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AZTD
+1.27 · +4.40%
$30.11 · NYSE ARCA

Aztlan Global Stock Selection Dm SMID ETF (AZTD) ETF Analysis | Global Small/Mid Stock

Aztlan ETFs · USA
AUM:$34.9M
#– of – in Global Small/Mid Stock 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 32.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is AZTD?

The index is comprised of equity securities of companies from the following three developed markets (DM) regions. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of SMID-capitalization companies incorporated in or that are listed in developed markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AZTD delivered 32.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 30.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$34.9M
Expense Ratio0.75%
Dividend Yield1.05%
Holdings50
Inception DateAug 2022
Domicile–
Distribution–
Index–
ProviderAztlan ETFs
Beta1.16
CategoryGlobal Small/Mid Stock
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+4.5%
1Y
+14.0%
3Y
+58.0%
5Y
+66.0%
OpenBook InsightIf you had invested £10,000 in AZTD 5 years ago, it would have grown to £16,599 — a gain of £6,599.

Annual Returns

Calendar year performance

AZTD delivered positive returns in 4 of the last 5 calendar years.
YearAZTD
2026 YTD+13.0%
2025+25.0%
2024+7.3%
2023+11.7%
2022-1.5%
CAGR 4yr+10.2%
4/5 positive yearsAvg return: +11.1%Worst year: -1.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
13.0%
Low
Momentum
+0.3%
30-day change
Support Level
32.29
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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