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EASY - ETF AI Analysis
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Liberty One Defensive Dividend Growth ETF (EASY)
Rating:69Neutral
Price Target:―
Positive Factors
Defensive Sector Tilt
Large weights in health care, consumer defensive, and utilities stocks can help the fund hold up better during market downturns.
Strong Top Holdings Performance
Several of the largest positions, including companies in health care and consumer sectors, have shown strong recent gains that support the ETF’s overall results.
Broad Industry Mix Within the U.S.
Exposure across multiple sectors such as health care, consumer, industrials, utilities, and technology helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying in investors’ pockets.
Single-Country Concentration
With almost all assets in U.S. stocks, the ETF offers little protection if the U.S. market faces a prolonged slump.
Meaningful Stock-Specific Risk
Each of the top holdings makes up a sizable slice of the portfolio, so weak performance from even one major position could noticeably drag on returns.
EASY vs. SPDR S&P 500 ETF (SPY)
AUM37.75M
RegionNorth America
Expense Ratio0.85%
Beta>-0.01
IssuerLiberty One
Inception DateSep 30, 2025
Dividend Yield0.15%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,251
30 Day Avg. Volume28,565
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EASY Summary
The Liberty One Defensive Dividend Growth ETF (ticker: EASY) is an actively managed fund that invests in large U.S. companies known for steadily raising their dividends. It focuses on defensive areas like health care, consumer staples, and utilities, which tend to hold up better in tough economies. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in this ETF to seek a mix of long-term growth and regular dividend income, while aiming for a smoother ride than the overall market. However, the fund can still go up and down with the stock market, and it is heavily tilted toward defensive sectors.
How much will it cost me?The Liberty One Defensive Dividend Growth ETF (Ticker: EASY) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making by fund managers to select stocks that align with its defensive growth strategy.
What would affect this ETF?The Liberty One Defensive Dividend Growth ETF (EASY) could benefit from economic uncertainty or market downturns, as its focus on defensive sectors like Consumer Defensive, Health Care, and Utilities tends to perform well during such periods. However, rising interest rates or regulatory changes affecting large-cap companies could negatively impact its holdings, particularly in sectors like Technology and Industrials. Additionally, its U.S.-centric exposure means it may be vulnerable to domestic economic challenges.
EASY Top 10 Holdings
EASY leans heavily into defensive, U.S.-based dividend growers, with health care and consumer staples quietly steering the ship. Eli Lilly and Johnson & Johnson have been rising and look like key engines for recent gains, while Cardinal Health and UnitedHealth add steady, if slightly bumpier, health care exposure. On the consumer side, Casey’s General Stores has been a pleasant surprise, helping to lift returns, and Northrop Grumman gives the fund an industrial kicker. Overall, performance is driven by a tight cluster of resilient, large-cap names rather than flashy growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cardinal Health | 5.41% | $2.06M | $52.77B | 76.88% | 66 Neutral | |
| Eli Lilly & Co | 5.19% | $1.97M | $959.76B | 16.44% | 72 Outperform | |
| Waste Management | 4.98% | $1.89M | $94.65B | 3.10% | 76 Outperform | |
| Johnson & Johnson | 4.93% | $1.88M | $580.30B | 53.17% | 78 Outperform | |
| McKesson | 4.88% | $1.85M | $116.75B | 58.21% | 62 Neutral | |
| Rentokil Initial | 4.86% | $1.85M | $16.16B | 22.69% | 66 Neutral | |
| Chubb | 4.45% | $1.69M | $129.51B | 22.91% | 80 Outperform | |
| Coca-Cola | 4.40% | $1.67M | $338.11B | 13.09% | 75 Outperform | |
| Casey's General | 4.27% | $1.62M | $24.05B | 46.60% | 68 Neutral | |
| Northrop Grumman | 4.22% | $1.60M | $96.34B | 49.17% | 76 Outperform |
EASY Technical Analysis
Positive
―
Price Trends
25.88
Positive
Market Momentum
0.40
Negative
79.22
Negative
94.66
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EASY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.47, equal to the 50-day MA of 25.88, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.40 indicates Negative momentum. The RSI at 79.22 is Negative, neither overbought nor oversold. The STOCH value of 94.66 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EASY.
EASY Peer Comparison
Comparison Results
Performance Comparison
EASY
Liberty One Defensive Dividend Growth ETF
27.34
1.77
6.92%
LCLG
Logan Capital Broad Innovative Growth ETF
―
―
―
MMLG
First Trust Multi-Manager Large Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
PGRO
Putnam Focused Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
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―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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