QARP - ETF AI Analysis
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Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors like technology, consumer, health care, financials, and energy, which helps reduce the impact if any one area of the market struggles.
Exposure to Leading U.S. Companies
Top holdings include many large, well-known U.S. companies, giving investors access to established businesses with strong market positions.
Low Expense Ratio
The fund’s relatively low annual fee means less of your return is eaten up by costs compared with many actively managed funds.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. stocks, offering very little diversification across other countries.
Top Holdings Under Pressure
Several of the largest positions, including major technology and growth names, have shown weak recent performance, which can drag on the fund’s returns.
Meaningful Weight in a Few Stocks
A small group of big companies makes up a sizable share of the portfolio, increasing the risk that problems at those firms could noticeably affect the ETF.
QARP vs. SPDR S&P 500 ETF (SPY)
AUM72.30M
RegionNorth America
Expense Ratio0.19%
Beta0.78
IssuerXtrackers
Inception DateApr 05, 2018
Dividend Yield1.13%
Asset ClassEquity
Index TrackedRussell 1000 Slowdown Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,788
30 Day Avg. Volume3,579
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
72.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering349
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QARP Summary
QARP is an ETF that follows the Russell 1000 Slowdown Factor Index and focuses on large U.S. companies that are considered high quality but still reasonably priced. It mainly holds well-known names like Apple, Nvidia, Amazon, and Walmart, and spreads your money across many sectors, including technology, health care, and consumer companies. Someone might invest in QARP to seek long-term growth while trying to avoid weaker, more expensive stocks, and to get broad diversification in strong U.S. businesses. A key risk is that it still invests in the stock market, so its value can go up and down with market swings.
How much will it cost me?The QARP ETF has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock selection.
What would affect this ETF?The QARP ETF, which focuses on high-quality U.S. large-cap stocks, could benefit from strong performance in sectors like technology and consumer cyclical, especially if innovation and consumer spending remain robust. However, it may face challenges if interest rates rise, as this could pressure valuations of growth-oriented companies, or if economic conditions weaken, impacting consumer and business activity. Regulatory changes in key sectors like technology or healthcare could also influence the ETF's future performance.
QARP Top 10 Holdings
QARP leans heavily into U.S. blue chips, with Big Tech setting the tone. Nvidia and Alphabet are still doing much of the heavy lifting, riding steady to rising momentum on the back of AI and cloud demand, while Meta adds a bit of extra spark despite some mixed signals. On the flip side, Amazon has been losing steam lately and acts as a mild drag. Outside tech, steady climbers like Walmart, Johnson & Johnson, and Chevron give the fund a more balanced, all‑weather feel across sectors, but the story is still largely U.S. growth leaders in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.56% | $4.03M | $3.73T | 19.53% | 79 Outperform | |
| Nvidia | 5.54% | $4.01M | $4.42T | 57.61% | 76 Outperform | |
| Amazon | 4.39% | $3.18M | $2.31T | 11.61% | 71 Outperform | |
| Berkshire Hathaway B | 4.38% | $3.18M | $1.06T | -5.84% | 66 Neutral | |
| Alphabet Class A | 4.14% | $3.00M | $3.75T | 93.51% | 85 Outperform | |
| Meta Platforms | 3.90% | $2.83M | $1.58T | 6.92% | 76 Outperform | |
| Alphabet Class C | 3.43% | $2.49M | $3.75T | 90.21% | 82 Outperform | |
| Walmart | 3.25% | $2.35M | $997.19B | 46.14% | 78 Outperform | |
| Chevron | 2.57% | $1.86M | $395.03B | 23.11% | 71 Outperform | |
| Johnson & Johnson | 2.49% | $1.81M | $573.82B | 44.97% | 78 Outperform |
QARP Technical Analysis
Neutral
―
Price Trends
61.16
Negative
59.67
Positive
57.20
Positive
Market Momentum
-0.31
Positive
44.39
Neutral
25.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QARP, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 61.29, equal to the 50-day MA of 61.16, and equal to the 200-day MA of 57.20, indicating a neutral trend. The MACD of -0.31 indicates Positive momentum. The RSI at 44.39 is Neutral, neither overbought nor oversold. The STOCH value of 25.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for QARP.
QARP Peer Comparison
Comparison Results
Performance Comparison
QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
59.58
8.45
16.53%
UPSD
Aptus Large Cap Upside ETF
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ALTL
Pacer Lunt Large Cap Alternator ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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―
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ACEP
ARS Core Equity Portfolio 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.
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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