(BUSA) 2023 EFT Series Trust - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US9009343081 • Large Value
BUSA: Equity, Securities, Stocks, U.S. Companies
The Brandes U.S. Value ETF (BUSA) is an actively managed exchange-traded fund designed to capture value opportunities in the U.S. equity market. The fund primarily invests in undervalued equity securities of U.S. companies, focusing on large-cap firms with strong fundamentals. Under normal market conditions, it allocates at least 80% of its net assets to U.S. companies, ensuring a high concentration of domestic exposure. The fund employs a disciplined, bottom-up approach to identify companies with sustainable competitive advantages and attractive valuations.
As of the latest data, the fund has an average daily trading volume of 66,153 shares, with a last price of $33.55. Its short-term technical trends indicate a bullish bias, with the 20-day SMA ($33.23) and 50-day SMA ($32.67) both below the current price. The 200-day SMA ($31.46) further supports the upward trajectory, suggesting long-term strength. The ATR of 0.31 reflects moderate volatility. With an AUM of $216.28 million, the fund maintains a stable asset base, indicating investor confidence in its strategy.
Additional Sources for BUSA ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BUSA ETF Overview
Market Cap in USD | 214m |
Category | Large Value |
TER | 0.60% |
IPO / Inception | 2023-10-03 |
BUSA ETF Ratings
Growth Rating | 52.2 |
Fundamental | - |
Dividend Rating | 46.9 |
Rel. Strength | 0.04 |
Analysts | - |
Fair Price Momentum | 28.06 USD |
Fair Price DCF | - |
BUSA Dividends
Dividend Yield 12m | 1.55% |
Yield on Cost 5y | 1.94% |
Annual Growth 5y | 166.12% |
Payout Consistency | 66.7% |
BUSA Growth Ratios
Growth Correlation 3m | -78% |
Growth Correlation 12m | 75.1% |
Growth Correlation 5y | 91.3% |
CAGR 5y | 14.60% |
CAGR/Max DD 5y | 1.03 |
Sharpe Ratio 12m | 0.44 |
Alpha | -0.79 |
Beta | 0.769 |
Volatility | 23.79% |
Current Volume | 19.6k |
Average Volume 20d | 24.6k |
As of April 19, 2025, the stock is trading at USD 30.30 with a total of 19,600 shares traded.
Over the past week, the price has changed by +0.20%, over one month by -7.15%, over three months by -8.82% and over the past year by +5.35%.
Partly, yes. Based on ValueRay Analyses, 2023 EFT Series Trust (BATS:BUSA) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.24 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BUSA as of April 2025 is 28.06. This means that BUSA is currently overvalued and has a potential downside of -7.39%.
2023 EFT Series Trust has no consensus analysts rating.
According to ValueRays Forecast Model, BUSA 2023 EFT Series Trust will be worth about 30.9 in April 2026. The stock is currently trading at 30.30. This means that the stock has a potential upside of +1.98%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 30.9 | 2% |