Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Avantis® International Equity ETF (AVDE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: AVDE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -7.13% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 57.24 - 74.00 | Updated Date 06/30/2025 |
52 Weeks Range 57.24 - 74.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
Avantis® International Equity ETF
ETF Overview
Overview
The Avantis International Equity ETF (AVDE) seeks long-term capital appreciation by investing in a broad range of international developed market companies, emphasizing those with higher profitability and value characteristics. It employs a market-cap weighted approach adjusted for relative price and profitability.
Reputation and Reliability
Avantis Investors is a reputable asset manager known for its systematic, value-oriented investment strategies and low fees.
Management Expertise
The management team at Avantis is comprised of experienced investment professionals with a strong background in quantitative and factor-based investing.
Investment Objective
Goal
The primary investment goal is long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF aims to outperform a broad international developed market benchmark by emphasizing companies with higher profitability and value characteristics.
Composition The ETF primarily holds stocks of companies located in international developed markets.
Market Position
Market Share: AVDE holds a noticeable share of the international equity ETF market, indicating growing investor interest.
Total Net Assets (AUM): 7240000000
Competitors
Key Competitors
- VEA
- IXUS
- SCHF
- IDEV
Competitive Landscape
The international equity ETF market is highly competitive, with several large players. AVDE distinguishes itself through its focus on profitability and value factors and its relatively lower expense ratio compared to some competitors. The advantages of AVDE are its factor-based approach and the potential for outperformance, while the disadvantages may be the deviation from a pure market-cap weighting.
Financial Performance
Historical Performance: Historical performance data should be reviewed on financial websites. (Past performance is not indicative of future results).
Benchmark Comparison: A comparison against an international developed market benchmark like the MSCI EAFE Index can be used to gauge its effectiveness.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average daily trading volume is robust, reflecting solid liquidity.
Bid-Ask Spread
AVDE's bid-ask spread is generally tight, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets, currency fluctuations, and global trade policies can affect the ETF's performance.
Growth Trajectory
The growth trajectory will depend on the performance of the selected international stocks and the continued adoption of factor-based investing.
Moat and Competitive Advantages
Competitive Edge
AVDE's competitive edge lies in its systematic, factor-based approach that seeks to capture the value and profitability premia in international equity markets. Its low expense ratio is a significant advantage for cost-conscious investors. The fund's investment strategy targets companies that are more profitable and trade at lower valuations, providing a differentiated investment approach. This strategy aims to deliver superior risk-adjusted returns compared to traditional market-cap weighted international equity ETFs. The focus on quantifiable factors and a disciplined process allows for consistent implementation.
Risk Analysis
Volatility
Historical volatility can be evaluated using standard deviation and beta. (Refer to fund prospectus or financial analysis websites)
Market Risk
The ETF is subject to market risk associated with international equity investments, including currency risk, political risk, and economic uncertainty in various countries.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is seeking long-term capital appreciation, has a moderate risk tolerance, and wants exposure to international developed markets with a focus on value and profitability.
Market Risk
AVDE is suitable for long-term investors seeking diversified international equity exposure and potential outperformance through factor-based investing.
Summary
The Avantis International Equity ETF (AVDE) offers investors exposure to international developed markets with a tilt towards value and profitability. Its systematic investment approach and low expense ratio make it an attractive option for long-term investors. The fund aims to outperform traditional market-cap weighted indexes. However, the fund's performance will be impacted by macro-economic, political and market risks associated with investing outside of the US. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data are approximations and may vary. AUM Data as of 2024-05-03. Market Share Data from 2023
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avantis® International Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in a diverse group of non-U.S. companies across countries, market sectors and industry groups. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities. It also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.