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Upturn AI SWOT - About
USCF Sustainable Battery Metals Strategy Fund (ZSB)
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Upturn Advisory Summary
10/24/2025: ZSB (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 0.61% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 11.68 - 15.51 | Updated Date 06/30/2025 |
52 Weeks Range 11.68 - 15.51 | Updated Date 06/30/2025 |
Upturn AI SWOT
USCF Sustainable Battery Metals Strategy Fund
ETF Overview
Overview
The USCF Sustainable Battery Metals Strategy Fund seeks to provide investment results that generally correspond, before fees and expenses, to the price and yield performance of the CSI Global Sustainable Battery Metals Index. It focuses on companies involved in the battery metals supply chain.
Reputation and Reliability
USCF is known for commodity and alternative strategy ETFs, with a generally solid reputation.
Management Expertise
USCF has experience managing commodity and specialty ETFs.
Investment Objective
Goal
To track the price and yield performance of the CSI Global Sustainable Battery Metals Index.
Investment Approach and Strategy
Strategy: Tracks the CSI Global Sustainable Battery Metals Index.
Composition Primarily holds equity securities of companies involved in the sustainable battery metals supply chain.
Market Position
Market Share: Relatively small market share compared to broader market ETFs.
Total Net Assets (AUM): 26320000
Competitors
Key Competitors
- LIT
- REMX
- BATT
Competitive Landscape
The ETF industry is competitive. BATY has the advantage of targeting sustainable battery metals, while competitors like LIT and REMX have much higher AUM. BATY's relative newness could be a disadvantage, however, its focus on sustainability could also be its advantage.
Financial Performance
Historical Performance: Performance varies depending on the time period and battery metal market conditions. [5.2, -32.18, 0]
Benchmark Comparison: Performance should closely track the CSI Global Sustainable Battery Metals Index.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
Average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, which indicates low cost to trade.
Market Dynamics
Market Environment Factors
Economic indicators, electric vehicle adoption rates, and battery technology advancements affect BATY.
Growth Trajectory
Growth depends on electric vehicle market trends and demand for battery metals. Holdings and strategy could be adjusted as the market evolves.
Moat and Competitive Advantages
Competitive Edge
BATY's focus on 'sustainable' battery metals provides a unique niche in the market. This focus appeals to ESG-conscious investors. Competitors like LIT and REMX have broader mandates, and BATYu2019s sustainability focus is a differentiating factor. The fund could capitalize on growing demand for responsibly sourced battery metals.
Risk Analysis
Volatility
Volatility is likely to be high, given the focus on specific materials and sectors.
Market Risk
Risks include commodity price fluctuations, geopolitical risks in mining regions, and technological disruptions.
Investor Profile
Ideal Investor Profile
Investors who are interested in the electric vehicle and energy storage sectors, with a focus on sustainable and responsible investing, are the ideal profile.
Market Risk
Best suited for long-term investors who understand the cyclical nature of commodity markets.
Summary
USCF Sustainable Battery Metals Strategy Fund (BATY) provides targeted exposure to companies involved in the sustainable battery metals supply chain. While having a smaller market share, BATY offers a sustainability focus. Its performance is closely tied to the CSI Global Sustainable Battery Metals Index and the fund is volatile. It is suitable for long-term investors interested in the EV market and ESG investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- morningstar.com
- finance.yahoo.com
- uscf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is dynamic and may change frequently.
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 USCF Sustainable Battery Metals Strategy Fund
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 primarily in metals derivative instruments ("Metals Derivatives") and, to a lesser extent in the equity securities of companies that are economically tied to the metals that are necessary for "Electrification." As an important component of the fund"s sustainable strategy, the fund also seeks to achieve a "net-zero" carbon footprint by purchasing carbon offset investments ("Carbon Offset Investments") in an amount equal to the estimated aggregate carbon emissions of the fund"s holdings. It is non-diversified.
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.