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TIIV - ETF AI Analysis

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TIIV

AAM Todd International Intrinsic Value ETF (TIIV)

Rating:64Neutral
Price Target:
TIIV, the AAM Todd International Intrinsic Value ETF, appears to be a solid but not top-tier fund, supported by strong holdings like TSM, Novartis, and NatWest, which benefit from robust financial performance, positive earnings calls, and generally favorable technical trends. Several major bank holdings such as Banco Santander, ING, and Mitsubishi UFJ also add strength but come with risks like high leverage, cash flow challenges, and deposit or margin pressures, which likely prevent the fund from earning a higher rating. The main risk factor is its meaningful concentration in global financial institutions, where issues like leverage, loan quality, and cash flow can weigh on overall stability.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Financial and Technology Leaders
Several top holdings in financials and technology, such as major global banks and a leading chipmaker, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Mix
Exposure across financials, industrials, health care, technology, consumer sectors, energy, and materials helps spread risk across different parts of the economy.
Negative Factors
High Financial Sector Concentration
With financial stocks making up a large share of the portfolio, the fund is especially sensitive to problems in the banking and financial industry.
Several Weak Top Holdings
Some of the larger positions, including certain banks and an aircraft leasing company, have shown weak year-to-date performance, which can drag on returns.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the investment return is used to cover fees.

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

TIIV Summary

TIIV is an actively managed ETF that focuses on large companies outside the U.S. that its managers believe are undervalued. It doesn’t track a set index, but instead picks individual stocks based on company fundamentals, with a big tilt toward financials, industrials, and health care. Well-known holdings include Taiwan Semiconductor (TSMC) and Novartis. An investor might consider TIIV for long-term growth and diversification into international value stocks that may be priced lower than their potential. However, the fund can go up and down with global stock markets and is especially sensitive to the financial sector.
How much will it cost me?The AAM Todd International Intrinsic Value ETF (TIIV) has an expense ratio of 0.54%, meaning you’ll pay $5.40 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, requiring more research and analysis to select investments. Active management often aims to outperform the market, which can justify the higher cost for some investors.
What would affect this ETF?The TIIV ETF, with its focus on global large-cap value stocks, could benefit from improving international economic conditions and growth in sectors like financials and technology, which make up significant portions of its portfolio. However, it may face challenges from rising interest rates, which could pressure financial stocks, and geopolitical uncertainties that could impact global markets. Its diversified sector exposure helps mitigate risks, but reliance on international markets means it is sensitive to currency fluctuations and regional economic policies.

TIIV Top 10 Holdings

TIIV is leaning heavily on big international banks, with names like Banco Santander, Mitsubishi UFJ, and ING setting the tone; most have been rising lately but with a choppy few months, so they’re more steady oars than speedboats. TSMC and Marubeni are the real engines right now, riding strong momentum in semiconductors and Japanese trading houses. On the flip side, Aercap and several UK banks like Barclays and NatWest have been lagging, occasionally dragging on returns. Overall, it’s a global ex-U.S. value play, tilted toward financials with a dash of tech-driven upside.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC2.62%$730.56K$1.90T133.22%
81
Outperform
2.56%$713.30K
Mitsubishi UFJ2.43%$679.10K$200.31B43.26%
77
Outperform
ING Groep2.37%$660.31K$85.41B47.00%
72
Outperform
Banco Santander SA2.35%$657.05K$181.09B65.94%
72
Outperform
Aercap Holdings2.29%$639.25K$25.03B36.90%
77
Outperform
Teva Pharmaceutical2.22%$618.33K$42.35B111.04%
63
Neutral
Marubeni2.11%$589.94K$57.93B82.81%
70
Outperform
Barclays2.02%$563.64K$80.72B43.44%
77
Outperform
TechnipFMC1.96%$545.65K$27.97B134.93%
80
Outperform

TIIV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.49
Positive
100DMA
28.45
Positive
200DMA
Market Momentum
MACD
0.21
Negative
RSI
56.60
Neutral
STOCH
74.59
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TIIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.15, equal to the 50-day MA of 28.49, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.21 indicates Negative momentum. The RSI at 56.60 is Neutral, neither overbought nor oversold. The STOCH value of 74.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TIIV.

TIIV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$28.39M0.54%
64
Neutral
$74.97M0.65%
57
Neutral
$46.63M1.09%
66
Neutral
$27.43M0.85%
68
Neutral
$20.75M0.55%
66
Neutral
$4.07M0.70%
58
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TIIV
AAM Todd International Intrinsic Value ETF
29.43
4.84
19.68%
OAKI
Oakmark International Large Cap ETF
AADR
AdvisorShares Dorsey Wright ADR ETF
PCIG
Polen Capital International Growth ETF
DTAN
Sparkline International Intangible Value ETF
PZIV
Pzena International Value 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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