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AIFD - ETF AI Analysis
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TCW Artificial Intelligence ETF (AIFD)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Broadcom, and Alphabet, have shown strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
The ETF is heavily weighted in the technology sector, which has been a strong-performing area of the market.
Healthy Year-to-Date Performance
The fund has delivered solid year-to-date returns, indicating strong momentum in its holdings.
Negative Factors
High Geographic Concentration
With nearly all assets invested in U.S. companies, the ETF lacks diversification across global markets.
Sector Overweight in Technology
Over two-thirds of the portfolio is concentrated in technology, making the fund vulnerable to sector-specific downturns.
Relatively High Expense Ratio
The ETF charges a higher expense ratio compared to many passive funds, which could eat into long-term returns.
AIFD vs. SPDR S&P 500 ETF (SPY)
AUM86.69M
RegionGlobal
Expense Ratio0.75%
Beta1.59
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. Volume9,346
30 Day Avg. Volume11,816
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
44.59Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIFD Summary
The TCW Artificial Intelligence ETF (AIFD) is an investment fund focused on companies leading the way in Robotics and Artificial Intelligence. It includes well-known names like Nvidia and Amazon, which are involved in cutting-edge technologies such as machine learning and autonomous systems. This ETF is ideal for investors looking to diversify their portfolio and tap into the growth potential of the AI sector, which is reshaping industries globally. However, it’s important to note that the fund is heavily concentrated in technology stocks, meaning its value can fluctuate significantly with changes in the tech market.
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
The TCW Artificial Intelligence ETF is heavily concentrated in the technology sector, with Nvidia and Broadcom leading the charge thanks to their strategic focus on AI and data center expansion. Alphabet is also rising steadily, bolstered by its investments in cloud and AI services. However, Arista Networks and Microsoft are losing steam, with mixed technical indicators and valuation concerns weighing on their performance. The fund’s global exposure and thematic focus on Robotics & AI make it a compelling choice for investors seeking to ride the wave of innovation, though some holdings face short-term headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumentum Holdings | 10.32% | $9.24M | $25.55B | 314.96% | 61 Neutral | |
| Nvidia | 7.41% | $6.63M | $4.49T | 31.92% | 76 Outperform | |
| Broadcom | 7.40% | $6.62M | $1.92T | 125.42% | 76 Outperform | |
| Alphabet Class A | 5.73% | $5.13M | $3.83T | 63.87% | 85 Outperform | |
| Arista Networks | 5.29% | $4.74M | $163.76B | 23.44% | 83 Outperform | |
| Amazon | 4.24% | $3.80M | $2.44T | 0.66% | 71 Outperform | |
| Vertiv Holdings | 3.55% | $3.18M | $68.20B | 44.48% | 77 Outperform | |
| CyberArk Software | 3.41% | $3.06M | $23.70B | 43.66% | 52 Neutral | |
| International Business Machines | 3.21% | $2.88M | $290.22B | 35.87% | 79 Outperform | |
| Marvell | 3.10% | $2.77M | $75.40B | -16.96% | 76 Outperform |
AIFD Technical Analysis
Positive
―
Price Trends
36.86
Positive
34.96
Positive
30.89
Positive
Market Momentum
0.54
Negative
64.46
Neutral
97.38
Negative
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 36.87, equal to the 50-day MA of 36.86, and equal to the 200-day MA of 30.89, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 64.46 is Neutral, neither overbought nor oversold. The STOCH value of 97.38 is Negative, 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
38.99
8.68
28.64%
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
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IQM
Franklin Intelligent Machines ETF
―
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YNOT
Horizon Digital Frontier ETF
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TEKY
Lazard Next Gen Technologies ETF
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JHAI
Janus Henderson Global Artificial Intelligence ETF
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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.
Disclaimer
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.Date of analysis: ―
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