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AAVM
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Alpha Architect Global Factor Equity ETF (AAVM)

Upturn stock ratingUpturn stock rating
$27.03
Last Close (24-hour delay)
Profit since last BUY2.81%
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Upturn Advisory Summary

07/09/2025: AAVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -2.16%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/09/2025

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

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Alpha Architect Global Factor Equity ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

Alpha Architect's management team has extensive experience in quantitative investing and factor-based strategies.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.