AIVC - ETF AI Analysis
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Amplify Bloomberg AI Value Chain ETF (AIVC)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing that its AI-focused strategy has been working well recently.
Leading AI and Tech Holdings
Several top positions, including major chip and hardware companies, have shown strong performance, helping drive the fund’s overall returns.
Global Exposure Within AI Value Chain
Holdings spread across the U.S. and key Asian and European markets give investors access to a broad range of companies involved in the AI ecosystem.
Negative Factors
High Technology Sector Concentration
With most assets in technology-related stocks, the fund is heavily exposed to swings in the tech sector.
Mixed Performance Among Top Holdings
Some major positions, such as large software and e-commerce names, have shown weak or lagging performance, which can drag on the ETF’s results.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which slightly reduces the net return investors keep over time.
AIVC vs. SPDR S&P 500 ETF (SPY)
AUM143.95M
RegionGlobal
Expense Ratio0.59%
Beta1.67
IssuerAmplify
Inception DateMar 08, 2016
Dividend Yield0.1%
Asset ClassEquity
Index TrackedBloomberg AI Value Chain Equal Weight Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,872
30 Day Avg. Volume8,708
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
148.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIVC Summary
Amplify Bloomberg AI Value Chain ETF (AIVC) is an exchange-traded fund that follows the Bloomberg AI Value Chain Equal Weight Index, focusing on companies tied to artificial intelligence and robotics. It holds a mix of hardware, software, and service firms that build AI tools or use AI to improve their businesses. Well-known holdings include Apple and Nvidia. Someone might invest in AIVC to tap into the long-term growth potential of AI while getting diversification across many companies and countries. A key risk is that it is heavily concentrated in technology stocks, so its price can rise and fall sharply with the tech sector.
How much will it cost me?The Amplify Bloomberg AI Value Chain ETF (AIVC) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized sector like AI and robotics, which requires more research and expertise.
What would affect this ETF?The Amplify Bloomberg AI Value Chain ETF (AIVC) could benefit from the growing adoption of AI and robotics across industries, driving demand for the technologies provided by its top holdings like Advanced Micro Devices and Alphabet. However, challenges such as rising interest rates, regulatory scrutiny on AI applications, or economic slowdowns could negatively impact the technology sector and the ETF's performance. Its global exposure also makes it sensitive to geopolitical tensions or trade restrictions that could affect companies like Alibaba or Advantest.
AIVC Top 10 Holdings
AIVC is leaning hard into the AI value chain, with a tech-heavy lineup where names like AMD, Dell, and Hewlett Packard Enterprise are doing much of the heavy lifting thanks to rising momentum in AI hardware and infrastructure. Arista Networks and Lumentum add steady networking and optical muscle, helping keep the fund’s core trend intact. On the softer side, Atlassian has been mixed and MongoDB is clearly lagging, acting as a brake on returns. While Microsoft offers a more stable anchor, the ETF is globally diversified but firmly concentrated in AI-focused technology plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Atlassian | 4.93% | $6.97M | $52.35B | 43.05% | 66 Neutral | |
| Hewlett Packard Enterprise | 3.50% | $4.94M | $97.52B | 201.06% | 68 Neutral | |
| Dell Technologies | 2.96% | $4.18M | $372.62B | 289.23% | 65 Neutral | |
| Lumentum Holdings | 2.92% | $4.13M | $99.95B | 637.49% | 61 Neutral | |
| Advantest | 2.87% | $4.06M | ¥29.03T | 127.65% | 75 Outperform | |
| Microsoft | 2.72% | $3.84M | $3.97T | 4.72% | 79 Outperform | |
| Snowflake | 2.68% | $3.79M | $130.14B | 52.33% | 54 Neutral | |
| Arista Networks | 2.68% | $3.79M | $273.36B | 40.65% | 83 Outperform | |
| Advanced Micro Devices | 2.43% | $3.44M | $992.71B | 182.97% | 73 Outperform | |
| Nvidia | 2.40% | $3.40M | $5.53T | 25.18% | 76 Outperform |
AIVC Technical Analysis
Positive
―
Price Trends
113.20
Positive
111.29
Positive
94.14
Positive
Market Momentum
1.76
Positive
51.44
Neutral
39.15
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIVC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 116.22, equal to the 50-day MA of 113.20, and equal to the 200-day MA of 94.14, indicating a neutral trend. The MACD of 1.76 indicates Positive momentum. The RSI at 51.44 is Neutral, neither overbought nor oversold. The STOCH value of 39.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIVC.
AIVC Peer Comparison
Comparison Results
Performance Comparison
AIVC
Amplify Bloomberg AI Value Chain ETF
116.02
51.00
78.44%
IVES
Dan IVES Wedbush AI Revolution ETF
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―
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ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
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WTAI
WisdomTree Artificial Intelligence and Innovation Fund
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―
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THNQ
ROBO Global Artificial Intelligence ETF
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―
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FAI
First Trust Bloomberg Artificial Intelligence 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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