Alpha Architect Global Factor Equity ETF (AAVM)

Overview

The Alpha Architect Global Factor Equity ETF (QVAL) is an actively managed ETF that seeks to provide long-term capital appreciation by investing in undervalued companies across global developed markets. The fund focuses on factors like value, quality, and momentum in its stock selection process.

Reputation and Reliability

Alpha Architect is known for its evidence-based investment approach and transparent investment processes, with a focus on academic research and quantitative strategies.

Management Expertise

The management team at Alpha Architect has extensive experience in quantitative finance and factor-based investing, leveraging research to guide investment decisions.

Goal

To achieve long-term capital appreciation by investing in undervalued companies across global developed markets.

Investment Approach and Strategy

Strategy: The ETF employs an active, factor-based strategy, specifically focusing on value, quality, and momentum characteristics in selecting securities.

Composition The ETF primarily holds stocks of companies located in developed markets globally, selected based on their value, quality, and momentum scores.

Market Share: QVAL's market share is relatively small compared to broader global equity ETFs.

Total Net Assets (AUM): 106951725

Key Competitors

• IVLU
• EFV
• IVAL

Competitive Landscape

The competitive landscape consists of various ETFs focusing on international value or factor investing. QVAL's smaller AUM and active management distinguish it. It may be viewed as more expensive but potentially more targeted than larger passive value ETFs.

Historical Performance: Historical performance data unavailable.

Benchmark Comparison: Benchmark comparison unavailable.

Expense Ratio: 0.29

Average Trading Volume

The average trading volume of QVAL is moderate, which can affect the ease of buying or selling shares.

Bid-Ask Spread

The bid-ask spread is typically small, which minimizes trading costs for investors.

Market Environment Factors

Economic growth in developed markets, interest rate policies, and currency fluctuations significantly influence QVAL. Sector-specific dynamics and geopolitical events can also impact returns.

Growth Trajectory

The growth trajectory depends on the success of the fund's factor-based strategy and its ability to identify undervalued companies. Changes to the portfolio holdings and rebalancing frequency can influence performance.

Competitive Edge

QVAL's competitive advantage lies in its active, factor-based strategy. The fund combines value, quality, and momentum factors. The ETF offers a potentially targeted and concentrated exposure. The use of an active strategy differentiate it from many passive competitors.

Volatility

The ETF's volatility will depend on market conditions and the volatility of the underlying stocks.

Market Risk

QVAL is subject to market risk, including fluctuations in global equity markets, currency risk, and country-specific risks associated with investing in international equities.

Ideal Investor Profile

The ideal investor for QVAL is someone seeking exposure to international equities with a value and quality tilt, comfortable with active management and factor investing.

Market Risk

QVAL is suitable for long-term investors seeking capital appreciation and diversification in their portfolios.

QVAL is an actively managed ETF focusing on global developed markets with an emphasis on value, quality, and momentum factors. Its active management seeks to outperform passive indices. The fund offers diversification but also carries market and currency risks. It is best suited for investors looking for international equity exposure with a value tilt. The expense ratio is 0.29%.

Data Sources:

• Alpha Architect website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.