Exchange Listed Funds Etf Profile

SSPY Etf  USD 82.69  0.14  0.17%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Exchange Listed is trading at 82.69 as of the 28th of November 2024; that is 0.17 percent down since the beginning of the trading day. The etf's open price was 82.83. Exchange Listed has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Exchange Listed Funds are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests substantially all, and at least 95 percent of its total assets in the securities comprising the index. Syntax Stratified is traded on NYSEARCA Exchange in the United States. More on Exchange Listed Funds

Moving together with Exchange Etf

  0.77VTV Vanguard Value Index Sell-off TrendPairCorr
  0.75VYM Vanguard High DividendPairCorr
  0.79IWD iShares Russell 1000PairCorr
  0.74DGRO iShares Core Dividend Sell-off TrendPairCorr
  0.81IVE iShares SP 500PairCorr
  0.82DVY iShares Select DividendPairCorr

Moving against Exchange Etf

  0.44AIVI WisdomTree InternationalPairCorr
  0.31WTRE WisdomTree New EconomyPairCorr

Exchange Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large Cap ETFs, Large Value, Syntax (View all Sectors)
IssuerStratified
Inception Date2015-01-01
Entity TypeRegulated Investment Company
Asset Under Management81.42 Million
Average Trading Valume1,718.8
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorExchange Traded Concepts, LLC
CustodianBrown Brothers Harriman & Co.
DistributorForeside Fund Services, LLC
Portfolio ManagerAndrew Serowik, Todd Alberico, Gabriel Tan, Brian Cooper
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents506
Market MakerGTS
Total Expense0.45
Management Fee0.45
Country NameUSA
Returns Y T D19.83
NameExchange Listed Funds Trust
Currency CodeUSD
Open FigiBBG00MK213D2
In Threey Volatility17.2
1y Volatility12.27
200 Day M A76.5784
50 Day M A79.5892
CodeSSPY
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.23
Exchange Listed Funds [SSPY] is traded in USA and was established 2019-01-02. The fund is listed under Large Value category and is part of Syntax family. The entity is thematically classified as Size And Style ETFs. Exchange Listed Funds at this time have 92.56 M in assets. , while the total return for the last 3 years was 8.9%.
Check Exchange Listed Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Exchange Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Exchange Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Exchange Listed Funds Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Exchange Listed Funds Etf Constituents

ADBEAdobe Systems IncorporatedStockInformation Technology
ADSKAutodeskStockInformation Technology
ANSSANSYS IncStockInformation Technology
COSTCostco Wholesale CorpStockConsumer Staples
CVSCVS Health CorpStockHealth Care
CVXChevron CorpStockEnergy
KRKroger CompanyStockConsumer Staples
MSFTMicrosoftStockInformation Technology
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Exchange Listed Top Holders

SHUSExchange Listed FundsEtfMid-Cap Blend
SYUSSyntaxEtfMid-Cap Blend
More Details

Exchange Listed Funds Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Exchange Listed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Exchange Listed Against Markets

When determining whether Exchange Listed Funds offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Exchange Listed's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Exchange Listed Funds Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Exchange Listed Funds Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Exchange Listed Funds. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of Exchange Listed Funds is measured differently than its book value, which is the value of Exchange that is recorded on the company's balance sheet. Investors also form their own opinion of Exchange Listed's value that differs from its market value or its book value, called intrinsic value, which is Exchange Listed's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Exchange Listed's market value can be influenced by many factors that don't directly affect Exchange Listed's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Exchange Listed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Exchange Listed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Exchange Listed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.