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Upturn AI Summary
Alpha Architect International Quantitative Value ETF(IVAL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVAL
10/28/2026: IVAL (2-star) is currently NOT-A-BUY. Pass it for now.
IVAL provides active exposure to international developed-market equities by systematically selecting undervalued, high-quality companies. Its main strengths lie in its transparent, rules-based process that seeks to avoid 'value traps' and deliver consistent factor-based returns. It is best used as a long-term satellite holding for portfolios seeking to tilt toward value while maintaining international diversification. Key risks include exposure to international market volatility, currency fluctuations, and potential periods of underperformance if growth factors remain dominant. It is best suited for disciplined, long-term investors who understand and value factor-based investing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | IVAL focuses on value metrics, which often conflicts with the aggressive growth objectives of this style. |
| Momentum investor | Mixed fit | While the strategy incorporates momentum filters, it is primarily a value-oriented vehicle. |
| Value investor | Strong fit | The fund is specifically engineered to harvest the value premium in international markets. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than explicit yield generation. |
| Low-risk investor | Weak fit | As an international equity fund, it carries significant market and currency risk, making it less suitable for low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated, long-term oriented individual who believes in the value premium and prefers a systematic, rules-based approach over market-cap-weighted indices.
Suitability
IVAL is best suited for long-term investors looking to add a factor-tilted satellite holding to a core global portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to currency fluctuations and regional economic instability. |
| Market risk | High | The fund is fully exposed to systematic risks inherent in international developed stock markets. |
| Concentration | Medium | The systematic quantitative screen may result in sector or country weightings that differ significantly from broader indices. |
| Tracking/expense | Medium | Active management and lower liquidity may lead to wider tracking errors compared to passive benchmarks. |
| Liquidity | Medium | Lower trading volume may make it harder to enter or exit large positions without affecting the share price. |
| Business/sector quality | Medium | The strategy specifically filters for quality, which reduces but does not eliminate the risk of owning poor businesses. |
Risk Analysis
Volatility
IVAL exhibits moderate-to-high volatility consistent with international equity markets, further influenced by factor-specific sensitivities.
Market Risk
The fund is subject to significant systematic market risk associated with the economic health of developed non-US regions, including political and currency risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (Ex-US) | 95 | This exposure provides diversification away from US markets by targeting undervalued companies in developed regions like Europe and Asia. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash positions are maintained for liquidity and operational efficiency within the fund. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 18.64% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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