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BUSA - ETF AI Analysis

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BUSA

Brandes U.S. Value ETF (BUSA)

Rating:70Outperform
Price Target:
BUSA, the Brandes U.S. Value ETF, has an overall rating that suggests it is a solid but not flawless value-focused fund, supported by several strong, diversified holdings. Standout positions like Alphabet (GOOG) and Merck (MRK) boost the fund’s quality through robust financial performance, attractive growth prospects, and positive earnings outlooks, while other names such as Becton Dickinson (BDX) and Icon (ICLR) introduce some drag due to valuation concerns and margin or cash flow challenges. A key risk factor is the fund’s meaningful exposure to large financial institutions like Bank of America, Wells Fargo, and PNC, which can make performance more sensitive to the health of the banking sector and interest rate conditions.
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing positive momentum.
Balanced Sector Mix
Holdings spread across health care, financials, industrials, technology, and other sectors help reduce the impact of weakness in any single industry.
Strong Contributors Among Top Holdings
Several major positions, including large financial and health care companies, have shown strong performance, supporting the fund’s overall returns.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can modestly reduce long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Mixed Performance Within Top Holdings
A few of the largest positions, particularly in health care and financials, have shown weak or negative performance, which can drag on the fund if those trends continue.

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

BUSA Summary

The Brandes U.S. Value ETF (BUSA) is a fund that invests in a wide range of U.S. companies that its managers believe are currently undervalued. It doesn’t track a specific index, but instead follows a value investing approach, focusing on stocks that may be out of favor but still have solid business fundamentals. The ETF holds well-known names like Bank of America and Alphabet (Google), and spreads money across sectors such as health care, financials, and industrials. Investors might choose BUSA for diversification and potential long-term growth, but should know its value stocks can go up and down with the broader market and may stay out of favor for long periods.
How much will it cost me?The Brandes U.S. Value ETF (BUSA) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, with experts selecting undervalued stocks rather than following a passive index.
What would affect this ETF?The Brandes U.S. Value ETF could benefit from a recovery in undervalued sectors like Financials and Health Care, especially if economic conditions improve or interest rates stabilize, supporting growth in these industries. However, rising interest rates or regulatory changes in key sectors like Technology and Energy could negatively impact some of its top holdings, such as Bank of America and Chevron. The ETF's focus on U.S. equities means it is sensitive to domestic economic trends and policy shifts.

BUSA Top 10 Holdings

BUSA leans heavily into U.S. health care and financials, and that’s where most of the action is. Merck has been one of the fund’s clear bright spots, steadily rising and giving the health-care sleeve real punch, while Cigna adds a more modest but steady tailwind. On the financial side, Bank of America and PNC have been climbing and help set the tone for the ETF’s value tilt. Offsetting that strength, Becton Dickinson and Sanofi have been losing steam, and SS&C’s mixed performance has also kept overall gains in check. The portfolio is firmly U.S.-focused, with little global flavor.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bank of America2.74%$8.53M$433.39B30.59%
72
Outperform
Becton Dickinson2.67%$8.31M$46.40B-7.18%
67
Neutral
Merck & Company2.63%$8.20M$321.97B66.14%
80
Outperform
2.33%$7.24M
Cigna2.29%$7.14M$78.43B7.58%
72
Outperform
Textron2.27%$7.07M$14.73B11.98%
75
Outperform
SS&C Technologies Holdings2.25%$6.99M$18.86B-9.72%
78
Outperform
PNC Financial2.24%$6.98M$99.15B30.71%
71
Outperform
Alphabet Class C2.05%$6.38M$4.11T73.02%
82
Outperform
Wells Fargo2.04%$6.35M$253.62B5.95%
80
Outperform

BUSA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
39.70
Positive
100DMA
38.72
Positive
200DMA
37.58
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BUSA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.43, equal to the 50-day MA of 39.70, and equal to the 200-day MA of 37.58, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BUSA.

BUSA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$311.36M0.60%
70
Outperform
$919.58M0.13%
69
Neutral
$657.12M0.28%
73
Outperform
$636.35M0.40%
74
Outperform
$432.46M0.38%
71
Outperform
$250.89M0.50%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BUSA
Brandes U.S. Value ETF
40.87
8.35
25.68%
VFVA
Vanguard U.S. Value Factor ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
LSVD
LSV Disciplined Value ETF
AIVL
WisdomTree U.S. AI Enhanced Value Fund
GVLU
Gotham 1000 Value 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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