ACSI - ETF AI Analysis
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American Customer Satisfaction ETF (ACSI)
ACSI’s rating reflects a portfolio anchored by high-quality, financially strong companies like Alphabet and Apple, whose profitability and strategic focus on growth areas such as AI and services support the fund’s overall quality. Verizon and Meta also add stability and growth potential through solid cash flows and positive earnings trends, though holdings like AT&T and Dell introduce some risk due to high debt and leverage. The main risk factor is the fund’s meaningful exposure to large technology and communication companies, which can increase sensitivity to sector-specific volatility and regulatory pressures.
ACSI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 116.85M
- Region
- North America
- Expense Ratio
- 0.65%
- Beta
- 0.80
- Issuer
- ACSI Funds
- Inception Date
- Oct 31, 2016
- Dividend Yield
- 0.80%
- Asset Class
- Equity
- Index Tracked
- American Customer Satisfaction Investable Index
ACSI Summary
The American Customer Satisfaction ETF (ACSI) is a fund that tracks the American Customer Satisfaction Investable Index, focusing on large U.S. companies known for keeping their customers happy. It holds well-known names like Apple and Amazon, along with banks and communication companies, giving investors a mix of sectors in one investment. Someone might consider ACSI if they want broad exposure to big, established companies that score highly on customer satisfaction, which can support steady long-term growth. A key risk is that the ETF is still a stock investment, so its value can rise and fall with the overall stock market.
How much will it cost me?
The American Customer Satisfaction ETF (ACSI) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on companies with strong customer satisfaction data rather than tracking a broad market index.
What would affect this ETF?
The American Customer Satisfaction ETF (ACSI) could benefit from strong consumer spending and technological advancements, as its holdings include major companies in consumer-focused and tech sectors like Apple, Amazon, and Microsoft. However, economic downturns, rising interest rates, or regulatory changes affecting large-cap companies in the U.S. could negatively impact its performance, especially in sectors like Consumer Cyclical and Communication Services. The ETF’s focus on customer satisfaction may provide stability during volatile periods but could face challenges if consumer preferences shift or competition intensifies.
ACSI Top 10 Holdings
ACSI leans heavily into U.S. large caps with a customer-first tilt, and Big Tech is clearly steering the ship. Apple, Dell, and Meta have been rising, giving the fund a strong tech and digital backbone, while Amazon and Alphabet look more mixed, occasionally losing steam and tempering the upside. Financial names like JPMorgan and Prudential are steady but not standout drivers, and telecom giants AT&T and Verizon add income-oriented ballast. Overall, the ETF is U.S.-centric, tech- and communication-heavy, with a few laggards keeping performance from fully taking off.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.00% | $8.18M | $4.95T | 30.91% | 79Outperform |
 MSFT | Microsoft | 4.46% | $5.22M | $3.95T | 2.95% | 79Outperform |
 META | Meta Platforms | 4.34% | $5.07M | $1.77T | -4.88% | 76Outperform |
 GOOG | Alphabet Class C | 4.34% | $5.07M | $4.14T | 31.67% | 82Outperform |
 AMZN | Amazon | 4.49% | $5.25M | $2.83T | 18.17% | 71Outperform |
 HUM | Humana | 4.40% | $5.14M | $51.32B | 44.11% | 69Neutral |
 TSE:TD | Toronto Dominion Bank | 3.62% | $4.23M | CAD 290.10B | 55.46% | 74Outperform |
 JPM | JPMorgan Chase | 3.42% | $3.99M | $891.18B | 12.82% | 72Outperform |
 DELL | Dell Technologies | 3.54% | $4.13M | $293.47B | 225.16% | 65Neutral |
 VZ | Verizon | 3.37% | $3.93M | $185.05B | 8.09% | 81Outperform |
ACSI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACSI, the sentiment is Positive. The current price of 76.42 is above the 20-day moving average (MA) of 75.99, below the 50-day MA of 76.80, and above the 200-day MA of 71.90, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 50.61 is Neutral, neither overbought nor oversold. The STOCH value of 50.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACSI.
ACSI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ACSI | $76.42 | $85.00(11.23% Upside) | $116.85M | 0.65% | 73Outperform |
 CVLC | $95.36 | $115.95(21.59% Upside) | $995.59M | 0.15% | 73Outperform |
 INFO | $28.42 | $33.87(19.18% Upside) | $952.36M | 0.35% | 74Outperform |
 PTL | $272.65 | $343.76(26.08% Upside) | $880.20M | 0.09% | 70Neutral |
 NBCR | $34.58 | $41.87(21.07% Upside) | $848.76M | 0.29% | 73Outperform |
 ROCY | $55.46 | $66.67(20.20% Upside) | $846.55M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ACSI | American Customer Satisfaction ETF | 76.42 | 10.71 | 16.31% | |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 95.36 | 13.54 | 16.55% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 28.42 | 4.48 | 18.72% | |
| PTL | Inspire 500 ETF | 272.65 | 24.58 | 9.91% | |
| NBCR | Neuberger Berman Core Equity ETF | 34.58 | 3.64 | 11.77% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 55.46 | 7.42 | 15.44% |
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.