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Upturn AI Summary
Avantis International Small Cap Equity ETF(AVDS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AVDS
10/02/2026: AVDS (1-star) is a SELL. SELL for 2 days. Simulated Profits (-1.15%). Updated daily EoD!
The Avantis International Small Cap Equity ETF (AVDS) provides broad exposure to international small-cap companies using an active, systematic approach that targets factors like value and profitability. Its primary strengths include a highly disciplined investment process, an experienced management team, and lower costs compared to many traditional active funds. It is best used as a long-term diversification tool to complement domestic-heavy portfolios. Investors should remain mindful of the inherent volatility of small-cap stocks, the cyclicality of the value factor, and risks related to currency exposure. It is well-suited for investors with a long time horizon who believe in the systematic pursuit of higher expected returns through factor tilting.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures equity growth, its tilt toward value and small-cap factors may underperform during phases where large-cap growth stocks dominate. |
| Momentum investor | Strong fit while signal remains positive | The fund may capture momentum within its small-cap universe, but investors should monitor for a positive upturn signal in the factor cycle. |
| Value investor | Strong fit | The fund's core strategy incorporates a deliberate tilt toward smaller, cheaper companies, aligning well with value-oriented objectives. |
| Dividend/Income investor | Mixed fit | Small-cap companies often prioritize reinvestment over dividends, making this less suitable for pure income-focused investors. |
| Low-risk investor | Weak fit | Small-cap international stocks inherently carry higher volatility and risk compared to large-cap or domestic assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term oriented individual seeking international small-cap exposure with a preference for factor-based, systematic investment strategies.
Suitability
This ETF is best suited for long-term investors looking to diversify their portfolio and capture potential excess returns over the long haul.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap equities are prone to wider price swings than their large-cap counterparts. |
| Market risk | Medium / high | Global economic downturns and geopolitical events can significantly impact international markets. |
| Concentration | Medium | The fund is concentrated in small-cap stocks, which may behave differently than the broader global economy. |
| Tracking/expense | Low | As an active fund, it does not aim to track a benchmark exactly, which is a structural feature rather than a failure. |
| Liquidity | Medium | Small-cap stocks in certain international markets may experience lower liquidity during periods of market stress. |
| Business/sector quality | Medium | Small-cap companies often have less established business models than large-cap firms. |
Risk Analysis
Volatility
AVDS exhibits high volatility consistent with the small-cap international asset class.
Market Risk
Risks include currency fluctuations, geopolitical instability, and the cyclical nature of international equity markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (excluding U.S.) | 98 | Provides broad diversification across international markets such as Japan, UK, Canada, and Europe. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents minor liquidity reserves for day-to-day operations and settlement. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -7.54% | Avg. Invested days 46 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $360.22M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.3% |
| Distribution Yield | 2.18% |
| Inception | Jul 18, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +14.19% |
| 1 Year | +20.59% |
| 3 Year | +21.72% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.32% |
| 3Y Volatility | 14.84% |
| 3Y Sharpe Ratio | 1.07 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 53.99% |
| Small Cap | 39.51% |
| Micro Cap | 5.68% |
| Large Cap | 0.01% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 23.47% |
| Basic Materials | 14.99% |
| Consumer Cyclicals | 13.69% |
| Financial Services | 12.51% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.94x |
| Portfolio P/B | 1.44x |
| Portfolio P/S | 0.86x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| DPM Metals | 0.27% |
| Lion Finance Group | 0.26% |
| Balfour Beatty | 0.25% |
| HudBay Minerals | 0.25% |
| Finning International | 0.25% |
Upturn AI Summary
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.
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