GVUS - ETF AI Analysis
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Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS)
GVUS, the Goldman Sachs MarketBeta Russell 1000 Value Equity ETF, has a solid overall rating, largely driven by heavyweight positions in high-quality companies like Apple and Microsoft, which benefit from strong financial performance and long-term growth in areas such as services, cloud, and AI. The fund also gains support from stable, diversified names like Johnson & Johnson, Walmart, and JPMorgan, though holdings like Berkshire Hathaway and Chevron, with bearish technical trends and some income or growth challenges, slightly weigh on the rating. The main risk factor is that a significant portion of the fund’s quality and future growth potential is concentrated in a few large tech-related holdings, making performance sensitive to shifts in that segment.
GVUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 455.19M
- Region
- North America
- Expense Ratio
- 0.12%
- Beta
- 0.73
- Issuer
- Goldman Sachs
- Inception Date
- Nov 30, 2023
- Dividend Yield
- 1.46%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Value 40 Act Daily Capped Index - Benchmark TR Gross
GVUS Summary
GVUS is an ETF from Goldman Sachs that follows the Russell 1000 Value Index, focusing on large U.S. companies that are considered undervalued. It holds many well-known names like Apple, Amazon, Microsoft, Berkshire Hathaway, and JPMorgan Chase, spread across sectors such as financials, technology, health care, and energy. Someone might invest in GVUS to get broad, diversified exposure to established companies with potential for long-term growth at reasonable prices. A key risk is that the value style can go in and out of favor, and the ETF’s price can still go up and down with the overall stock market.
How much will it cost me?
GVUS has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 invested. This cost is lower than the average stock ETF because GVUS is a passively managed fund that simply tracks the Russell 1000 Value Index instead of paying managers to pick individual stocks.
What would affect this ETF?
GVUS could benefit if the U.S. economy stays healthy, consumer spending remains strong, and large value companies like Amazon, Apple, Microsoft, and big banks continue to grow, especially in a stable or falling interest rate environment. On the other hand, higher interest rates, slower U.S. growth, tighter financial regulations, or sector-specific challenges in technology, financials, or energy could weigh on the fund’s future performance.
GVUS Top 10 Holdings
GVUS leans heavily on U.S. large-cap value names, with Big Tech titans Apple, Amazon, and Microsoft quietly steering the ship. Apple and Microsoft have been steadily rising, helped by strong cloud and services momentum, while Amazon’s performance has been more mixed, keeping some of that tech firepower in check. On the value side, Berkshire Hathaway and JPMorgan add financial heft but have been more subdued lately. Exxon Mobil and Johnson & Johnson are climbing, giving the fund a lift from energy and healthcare, and reinforcing its diversified, U.S.-centric value tilt.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 6.01% | $27.12M | $5.03T | 26.98% | 79Outperform |
 AMZN | Amazon | 5.63% | $25.38M | $2.59T | 7.85% | 71Outperform |
 MSFT | Microsoft | 5.11% | $23.03M | $3.88T | -0.73% | 79Outperform |
 BRK.B | Berkshire Hathaway B | 2.66% | $12.00M | $1.16T | 13.37% | 66Neutral |
 JPM | JPMorgan Chase | 2.37% | $10.70M | $895.92B | 8.92% | 72Outperform |
 XOM | Exxon Mobil | 2.03% | $9.16M | $769.96B | 63.27% | 74Outperform |
 JNJ | Johnson & Johnson | 1.73% | $7.82M | $657.68B | 44.51% | 78Outperform |
 WMT | Walmart | 1.31% | $5.89M | $979.90B | 20.82% | 78Outperform |
 ABBV | AbbVie | 1.26% | $5.70M | $521.11B | 29.22% | 66Neutral |
 CVX | Chevron | 1.15% | $5.19M | $465.33B | 53.41% | 71Outperform |
GVUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GVUS, the sentiment is Positive. The current price of 66.37 is above the 20-day moving average (MA) of 65.66, above the 50-day MA of 65.32, and above the 200-day MA of 60.82, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 59.93 is Neutral, neither overbought nor oversold. The STOCH value of 76.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GVUS.
GVUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| GVUS | $66.37 | $73.00(9.99% Upside) | $455.19M | 0.12% | 72Outperform |
 BASV | $31.02 | $37.19(19.88% Upside) | $426.02M | 0.71% | 66Neutral |
 REVS | $34.39 | $38.60(12.24% Upside) | $402.44M | 0.19% | 72Outperform |
 FLV | $88.11 | $99.00(12.36% Upside) | $401.69M | 0.42% | 71Outperform |
 BLCV | $43.18 | $50.09(15.99% Upside) | $356.22M | 0.45% | 70Outperform |
 BEDY | $29.66 | $33.83(14.04% Upside) | $327.83M | 0.50% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GVUS | Goldman Sachs MarketBeta Russell 1000 Value Equity ETF | 66.37 | 14.83 | 28.77% | |
| BASV | Brown Advisory Sustainable Value ETF | 31.02 | 3.91 | 14.42% | |
| REVS | Columbia Research Enhanced Value ETF | 34.39 | 7.08 | 25.93% | |
| FLV | American Century Focused Large Cap Value ETF | 88.11 | 16.88 | 23.70% | |
| BLCV | BlackRock Large Cap Value ETF | 43.18 | 7.72 | 21.76% | |
| BEDY | BNY Mellon Enhanced Dividend and Income ETF | 29.66 | 5.01 | 20.34% |
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.