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Upturn AI SWOT - About
Alpha Architect Global Factor Equity ETF (AAVM)
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Upturn Advisory Summary
07/16/2025: AAVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.79% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.10 - 27.15 | Updated Date 06/11/2025 |
52 Weeks Range 21.10 - 27.15 | Updated Date 06/11/2025 |
Upturn AI SWOT
Alpha Architect Global Factor Equity ETF
ETF Overview
Overview
The Alpha Architect Global Factor Equity ETF (QVAL) aims to provide long-term capital appreciation by investing in undervalued companies globally. It focuses on a quantitative, factor-based approach, primarily targeting companies with low valuation ratios.
Reputation and Reliability
Alpha Architect is known for its evidence-based investment approach and transparency in its investment process. They have a solid reputation for creating factor-based ETFs.
Management Expertise
Alpha Architect's management team has extensive experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in global equities with attractive valuation metrics.
Investment Approach and Strategy
Strategy: QVAL is actively managed, using a quantitative approach to identify undervalued companies globally, without tracking a specific index.
Composition The ETF primarily holds global stocks, focusing on companies that exhibit value characteristics, such as low price-to-earnings, price-to-book, and price-to-cash flow ratios.
Market Position
Market Share: QVAL has a relatively small market share compared to larger, more established global equity ETFs.
Total Net Assets (AUM): 93800000
Competitors
Key Competitors
- IVE
- SPY
- ACWI
- VTV
Competitive Landscape
The global equity ETF market is highly competitive, dominated by large, broad-market ETFs. QVAL differentiates itself through its factor-based value strategy. A disadvantage is its relatively smaller AUM and liquidity compared to its competitors. However, its focus on a specific investment style may attract investors seeking targeted exposure to value stocks.
Financial Performance
Historical Performance: Historical performance data is needed to analyze the ETFu2019s performance over different time periods.
Benchmark Comparison: Benchmark data is needed to accurately gauge the ETFu2019s effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for QVAL is moderate, indicating reasonable but not exceptionally high liquidity.
Bid-Ask Spread
The bid-ask spread for QVAL is typically moderate, reflecting its liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, such as interest rates and GDP growth, and market conditions influence the performance of value stocks globally. Sector growth prospects in industries favored by value investors also play a role.
Growth Trajectory
The ETF's growth trajectory depends on the continued interest in factor-based investing and the relative performance of value stocks compared to growth stocks. Changes to strategy and holdings are updated regularly based on quantitative analysis.
Moat and Competitive Advantages
Competitive Edge
QVAL's competitive edge lies in its rigorous, systematic, and factor-based approach to identifying undervalued global companies. The ETF's focus on value investing, backed by quantitative research, distinguishes it from many passively managed broad-market ETFs. Alpha Architect's commitment to transparency and investor education also adds value. However, being factor-based means that it can underperform broader markets during periods of value underperformance.
Risk Analysis
Volatility
QVAL's historical volatility depends on the specific holdings and market conditions, but it is generally moderate compared to broader market indexes.
Market Risk
Market risk is present as the ETF's performance is tied to the performance of global equity markets, and specific risks related to undervalued companies exist, such as potential turnaround stories or companies facing fundamental challenges.
Investor Profile
Ideal Investor Profile
The ideal investor profile for QVAL is a long-term investor seeking exposure to global equities through a value-oriented, factor-based strategy. Investors who understand and believe in the long-term potential of value investing are suitable.
Market Risk
QVAL is best suited for long-term investors who are comfortable with factor investing and seeking a diversified global equity allocation.
Summary
Alpha Architect Global Factor Equity ETF (QVAL) is a global equity ETF focusing on undervalued companies using a quantitative factor-based strategy. It offers a systematic approach to value investing, seeking long-term capital appreciation. QVAL is suitable for long-term investors who are comfortable with factor investing and understand the potential for periods of underperformance. The ETF is managed by Alpha Architect, known for their evidence-based investing and transparency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Alpha Architect Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change quickly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alpha Architect Global Factor Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund is a "fund of funds," meaning that it primarily invests its assets in the shares of other exchange-traded funds ("ETFs"), rather than in securities of individual companies.
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