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Upturn AI SWOT - About
ETF Opportunities Trust - American Conservative Values ETF (ACVF)
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Upturn Advisory Summary
07/08/2025: ACVF (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 27.17% | Avg. Invested days 64 | 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 07/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 37.43 - 47.01 | Updated Date 06/29/2025 |
52 Weeks Range 37.43 - 47.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
ETF Opportunities Trust - American Conservative Values ETF
ETF Overview
Overview
The American Conservative Values ETF (ticker: ACVF) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the American Conservative Values Index. The fund aims to invest in companies whose practices align with American conservative values, primarily through equity holdings.
Reputation and Reliability
ETF Opportunities Trust is a relatively new issuer, with ACVF being one of its flagship offerings. Its reputation is still developing within the ETF market.
Management Expertise
The management team comprises professionals with experience in the investment management industry, focusing on value-based investing.
Investment Objective
Goal
The primary goal of ACVF is to provide investment results that closely correspond to the performance of the American Conservative Values Index.
Investment Approach and Strategy
Strategy: ACVF tracks the American Conservative Values Index, which screens companies based on alignment with conservative values. This involves assessing companies' activities based on metrics indicative of conservative alignment.
Composition ACVF primarily holds stocks of U.S. companies across various sectors that meet the fund's screening criteria for alignment with conservative values.
Market Position
Market Share: ACVF's market share within the values-based ETF sector is relatively small.
Total Net Assets (AUM): 9840859
Competitors
Key Competitors
- AVUV
- IJS
- VTV
Competitive Landscape
The competitive landscape is dominated by larger, established value ETFs. ACVF differentiates itself through its specific focus on American conservative values, which may attract investors seeking to align their investments with their beliefs. A disadvantage is its smaller size and potentially lower liquidity compared to larger competitors.
Financial Performance
Historical Performance: Insufficient data for meaningful historical performance review due to the ETF's limited trading history.
Benchmark Comparison: Comparison against benchmark index would be more useful with a longer trading history.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume for ACVF is moderate, which may impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for ACVF can vary, depending on trading volume and market conditions, potentially affecting transaction costs.
Market Dynamics
Market Environment Factors
ACVF's performance is influenced by broader market conditions, sector rotations, and investor sentiment towards value stocks and companies aligned with conservative values.
Growth Trajectory
The growth trajectory depends on investor adoption of values-based investing and the fund's ability to attract assets based on its unique screening criteria.
Moat and Competitive Advantages
Competitive Edge
ACVF's competitive edge lies in its distinct focus on American conservative values. This allows it to appeal to a niche investor base seeking to align their investments with their personal beliefs. Unlike broad-based value ETFs, ACVF provides a targeted approach to value investing based on specific criteria. However, this niche focus may also limit its potential market size compared to more diversified value ETFs.
Risk Analysis
Volatility
ACVF's volatility is expected to be comparable to other equity ETFs, influenced by market fluctuations and sector-specific risks.
Market Risk
The ETF is subject to market risk, including potential declines in stock prices due to economic downturns or unforeseen events affecting the companies it holds.
Investor Profile
Ideal Investor Profile
The ideal investor for ACVF is someone who aligns with American conservative values and seeks to invest in companies that reflect those values. They should have a long-term investment horizon and understand the risks associated with equity investments.
Market Risk
ACVF may be suitable for long-term investors looking to align their investments with their values, but it is not necessarily ideal for active traders or passive index followers seeking broad market exposure.
Summary
The American Conservative Values ETF (ACVF) offers a unique approach to value investing by screening companies based on their alignment with conservative values. This fund targets investors seeking to integrate their values with their investment decisions. While offering a niche focus, the fund faces competition from larger, more established value ETFs and carries standard market risks. Its performance depends on investor adoption of values-based investing and the fund's ability to attract and retain assets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Issuer Website
- Morningstar
Disclaimers:
This analysis is based on available information and does not constitute financial advice. Investment decisions should be made 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 ETF Opportunities Trust - American Conservative Values ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which it invests will generally be those of companies with large market capitalizations.
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