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GVUS - ETF AI Analysis
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Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.
Low Expense Ratio
The ETF charges relatively low fees, so more of the fund’s returns stay in investors’ pockets over time.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Mixed Performance Among Top Holdings
Some of the largest positions, such as Berkshire Hathaway and JPMorgan Chase, have been weak so far this year, which can drag on overall returns.
Financial Sector Tilt
A relatively large allocation to financial stocks means the fund may be more sensitive to issues affecting banks and financial markets.
GVUS vs. SPDR S&P 500 ETF (SPY)
AUM409.26M
RegionNorth America
Expense Ratio0.12%
Beta0.73
IssuerGoldman Sachs
Inception DateNov 30, 2023
Dividend Yield1.68%
Asset ClassEquity
Index TrackedRussell 1000 Value 40 Act Daily Capped Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,714
30 Day Avg. Volume12,154
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
63.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering856
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GVUS Summary
GVUS is an ETF from Goldman Sachs that follows the Russell 1000 Value Index, which focuses on large U.S. companies that appear relatively cheap based on their fundamentals. It holds many well-known names such as Berkshire Hathaway and JPMorgan Chase, along with firms in technology, health care, and consumer sectors. Someone might invest in GVUS to get broad, diversified exposure to established U.S. companies that could offer steady, long-term growth at reasonable prices. A key risk is that value stocks can go in and out of favor, so the ETF’s price can rise or fall with shifts in the overall stock market and investor sentiment.
How much will it cost me?The GVUS ETF has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking the Russell 1000 Value Index rather than relying on active stock picking.
What would affect this ETF?The GVUS ETF, focused on large-cap value stocks in the U.S., could benefit from economic stability and growth, as well as favorable conditions for sectors like financials and healthcare, which are heavily weighted in the fund. However, rising interest rates or regulatory changes could negatively impact financial stocks, while economic slowdowns or shifts in consumer behavior might affect holdings like Amazon and Walmart. The fund's exposure to energy and technology also makes it sensitive to fluctuations in oil prices and tech sector trends.
GVUS Top 10 Holdings
GVUS may wear a “value” label, but its story is being written by a handful of big U.S. names. Alphabet and Amazon are doing much of the heavy lifting, with both stocks rising on the back of strong tech and AI momentum, while Micron has been a standout winner, turbocharging the fund’s tech sleeve. On the flip side, Berkshire Hathaway and JPMorgan have been lagging lately, acting as a bit of a brake on returns. Overall, the ETF is U.S.-only, tilted toward financials and value-leaning blue-chip tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 2.93% | $12.02M | $1.09T | 6.35% | 66 Neutral | |
| JPMorgan Chase | 2.72% | $11.15M | $863.69B | 17.32% | 72 Outperform | |
| Alphabet Class A | 2.17% | $8.89M | $4.02T | 64.60% | 85 Outperform | |
| Exxon Mobil | 1.97% | $8.07M | $622.41B | 34.32% | 74 Outperform | |
| Amazon | 1.94% | $7.95M | $2.49T | -1.35% | 71 Outperform | |
| Johnson & Johnson | 1.78% | $7.30M | $564.91B | 51.57% | 78 Outperform | |
| Alphabet Class C | 1.77% | $7.25M | $4.02T | 64.03% | 82 Outperform | |
| Walmart | 1.58% | $6.49M | $1.02T | 24.93% | 78 Outperform | |
| Micron | 1.34% | $5.48M | $427.02B | 362.65% | 79 Outperform | |
| Procter & Gamble | 1.16% | $4.77M | $364.57B | -7.18% | 69 Neutral |
GVUS Technical Analysis
Positive
―
Price Trends
54.83
Positive
53.46
Positive
51.23
Positive
Market Momentum
0.62
Negative
70.31
Negative
91.47
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GVUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.23, equal to the 50-day MA of 54.83, and equal to the 200-day MA of 51.23, indicating a bullish trend. The MACD of 0.62 indicates Negative momentum. The RSI at 70.31 is Negative, neither overbought nor oversold. The STOCH value of 91.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GVUS.
GVUS Peer Comparison
Comparison Results
Performance Comparison
GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
57.17
8.14
16.60%
JVAL
JPMorgan U.S. Value Factor ETF
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―
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TVAL
T. Rowe Price Value ETF
―
―
―
FLV
American Century Focused Large Cap Value ETF
―
―
―
BASV
Brown Advisory Sustainable Value ETF
―
―
―
ASLV
Allspring Special Large Value 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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