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Upturn AI SWOT - About
USCF Sustainable Battery Metals Strategy Fund (ZSB)
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Upturn Advisory Summary
08/14/2025: 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 -18.78% | Avg. Invested days 34 | 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 08/14/2025 |
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 (ticker: BATY) seeks to provide investment results that correspond to the price and yield performance of the Nasdaq Sprott Battery Metals Index. It focuses on companies involved in the production, refining, and recycling of battery metals essential for electric vehicles and energy storage.
Reputation and Reliability
USCF is known for its expertise in commodity and alternative investment strategies. It has a solid track record of providing specialized ETF products.
Management Expertise
USCF's management team possesses experience in commodity and alternative investment strategies, with expertise in index tracking and fund operations.
Investment Objective
Goal
The fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Nasdaq Sprott Battery Metals Index.
Investment Approach and Strategy
Strategy: The fund employs a passive investment strategy, attempting to replicate the performance of the Nasdaq Sprott Battery Metals Index.
Composition The ETF primarily holds equity securities of companies involved in the battery metals supply chain. This includes companies that mine, refine, and recycle metals such as lithium, nickel, cobalt, manganese, and graphite.
Market Position
Market Share: Insufficient data to provide an exact market share.
Total Net Assets (AUM): 4060000
Competitors
Key Competitors
- LIT (Global X Lithium & Battery Tech ETF)
- REMX (VanEck Rare Earth/Strategic Metals ETF)
- ACDC (Global X Autonomous & Electric Vehicles ETF)
Competitive Landscape
The battery metals ETF market is competitive, with several established players. BATY offers a focused approach on sustainable battery metals, potentially attracting investors interested in ESG themes. However, it faces competition from broader lithium and rare earth ETFs with higher AUM and liquidity.
Financial Performance
Historical Performance: Historical performance data would need to be sourced from financial data providers.
Benchmark Comparison: Performance should be compared to the Nasdaq Sprott Battery Metals Index.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
The average trading volume for BATY indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread for BATY reflects the costs associated with trading the ETF, and is indicative of liquidity conditions.
Market Dynamics
Market Environment Factors
Economic growth, demand for electric vehicles, technological advancements in battery technology, and government policies supporting renewable energy all influence BATY's performance.
Growth Trajectory
BATY's growth is tied to the expanding electric vehicle market and the increasing demand for battery metals. Changes in the index composition and holdings will reflect shifts in the battery metals industry.
Moat and Competitive Advantages
Competitive Edge
BATY's advantage lies in its focused approach on sustainable battery metals and the Sprott brand recognition. The ETF targets companies committed to responsible sourcing and production practices. This emphasis on sustainability differentiates it from broader materials ETFs and potentially appeals to ESG-conscious investors. Its index-tracking strategy offers transparency and a relatively low expense ratio.
Risk Analysis
Volatility
BATY's volatility is influenced by fluctuations in commodity prices and the performance of the companies within the battery metals supply chain.
Market Risk
Specific risks include commodity price volatility, geopolitical risks associated with metal sourcing, and technological disruptions in battery technology.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the battery metals supply chain, believing in the long-term growth of electric vehicles and energy storage, and potentially prioritizing sustainable investment themes.
Market Risk
BATY is suitable for long-term investors seeking thematic exposure and willing to accept moderate to high volatility.
Summary
USCF Sustainable Battery Metals Strategy Fund aims to track the performance of companies involved in the battery metals supply chain with a focus on sustainability. It provides exposure to a growing sector driven by the demand for electric vehicles and energy storage. The ETF carries risks associated with commodity price fluctuations and geopolitical factors. BATY may appeal to investors who are looking for exposure to these metals and are comfortable with a moderate to high risk profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- USCF Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Investors should conduct their own due diligence before investing.
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.
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