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TSCV - ETF AI Analysis

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TSCV

Thrivent Small Cap Value ETF (TSCV)

Rating:67Neutral
Price Target:
TSCV, the Thrivent Small Cap Value ETF, earns a solid overall rating largely because several of its bigger positions, like Matador Resources and Wintrust Financial, show strong financial performance, positive earnings calls, and supportive technical trends that help lift the fund’s quality. However, weaker names such as Advance Auto Parts, which faces declining revenue, profitability, and negative cash flow, along with holdings that carry higher debt or cash flow volatility, weigh on the rating and highlight risks tied to company-specific financial challenges within the portfolio.
Positive Factors
Strong Leading Holdings
Several of the largest positions, especially in energy and materials, have shown strong gains this year, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including financials, industrials, consumer cyclical, and energy, which helps reduce the impact if any one industry struggles.
Focused Small-Cap Value Strategy
By targeting smaller, value-oriented U.S. companies, the fund offers exposure to a part of the market that can perform well when investors favor undervalued stocks.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slowly eat into returns over time compared with lower-cost options.
Recent Short-Term Weakness
The ETF has experienced a weak recent month, showing that its performance can be bumpy over shorter periods.
Heavy U.S. and Sector Concentration
With almost all assets in U.S. stocks and a large tilt toward financials and industrials, the fund is sensitive to downturns in the U.S. economy and these key sectors.

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

TSCV Summary

Thrivent Small Cap Value ETF (TSCV) is an actively managed fund that invests in smaller U.S. companies the managers believe are undervalued. It focuses on the small-cap “value” segment rather than tracking a specific index, with holdings spread across areas like financials, industrials, and energy. Examples of companies it owns include Advance Auto Parts and Matador Resources. Someone might invest in this ETF to seek long-term growth and diversify beyond large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The Thrivent Small Cap Value ETF (TSCV) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and analysis to select undervalued small-cap stocks.
What would affect this ETF?The Thrivent Small Cap Value ETF (TSCV) could benefit from economic growth in the U.S., as small-cap companies often thrive in expanding markets and its focus on undervalued stocks may uncover hidden opportunities. However, rising interest rates or economic slowdowns could negatively impact small-cap stocks, particularly in sectors like financials and consumer cyclical, which are heavily weighted in the fund. Regulatory changes or sector-specific challenges in industries like energy or real estate could also influence performance.

TSCV Top 10 Holdings

TSCV is leaning into U.S. small-cap value with a clear tilt toward financials, industrials, and energy, and a few names are really steering the ship. Matador Resources and Methanex have been rising, giving the fund a nice tailwind from the energy and materials side, while Constellium’s rebound adds extra lift. On the flip side, Cushman & Wakefield has been dragging performance, and regional banks like UMB Financial and Wintrust look a bit sluggish. Overall, it’s a domestically focused, stock-picker’s fund, not a broad market index hugger.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Matador Resources2.80%$4.70M$7.44B51.89%
82
Outperform
Spire2.58%$4.33M$5.58B25.77%
69
Neutral
Cushman & Wakefield2.48%$4.16M$3.06B64.02%
69
Neutral
Constellium2.44%$4.09M$3.98B267.74%
64
Neutral
UMB Financial2.44%$4.09M$9.15B39.16%
77
Outperform
Black Hills2.35%$3.95M$5.57B26.46%
74
Outperform
Wintrust Financial2.29%$3.85M$9.82B47.98%
78
Outperform
Atlantic Union Bankshares2.25%$3.77M$5.42B59.45%
79
Outperform
Old National Bancorp Capital2.23%$3.74M$9.15B25.75%
80
Outperform
Methanex2.22%$3.72M$4.47B124.74%
66
Neutral

TSCV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.60
Positive
100DMA
200DMA
Market Momentum
MACD
0.26
Negative
RSI
65.74
Neutral
STOCH
98.74
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSCV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.00, equal to the 50-day MA of 28.60, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.26 indicates Negative momentum. The RSI at 65.74 is Neutral, neither overbought nor oversold. The STOCH value of 98.74 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSCV.

TSCV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$169.50M0.60%
67
Neutral
$673.11M0.79%
70
Outperform
$464.33M0.55%
70
Outperform
$288.72M0.30%
68
Neutral
$196.85M0.36%
65
Neutral
$140.77M0.70%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSCV
Thrivent Small Cap Value ETF
29.56
4.39
17.44%
OSCV
Opus Small Cap Value ETF
SEIS
SEI Select Small Cap ETF
JSML
Janus Henderson Small Cap Growth Alpha ETF
FSCC
Federated Hermes MDT Small Cap Core ETF
SCDV
Bahl & Gaynor Small Cap Dividend 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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