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation, understands value investing, and is comfortable with a concentrated, actively managed portfolio. They should also be aware of the higher expense ratio and potential for greater volatility.
Market Risk
ZIG may be suitable for long-term investors seeking a dedicated value allocation with the potential for outperformance. It's less suited for passive index followers or those with a low risk tolerance.
Summary
The Acquirers Fund ETF (ZIG) is an actively managed value ETF focused on undervalued U.S. equities using a quantitative approach. It offers a concentrated portfolio managed by Tobias Carlisle, aiming for long-term capital appreciation. While it presents the potential for outperformance, it also has higher volatility and fees than passive value ETFs. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- The Acquirers Funds website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. 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 The Acquirers Fund ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") and seeks to invests in equity securities of U.S.-listed companies that the fund"s investment adviser, believes to be undervalued, but fundamentally strong. The adviser typically selects approximately 30 stocks from the largest 25% of all stocks. The fund may invest in companies in any economic sector and may frequently and actively purchase and sell securities.
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.