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- Upturn Summary
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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
10/13/2026: AAEQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AAEQ provides targeted US equity exposure through an actively managed, quantitative strategy that favors quality and value factors. Its main strengths include a disciplined, research-backed methodology designed to avoid weak companies, though it competes against much larger, lower-cost passive factor ETFs. It is best used as a core-satellite or factor-tilted holding in a diversified portfolio. Investors should monitor market style rotations, as the fund may underperform during growth-heavy rallies. It is well-suited for long-term investors who understand and value factor-based investing.
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 focus on valuation may underperform during periods where speculative growth stocks lead the market. |
| Momentum investor | Mixed fit | This fund is not designed for short-term momentum; its performance depends on the sustained recognition of value and quality factors. |
| Value investor | Strong fit | The fund is specifically built to capture value premia, making it a natural choice for value-oriented portfolios. |
| Dividend/Income investor | Mixed fit | While many quality stocks pay dividends, the fund does not explicitly target high-yield income. |
| Low-risk investor | Mixed fit | While it focuses on quality, the equity nature of the fund involves inherent market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, factor-aware individual who believes in the systematic, rules-based approach to harvesting quality and value premiums.
Suitability
AAEQ is best suited for long-term investors seeking active management and factor exposure rather than active traders or passive buy-and-hold index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact short-term returns. |
| Market risk | High | General market downturns will negatively affect the performance of the fund's underlying equity holdings. |
| Concentration | Medium | The fund's quantitative model may lead to overweighting certain sectors that meet its criteria. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, but its expense ratio is higher than passive alternatives. |
| Liquidity | Medium | Lower trading volumes can make it more costly to enter or exit positions in large sizes. |
| Business/sector quality | Low | The strategy specifically filters for high-quality businesses to mitigate inherent sector risks. |
Risk Analysis
Volatility
The fund exhibits volatility consistent with a diversified basket of US equities, slightly modulated by its quality tilt.
Market Risk
AAEQ is subject to systematic market risk; its performance is highly correlated with the overall health of the US economy and stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap and Mid-Cap Equities | 98 | The fund holds a diversified basket of US stocks selected for their quality and value characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and facilitate daily operations. |
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 4.08% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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