tiprankstipranks
Advertisement

GVLE - ETF AI Analysis

Compare

Top Page

GVLE

Goldman Sachs Value Opportunities ETF (GVLE)

Rating:73Outperform
Price Target:
GVLE, the Goldman Sachs Value Opportunities ETF, earns a solid overall rating thanks to strong, diversified holdings like Alphabet and Walmart, which benefit from robust financial performance, growth in areas like AI, cloud, e-commerce, and international markets, and generally supportive technical trends. Financial giants such as JPMorgan, Bank of America, and Morgan Stanley also contribute positively but face headwinds from high leverage and cash flow challenges, while names like Chevron and Ameren show some bearish technical signals and cash flow concerns. The main risk factor is the fund’s meaningful exposure to large financial and energy names, where debt levels, cash flow management, and sector-specific pressures could weigh on future returns.
Positive Factors
Strong AUM Base
The fund manages a meaningful pool of assets, which can support trading liquidity and ongoing fund operations.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Several Strong-Performing Top Holdings
Some of the largest positions, such as Chevron, Honeywell, Walmart, and L3Harris, have shown strong recent performance that supports the fund.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern performance-focused investors.
High U.S. Concentration
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is heavily tied to the U.S. market.
Several Lagging Mega-Cap Holdings
Some major positions like Alphabet, Amazon, JPMorgan, Morgan Stanley, and Bank of America have recently lagged, which can drag on overall results.

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

GVLE Summary

The Goldman Sachs Value Opportunities ETF (GVLE) is an actively managed fund that looks for U.S. stocks the managers believe are trading for less than they’re really worth. It invests across the whole market, from different sizes and sectors, with a focus on value stocks rather than fast-growth names. Well-known holdings include Chevron, Alphabet (Google), JPMorgan Chase, Amazon, and Walmart, giving investors broad, diversified exposure in a single investment. Someone might choose this ETF to seek long-term growth from undervalued companies, but it can still go up and down with the stock market and may lag when growth stocks are in favor.
How much will it cost me?The Goldman Sachs Value Opportunities ETF (GVLE) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, with experts carefully selecting undervalued stocks to maximize potential returns.
What would affect this ETF?The GVLE ETF, with its focus on undervalued U.S. companies across various sectors, could benefit from a strong economic recovery or increased investor interest in value stocks, particularly in sectors like financials and healthcare, which are heavily weighted in the fund. However, it may face challenges if interest rates rise, as this could negatively impact financial stocks, or if economic uncertainty leads to reduced consumer spending, affecting cyclical sectors like consumer discretionary. Regulatory changes or sector-specific disruptions could also influence the performance of its top holdings, such as Morgan Stanley and JPMorgan Chase.

GVLE Top 10 Holdings

GVLE leans heavily into classic value territory, with big U.S. names in energy, banks, and industrials setting the tone. Chevron has been one of the fund’s workhorses lately, helping to pull returns higher, while steady climbers like Honeywell, L3Harris, Ameren, and Walmart quietly add lift in industrials, defense, utilities, and retail. On the flip side, Big Tech and big banks are more of a headwind right now: Alphabet, Amazon, JPMorgan, and Bank of America have been lagging, so the fund’s performance story is a tug-of-war between value-flavored winners and growthier stragglers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Chevron6.62%$2.69M$402.15B47.18%
71
Outperform
Alphabet Class A5.77%$2.35M$3.69T111.10%
85
Outperform
JPMorgan Chase4.50%$1.83M$802.10B37.13%
72
Outperform
Honeywell International4.24%$1.72M$142.29B22.41%
77
Outperform
Amazon3.92%$1.59M$2.29T25.26%
71
Outperform
Morgan Stanley3.84%$1.56M$267.44B67.91%
76
Outperform
Ameren3.80%$1.55M$30.77B18.15%
72
Outperform
Bank of America3.73%$1.52M$360.84B43.53%
72
Outperform
Walmart3.64%$1.48M$976.54B49.76%
78
Outperform
L3Harris Technologies3.40%$1.38M$66.12B76.34%
70
Neutral

GVLE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
41.06
Negative
100DMA
200DMA
Market Momentum
MACD
-0.29
Negative
RSI
49.20
Neutral
STOCH
90.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GVLE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.08, equal to the 50-day MA of 41.06, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 49.20 is Neutral, neither overbought nor oversold. The STOCH value of 90.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GVLE.

GVLE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$36.67M0.45%
73
Outperform
$95.84M0.91%
74
Outperform
$95.54M0.65%
71
Outperform
$78.70M0.50%
73
Outperform
$54.30M0.30%
67
Neutral
$38.08M0.87%
57
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GVLE
Goldman Sachs Value Opportunities ETF
40.29
1.41
3.63%
BAMV
Brookstone Value Stock ETF
YALL
God Bless America ETF
GMOV
GMO US Value ETF
VUSV
Vanguard Wellington U.S. Value Active ETF
CVAR
Cultivar 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: ―
Table of Contents
Advertisement