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AAUS - ETF AI Analysis

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AAUS

Alpha Architect US Equity ETF (AAUS)

Rating:74Outperform
Price Target:
AAUS, the Alpha Architect US Equity ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, positive earnings commentary, and promising growth in areas like AI, cloud, and services. These strengths are partly offset by risks such as high valuations and some mixed or bearish technical signals in holdings like Nvidia and Amazon, and the fund’s concentration in large U.S. technology and AI-related names increases its exposure to sector-specific downturns.
Positive Factors
Strong Top Tech Holdings
Several of the largest technology positions, including Apple, Nvidia, Amazon, Alphabet, and Broadcom, have shown strong gains, helping drive the fund’s recent performance.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, financials, communication services, health care, and consumer companies, which helps reduce the impact of weakness in any single area.
Low Expense Ratio
The fund charges a relatively low expense ratio, which means less of your return is lost to fees over time.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the ETF is more exposed to swings in that sector than a more evenly balanced fund.
Concentration in a Few Mega-Cap Stocks
A small group of big companies like Apple, Nvidia, Microsoft, Amazon, and Alphabet make up a significant portion of the portfolio, increasing the impact if any one of them stumbles.
Mixed Performance Among Top Holdings
Some major positions such as Microsoft, Meta, and Tesla have shown weaker or negative performance this year, which can offset gains from the stronger names.

AAUS vs. SPDR S&P 500 ETF (SPY)

AAUS Summary

Alpha Architect US Equity ETF (AAUS) is an actively managed fund that invests in large U.S. companies, aiming for long-term growth rather than tracking a specific index. It focuses on the overall U.S. stock market, with a big tilt toward technology and other major sectors. Well-known holdings include Apple and Nvidia, along with other household names like Microsoft and Amazon. Someone might invest in AAUS to get broad exposure to leading U.S. companies in a single, low-cost fund. A key risk is that it’s heavily influenced by large tech stocks, so its value can rise and fall sharply with the stock market.
How much will it cost me?The Alpha Architect US Equity ETF (AAUS) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for actively managed ETFs, which typically have higher costs due to the hands-on approach of selecting and adjusting investments.
What would affect this ETF?The Alpha Architect US Equity ETF (AAUS) could benefit from growth in the technology sector, which makes up a significant portion of its portfolio and includes major companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact its holdings in consumer cyclical and financial sectors, while regulatory changes in the tech industry could also pose risks. The ETF’s focus on U.S. large-cap stocks means it is heavily influenced by the overall health of the U.S. economy and market conditions.

AAUS Top 10 Holdings

AAUS is leaning heavily on Big Tech, with Microsoft and Nvidia acting as twin engines for recent gains, thanks to strong momentum in cloud and AI. Amazon and Alphabet are contributing, though their performance has been a bit mixed lately, occasionally tapping the brakes on the fund’s ride. Apple and Broadcom, once steady workhorses, have been losing a bit of steam in the short term, softening the overall tech punch. Micron’s sharp rise adds extra fuel, while JPMorgan offers a more traditional, steady U.S. financial anchor in this all‑American, tech‑tilted portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.43%$42.78M$5.55T37.92%
76
Outperform
Apple7.15%$36.30M$4.67T33.49%
79
Outperform
Microsoft5.65%$28.69M$3.71T0.95%
79
Outperform
Amazon3.73%$18.94M$2.79T11.27%
71
Outperform
Alphabet Class A3.07%$15.58M$4.12T44.02%
85
Outperform
Broadcom2.69%$13.64M$1.70T6.87%
76
Outperform
Alphabet Class C2.46%$12.50M$4.12T42.58%
82
Outperform
Meta Platforms2.01%$10.20M$1.57T-18.03%
76
Outperform
Micron1.64%$8.30M$1.15T673.84%
79
Outperform
Tesla1.54%$7.81M$1.40T0.92%
73
Outperform

AAUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
60.64
Positive
100DMA
59.68
Positive
200DMA
57.17
Positive
Market Momentum
MACD
0.26
Positive
RSI
56.39
Neutral
STOCH
71.61
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AAUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.63, equal to the 50-day MA of 60.64, and equal to the 200-day MA of 57.17, indicating a bullish trend. The MACD of 0.26 indicates Positive momentum. The RSI at 56.39 is Neutral, neither overbought nor oversold. The STOCH value of 71.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AAUS.

AAUS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$507.46M0.09%
74
Outperform
$986.53M0.18%
71
Outperform
$800.75M0.45%
74
Outperform
$799.23M0.22%
61
Neutral
$728.17M1.30%
65
Neutral
$725.41M0.71%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AAUS
Alpha Architect US Equity ETF
61.79
9.47
18.10%
VFMF
Vanguard U.S. Multifactor ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
SMRI
Bushido Capital US Equity 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.
DisclaimerThis 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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