Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
TCW Artificial Intelligence ETF (AIFD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: AIFD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.48% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 20.00 - 31.84 | Updated Date 06/29/2025 |
52 Weeks Range 20.00 - 31.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
TCW ETF Trust
ETF Overview
Overview
The TCW Artificial Intelligence ETF (AIIQ) seeks to provide investment results that correspond generally to the price and yield performance of the EquBot AI Equity U.S. Index. It invests in companies believed to benefit from the development and utilization of artificial intelligence.
Reputation and Reliability
TCW is a well-established global asset management firm with a long history in the investment industry.
Management Expertise
TCW leverages artificial intelligence for stock selection, offering a differentiated approach.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the EquBot AI Equity U.S. Index.
Investment Approach and Strategy
Strategy: The ETF tracks an index powered by AI to select companies with high potential based on AI adoption and innovation.
Composition The ETF primarily holds stocks of U.S. companies across various sectors that are involved in or benefit from artificial intelligence.
Market Position
Market Share: AIIQ's market share is moderate within the AI-focused ETF segment.
Total Net Assets (AUM): 151900000
Competitors
Key Competitors
- Global X Artificial Intelligence & Technology ETF (AIQ)
- ROBO Global Artificial Intelligence ETF (THNQ)
- First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)
Competitive Landscape
The AI ETF space is competitive, with several ETFs offering exposure to AI-related companies. AIIQ distinguishes itself with its EquBot AI-driven index. Competitors like AIQ, THNQ, and ROBT each track different indexes. AIIQu2019s advantage lies in its AI-driven stock selection process, while its disadvantage is the smaller AUM size relative to some competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources to reflect the returns, volatility, and risk-adjusted returns.
Benchmark Comparison: The ETF's performance should be compared to the EquBot AI Equity U.S. Index.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is usually narrow, reflecting healthy trading conditions.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors such as technological advancements in AI, sector growth, and overall market sentiment.
Growth Trajectory
Growth trends depend on the adoption of AI across various industries and the performance of its constituent companies.
Moat and Competitive Advantages
Competitive Edge
AIIQ's competitive advantage lies in its AI-driven stock selection methodology, which aims to identify companies poised to benefit from AI adoption. The EquBot AI Equity U.S. Index uses machine learning algorithms to analyze vast amounts of data and select stocks, seeking to outperform traditional investment approaches. This differentiated approach can potentially provide unique insights into the AI landscape and deliver superior risk-adjusted returns compared to competitors. The ETFu2019s reliance on AI to guide investment decisions may also present a unique selling point to investors interested in innovative investment strategies.
Risk Analysis
Volatility
Volatility should be assessed using standard deviation or beta to understand price fluctuations.
Market Risk
Market risk is primarily tied to the performance of the technology sector and companies involved in artificial intelligence. There is also concentration risk due to the AI focus.
Investor Profile
Ideal Investor Profile
The ideal investor is someone interested in technology and artificial intelligence, who is willing to take on growth stocks' risk for potential long-term returns.
Market Risk
This ETF may be suitable for long-term investors seeking exposure to the AI sector, but less suitable for risk-averse investors or short-term traders.
Summary
The TCW Artificial Intelligence ETF (AIIQ) offers a unique investment strategy that utilizes AI to identify companies positioned to benefit from artificial intelligence growth. It tracks the EquBot AI Equity U.S. Index. With a moderate expense ratio and a competitive landscape in the AI ETF market, AIIQ differentiates itself through its AI-driven stock selection. Its performance is subject to the dynamics of the technology sector and the broader market. It caters to investors seeking exposure to the AI sector, albeit with associated risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- TCW Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Investors should conduct their own research before making investment decisions.
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 TCW ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in securities of businesses that the Adviser has identified, through annual reports, press releases and other public statements by an issuer, as well as the Adviser"s due diligence process, as using, or as having demonstrated an intent to use, predictive or generative AI in a way that is or has the potential to deliver a material improvement in the company"s financial condition. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.