Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Bitwise Trendwise Ethereum & Treasuries Rotation Strategy ETF(AETH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AETH
09/28/2026: AETH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
AETH is an actively managed ETF that offers tactical exposure to Ethereum futures, rotating into U.S. Treasuries based on proprietary trend signals. Its primary strength lies in providing a systematic, risk-managed way to invest in digital assets, potentially reducing downside risk compared to static holdings. It serves as a specialized tool for investors wanting crypto exposure with a defensive safety net. However, investors must consider risks like futures roll costs, market volatility, and regulatory uncertainty. This fund is best suited for those who believe in the growth of Ethereum but prioritize an automated approach to trend following.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | AETH offers meaningful upside exposure to Ethereum during strong bullish trends. |
| Momentum investor | Strong fit while signal remains positive | The fund's core strategy is built on momentum-based trend signals to capture price appreciation. |
| Value investor | Weak fit | Ethereum’s high valuation volatility and the fund's tactical nature do not align with traditional value investing. |
| Dividend/Income investor | Weak fit | The fund is designed for capital appreciation rather than consistent dividend or yield generation. |
| Low-risk investor | Weak fit | Despite the Treasury rotation, the exposure to volatile Ethereum futures remains unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced retail or institutional participant who is bullish on Ethereum but seeks an automated, rules-based approach to managing volatility.
Suitability
AETH is best suited for medium- to long-term investors comfortable with crypto volatility, rather than passive index followers or day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The underlying Ethereum futures are subject to extreme price swings. |
| Market risk | High | Broader crypto market sentiment significantly impacts the ETF's performance. |
| Concentration | Medium / high | The portfolio is concentrated in a single digital asset and U.S. Treasuries. |
| Tracking/expense | Medium | Active management and futures rolling costs can erode long-term returns. |
| Liquidity | Medium | Futures markets can experience liquidity gaps during extreme market stress. |
| Business/sector quality | Medium | The regulatory landscape for crypto futures remains evolving and uncertain. |
Risk Analysis
Volatility
AETH exhibits high historical volatility due to the underlying Ethereum futures price action, which is significantly higher than broader equity indices.
Market Risk
The fund faces significant market risk stemming from the speculative nature of Ethereum, potential regulatory shifts, and the inherent leverage risks associated with futures-based instruments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Ethereum Futures Contracts | 50 | Exposure to Ethereum provides the primary growth driver when the trend signal is positive. |
| Fixed-income type | Short-term U.S. Treasury Securities | 45 | Treasuries act as a defensive anchor to provide stability when Ethereum trends are negative. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained for liquidity and to collateralize futures positions. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 19.78% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.63M |
| Issuer | Bitwise Investments |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 2.26% |
| Inception | Sep 29, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.88% |
| 1 Year | -17.36% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 37.47% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| DWS Government Money Market Series - Institutional | 22.88% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.