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Counterpoint Quantitative Equity ETF

CPAI

Market cap $483M

52.05 USD

-0.75

1.42%

At close Updated Oct 16, 4:00 PM EDT

1 day

-1.42%

5 days

-2.03%

1 month

1.15%

3 months

4.6%

6 months

13.94%

Year to date

28.42%

1 year

31.91%

5 years

106.63%

10 years

106.63%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 100%

Neutral 0%

Negative 0%

CPAI: Exceptional Performance, Convincing Factor Mix, A Buy (Rating Upgrade)

I upgrade the Counterpoint Quantitative Equity ETF to a Buy, as I believe its AI-informed strategy should secure outperformance versus IVV into 2027. My analysis shows that CPAI's portfolio has advantages over IVV in terms of earnings resilience and GARP profile, with fairly robust quality, which I expect to support its outperformance. CPAI has delivered outstanding results since inception, sporting an almost 8% annualized active return over December 2023–September 2026 (with IVV selected as a benchmark).

CPAI: Exceptional Performance, Convincing Factor Mix, A Buy (Rating Upgrade)

CPAI: Robust Performance Merits Shortlisting, But Beware Of The Risks

I initiate coverage of the Counterpoint Quantitative Equity ETF, an actively managed vehicle utilizing AI-driven models in the portfolio creation process, with a Hold rating. CPAI's performance since inception in 2023 has been impressive, as it has trounced IVV, QQQ, IJH, IJR, and AIEQ. However, its risk-adjusted returns have been rather weak owing to high volatility, plus downside capture was at 135.5%.

CPAI: Robust Performance Merits Shortlisting, But Beware Of The Risks

CPAI: Promising AI-Powered ETF

Counterpoint Quantitative Equity ETF holds 50 stocks selected by adaptive machine learning models. The CPAI ETF has outperformed the S&P MidCap 400 and S&P 500 since inception, showing resilience in the recent market downturn. Moreover, it has outperformed other AI-powered ETFs over the last 12 months, although one of them has a better Sharpe ratio.

CPAI: Promising AI-Powered ETF

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