AIFD - ETF AI Analysis
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TCW Artificial Intelligence ETF (AIFD)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past year-to-date and recent months, indicating solid momentum.
Leading AI-Focused Holdings
Many of the top positions, including well-known technology and AI-related companies, have delivered strong performance and help drive the fund’s returns.
Targeted Sector Exposure to Technology and AI
A large allocation to technology and related sectors gives investors focused exposure to companies benefiting from artificial intelligence trends.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can reduce investors’ net returns over time.
Sector Concentration in Technology
With most assets in technology and related industries, the ETF is more vulnerable if this sector experiences a downturn.
Limited Geographic Diversification
The portfolio is heavily concentrated in U.S. companies, offering little exposure to AI opportunities in other regions.
AIFD vs. SPDR S&P 500 ETF (SPY)
AUM126.78M
RegionGlobal
Expense Ratio0.75%
Beta1.54
IssuerTCW
Inception DateMay 06, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,509
30 Day Avg. Volume24,089
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
64.56Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIFD Summary
The TCW Artificial Intelligence ETF (AIFD) is a theme-based fund that focuses on companies involved in robotics and artificial intelligence, mainly in the U.S. It does not track a traditional index, but instead selects firms leading in AI chips, cloud computing, and related technologies. Well-known holdings include Nvidia, Alphabet (Google), and Amazon. Someone might invest in AIFD to seek long-term growth from the expanding use of AI across many industries. However, this ETF is heavily tilted toward technology stocks, so its price can be quite volatile and may fall sharply if the tech sector or AI-related companies struggle.
How much will it cost me?The TCW Artificial Intelligence ETF (AIFD) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized sector, requiring more research and expertise to select investments. It’s designed to target companies leading in Robotics and AI innovation globally.
What would affect this ETF?The TCW Artificial Intelligence ETF (AIFD) could benefit from growing global demand for AI and robotics technologies, as industries increasingly adopt automation and machine learning solutions. However, potential risks include regulatory scrutiny on AI development, geopolitical tensions affecting global technology supply chains, and economic slowdowns that may reduce corporate spending on innovation. The fund's heavy exposure to technology and communication services sectors, along with top holdings like Nvidia and Alphabet, makes it sensitive to shifts in these industries and broader market conditions.
AIFD Top 10 Holdings
This AI-focused ETF leans heavily into U.S. tech, with chipmakers and cloud players doing most of the heavy lifting. Nvidia and Micron are powering ahead as demand for AI hardware surges, while Marvell and Vertiv are also rising on the back of data center spending. On the software and services side, Alphabet and Amazon are steady engines, quietly adding fuel. Lumentum and DigitalOcean are more volatile high-flyers, helping returns when they’re up but adding some bumpiness, leaving the fund both concentrated and globally exposed but very much driven by American AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.58% | $8.34M | $4.96T | 44.72% | 76 Outperform | |
| Marvell | 6.34% | $8.04M | $230.48B | 317.78% | 76 Outperform | |
| Lumentum Holdings | 6.05% | $7.68M | $67.19B | 951.83% | 61 Neutral | |
| DigitalOcean Holdings | 5.94% | $7.53M | $17.73B | 493.33% | 73 Outperform | |
| Micron | 5.76% | $7.30M | $974.37B | 695.88% | 79 Outperform | |
| Broadcom | 5.50% | $6.97M | $1.83T | 62.35% | 76 Outperform | |
| Alphabet Class A | 5.25% | $6.65M | $4.45T | 112.19% | 85 Outperform | |
| Palo Alto Networks | 4.82% | $6.11M | $221.72B | 35.65% | 73 Outperform | |
| Arista Networks | 4.75% | $6.02M | $194.26B | 59.37% | 83 Outperform | |
| Vertiv Holdings | 4.00% | $5.07M | $115.43B | 160.50% | 77 Outperform |
AIFD Technical Analysis
Positive
―
Price Trends
47.46
Positive
43.26
Positive
39.74
Positive
Market Momentum
1.98
Positive
56.39
Neutral
37.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIFD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.19, equal to the 50-day MA of 47.46, and equal to the 200-day MA of 39.74, indicating a bullish trend. The MACD of 1.98 indicates Positive momentum. The RSI at 56.39 is Neutral, neither overbought nor oversold. The STOCH value of 37.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIFD.
AIFD Peer Comparison
Comparison Results
Performance Comparison
AIFD
TCW Artificial Intelligence ETF
53.07
24.22
83.95%
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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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