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- Upturn Summary
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Upturn AI Summary
Avantis® International Small Cap Value ETF(AVDV)
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 AVDV
11/06/2026: AVDV (2-star) is currently NOT-A-BUY. Pass it for now.
Avantis International Small Cap Value ETF (AVDV) provides systematic, active exposure to small-cap stocks in developed markets, specifically targeting those with attractive value characteristics. Its primary strengths include a disciplined factor-based approach, high liquidity, and the backing of a reputable issuer. It is well-suited as a long-term diversifier for investors seeking exposure beyond US large-cap equities. Primary risks involve the inherent volatility of small-cap assets and currency fluctuations. Investors should monitor market style rotations and global economic conditions, making this fund most appropriate for those with a long time horizon.
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 | Weak fit | This fund prioritizes value metrics over the high-growth characteristics favored by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find the value-based tilt contrary to their strategy unless market conditions favor a value-led upturn. |
| Value investor | Strong fit | AVDV is specifically designed to identify and capture the small-cap value premium, making it ideal for this style. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than high current income. |
| Low-risk investor | Weak fit | Small-cap and international equities inherently carry higher volatility and risk than large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
Long-term investors looking for international diversification and an intentional tilt toward value factors.
Suitability
Best suited for long-term investors holding AVDV as a core or satellite component of a well-diversified global portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small-cap stocks are historically more volatile than larger-cap counterparts. |
| Market risk | Medium / high | The fund is fully exposed to international market fluctuations and geopolitical events. |
| Concentration | Low | The fund holds a broad, well-diversified basket of stocks, mitigating single-stock risk. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, so traditional tracking error is not the primary risk. |
| Liquidity | Medium | Small-cap stocks can occasionally suffer from lower liquidity during periods of market stress. |
| Business/sector quality | Medium | Value stocks may sometimes include companies facing structural business challenges. |
Risk Analysis
Volatility
AVDV experiences higher volatility typical of the international small-cap segment, requiring a longer investment horizon.
Market Risk
The fund is subject to international macroeconomic risks, political instability, and currency exchange rate volatility.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US) | 98 | Provides broad international diversification away from US equity markets. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains minimal liquidity for daily operational requirements and settlement. |
Analysis of Past Performance
Type ETF | Historic Profit 15.36% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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