AAEQ - ETF AI Analysis
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Alpha Architect US Equity 2 ETF (AAEQ)
AAEQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 511.37M
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 1.00
- Issuer
- Alpha Architect
- Inception Date
- Dec 09, 2025
- Dividend Yield
- 0.09%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AAEQ Summary
AAEQ is an actively managed ETF that invests in a wide mix of U.S. stocks, aiming to track the overall U.S. market rather than a specific index. It leans heavily toward technology and other major sectors, with well-known companies like Apple and Nvidia among its top holdings. Investors might consider AAEQ if they want simple, broad diversification across many U.S. companies in one fund, with the potential for long-term growth. However, because it holds many stocks and is tilted toward tech, its price can rise and fall significantly with the overall stock market and technology sector.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. That’s lower than the average stock ETF because, even though it’s actively managed, its fee is still quite competitive compared with many other actively managed funds.
What would affect this ETF?
This U.S. total-market ETF is heavily invested in large technology and internet companies like Apple, Nvidia, Alphabet, Microsoft, and Amazon, so it could benefit if innovation, digital spending, and overall U.S. economic growth stay strong and interest rates eventually ease, which often supports growth stocks. On the other hand, it could be hurt by higher-for-longer interest rates, a slowdown in U.S. consumer or business spending, tighter tech regulation, or a broad market downturn that would weigh on its concentrated exposure to big tech and other growth-focused sectors.
AAEQ Top 10 Holdings
AAEQ is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, helping to pull the fund higher, while Nvidia’s recent wobble shows it may be losing a bit of steam in the short term. Amazon and Alphabet are more mixed, offering long-term growth but not firing on all cylinders lately, and Broadcom plus Meta have been clear laggards. With all major holdings rooted in U.S. markets and a strong tilt toward technology, this ETF is very much a bet on America’s digital heavyweights.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.18% | $36.70M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 6.81% | $34.84M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.36% | $27.40M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.30% | $16.89M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.28% | $11.66M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.23% | $11.42M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.83% | $9.37M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 1.90% | $9.70M | $1.57T | -7.72% | 76Outperform |
AAEQ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AAEQ, the sentiment is Negative. The current price of 54.00 is below the 20-day moving average (MA) of 55.22, below the 50-day MA of 54.96, and above the 200-day MA of 52.05, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 39.47 is Neutral, neither overbought nor oversold. The STOCH value of 52.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AAEQ.
AAEQ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AAEQ | $54.00 | $60.00(11.11% Upside) | $511.37M | 0.09% | 67Neutral |
 SEUS | $25.65 | $30.86(20.30% Upside) | $946.37M | 0.30% | 73Outperform |
 BGDV | $31.27 | $37.14(18.78% Upside) | $877.55M | 0.45% | 74Outperform |
 AAUB | $49.94 | $60.70(21.54% Upside) | $845.51M | 0.10% | 66Neutral |
 AVTM | $53.85 | $64.49(19.75% Upside) | $779.89M | 0.22% | 60Neutral |
 XCHG | $27.13 | $33.33(22.85% Upside) | $716.83M | 0.50% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AAEQ | Alpha Architect US Equity 2 ETF | 54.00 | 3.67 | 7.30% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.65 | 0.39 | 1.53% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.27 | 5.03 | 19.16% | |
| AAUB | Alpha Architect US Equity 4 ETF | 49.94 | 0.45 | 0.91% | |
| AVTM | Avantis Total Equity Markets ETF | 53.85 | 4.21 | 8.47% | |
| XCHG | AB US Equity ETF | 27.13 | 2.28 | 9.18% |
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.