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Upturn AI SWOT - About
Avantis® International Small Cap Value ETF (AVDV)
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Upturn Advisory Summary
10/24/2025: AVDV (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 -3.3% | Avg. Invested days 48 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 58.81 - 79.14 | Updated Date 06/30/2025 |
52 Weeks Range 58.81 - 79.14 | Updated Date 06/30/2025 |
Upturn AI SWOT
Avantis® International Small Cap Value ETF
ETF Overview
Overview
The Avantis International Small Cap Value ETF (AVDV) seeks long-term capital appreciation by investing in a broad portfolio of international small-cap companies, emphasizing those with high profitability and value characteristics.
Reputation and Reliability
Avantis Investors is known for its systematic, research-driven approach to investing, backed by experienced portfolio managers.
Management Expertise
Avantis' investment team is comprised of professionals with deep experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: AVDV employs a quantitative approach, selecting stocks based on profitability, value, and momentum factors.
Composition The ETF primarily holds stocks of small-cap companies located outside of the United States.
Market Position
Market Share: AVDV has a significant market share within the international small-cap value ETF segment.
Total Net Assets (AUM): 6240000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- Dimensional International Small Cap Value ETF (DISV)
- iShares MSCI EAFE Small-Cap ETF (SCZ)
Competitive Landscape
The international small-cap value ETF market is competitive, with several established players. AVDV's advantage lies in its factor-based approach that seeks to enhance returns. Disadvantages includes exposure to specific factor risks, like value traps.
Financial Performance
Historical Performance: Historical performance data is needed from a live data source.
Benchmark Comparison: Benchmark comparison is needed from a live data source.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
AVDV exhibits moderate liquidity with a reasonable average trading volume.
Bid-Ask Spread
The bid-ask spread for AVDV is typically tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, currency fluctuations, and political stability in international markets significantly influence AVDV's performance.
Growth Trajectory
AVDV's growth depends on the performance of international small-cap value stocks and the continued adoption of factor-based investing.
Moat and Competitive Advantages
Competitive Edge
AVDVu2019s competitive advantage comes from its systematic, factor-based approach. Its value and profitability screens help select companies with solid fundamentals. The low expense ratio is favorable. Avantis has deep experience in quantitative investing. AVDV has better liquidity and less concentration risks.
Risk Analysis
Volatility
AVDV's volatility can be high, as it invests in small-cap stocks.
Market Risk
AVDV is susceptible to international market risks, including currency risk and political instability.
Investor Profile
Ideal Investor Profile
AVDV is suitable for long-term investors seeking international small-cap value exposure with a tolerance for volatility.
Market Risk
AVDV is best suited for long-term investors who understand factor-based investing and international market risks.
Summary
AVDV offers targeted exposure to international small-cap value stocks through a systematic, factor-based approach. Its low expense ratio and emphasis on profitability and value make it an attractive option. However, investors should be prepared for higher volatility. The fund suits long-term investors willing to accept the unique challenges of international markets. Performance depends on the continued success of the value and profitability factors and management decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Performance data needs to be gathered from live data source.
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 Small Cap Value 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. small cap value companies across market sectors, industry groups, and countries. Under normal market conditions, it will invest at least 80% of its assets in securities of small capitalization companies. The fund 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.