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Upturn AI Summary
Alpha Architect US Equity 2 ETF(AAEQ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAEQ
10/28/2026: AAEQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AAEQ is an actively managed ETF providing exposure to US equities through a quantitative selection process that targets value and momentum factors. Its primary strength lies in its systematic, rules-based approach designed to seek consistent outperformance over broad market indices. It serves as an active satellite component for investors who prefer factor-tilted strategies over pure passive index tracking. Key risks include factor-cycle underperformance, lower liquidity compared to massive peers, and standard market volatility. The fund is best suited for long-term investors willing to monitor the efficacy of its factor-driven strategy over full market cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's factor-based approach may prioritize value or momentum over pure growth characteristics. |
| Momentum investor | Strong fit while signal remains positive | The fund explicitly incorporates momentum factors into its security selection process. |
| Value investor | Strong fit while signal remains positive | Value-based screening is a primary component of the fund's proprietary selection model. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on capital appreciation rather than dividend yield. |
| Low-risk investor | Weak fit | As an equity-focused fund, it carries significant market risk and volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, factor-based US equity exposure who are comfortable with active management risks.
Suitability
Best suited for long-term investors looking to complement a passive core portfolio with a factor-tilted strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets naturally experience price swings that affect short-term portfolio value. |
| Market risk | High | The fund is fully invested in equities and is subject to systemic market decline. |
| Concentration | Medium | Factor-tilted strategies can result in overweighting specific sectors or industries. |
| Tracking/expense | Low | While active, the fund maintains a reasonable expense ratio for its strategy. |
| Liquidity | Medium | Lower trading volumes can make it harder to exit large positions without affecting the price. |
| Business/sector quality | Medium | The strategy relies on the performance of specific equity factors which may underperform in certain market conditions. |
Risk Analysis
Volatility
AAEQ exhibits volatility consistent with its active US equity mandate and factor-tilted construction, likely higher than broad index funds during specific factor-rotation periods.
Market Risk
The fund faces standard systemic risks associated with the US equity market, including sensitivity to interest rates, inflation, and overall economic performance.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equity | 60 | The fund maintains a core exposure to large-cap companies to provide stability and broad market participation. |
| Market capitalization | US Mid/Small-Cap Equity | 35 | Significant tilt toward mid and small-cap stocks provides potential for higher growth alpha. |
| Cash/collateral | Cash and Cash Equivalents | 5 | The small cash position is held for liquidity requirements and rebalancing needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 3.11% | Avg. Invested days 76 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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