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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
10/13/2026: 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 uses a quantitative, rule-based strategy to select US stocks based on quality, value, and momentum factors. It serves as a systematic alternative to traditional market-cap-weighted indices, aiming to deliver superior risk-adjusted returns over the long term. While the fund offers strong exposure to robust corporate fundamentals, investors should be aware of tracking error risks relative to the S&P 500 and potential for periods of underperformance when its selected factors are out of favor. It is best suited for long-term investors who believe in the efficacy of factor investing and prioritize process-driven management over passive 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 | The fund prioritizes value and quality over pure growth, which may lead to underperformance during growth-led bull markets. |
| Momentum investor | Strong fit while signal remains positive | The strategy incorporates a momentum screen, making it a strong fit when market leadership is supported by the fund's factor signals. |
| Value investor | Strong fit | A core pillar of the fund's investment process is the identification of attractively valued companies. |
| Dividend/Income investor | Mixed fit | While it holds quality companies, it is not explicitly designed as a dividend-yield focused fund. |
| Low-risk investor | Mixed fit | Despite its focus on quality, equity market risk remains, and factor-based funds can experience periods of tracking error relative to the S&P 500. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or financial advisor looking for a systematic, quantitative approach to equity investing rather than passive index tracking.
Suitability
Best for long-term investors who understand factor investing and are willing to tolerate temporary underperformance relative to the broad market.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences equity-market-level volatility but seeks to mitigate downside through quality selection. |
| Market risk | High | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | Factor tilting may lead to sector or stock concentrations that differ from the broad market. |
| Tracking/expense | Low | The management fee is reasonable for an active quantitative strategy, though tracking error against a benchmark is expected by design. |
| Liquidity | Medium | Lower trading volumes may result in higher execution costs for large trade sizes. |
| Business/sector quality | Low | The fund's core 'Quality' screen explicitly seeks to avoid firms with poor business fundamentals. |
Risk Analysis
Volatility
AAUS exhibits volatility consistent with a concentrated, factor-tilted equity portfolio, which can differ from market indices.
Market Risk
As a 100% equity fund, it carries the full risk of drawdown during market corrections and systemic economic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 70 | The fund focuses on large, established US companies that meet specific quality and value criteria. |
| Market capitalization | US Mid/Small-Cap Equities | 28 | Exposure to smaller companies provides potential for additional alpha through factor-based selection. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minimal cash held for liquidity and operational 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 11.74% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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