evenfolio
Alpha ArchitectLarge BlendAAEQ · Nasdaq

Alpha Architect US Equity 2 ETF (AAEQ)

Price
$54.70
11 Sept 2026
Assets
$509.5M
Total net assets
Expense ratio
0.09%
Category 0.72%
Yield
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
Loading NAV history…
Alpha Architect US Equity 2 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.7%+3.8%+15.7%+10.9%+10.5%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+1.0%+1.1%+0.9%-1.1%-3.9%

Holdings

The 10 largest positions make up 38.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp8.21%
AAPLApple Inc6.96%
MSFTMicrosoft Corp5.67%
AMZNAmazon.com Inc3.78%
GOOGLAlphabet Inc Class A3.07%
AVGOBroadcom Inc2.81%
GOOGAlphabet Inc Class C2.46%
METAMeta Platforms Inc Class A1.90%
MUMicron Technology Inc1.66%
TSLATesla Inc1.53%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.0
P/B
5.3
P/S
3.6
P/CF
19.5

Sector allocation

Share of the equity the fund holds.

38.9%Technology11 sectors
  1. Technology38.9%
  2. Financial services12.3%
  3. Communication services9.6%
  4. Health care9.1%
  5. Consumer discretionary8.9%
  6. Industrials7.9%
  7. Consumer staples4.3%
  8. Energy3.8%
  9. Utilities1.8%
  10. Real estate1.8%
  11. Materials1.7%

Asset mix

  • Stocks99.8%
  • Cash0.1%
  • Other0.1%

ETF details

Issuer
Alpha Architect
Category
Equity · Large Blend
Ticker
AAEQ
Exchange
Nasdaq
Inception
9 Dec 2025 (0.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.09% (category 0.72%)
Holdings turnover
0% (category 95%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$509.5M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

Search

Search funds, pages and tools