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Alpha Architect ETF Trust - Sparkline Intangible Value ETF (ITAN)
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Upturn Advisory Summary
10/24/2025: ITAN (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 30.68% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 Sparkline Intangible Value ETF (IVLU) seeks long-term capital appreciation by investing in U.S. listed companies with relatively high intangible assets and attractive valuations. It employs a quantitative investment strategy to select and weight stocks based on factors such as intangible asset intensity and valuation metrics.
Reputation and Reliability
Alpha Architect is known for its evidence-based and quantitative investment strategies.
Management Expertise
Alpha Architect's management team has expertise in quantitative finance and factor-based investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in undervalued companies with high intangible asset intensity.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a quantitative strategy to identify and select stocks. It focus on companies with high intangible assets relative to their market capitalization, which are undervalued according to the fund's metrics.
Composition The ETF primarily holds U.S. listed equity securities.
Market Position
Market Share: IVLU's market share is relatively small compared to broader value or factor-based ETFs.
Total Net Assets (AUM): 22200000
Competitors
Key Competitors
- VTV
- IWD
- IUSV
- SCHV
Competitive Landscape
The ETF industry is highly competitive, with many value ETFs available. IVLU differentiates itself through its focus on intangible assets. IVLU benefits from a unique screening process, but might underperform during periods where intangible value factors are out of favor compared to its value competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers to accurately assess IVLU's returns over different periods.
Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Value Index or similar value-oriented benchmarks.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is low, which could impact transaction costs.
Bid-Ask Spread
The bid-ask spread is likely wider due to the lower trading volume.
Market Dynamics
Market Environment Factors
Economic conditions and market sentiment towards value stocks significantly affect IVLU's performance, and the relative valuations of high intangible asset companies.
Growth Trajectory
Growth trajectory depends on the ETF's ability to consistently identify undervalued companies with high intangible assets; strategy changes should be monitored.
Moat and Competitive Advantages
Competitive Edge
IVLU's competitive edge lies in its unique focus on intangible assets, a factor often overlooked by traditional value strategies. This emphasis allows it to tap into companies with significant brand value, intellectual property, and other intangible resources. Its quantitative approach provides a systematic and disciplined investment process. However, this niche focus might also result in periods of underperformance compared to broader value ETFs if intangible-rich companies are out of favor.
Risk Analysis
Volatility
Volatility should be evaluated based on historical data, comparing IVLU's standard deviation to its benchmark and peers.
Market Risk
The underlying assets are subject to market risk, and specific risks associated with value investing, such as the value trap risk (investing in companies that appear cheap but are fundamentally weak).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation and is comfortable with a value-oriented strategy, and understands and accepts the potential for periods of underperformance.
Market Risk
It is suitable for long-term investors who have a higher risk tolerance and believe in the long-term potential of value investing with a focus on intangible assets.
Summary
The Sparkline Intangible Value ETF offers a unique value investing approach by focusing on companies with high intangible assets. Its quantitative strategy aims to identify undervalued opportunities often overlooked by traditional metrics. The ETF is managed by Alpha Architect, known for its evidence-based approach. However, its small size and niche focus may result in lower liquidity and periods of underperformance. Investors should consider their risk tolerance and investment horizon before investing in IVLU.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Alpha Architect ETF Trust
- Financial data providers (e.g., Bloomberg, Morningstar)
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market share data is approximate.
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.