AAEQAlpha Architect US Equity 2 ETF
Seeks long-term capital appreciation.
By Alpha Architect · Launched 2025
Annual Cost
0.15%
#612 of 5,861 · low cost
Fund Size
$497M
#1,594 of 5,861 · large
Return (1Y)Goal
N/A
Track Record
8 months
#4,958 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,588+5.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 39.2% of fund✓ well diversified
Apple IncAAPL
7.7%
NVIDIA CorpNVDA
7.5%
Microsoft CorpMSFT
5.7%
Amazon.com IncAMZN
3.7%
Alphabet IncGOOGL
3.4%
Alphabet IncGOOG
2.7%
Broadcom IncAVGO
2.6%
Meta Platforms IncMETA
2.2%
Tesla IncTSLA
1.9%
Berkshire Hathaway IncBRK/B
1.8%
Asset allocation
Stocks
99.8%
Cash
0.1%
Other
0.0%
By sector
Technology
39.7%
Financial Services
11.2%
Consumer Cyclical
9.8%
Communication
9.7%
Healthcare
8.8%
Industrials
7.9%
Consumer Defensive
4.4%
Energy
3.3%
Other
5.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-10.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diverse portfolio of U.S. companies across sectors and styles, investing primarily in equity securities of U.S. companies with market capitalizations of $1 billion or greater. The strategy includes exposure to both dividend and non-dividend paying stocks, and may utilize options for efficient market exposure.
- Inception date
- December 9, 2025
- Fund family
- Alpha Architect
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Data updated on 2026-08-04