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AAVM
+2.50 · +8.32%
$32.49 · NASDAQ

Alpha Architect Global Factor Equity ETF (AAVM) ETF Analysis | Equity Hedged

Alpha Architect · USA
AUM:$23.0M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 35.6% over the past year, reflecting strong price momentum.

What is AAVM?

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund is a "fund of funds," meaning that it primarily invests its assets in the shares of other exchange-traded funds ("ETFs"), rather than in securities of individual companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AAVM delivered 35.6% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 1.93% — modest income alongside capital growth potential.
ETF Information
AUM$23.0M
Expense Ratio0.00%
Dividend Yield1.93%
Holdings5
Inception DateMay 2017
Domicile–
Distribution–
Index–
ProviderAlpha Architect
Beta0.87
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would AAVM affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.6%
1Y
+25.9%
3Y
+63.5%
5Y
+37.3%
OpenBook InsightIf you had invested £10,000 in AAVM 5 years ago, it would have grown to £13,733 — a gain of £3,733.

Annual Returns

Calendar year performance

AAVM delivered positive returns in 4 of the last 5 calendar years.
YearAAVM
2026 YTD+15.3%
2025+18.0%
2024+12.8%
2023+1.3%
2022-6.8%
CAGR 4yr+5.9%
4/5 positive yearsAvg return: +8.1%Worst year: -6.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.7%
Low
Momentum
+4.4%
30-day change
Support Level
33.63
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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