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AAUS - ETF AI Analysis

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AAUS

Alpha Architect US Equity ETF (AAUS)

Rating:74Outperform
Price Target:
AAUS, the Alpha Architect US Equity ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance and long-term growth drivers in areas like cloud and AI. The fund is also supported by other major innovators such as Nvidia and Broadcom, though some holdings like Berkshire Hathaway and Tesla face issues like bearish technical trends, high valuations, or lack of dividends that slightly weigh on the rating. The main risk is the fund’s heavy concentration in a handful of large U.S. technology and growth-oriented companies, which can increase volatility if that sector falls out of favor.
Positive Factors
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of any returns the portfolio generates over time.
Broad Sector Diversification
Holdings spread across technology, financials, health care, consumer sectors, and more help reduce the impact if any one industry struggles.
Exposure to Leading U.S. Companies
The ETF holds many of the largest and most established U.S. companies, giving investors access to well-known market leaders.
Negative Factors
Recent Weak Overall Performance
The fund has shown slightly negative results so far this year and over the past month, which may concern investors looking for near-term strength.
High Concentration in a Few Tech Giants
A significant portion of the portfolio is tied up in a small group of large technology and communication services stocks, increasing the impact if these names fall out of favor.
Limited International Diversification
With almost all assets invested in U.S. stocks, the ETF offers little geographic diversification outside the United States.

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

AAUS Summary

The Alpha Architect US Equity ETF (AAUS) is an actively managed fund that invests mainly in large U.S. companies across many sectors, with a strong tilt toward technology. It does not track a set index, but instead picks and adjusts holdings to try to grow your money over the long term while being mindful of taxes. Well-known companies in the fund include Apple and Microsoft. Someone might invest in AAUS for broad U.S. stock market exposure and growth potential in leading large-cap names. A key risk is that it can rise or fall significantly with the overall U.S. stock market, especially tech stocks.
How much will it cost me?The Alpha Architect US Equity ETF (AAUS) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for actively managed ETFs, which typically have higher costs due to the hands-on approach of selecting and adjusting investments.
What would affect this ETF?The Alpha Architect US Equity ETF (AAUS) could benefit from growth in the technology sector, which makes up a significant portion of its portfolio and includes major companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact its holdings in consumer cyclical and financial sectors, while regulatory changes in the tech industry could also pose risks. The ETF’s focus on U.S. large-cap stocks means it is heavily influenced by the overall health of the U.S. economy and market conditions.

AAUS Top 10 Holdings

AAUS is riding on the shoulders of Big Tech, with Apple, Nvidia, and Microsoft setting the tone for returns—but lately those giants have been more of a headwind than a tailwind, with all three lagging after a strong run. Alphabet and Amazon are also in the mix, showing softer, more mixed momentum that keeps the fund tied closely to the fate of U.S. mega-cap growth. With all of its exposure in the U.S. and heavily tilted toward technology and communication services, this ETF lives and dies by America’s digital heavyweights.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.79%$37.75M$4.83T90.32%
76
Outperform
Apple7.27%$35.23M$3.91T37.14%
79
Outperform
Microsoft5.50%$26.67M$3.05T10.66%
79
Outperform
Amazon3.79%$18.38M$2.67T42.54%
71
Outperform
Alphabet Class A3.58%$17.35M$4.06T119.86%
85
Outperform
Broadcom3.04%$14.75M$1.88T127.20%
76
Outperform
Alphabet Class C2.85%$13.82M$4.06T115.09%
82
Outperform
Meta Platforms2.31%$11.20M$1.70T33.70%
76
Outperform
Tesla1.68%$8.14M$1.47T62.26%
73
Outperform
Berkshire Hathaway B1.67%$8.09M$1.02T-8.20%
66
Neutral

AAUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
54.18
Positive
100DMA
54.68
Positive
200DMA
Market Momentum
MACD
0.37
Negative
RSI
68.83
Neutral
STOCH
99.94
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AAUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.24, equal to the 50-day MA of 54.18, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.37 indicates Negative momentum. The RSI at 68.83 is Neutral, neither overbought nor oversold. The STOCH value of 99.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AAUS.

AAUS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$484.91M0.29%
74
Outperform
$930.28M0.59%
69
Neutral
$844.84M1.30%
64
Neutral
$751.65M0.45%
74
Outperform
$659.06M0.50%
69
Neutral
$616.97M0.24%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AAUS
Alpha Architect US Equity ETF
56.09
5.89
11.73%
SYLD
Cambria Shareholder Yield ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
XCHG
AB US Equity ETF
EBI
Longview Advantage 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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