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The Acquirers Fund ETF (ZIG)


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Upturn Advisory Summary
10/17/2025: ZIG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 8.85% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 fund focusing on value investing. It seeks long-term capital appreciation by investing in a concentrated portfolio of undervalued companies.
Reputation and Reliability
The issuer, Acquirers Funds, is a relatively smaller fund family known for its concentrated, value-oriented approach. While not as widely recognized as larger firms, their focus is consistent.
Management Expertise
The fund is managed by a team with expertise in value investing principles and a specific screening process to identify undervalued companies.
Investment Objective
Goal
The fund's goal is to achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF uses an active, value-based investment strategy.
Composition The ETF primarily holds a concentrated portfolio of equity securities, typically focusing on small and mid-cap companies identified as undervalued.
Market Position
Market Share: ZIGu2019s market share is relatively small compared to major broad-market ETFs.
Total Net Assets (AUM): 46353859
Competitors
Key Competitors
- VTV
- IWD
- IUSV
- AVUV
Competitive Landscape
The ETF market is highly competitive, with numerous established players offering both passive and active strategies. ZIG's competitive edge lies in its specific value-focused approach and concentrated portfolio, differentiating it from broader value ETFs like VTV and IWD. However, it faces challenges in attracting assets due to its smaller size and active management fees compared to passive alternatives. AVUV is also a value focused fund.
Financial Performance
Historical Performance: Historical performance data unavailable as the ETF does not have a long enough history.
Benchmark Comparison: Benchmark Comparison data unavailable due to ETF's limited track record.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume for ZIG is moderate, which may impact the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
ZIG's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards value stocks. Small-cap performance can be sensitive to economic cycles.
Growth Trajectory
The growth trajectory of ZIG depends on its ability to consistently identify and invest in undervalued companies. Changes to strategy and holdings are determined by the investment team.
Moat and Competitive Advantages
Competitive Edge
ZIG's competitive advantage comes from its deep-value investment methodology that uses rigorous screening to identify undervalued companies. The fund's concentrated approach allows it to benefit significantly from the success of its selected holdings. Its ability to navigate market volatility and identify mispriced assets is also a key strength. This niche strategy appeals to investors seeking a more focused value play.
Risk Analysis
Volatility
ZIGu2019s volatility is potentially high due to its concentrated holdings, smaller capitalization companies and active management.
Market Risk
ZIG is exposed to market risk, especially the value investing style underperforms. Small-cap stocks can be more volatile than large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for ZIG is someone seeking long-term capital appreciation with a high-risk tolerance and a belief in the value investing approach. They should be comfortable with potential volatility and understand that the fund's concentrated portfolio can lead to significant swings in performance.
Market Risk
ZIG is more suitable for long-term investors with a higher risk tolerance, willing to ride out short-term volatility for the potential of long-term outperformance. It is not ideal for risk-averse investors or those seeking passive index exposure.
Summary
The Acquirers Fund ETF (ZIG) is an actively managed ETF focused on value investing. It invests in a concentrated portfolio of undervalued small and mid-cap companies. Its concentrated approach and active management leads to the potential for above-average returns, but also exposes investors to higher volatility. ZIG is suitable for long-term, risk-tolerant investors seeking an alternative to passive, broad-based value ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- morningstar.com
- yahoofinance.com
- acquirersfunds.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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.

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