AIFD - ETF AI Analysis
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TCW Artificial Intelligence ETF (AIFD)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its AI-focused strategy has been working well recently.
Leading AI and Tech Companies in Top Holdings
Many of the largest positions, including major chipmakers and cloud-related firms, have shown strong performance, helping drive the fund’s returns.
Focused Exposure to Growth-Oriented Sectors
The fund is heavily tilted toward technology and related industries, giving investors concentrated exposure to areas that have been driving much of the recent market growth.
Negative Factors
High Sector Concentration in Technology
With most assets in the technology sector, the ETF is vulnerable if tech stocks experience a broad downturn.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market or economy weakens.
Above-Average Expense Ratio
The ETF charges a relatively high fee compared with many broad index funds, which can slightly reduce investors’ net returns over time.
AIFD vs. SPDR S&P 500 ETF (SPY)
AUM143.72M
RegionGlobal
Expense Ratio0.75%
Beta1.53
IssuerTCW
Inception DateMay 06, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,502
30 Day Avg. Volume12,466
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
67.72Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIFD Summary
TCW Artificial Intelligence ETF (AIFD) is a fund that focuses on companies involved in robotics and artificial intelligence, rather than tracking a traditional index. Most of its investments are in U.S. technology and communication firms that build AI chips, software, and related tools. Well-known holdings include Nvidia and Alphabet (Google’s parent company). Someone might invest in AIFD to gain growth exposure to the expanding AI theme and to diversify within leading tech names. However, this ETF is heavily concentrated in technology stocks, so its price can swing sharply and may fall if the tech sector or AI trend slows.
How much will it cost me?The TCW Artificial Intelligence ETF (AIFD) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized sector, requiring more research and expertise to select investments. It’s designed to target companies leading in Robotics and AI innovation globally.
What would affect this ETF?The TCW Artificial Intelligence ETF (AIFD) could benefit from growing global demand for AI and robotics technologies, as industries increasingly adopt automation and machine learning solutions. However, potential risks include regulatory scrutiny on AI development, geopolitical tensions affecting global technology supply chains, and economic slowdowns that may reduce corporate spending on innovation. The fund's heavy exposure to technology and communication services sectors, along with top holdings like Nvidia and Alphabet, makes it sensitive to shifts in these industries and broader market conditions.
AIFD Top 10 Holdings
AIFD is leaning hard into the AI hardware backbone, with Nvidia, Micron, Marvell, and Lumentum doing much of the heavy lifting as their shares have been rising on enthusiasm for chips and data center demand. Arista Networks and Palo Alto Networks add steady strength from AI-driven networking and cybersecurity. On the flip side, Broadcom and Amazon have been more mixed lately, occasionally losing steam and softening overall returns. The fund is clearly concentrated in AI-focused tech and semiconductor names, with a global tilt but anchored in U.S. giants at the core of the AI boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.92% | $9.98M | $5.42T | 25.85% | 76 Outperform | |
| Micron | 6.62% | $9.54M | $1.22T | 543.06% | 79 Outperform | |
| Arista Networks | 6.10% | $8.79M | $260.51B | 42.93% | 83 Outperform | |
| Palo Alto Networks | 5.41% | $7.80M | $306.54B | 92.24% | 73 Outperform | |
| Marvell | 5.31% | $7.65M | $229.69B | 205.74% | 76 Outperform | |
| Lumentum Holdings | 5.19% | $7.48M | $84.47B | 466.69% | 61 Neutral | |
| Broadcom | 4.82% | $6.95M | $1.68T | 6.61% | 76 Outperform | |
| Alphabet Class A | 4.70% | $6.77M | $4.19T | 40.44% | 85 Outperform | |
| DigitalOcean Holdings | 4.03% | $5.81M | $16.43B | 284.78% | 73 Outperform | |
| Amazon | 3.49% | $5.03M | $2.69T | 10.79% | 71 Outperform |
AIFD Technical Analysis
Positive
―
Price Trends
51.78
Positive
52.06
Positive
46.15
Positive
Market Momentum
0.68
Negative
59.24
Neutral
76.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIFD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.60, equal to the 50-day MA of 51.78, and equal to the 200-day MA of 46.15, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 59.24 is Neutral, neither overbought nor oversold. The STOCH value of 76.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIFD.
AIFD Peer Comparison
Comparison Results
Performance Comparison
AIFD
TCW Artificial Intelligence ETF
54.16
18.14
50.36%
CCNR
CoreCommodity Natural Resources ETF
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ILDR
First Trust Innovation Leaders ETF
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TURF
T. Rowe Price Natural Resource ETF
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WGMI
Valkyrie Bitcoin Miners ETF
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FBOT
Fidelity Disruptive Automation ETF
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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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