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T. Rowe Price Exchange-Traded Funds, Inc. (TVAL)



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Upturn Advisory Summary
08/14/2025: TVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 12.52% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.44 - 33.80 | Updated Date 06/30/2025 |
52 Weeks Range 27.44 - 33.80 | Updated Date 06/30/2025 |
Upturn AI SWOT
T. Rowe Price Exchange-Traded Funds, Inc.
ETF Overview
Overview
T. Rowe Price Exchange-Traded Funds, Inc. offers a range of actively managed ETFs focusing on various sectors and investment strategies. The ETFs aim to deliver superior risk-adjusted returns through active security selection and portfolio construction.
Reputation and Reliability
T. Rowe Price is a well-established and reputable asset management firm with a long history of investment experience and a strong track record.
Management Expertise
The management team consists of experienced investment professionals with expertise in various asset classes and investment styles.
Investment Objective
Goal
The primary investment goal of T. Rowe Price ETFs is to provide investors with long-term capital appreciation and income by actively managing portfolios.
Investment Approach and Strategy
Strategy: T. Rowe Price ETFs are actively managed and do not track specific indices. The investment strategies vary depending on the specific ETF, but generally involve fundamental research and security selection.
Composition The ETFs hold a mix of assets, primarily stocks and bonds, depending on the specific ETF's investment mandate.
Market Position
Market Share: T. Rowe Price ETFs have a growing market share within the actively managed ETF space.
Total Net Assets (AUM): 3500000000
Competitors
Key Competitors
- ARKK
- JPST
- JEPI
- SCHD
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering a wide range of investment products. T. Rowe Price's advantage lies in its active management expertise and brand recognition. Disadvantages include potentially higher expense ratios compared to passive index funds.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF and market conditions. Consult specific ETF factsheets for detailed performance data.
Benchmark Comparison: Performance is compared to relevant benchmarks based on the ETF's investment strategy. The active management seeks to outperform these benchmarks.
Expense Ratio: 0.54
Liquidity
Average Trading Volume
Average trading volume fluctuates, influenced by market conditions and investor interest.
Bid-Ask Spread
Bid-ask spread is generally competitive, reflecting the liquidity of the underlying assets.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and sector-specific trends influence the performance of T. Rowe Price ETFs.
Growth Trajectory
The growth trajectory is dependent on the demand for active management and the ability of T. Rowe Price to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
T. Rowe Price ETFs benefit from the firm's established reputation, active management expertise, and rigorous research process. The firm's ability to attract and retain talented investment professionals gives them a competitive edge. Furthermore, the brand name provides investor confidence. The actively managed approach allows for flexibility in navigating changing market conditions.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and its underlying asset allocation. Actively managed funds have less volatility.
Market Risk
Market risk is inherent in investing in equity and fixed income markets. Specific risks are detailed in the individual ETF prospectuses.
Investor Profile
Ideal Investor Profile
The ideal investor for T. Rowe Price ETFs is one who seeks long-term capital appreciation or income through actively managed portfolios and is comfortable with the potential for higher fees.
Market Risk
T. Rowe Price ETFs are suitable for long-term investors who believe in active management and are willing to pay for potential outperformance.
Summary
T. Rowe Price Exchange-Traded Funds, Inc. offers actively managed ETFs aiming for long-term capital appreciation and income. The firm's established reputation and active management expertise are key advantages. Investors seeking potential outperformance over passive indices may find these ETFs appealing. However, investors should consider the higher expense ratios associated with active management and market risks involved in the underlying assets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- T. Rowe Price Website
- ETF.com
- Morningstar
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. Market conditions can change rapidly and unpredictably.
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 T. Rowe Price Exchange-Traded Funds, Inc.
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest primarily in U.S. equity securities. In taking a value approach to investment selection, the adviser seeks to identify companies that appear to be undervalued by various measures, and may be temporarily out of favor, but have good prospects for capital appreciation. Some of the principal measures used to identify such stocks are: price/earnings ratio, price/book value ratio, price/sales ratio, dividend yield, price/cash flow, undervalued assets, and restructuring opportunities. The fund may purchase the stocks of companies of any size, but typically focuses on larger companies.

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.