EA Series Competition

ECML ETF

36.01 -0.01 -0.03%

WisdomTree Emerging, First Trust, First Trust, First Trust, and Goldman Sachs and similar firms make up the peer group for EA Series Trust. Working capital trends for EA Series relative to peers can flag liquidity risks before they show up in earnings.

EA Series and Inspire Global Correlation Snapshot

Minimal diversification benefit

EA Series currently posts a 0.9 correlation with Inspire Global, indicating a Minimal diversification benefit relationship for the active sample. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

Moving together with ECML ETF

0.87	VBR	Vanguard Small Cap	Pair Corr
0.9	IWN	iShares Russell 2000	Pair Corr
0.9	DFAT	Dimensional Targeted	Pair Corr
0.85	IJS	iShares SAMPP Small	Pair Corr
0.86	SLYV	SPDR SAMPP 600	Pair Corr

Moving Against ECML ETF

0.42

ZBIO

Zenas BioPharma Common

Pair Corr

Specify up to 10 symbols:

Mean reversion in EA Series' price occurs when temporary dislocations correct back toward historical fair value. This tendency of EA Series' price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
34.84	36.01	37.18

Details

Intrinsic

Valuation

Low	Real	High
32.41	39.06	40.23

Details

Naive

Forecast

Low	Next	High
36.12	37.30	38.47

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
34.55	35.96	37.37

Details

Context is everything in equity analysis when evaluating EA Series's growth rates and margins. Placing EA Series' results in peer context reveals whether performance is company-specific or industry-wide.

EA Series Competition Correlation Matrix

Competition correlation for EA Series Trust matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The useful question is whether competitors are behaving like true alternatives or simply tracking the same sector move with different volatility.

	EMMF	FYT	RFDI	FAB	GSEE	DGRE	BSMC	KCCA	IEZ	BLES
EMMF		0.87	0.9	0.88	0.99	0.97	0.88	-0.62	0.78	0.94	EMMF
FYT	0.87		0.82	0.99	0.85	0.89	0.91	-0.7	0.85	0.88	FYT
RFDI	0.9	0.82		0.87	0.94	0.91	0.86	-0.48	0.59	0.96	RFDI
FAB	0.88	0.99	0.87		0.88	0.92	0.93	-0.67	0.83	0.92	FAB
GSEE	0.99	0.85	0.94	0.88		0.97	0.87	-0.56	0.73	0.95	GSEE
DGRE	0.97	0.89	0.91	0.92	0.97		0.89	-0.66	0.83	0.93	DGRE
BSMC	0.88	0.91	0.86	0.93	0.87	0.89		-0.58	0.72	0.93	BSMC
KCCA	-0.62	-0.7	-0.48	-0.67	-0.56	-0.66	-0.58		-0.87	-0.49	KCCA
IEZ	0.78	0.85	0.59	0.83	0.73	0.83	0.72	-0.87		0.64	IEZ
BLES	0.94	0.88	0.96	0.92	0.95	0.93	0.93	-0.49	0.64		BLES
	EMMF	FYT	RFDI	FAB	GSEE	DGRE	BSMC	KCCA	IEZ	BLES

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High positive correlations

GSEE	+ 0.99	EMMF
FAB	+ 0.99	FYT
DGRE	+ 0.97	EMMF
DGRE	+ 0.97	GSEE
BLES	+ 0.96	RFDI
BLES	+ 0.95	GSEE

High negative correlations

IEZ	- 0.87	KCCA
KCCA	- 0.7	FYT
KCCA	- 0.67	FAB
KCCA	- 0.66	DGRE
KCCA	- 0.62	EMMF
KCCA	- 0.58	BSMC

EA Series Constituents Risk-Adjusted Indicators

Return momentum in ECML ETF is more useful when tested against peer-relative fundamentals and risk. Without risk-adjusted context, investors may overweight short-term returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EMMF	0.90	0.14	0.09	0.06	1.40	-0.90	1.80	-2.59	6.46
FYT	0.85	0.19	0.18	0.11	0.88	-0.97	2.08	-1.62	5.63
RFDI	0.86	0.08	0.06	0.00	1.30	-0.76	1.91	-2.30	5.11
FAB	0.65	0.14	0.20	0.10	0.67	-0.72	1.79	-1.20	3.64
GSEE	1.06	0.15	0.08	0.04	1.59	-0.99	2.54	-2.83	6.60
DGRE	1.18	0.19	0.10	0.07	1.67	-1.22	2.34	-3.30	7.60
BSMC	0.70	0.05	0.15	-0.37	0.87	-0.72	1.83	-1.60	4.96
KCCA	0.67	-0.13	0.00	-1.11	0.00	0.00	1.57	-2.34	6.66
IEZ	1.47	0.66	0.43	0.46	1.05	-1.80	3.89	-1.91	9.02
BLES	0.67	0.08	0.08	0.01	1.00	-0.62	1.22	-1.61	4.23

EA Series Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	ECML	EMMF	FYT	RFDI	FAB	GSEE	DGRE	BSMC	KCCA	IEZ
	0.03 36.01 ECML	2.81 32.51 WisdomTree	0.05 62.00 First	0.25 80.28 First	0.30 94.51 First	3.15 57.49 Goldman	0.49 32.40 WisdomTree	1.24 35.88 2023	0.33 15.00 KraneShares	0.61 29.73 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Mild	Moderate	Weak	Moderate	Soft	Mild	Contained	Weak	Constructive
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Over Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Buy	Buy	Buy	Sell	Sell	Strong Buy
Net Asset	N/A	1.96 M	174.11 M	113.81 M	167.08 M	29.16 M	65.14 M	N/A	272.82 M	132.35 M
Price To Book	N/A	N/A	1.48	N/A	1.47	N/A	3.34	N/A	N/A	1.09
Five Year Return	N/A	8.4	5.9	8.7	8.8	5.0	5.6	N/A	N/A	18.4
One Year Return	17.0	26.9	23.7	24.3	18.4	32.1	37.1	22.9	-10.3	51.1
Last Dividend Paid	N/A	0.063	0.12	0.39	0.24	N/A	0.18	N/A	N/A	0.27
Beta	N/A	0.7	1.11	0.91	0.97	0.94	0.94	N/A	0.1	1.06
Price To Earning	N/A	N/A	17.01	N/A	13.79	N/A	15.33	N/A	N/A	12.09
Price To Sales	N/A	N/A	0.64	N/A	0.8	N/A	1.96	N/A	N/A	1.16
Equity Positions Weight	N/A	99.99	99.63	98.19	99.43	99.41	99.31	N/A	28.74	99.72
Three Year Return	N/A	18.5	13.9	18.7	14.3	17.0	17.1	N/A	-4.7	19.9
Annual Yield	0.0079	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Bond Positions Weight	N/A	0.01	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	9.9	N/A	10.2	N/A	7.7	N/A	N/A	0.0
Day Typical Price	36.01	32.51	61.99	80.21	94.51	57.49	32.4	36.09	15.0	29.67
Accumulation Distribution	N/A	N/A	5.0E-4	0.0025	N/A	N/A	N/A	0.017	N/A	0.0061
Market Facilitation Index	N/A	N/A	0.03	0.2	N/A	N/A	N/A	0.62	N/A	0.18
Daily Balance Of Power	N/A	N/A	1.0	1.0	N/A	N/A	N/A	-0.73	N/A	1.0
Period Momentum Indicator	-0.01	-0.94	0.03	0.2	-0.28	-1.87	-0.16	-0.45	-0.05	0.18
Rate Of Daily Change	1.0	0.97	1.0	1.0	1.0	0.97	1.0	0.99	1.0	1.01
Day Median Price	36.01	32.51	61.99	80.18	94.51	57.49	32.4	36.19	15.0	29.64
Price Action Indicator	-0.01	-0.47	0.03	0.2	-0.14	-0.93	-0.08	-0.53	-0.03	0.18
Relative Strength Index	53.43	44.52	54.17	42.84	51.17	44.1	45.06	45.89	40.4	66.81
Coefficient Of Variation	1063.83	1779.77	926.29	8988.36	976.22	2243.04	1500.23	1183.11	-807.52	324.16
Mean Deviation	0.8505	0.8998	0.8499	0.8611	0.6526	1.06	1.18	0.7039	0.6748	1.47
Jensen Alpha	0.1631	0.1379	0.1881	0.0758	0.1354	0.146	0.194	0.0548	-0.13	0.6592
Total Risk Alpha	0.2018	0.1786	0.2107	0.106	0.1515	0.186	0.2388	0.1557	-0.04	0.7369
Sortino Ratio	0.17	0.0916	0.1803	0.0586	0.1958	0.0767	0.0989	0.1485	N/A	0.4279
Downside Variance	1.04	2.27	1.06	1.82	0.5989	2.89	2.99	0.9631	N/A	2.25
Standard Deviation	1.14	1.27	1.1	1.12	0.829	1.43	1.56	0.9364	1.07	1.86
Kurtosis	1.48	2.41	0.2392	0.3957	0.0369	0.8919	1.4	0.6866	3.66	-0.04
Potential Upside	1.97	1.8	2.08	1.91	1.79	2.54	2.34	1.83	1.57	3.89
Treynor Ratio	0.1119	0.0614	0.1054	0.0026	0.095	0.0447	0.0724	-0.37	-1.11	0.4582
Maximum Drawdown	7.14	6.46	5.63	5.11	3.64	6.6	7.6	4.96	6.66	9.02
Variance	1.29	1.61	1.21	1.25	0.6872	2.05	2.45	0.8768	1.15	3.47
Market Risk Adjusted Performance	0.1219	0.0714	0.1154	0.0126	0.105	0.0547	0.0824	-0.36	-1.10	0.4682
Risk Adjusted Performance	0.0807	0.0501	0.092	0.0118	0.0849	0.0412	0.06	0.0712	-0.10	0.2614
Skewness	0.343	-1.08	0.2316	-0.59	0.3334	-0.58	-0.72	-0.05	-0.49	0.2091
Semi Deviation	0.8847	1.4	0.884	1.3	0.6747	1.59	1.67	0.8702	N/A	1.05
Information Ratio	0.1526	0.1087	0.1684	0.0706	0.1828	0.0911	0.1093	0.1557	-0.06	0.3443
Value At Risk	-1.34	-2.59	-1.62	-2.30	-1.20	-2.83	-3.30	-1.60	-2.34	-1.91
Expected Short fall	-0.92	-0.90	-0.97	-0.76	-0.72	-0.99	-1.22	-0.72	N/A	-1.80
Downside Deviation	1.02	1.51	1.03	1.35	0.7739	1.7	1.73	0.9814	N/A	1.5
Semi Variance	0.7827	1.97	0.7814	1.68	0.4552	2.52	2.78	0.7572	N/A	1.11

EA Series Competition Peer Performance Charts

How to Analyze EA Series Against Peers

EA Series' peer analysis compares EA Series with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether EA Series trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where EA Series leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Operating expenses at EA Series as a share of revenue sit below the peer group midpoint, signaling tighter cost control. Relative ranking may help frame which fundamentals deserve deeper follow-up.

Unless otherwise specified, data for EA Series Trust is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board

Last reviewed on March 17th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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EA Series Competition

EA Series and Inspire Global Correlation Snapshot

Moving together with ECML ETF

Moving Against ECML ETF

Specify up to 10 symbols:

EA Series Competition Correlation Matrix

High positive correlations

High negative correlations

EA Series Constituents Risk-Adjusted Indicators

EA Series Competitive Analysis

EA Series Competition Peer Performance Charts

How to Analyze EA Series Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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