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EASY - ETF AI Analysis
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Liberty One Defensive Dividend Growth ETF (EASY)
Rating:70Outperform
Price Target:
$28.00
Positive Factors
Strong Defensive Sector Exposure
The ETF is heavily weighted in defensive sectors like Consumer Defensive and Health Care, which tend to perform well during economic uncertainty.
Steady Top Holdings Performance
Several top holdings, such as Johnson & Johnson and McKesson, have shown steady gains, supporting the fund’s overall performance.
Broad Sector Diversification
The ETF spreads its investments across multiple sectors, reducing the risk of being overly reliant on one industry.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly all its geographic exposure in the U.S., the ETF lacks diversification across global markets.
Underperforming Key Holding
UnitedHealth, one of the largest positions, has lagged in performance, which could weigh on the fund’s future returns.
EASY vs. SPDR S&P 500 ETF (SPY)
AUM14.32M
RegionNorth America
Expense Ratio0.85%
Beta-0.17
IssuerLiberty One
Inception DateSep 30, 2025
Dividend Yield0.02%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,387
30 Day Avg. Volume18,933
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
28.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
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 focuses on large US companies known for consistently increasing their dividends. It invests in defensive sectors like healthcare, consumer defensive, and utilities, which are often more stable during economic downturns. Some well-known companies in this ETF include UnitedHealth and Microsoft. EASY is designed for investors seeking a mix of growth and income, making it a good option for those who want stability alongside potential returns. However, new investors should note that the fund’s performance can still fluctuate with the overall market, especially during periods of economic uncertainty.
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
The Liberty One Defensive Dividend Growth ETF leans heavily on health care and consumer defensive stocks, with names like Eli Lilly and Cardinal Health leading the charge thanks to strong earnings and robust growth momentum. McKesson also adds a healthy dose of optimism with its strategic focus on high-growth segments. However, UnitedHealth has been a drag on performance, struggling with rising medical costs and membership declines. While Microsoft offers some tech exposure, its recent mixed performance tempers enthusiasm. Overall, this U.S.-focused fund is firmly rooted in defensive sectors, aiming to weather market volatility with a steady hand.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 5.71% | $828.69K | $1.00T | 41.67% | 76 Outperform | |
| Cardinal Health | 5.34% | $774.66K | $49.77B | 71.93% | 65 Neutral | |
| Waste Management | 4.85% | $703.58K | $87.27B | -3.47% | 68 Neutral | |
| McKesson | 4.68% | $678.97K | $106.89B | 38.97% | 72 Outperform | |
| UnitedHealth | 4.57% | $662.98K | $289.84B | -45.85% | 67 Neutral | |
| Johnson & Johnson | 4.41% | $639.84K | $491.26B | 31.40% | 78 Outperform | |
| Microsoft | 4.37% | $634.53K | $3.51T | 13.22% | 73 Outperform | |
| Coca-Cola | 4.30% | $624.74K | $313.80B | 14.13% | 78 Outperform | |
| Chubb | 4.26% | $618.06K | $117.39B | 4.59% | 80 Outperform | |
| Rentokil Initial | 4.26% | $617.60K | $13.34B | 3.77% | 66 Neutral |
EASY Technical Analysis
Positive
―
Price Trends
Market Momentum
<0.01
Negative
61.43
Neutral
77.32
Neutral
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 25.50, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 61.43 is Neutral, neither overbought nor oversold. The STOCH value of 77.32 is Neutral, 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
25.89
0.29
1.13%
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
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth ETF
―
―
―
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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