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
Alpha Architect ETF Trust - Sparkline Intangible Value ETF (ITAN)
- 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: ITAN (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 21.21% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 25.73 - 32.90 | Updated Date 06/29/2025 |
52 Weeks Range 25.73 - 32.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Alpha Architect ETF Trust - Sparkline Intangible Value ETF
ETF Overview
Overview
The Alpha Architect ETF Trust - Sparkline Intangible Value ETF (IVLU) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Sparkline Intangible Value Index. It focuses on companies with strong intangible assets and value characteristics.
Reputation and Reliability
Alpha Architect is known for its research-driven, quantitative investment strategies and transparent approach.
Management Expertise
Alpha Architect's management team comprises experienced professionals in quantitative finance and portfolio management.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the Sparkline Intangible Value Index.
Investment Approach and Strategy
Strategy: IVLU tracks the Sparkline Intangible Value Index, which selects stocks based on intangible assets and value metrics.
Composition The ETF primarily holds U.S. equities chosen based on their intangible value characteristics.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): 22223000
Competitors
Key Competitors
- VTV
- IWD
- IUSV
- QUAL
Competitive Landscape
The competitive landscape includes various value and quality-focused ETFs. IVLU differentiates itself with its unique focus on intangible assets. Its advantages may lie in capturing value from intangible assets that traditional value metrics miss. Disadvantages could include a smaller asset base and less established track record than larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from reliable sources such as Yahoo Finance, or ETF.com.
Benchmark Comparison: Benchmark comparison to the Sparkline Intangible Value Index and broader value indices like the Russell 1000 Value Index would be useful.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is moderately low, which may affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the efficiency of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward value stocks influence IVLU's performance. Sector-specific trends impacting companies with strong intangible assets, like technology and healthcare, also play a role.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract investors seeking exposure to companies with intangible value. Changes in the market's perception of intangible assets can significantly impact the fund.
Moat and Competitive Advantages
Competitive Edge
IVLUu2019s competitive advantage lies in its unique focus on intangible assets as a key driver of value. This differs from traditional value investing strategies that focus on book value and other tangible metrics. Its quant-based approach and focus on factor investing contributes to its strength. This specialized approach may capture value that traditional value ETFs miss.
Risk Analysis
Volatility
Historical volatility data should be gathered to assess the ETF's price fluctuations.
Market Risk
Market risk is associated with fluctuations in the overall stock market. Specific risks include the potential underperformance of value stocks relative to growth stocks and the risk that intangible assets are mispriced or misunderstood by the market.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to value stocks with a focus on intangible assets. Investors who understand and believe in the importance of intangible assets are also good candidates.
Market Risk
IVLU is suitable for long-term investors seeking value-oriented exposure and those who believe in the long-term potential of companies with strong intangible assets.
Summary
The Alpha Architect ETF Trust - Sparkline Intangible Value ETF seeks to track the performance of the Sparkline Intangible Value Index, focusing on companies with strong intangible assets and value characteristics. It offers a unique approach to value investing. While relatively small in terms of AUM, its differentiation comes from its quantitative and research-driven strategy. Potential investors should consider its unique focus and expense ratio in comparison to more traditional value ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Alpha Architect Website
- Yahoo Finance
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. Consult with a qualified financial advisor before making any 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 Alpha Architect ETF Trust - Sparkline Intangible Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). The fund will invest in U.S.-listed equity securities that Sparkline Capital LP (the "Sub-Adviser") believes are attractive relative to its proprietary measure of "intangible-augmented intrinsic value." The fund"s investments may include common stocks and Real Estate Investment Trusts (REITs). Although the fund will not concentrate its investments in a particular industry, the Sub-Adviser anticipates that fund will hold a meaningful amount of stocks in the technology, communications, healthcare, and consumer discretionary sectors.
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.