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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, has a solid overall rating because it is heavily invested in high-quality technology leaders like Apple, Microsoft, and Alphabet, whose strong financial performance, profitability, and growth in areas like cloud and AI provide a powerful foundation for the fund. However, some major holdings such as Nvidia, Amazon, Meta, and Tesla face risks from high valuations, mixed technical signals, and cash flow or expense concerns, and the fund’s concentration in large U.S. tech and AI-related names means it is more exposed to sector-specific swings than a more diversified ETF.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month and year-to-date, indicating recent upward momentum.
Leading Technology and Growth Holdings
Several of the largest positions in major technology and growth companies have delivered strong gains, helping support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, health care, and consumer stocks, help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Top Holdings Concentration Risk
A small group of large technology and communication services stocks make up a significant portion of the portfolio, increasing the impact if these companies stumble.
Mixed Performance Among Key Stocks
Some major holdings, including well-known technology and consumer names, have shown weak or negative performance this year, which could drag on future returns if the trend continues.

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 doesn’t 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. The fund owns many household names, including Apple and Nvidia, giving you broad exposure to leading U.S. businesses in a single investment. A key risk is that it is heavily invested in U.S. stocks, especially tech, so its value can rise and fall sharply with that part of the market.
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 leaning heavily on Big Tech and chipmakers, with Apple, Nvidia, and Microsoft sitting in the driver’s seat. Lately, though, those giants have been a bit mixed, with Apple and Nvidia still looking solid over the past few months but losing some steam in the near term, while Microsoft and Meta have been lagging. The real bright spot is Micron, which has been rising sharply and giving the fund a strong semiconductor tailwind. Overall, this is a U.S.-only, tech-heavy story where a few mega-cap names steer performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Apple7.97%$41.29M$4.53T47.93%
79
Outperform
Nvidia7.38%$38.24M$4.71T22.22%
76
Outperform
Microsoft5.24%$27.18M$2.90T-22.12%
79
Outperform
Amazon3.77%$19.55M$2.61T12.14%
71
Outperform
Alphabet Class A3.33%$17.23M$4.34T110.50%
85
Outperform
Alphabet Class C3.00%$15.53M$4.34T105.51%
82
Outperform
Broadcom2.52%$13.04M$1.71T36.42%
76
Outperform
Meta Platforms2.07%$10.72M$1.48T-14.58%
76
Outperform
Tesla1.73%$8.98M$1.48T40.95%
73
Outperform
Eli Lilly & Co1.68%$8.73M$1.14T58.88%
72
Outperform

AAUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
59.15
Positive
100DMA
56.74
Positive
200DMA
55.73
Positive
Market Momentum
MACD
0.20
Negative
RSI
56.48
Neutral
STOCH
93.99
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 59.28, equal to the 50-day MA of 59.15, and equal to the 200-day MA of 55.73, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 56.48 is Neutral, neither overbought nor oversold. The STOCH value of 93.99 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
$518.29M0.09%
74
Outperform
$940.18M0.59%
69
Neutral
$876.23M1.30%
68
Neutral
$799.05M0.45%
74
Outperform
$773.59M0.22%
63
Neutral
$706.70M0.18%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AAUS
Alpha Architect US Equity ETF
59.96
9.76
19.44%
SYLD
Cambria Shareholder Yield ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
VFMF
Vanguard U.S. Multifactor 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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