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Upturn AI SWOT - About
BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL)
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Upturn Advisory Summary
03/27/2025: DVAL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 15.52% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 8663 | Beta 0.89 | 52 Weeks Range 12.45 - 14.65 | Updated Date 03/27/2025 |
52 Weeks Range 12.45 - 14.65 | Updated Date 03/27/2025 |
Upturn AI SWOT
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
ETF Overview
Overview
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF (BLV) seeks long-term capital appreciation by investing in a dynamic portfolio of large-cap US value stocks identified using a quantitative model.
Reputation and Reliability
Brandywine Global Investment Management is a well-established investment manager with a history of managing various investment strategies.
Management Expertise
The ETF is managed by experienced portfolio managers at Brandywine Global with expertise in quantitative investing and value stock selection.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in US large-cap value stocks.
Investment Approach and Strategy
Strategy: The ETF employs a dynamic quantitative model to identify undervalued large-cap stocks in the US market.
Composition The ETF primarily holds US large-cap value stocks.
Market Position
Market Share: Data unavailable to calculate market share.
Total Net Assets (AUM): Data unavailable for BLV.
Competitors
Key Competitors
- IWD
- VTV
- IVE
Competitive Landscape
The large-cap value ETF market is competitive, with several well-established ETFs like IWD, VTV and IVE holding significant assets. BLV's active management and dynamic strategy differentiate it, but it needs to demonstrate superior performance to attract assets from passive, low-cost competitors. Key factors are BLV's value selection and how well it performs.
Financial Performance
Historical Performance: Historical performance data is needed to complete this section.
Benchmark Comparison: Benchmark data is needed to complete this section.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume data is currently unavailable.
Bid-Ask Spread
Bid-ask spread data is currently unavailable.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as value stock performance relative to growth stocks, can significantly impact BLV's performance.
Growth Trajectory
Growth trends of the ETF depend on the effectiveness of its quantitative model and the overall performance of the US large-cap value market.
Moat and Competitive Advantages
Competitive Edge
BLV's competitive edge lies in its dynamic quantitative model for selecting value stocks, which aims to outperform traditional value indices. The active management approach allows for tactical adjustments based on market conditions. This contrasts with passive value ETFs that simply track an index. However, the success of this strategy depends on the model's accuracy and the manager's ability to adapt to changing market dynamics.
Risk Analysis
Volatility
Volatility data requires historical performance.
Market Risk
The ETF is subject to market risk associated with investing in equity markets, particularly large-cap US stocks. Value stocks may underperform growth stocks during certain market cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation, has a moderate to high risk tolerance, and believes in active management to enhance value stock returns.
Market Risk
BLV is suitable for long-term investors who are comfortable with market fluctuations and seeking potential outperformance in the large-cap value space.
Summary
BrandywineGLOBAL - Dynamic US Large Cap Value ETF is an actively managed ETF that seeks to provide long-term capital appreciation by investing in a dynamic portfolio of large-cap US value stocks. Its quantitative model and active management differentiate it from passive value ETFs. The ETF is appropriate for investors with a moderate to high risk tolerance and a long-term investment horizon. Its success will depend on the effectiveness of its stock selection model and management expertise. The expense ratio is 0.29.
Similar Companies
- IWD
- VTV
- IVE
- RPV
- SYLD
- QUAL
- EFV
Sources and Disclaimers
Data Sources:
- Brandywine Global Website
- ETF.com
- Yahoo Finance
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. Consult with a 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 BrandywineGLOBAL - Dynamic US Large Cap Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices. In addition, under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or other instruments with similar economic characteristics. The fund may have significant positions in particular sectors from time to time.
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