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
KFA Value Line Dynamic Core Equity Index ETF (KVLE)
- 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
10/24/2025: KVLE (1-star) is a SELL. SELL since 5 days. Simulated Profits (9.17%). Updated daily EoD!
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 18.19% | Avg. Invested days 59 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.81 | 52 Weeks Range 21.77 - 26.40 | Updated Date 06/29/2025 |
52 Weeks Range 21.77 - 26.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
KFA Value Line Dynamic Core Equity Index ETF
ETF Overview
Overview
The KFA Value Line Dynamic Core Equity Index ETF (KVLE) seeks to track the investment results of the Value Line Dynamic Core Equity Index, providing exposure to a diversified portfolio of U.S. equities selected based on Value Line's proprietary rankings. The ETF offers a core equity holding with a dynamic weighting methodology based on Value Lineu2019s Research.
Reputation and Reliability
KFAFunds is known for its innovative approach to investment solutions, particularly in the area of thematic and strategic ETFs. They are generally regarded as reliable, though a relatively younger player compared to larger issuers.
Management Expertise
KFAFunds has a management team with experience in quantitative investing and ETF product development, leveraging the Value Line research methodology.
Investment Objective
Goal
The ETF aims to track the investment results of the Value Line Dynamic Core Equity Index, before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF seeks to track the Value Line Dynamic Core Equity Index. This index uses a proprietary ranking system from Value Line to select and weight U.S. equities.
Composition The ETF primarily holds U.S. equities across various sectors, with weights determined by the index's methodology. Focus is on stocks with strong Value Line rankings.
Market Position
Market Share: KVLEu2019s market share is relatively small compared to broad market ETFs and value-focused ETFs.
Total Net Assets (AUM): 26473470
Competitors
Key Competitors
- IVV (iShares CORE S&P 500)
- VTV (Vanguard Value ETF)
- SPYV (SPDR Portfolio S&P 500 Value ETF)
Competitive Landscape
The ETF market is highly competitive with many established players. KVLE differentiates itself through its dynamic weighting based on Value Line's rankings, which may appeal to investors seeking a more active approach to value investing. However, its smaller size and less established track record compared to competitors like IVV and VTV, gives it a disadvantage.
Financial Performance
Historical Performance: Historical performance data requires real-time data retrieval and analysis but can be found on financial data websites.
Benchmark Comparison: The ETF's performance should be compared to the Value Line Dynamic Core Equity Index to assess tracking effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
KVLE's average daily trading volume is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for KVLE is typically moderate, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
KVLE's performance is influenced by factors affecting the broader equity market, particularly value stocks, as well as economic indicators such as interest rates and inflation.
Growth Trajectory
KVLE's growth trajectory depends on its ability to attract assets and maintain consistent performance relative to its benchmark, as well as the overall demand for value-oriented investment strategies.
Moat and Competitive Advantages
Competitive Edge
KVLE's competitive edge lies in its use of Value Line's proprietary rankings, which is a well-regarded research methodology. The dynamic weighting strategy offers a potentially more active approach to value investing compared to passively managed value ETFs. This unique approach might appeal to investors seeking an alternative to traditional market-cap weighted indices. However, the ETF must demonstrate strong performance relative to its benchmark to sustain its competitive advantage.
Risk Analysis
Volatility
KVLE's volatility will be influenced by the volatility of the underlying equities in the index, which may fluctuate based on market conditions.
Market Risk
KVLE is subject to market risk, including the risk of declines in the overall equity market and the specific risks associated with the value stocks it holds.
Investor Profile
Ideal Investor Profile
The ideal investor for KVLE is one who seeks exposure to a diversified portfolio of U.S. equities using a value-oriented strategy and is comfortable with a dynamic weighting approach.
Market Risk
KVLE is suitable for long-term investors seeking value exposure and who are comfortable with the potential for active management and some degree of tracking error.
Summary
KFA Value Line Dynamic Core Equity Index ETF (KVLE) provides exposure to U.S. equities selected using Value Line's rankings. It offers a dynamic weighting strategy, differentiating it from passive value ETFs. KVLEu2019s smaller size and trading volume compared to larger competitors are factors to consider. Performance is dependent on Value Lineu2019s methodology and broader market conditions, appealing to investors seeking an actively managed value approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- KFAFunds Website
- ETF Database
- Morningstar
- Bloomberg
Disclaimers:
The data provided is 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 KFA Value Line Dynamic Core Equity Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in instruments in its index or in instruments that have economic characteristics similar to those in the index. The fund may invest up to 20% of its assets in instruments that are not included in the index, but that the adviser, believes will help the fund track the index. 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.