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Upturn AI Summary
Defiance KSM Israel 120 ETF(ISRL)
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 ISRL
09/28/2026: ISRL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The Defiance KSM Israel 120 ETF (ISRL) provides targeted exposure to 120 of the largest Israeli companies, aiming to capture the broader economic performance of the country. Its main strength lies in its specialized focus, offering a more diversified basket than highly concentrated alternatives. The fund is best suited as a satellite holding for investors seeking international diversification or those with a specific thesis on Israeli market growth. Primary risks include high geographic and geopolitical concentration, which can drive significant volatility. Investors should monitor regional stability and currency fluctuations as key factors affecting performance.
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 | Mixed fit | While the index includes growth-oriented tech firms, it is subject to specific regional economic risks. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities if the underlying Israeli market indices show sustained upward trends. |
| Value investor | Mixed fit | Valuation depends heavily on the specific pricing of the Israeli financial and industrial components within the index. |
| Dividend/Income investor | Weak fit | The fund is primarily structured for equity participation rather than prioritized high-yield income generation. |
| Low-risk investor | Weak fit | The fund carries significant geographic, geopolitical, and concentration risks associated with a single-country investment. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted geographic diversification or those with a specific bullish outlook on the Israeli economy.
Suitability
Best suited for long-term investors comfortable with the risks of emerging/frontier-tilted markets, rather than active short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Single-country ETFs often experience higher volatility due to concentrated regional economic and political exposure. |
| Market risk | High | The fund is directly exposed to the systemic risks of the Israeli equity market. |
| Concentration | High | Focusing on a single geography limits the diversification benefits found in global or broad international portfolios. |
| Tracking/expense | Medium | Tracking error and management fees can impact long-term net performance. |
| Liquidity | Medium | Trading specialized international securities can result in lower liquidity and higher execution costs. |
| Business/sector quality | Medium | The fund relies on the success and transparency of underlying Israeli corporate governance and market standards. |
Risk Analysis
Volatility
ISRL exhibits high historical volatility due to its narrow geographic focus and sensitivity to Middle Eastern geopolitical developments.
Market Risk
Market risk is elevated as the fund is susceptible to both general global market trends and specific localized economic and political pressures in Israel.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Israeli Equities (Broad Market) | 98.5 | Provides broad exposure to the economic performance of 120 leading Israeli companies across multiple sectors. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minor cash position maintained for liquidity and operational requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type ETF | Historic Profit -10.9% | Avg. Invested days 118 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.22M |
| Issuer | Defiance ETFs LLC |
| Inception | Aug 31, 2026 |
Performance
| Period | Total Return |
|---|
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 48.72% |
| Large Cap | 27.77% |
| Small Cap | 22.58% |
| Micro Cap | 0.51% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 34.50% |
| Real Estate | 13.84% |
| Technology | 12.06% |
| Industrials | 11.24% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.19x |
| Portfolio P/B | 2.09x |
| Portfolio P/S | 2.06x |
Top Holdings
| Holding | Weight |
|---|---|
| Bank Hapoalim | 4.63% |
| Bank Leumi Le-Israel B.M | 4.56% |
| Mizrahi Tefahot | 4.36% |
| Tower Semiconductor | 4.18% |
| Elbit Systems | 4.13% |
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.
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