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AQEC - ETF AI Analysis
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AQE Core ETF (AQEC)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, including major tech and healthcare companies, have shown strong performance, contributing positively to the fund's returns.
Sector Diversification
The ETF is spread across multiple sectors like health care, technology, and consumer defensive, reducing reliance on any single industry.
Moderate Expense Ratio
The fund's expense ratio is reasonable compared to many actively managed funds, helping investors retain more of their returns.
Negative Factors
High U.S. Concentration
With over 91% of its exposure in U.S. companies, the ETF lacks geographic diversification, making it vulnerable to domestic market downturns.
Overweight in Health Care
The fund's largest sector exposure is in health care, which could pose risks if this sector underperforms.
Underweight in Materials
The ETF has minimal exposure to materials, which could limit its ability to benefit from growth in this sector.
AQEC vs. SPDR S&P 500 ETF (SPY)
AUM602.11M
RegionGlobal
Expense Ratio0.49%
Beta0.86
IssuerArlington
Inception DateNov 18, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume70,618
30 Day Avg. Volume48,418
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
28.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering65
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AQEC Summary
The AQE Core ETF (AQEC) is an actively managed fund that focuses on large-cap companies from around the world, with most of its investments in U.S. businesses. It includes well-known companies like Apple and Alphabet (Google's parent company) and spans industries such as healthcare, technology, and consumer goods. This ETF is a great option for investors looking for growth and diversification through a mix of stable, established companies. However, since it primarily invests in large-cap stocks, its performance can fluctuate with the broader market, which is a risk to consider.
How much will it cost me?The AQE Core ETF (AQEC) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more resources to select and manage investments compared to passively managed funds that track an index.
What would affect this ETF?The AQE Core ETF (AQEC) could benefit from global economic growth, particularly in sectors like Technology and Health Care, which are well-represented in its portfolio. However, it may face challenges from rising interest rates, which could impact large-cap companies, and geopolitical tensions that might disrupt global markets. Its broad geographic exposure and focus on established companies provide diversification, but sector-specific risks, such as regulatory changes in Technology or Health Care, could also affect performance.
AQEC Top 10 Holdings
AQEC leans heavily on global healthcare and consumer staples, with steady names like Johnson & Johnson, Novo Nordisk, and Roche quietly powering the fund in the background. Alphabet has also been rising, adding some Big Tech spark, while Estée Lauder’s recovery story is helping sentiment in consumer names. On the flip side, Apple and Microsoft have been losing a bit of steam lately, and Berkshire Hathaway looks more flat than inspiring, which has slightly weighed on results. Overall, it’s a globally diversified mix, but with a clear tilt toward defensive healthcare strength.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 2.33% | $14.00M | $590.40B | 49.41% | 78 Outperform | |
| GlaxoSmithKline | 2.16% | $13.03M | $123.00B | 62.44% | 77 Outperform | |
| Apple | 2.15% | $12.98M | $3.88T | 7.75% | 79 Outperform | |
| RTX | 2.15% | $12.92M | $274.91B | 66.21% | 74 Outperform | |
| Berkshire Hathaway B | 2.12% | $12.78M | $1.08T | 4.06% | 66 Neutral | |
| Roche Holding | 1.96% | $11.78M | $379.99B | 43.29% | 74 Outperform | |
| The Estée Lauder Companies | 1.90% | $11.42M | $40.37B | 59.09% | 56 Neutral | |
| Alphabet Class A | 1.89% | $11.40M | $3.67T | 75.32% | 85 Outperform | |
| General Dynamics | 1.84% | $11.06M | $94.50B | 44.58% | 80 Outperform | |
| Microsoft | 1.83% | $10.99M | $2.97T | -2.69% | 79 Outperform |
AQEC Technical Analysis
Neutral
―
Price Trends
25.93
Negative
Market Momentum
-0.19
Positive
46.10
Neutral
53.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AQEC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.77, equal to the 50-day MA of 25.93, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.19 indicates Positive momentum. The RSI at 46.10 is Neutral, neither overbought nor oversold. The STOCH value of 53.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AQEC.
AQEC Peer Comparison
Comparison Results
Performance Comparison
AQEC
AQE Core ETF
25.55
0.60
2.40%
FHEQ
Fidelity Hedged Equity ETF
―
―
―
BBHL
BBH Select Large Cap ETF
―
―
―
TEQI
T. Rowe Price Equity Income ETF
―
―
―
FYEE
Fidelity Yield Enhanced Equity ETF
―
―
―
BLCR
BlackRock Large Cap Core 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.
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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