ACSI - ETF AI Analysis
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American Customer Satisfaction ETF (ACSI)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Leading Blue-Chip Holdings
Top positions like Apple, Alphabet, Amazon, and major banks have generally shown steady to strong performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its assets across several sectors, including consumer, communication, financials, technology, and others, which helps reduce reliance on any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of your returns go toward fees each year.
Heavy U.S. Market Focus
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 Among Top Holdings
Some major positions, such as Meta Platforms and AT&T, have shown weak performance this year, which can drag on overall fund results.
ACSI vs. SPDR S&P 500 ETF (SPY)
AUM116.05M
RegionNorth America
Expense Ratio0.65%
Beta0.79
IssuerACSI Funds
Inception DateOct 31, 2016
Dividend Yield0.8%
Asset ClassEquity
Index TrackedAmerican Customer Satisfaction Investable Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume163
30 Day Avg. Volume284
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
86.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACSI Summary
The American Customer Satisfaction ETF (ACSI) is a fund that tracks the American Customer Satisfaction Investable Index, focusing on large U.S. companies known for keeping their customers happy. It holds well-known names like Apple and Amazon, along with banks and communication companies, giving investors a mix of sectors in one investment. Someone might consider ACSI if they want broad exposure to big, established companies that score highly on customer satisfaction, which can support steady long-term growth. A key risk is that the ETF is still a stock investment, so its value can rise and fall with the overall stock market.
How much will it cost me?The American Customer Satisfaction ETF (ACSI) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on companies with strong customer satisfaction data rather than tracking a broad market index.
What would affect this ETF?The American Customer Satisfaction ETF (ACSI) could benefit from strong consumer spending and technological advancements, as its holdings include major companies in consumer-focused and tech sectors like Apple, Amazon, and Microsoft. However, economic downturns, rising interest rates, or regulatory changes affecting large-cap companies in the U.S. could negatively impact its performance, especially in sectors like Consumer Cyclical and Communication Services. The ETF’s focus on customer satisfaction may provide stability during volatile periods but could face challenges if consumer preferences shift or competition intensifies.
ACSI Top 10 Holdings
ACSI leans heavily into U.S. large caps with a customer-first tilt, and Big Tech is clearly steering the ship. Apple has been rising steadily, giving the fund a strong anchor, while Dell’s powerful run on AI optimism adds extra thrust. On the other side, Meta’s mixed performance and Amazon and Alphabet losing a bit of steam lately have acted as mild brakes. Financial heavyweights like JPMorgan and Bank of America are climbing, helping balance the tech swings and giving the ETF a diversified, U.S.-centric backbone across tech, consumer, and financial names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.17% | $8.32M | $4.54T | 49.21% | 79 Outperform | |
| Amazon | 5.19% | $6.02M | $2.92T | 34.19% | 71 Outperform | |
| Dell Technologies | 4.59% | $5.33M | $262.79B | 229.43% | 65 Neutral | |
| Alphabet Class C | 4.56% | $5.29M | $4.36T | 90.28% | 82 Outperform | |
| Meta Platforms | 4.33% | $5.02M | $1.42T | -23.97% | 76 Outperform | |
| Prudential Financial | 3.69% | $4.28M | $42.36B | 20.89% | 77 Outperform | |
| AT&T | 3.66% | $4.25M | $159.32B | -14.78% | 71 Outperform | |
| Charles Schwab | 3.61% | $4.19M | $183.03B | 9.03% | 74 Outperform | |
| Verizon | 3.60% | $4.18M | $195.46B | 10.27% | 81 Outperform | |
| JPMorgan Chase | 3.60% | $4.18M | $942.63B | 19.84% | 72 Outperform |
ACSI Technical Analysis
Positive
―
Price Trends
74.63
Positive
71.16
Positive
68.85
Positive
Market Momentum
0.58
Positive
62.09
Neutral
66.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACSI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 76.09, equal to the 50-day MA of 74.63, and equal to the 200-day MA of 68.85, indicating a bullish trend. The MACD of 0.58 indicates Positive momentum. The RSI at 62.09 is Neutral, neither overbought nor oversold. The STOCH value of 66.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACSI.
ACSI Peer Comparison
Comparison Results
Performance Comparison
ACSI
American Customer Satisfaction ETF
77.57
14.59
23.17%
OMAH
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EFIV
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DSPY
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IUS
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SPHB
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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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