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AV - ETF AI Analysis

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AV

Corgi Aerospace & Commercial Aviation ETF (AV)

Rating:69Neutral
Price Target:
AV, the Corgi Aerospace & Commercial Aviation ETF, has a solid overall rating driven mainly by strong, well-established aerospace and defense names like General Dynamics, Northrop Grumman, GE Aerospace, and RTX, which benefit from robust backlogs, healthy cash flow, and positive earnings outlooks. However, weaker exposure to Boeing, with its financial challenges and program delays, along with valuation and leverage concerns at several holdings, slightly weighs on the fund’s appeal and highlights risks tied to both company-specific issues and concentration in the aerospace and defense sector.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Aerospace and Defense Holdings
Many of the largest positions, such as GE Aerospace, Howmet Aerospace, and FedEx, have delivered strong year-to-date performance, helping support the fund’s returns.
Focused Industry Exposure
The fund’s heavy tilt toward industrial and aerospace companies offers targeted exposure for investors who want to concentrate on this specific theme.
Negative Factors
High Sector Concentration
With almost all assets in the industrials sector, the ETF is vulnerable if aerospace and related industries face a downturn.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, providing little protection if the U.S. market or economy weakens.
Mixed Performance Among Top Holdings
Some key positions, such as Northrop Grumman and Transdigm Group, have shown weak year-to-date performance, which could drag on overall returns if the trend continues.

AV vs. SPDR S&P 500 ETF (SPY)

AV Summary

The Corgi Aerospace & Commercial Aviation ETF (AV) focuses on companies involved in building, operating, and servicing airplanes and aviation systems, mainly in the U.S. It doesn’t track a traditional index, but targets the aerospace and commercial aviation theme, holding well-known names like Boeing and GE Aerospace, along with delivery giants such as UPS and FedEx. Someone might invest in this ETF to seek growth from rising global air travel, newer aircraft, and ongoing maintenance needs across the aviation industry. However, this fund is concentrated in one sector, so its price can swing a lot with the economy, fuel costs, and travel demand.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of many broad, passively managed index ETFs, mainly because this is a more specialized, actively managed fund focused on the aerospace and commercial aviation niche.
What would affect this ETF?This ETF could benefit from a continued recovery in global air travel, airlines upgrading their fleets, and higher spending on aircraft, engines, and related services, which would support many of its industrial and aerospace holdings like GE Aerospace, Boeing, and major defense contractors. On the downside, it is heavily tied to the cyclical Industrials sector, so a global slowdown, higher interest rates, fuel cost spikes, supply-chain disruptions, or new safety and environmental regulations could hurt aircraft demand and shipping companies such as UPS and FedEx, weighing on overall performance.

AV Top 10 Holdings

This ETF is tightly hitched to the global aerospace and commercial aviation engine, with GE Aerospace and Howmet Aerospace doing much of the heavy lifting as their shares keep climbing on solid earnings and upbeat outlooks. Defense giants like General Dynamics and Lockheed Martin are adding steady thrust, even as recent trading has been a bit choppy. On the flip side, Northrop Grumman and FedEx have been lagging, acting as mild headwinds. Overall, it’s a highly concentrated Industrials play with global exposure, but heavily driven by U.S.-based aerospace and defense names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Aerospace10.59%$146.41K$349.83B44.69%
72
Outperform
RTX8.80%$121.58K$247.16B25.97%
74
Outperform
General Dynamics5.19%$71.77K$97.41B28.73%
80
Outperform
Howmet Aerospace4.98%$68.80K$105.90B57.60%
67
Neutral
Lockheed Martin4.76%$65.84K$124.58B13.55%
70
Outperform
Northrop Grumman4.40%$60.78K$78.17B9.49%
76
Outperform
Boeing4.17%$57.62K$172.68B13.51%
54
Neutral
United Parcel4.09%$56.50K$91.89B7.66%
72
Outperform
FedEx3.67%$50.70K$80.72B49.38%
79
Outperform
Transdigm Group3.64%$50.30K$70.26B-12.75%
69
Neutral

AV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.55
Negative
RSI
63.95
Neutral
STOCH
95.85
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.64, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.55 indicates Negative momentum. The RSI at 63.95 is Neutral, neither overbought nor oversold. The STOCH value of 95.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AV.

AV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.38M0.35%
69
Neutral
$11.12M0.35%
69
Neutral
$6.89M0.35%
67
Neutral
$4.61M0.35%
52
Neutral
$2.82M0.35%
65
Neutral
$1.65M0.35%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AV
Corgi Aerospace & Commercial Aviation ETF
28.12
1.79
6.80%
GASZ
Corgi Natural Gas Power & Turbines ETF
JOUL
Corgi High Voltage Grid Equipment ETF
BZZ
Corgi Drones & Urban Air Mobility ETF
HULL
Corgi Shipping & Global Logistics ETF
DOCK
Corgi Ports, Rail & Freight 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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