AT&T

Verizon

Walmart

Visa

Boston Scientific

Republic Services

T-Mobile US

CME Group

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Global X Adaptive US Factor ETF

AUSF tracks an index of US large- and mid-cap stocks with exposure to value, momentum, and/or low volatility factors. Factor exposure is determined by the recent performance of each factor.

AUSF dynamically allocates across value, momentum, and low volatility factors, aiming to outperform broader equity indexes with lower volatility and attractive valuations. The fund's portfolio is diversified across market caps and sectors, with a significant focus on financial services, industrials, and consumer staples. AUSF's low P/E ratio and conservative tech exposure contribute to its low valuation, but it shows slower growth and profitability compared to the Russell 1000.

AUSF: A Factor ETF With Historical Low Volatility And Distinct Allocation

The Global X Adaptive U.S. Factor ETF (AUSF) dynamically allocates between minimum volatility, value, and momentum factors to adapt to changing market conditions. AUSF's flexible approach aims to outperform by adjusting its factor exposure based on recent returns, offering a 50/50 or 40/40/20 split. The fund's sector allocation favors Financials and includes diverse holdings like IBM, AT&T, and Verizon, providing value and stability.

AUSF: Dynamic And Working Against Other Factor Funds

AUSF tracks an index that is designed to rotate in and out of three factors, namely value, momentum, and low volatility. In the current version, AUSF has a high earnings yield, with most holdings demonstrating soft growth characteristics and low beta. There is an adequate dosage of quality. Due to spotty past performance and the factor mix that I believe looks weak for the current environment, AUSF does not deserve a rating upgrade today.

AUSF: Three-Factor Strategy With Uninspiring Performance

Passively managed AUSF has a multi-factor equity strategy revolving around value, momentum, and low volatility that has not translated into consistent outperformance in the past. The ETF currently has a tilt toward less expensive, less volatile stocks with unappealing growth characteristics. The paradox is that AUSF emerged from the 2022 bear market almost unscathed, but still delivered the worst maximum drawdown in the ETF group discussed in the article.

AUSF: Interesting Multi-Factor Strategy, But Hardly Compelling Returns

The Global X Adaptive U.S. Factor ETF uses trailing relative performance to allocate weights between value, momentum, and minimum volatility factors. AUSF has historically performed well, with minimal decline during the 2022 equity bear market. However, compared to the Invesco Russell 1000 Dynamic Multifactor ETF, OMFL has higher historical returns and a more intuitive strategy based on the business cycle.

AUSF: Good But Not Great Way To Gain Multi-Factor Exposure

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July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry's largest ETFs.

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An assessment of market factors that are experiencing strength can give investors a sign post on where they should allocate their capital, especially in uncertain times like now. That said, more investors are hopping on the factor investing train despite the current market headwinds.

As More Adopt Factor Investing, Consider This Adaptive ETF

Adjusting a portfolio in order to tilt towards the favored factors in a given market environment doesn't have to be a trying task with assets like the Global X Adaptive U.S. Factor ETF (AUSF). Whether it's tilting a portfolio towards value, capturing momentum, or stifling volatility, AUSF has ETF investors covered.

Snag Multi-Factor Exposure without Reorganizing Your Portfolio

Value, momentum, and low volatility are all solid factors to incorporate in a portfolio. Why not have all three?

What's Better than One Factor? Three, with Global X's ‘AUSF'

Two factors are better than one, but three factors–now that's a crowd big enough to beat market cap weighted indexes. The trifecta of minimum volatility, value, and momentum comprise the Global X Adaptive U.S. Factor ETF (AUSF).

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