ACSI
American Customer Satisfaction ETF
The American Customer Satisfaction Core Alpha ETF tracks an index of US-listed large-cap companies, weighted toward those with high customer satisfaction scores from surveys.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 106.0 M
ASSETS UNDER MGMT
65 bp
EXPENSES
Fund Basics
| Inception date | Oct 31, 2016 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| ALPHABET INC. CLASS C | 6.8 % |
| DELL TECHNOLOGIES INC CLASS C | 6.0 % |
| AMAZON.COM INC | 5.0 % |
| APPLE INC | 4.3 % |
| META PLATFORMS INC | 4.2 % |
| MICROSOFT CORP | 3.5 % |
| TORONTO-DOMINION BANK | 3.5 % |
| VERIZON COMMUNICATIONS INC | 3.5 % |
| NETFLIX INC | 3.5 % |
| COSTCO WHOLESALE CORP | 3.2 % |
Constituent Breakdown
| Number of holdings | 33 |
| Herfindahl-Hirschman Index | 347 |
| Wgt avg mkt cap (mns) | $895,085 |
| Large cap (>$10bn) | 97.9% |
| Mid cap ($2-10bn) | 1.9% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.1 % |
 |
CANADA | 3.5 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -3.3% | 8.5% | 11.5% | 13.3% | 6.9% | -- | -- | 10.7% |
| Dividend Yield | 0.0% | 1.0% | 0.9% | 1.0% | 0.8% | -- | -- | 1.1% |
| Total Returns | -3.3% | 9.5% | 12.4% | 14.2% | 7.7% | -- | -- | 11.8% | Ann. Volatility | 13.5% | 15.7% | 14.3% | 13.6% | 16.7% | -- | -- | 17.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.75 | 83% |
| MSCI EAFE | 0.69 | 60% |
| MSCI Emg Mkts | 0.52 | 44% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.10% |
Technical Indicators
| 30d moving avg. (EMA) | $65.62 |
| Relative strength (RSI) | 53 |
| MACD/Signal | 0.08/-0.32 |
| Bollinger Bands (Upper/Lower) | $67.10/$62.83 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. ACSI |
Expenses vs. ACSI |
ALTAR Score™ vs. ACSI |
|---|---|---|---|---|
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 42.5% | -16 bp | +0.3% |
| BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 36.5% | -50 bp | -0.6% |
| TMFE | Motley Fool Capital Efficiency 100 Index ETF | 35.9% | -15 bp | -1.4% |
| TMFC | Motley Fool 100 Index ETF | 34.7% | -15 bp | -1.7% |
| USMC | Principal U.S. Mega-Cap ETF | 33.2% | -53 bp | -1.2% |
| LRGC | AB US Large Cap Strategic Equities ETF | 33.0% | -17 bp | -0.9% |
| TOPT | iShares Top 20 U.S. Stocks ETF | 32.5% | -45 bp | -1.4% |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | 32.2% | -45 bp | -1.8% |
| MAVF | Matrix Advisors Value ETF | 31.5% | +10 bp | +0.1% |
| LCF | Touchstone US Large Cap Focused ETF | 31.3% | +4 bp | -1.1% |
Risk and Returns: ACSI vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/16/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.5%
ALTAR SCORE™
50th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,203 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. ACSI's ALTAR Score™ is approximately 0.0 standard
deviations above the category average. This places ACSI in the 50th percentile
among funds in the category.
Sell-Side Consensus
$79.25
PRICE TARGET
+15.9%
UPSIDE