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Upturn AI Summary
Alpha Architect US Equity ETF(AAUS)
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 AAUS
10/23/2026: AAUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Alpha Architect US Equity ETF (AAUS) is an actively managed fund that provides diversified US equity exposure through a systematic, multi-factor strategy targeting value, momentum, and quality. Its main strengths include a disciplined, evidence-based approach that removes human bias, though it faces risks related to factor performance cycles and lower liquidity compared to massive, low-cost passive indices. It is best used as a core or satellite holding for long-term investors seeking to capture factor premia rather than just market beta. Investors should monitor the performance of its underlying factors and consider the higher relative expense ratio compared to simple index funds. It is well-suited for those who prefer systematic, quantitative management over traditional market-cap-weighted indexing.
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 | While it captures growth, its multi-factor approach also emphasizes value and quality. |
| Momentum investor | Strong fit while signal remains positive | The fund explicitly incorporates momentum as one of its key selection factors. |
| Value investor | Strong fit while signal remains positive | Value is a core pillar of the fund's systematic selection criteria. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than high dividend yield. |
| Low-risk investor | Mixed fit | While factor selection can provide some defensive characteristics, it remains a 100% equity product. |
Investor Profile
Ideal Investor Profile
The ideal investor for AAUS is a long-term participant who believes in the efficacy of quantitative, factor-based investing and is willing to accept temporary periods of underperformance relative to the broad market for the potential of long-term factor premia.
Suitability
AAUS is best suited for long-term investors looking to add a systematic, active tilt to their equity portfolio rather than for active traders or those seeking a passive index experience.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to market fluctuations and price swings. |
| Market risk | High | As a full-equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | Factor-based weighting may lead to over-concentration in specific sectors compared to the total market. |
| Tracking/expense | Low | The fund does not aim to track an index, so traditional tracking error risk is not applicable. |
| Liquidity | Medium | Lower trading volume may make it more difficult to exit positions without impacting price during market stress. |
| Business/sector quality | Low | The quality screen aims to filter out lower-quality businesses, reducing fundamental business risk. |
Risk Analysis
Volatility
AAUS exhibits moderate to high volatility, typical of diversified equity products, with potential variance based on current factor weightings.
Market Risk
The fund is fully exposed to equity market risk; downturns in the US economy or corporate earnings will impact the fund's value.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 60 | Provides core exposure to larger, established US companies with factor-tilted selection. |
| Market capitalization | US Mid/Small-Cap Equities | 35 | Offers growth potential through exposure to smaller, potentially undervalued or high-momentum firms. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and rebalancing purposes. |
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 8.82% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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