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Upturn AI SWOT - About
Avantis® International Small Cap Value ETF (AVDV)
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Upturn Advisory Summary
08/14/2025: 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 -10.17% | Avg. Invested days 42 | 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 1.08 | 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 small-cap companies across developed international markets, emphasizing firms with relatively high value and profitability characteristics.
Reputation and Reliability
Avantis Investors is a relatively new but reputable firm known for its evidence-based investment strategies and low-cost ETFs.
Management Expertise
The management team is experienced in quantitative investing and factor-based strategies, leveraging expertise from Dimensional Fund Advisors (DFA).
Investment Objective
Goal
The primary investment goal of AVDV is to seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: AVDV does not strictly track a specific index but uses a flexible, multi-factor model to select and weight holdings based on value and profitability.
Composition The ETF primarily holds stocks of small-cap companies located in developed international markets, excluding the U.S. and Canada.
Market Position
Market Share: AVDV holds a significant market share within the international small-cap value ETF category, though not dominant.
Total Net Assets (AUM): 5410000000
Competitors
Key Competitors
- VSS
- SVAL
- GWX
Competitive Landscape
The international small-cap value ETF industry is moderately competitive. AVDV's advantage lies in its flexible, evidence-based approach to factor investing and its low expense ratio. However, competitors offer different strategies and risk profiles, catering to various investor preferences.
Financial Performance
Historical Performance: Historical financial performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires comparing AVDV's returns to an international small-cap value benchmark. The fund is expected to outperform the broad market over the long term.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
AVDV exhibits solid liquidity with a robust average daily trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
AVDV generally has a tight bid-ask spread, indicating relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
AVDV's performance is influenced by global economic growth, currency fluctuations, interest rate changes, and the performance of international small-cap markets, particularly value stocks.
Growth Trajectory
AVDV's growth depends on the increasing investor interest in international diversification, factor-based investing, and the continued outperformance of small-cap value stocks.
Moat and Competitive Advantages
Competitive Edge
AVDV benefits from Avantis's evidence-based investment philosophy, which emphasizes factors like value and profitability. Its flexible, multi-factor approach allows for dynamic adjustments based on market conditions. The fund's low expense ratio and efficient portfolio management further enhance its competitive edge. The ETF's exposure to a diversified portfolio of international small-cap value stocks offers a unique investment opportunity.
Risk Analysis
Volatility
AVDV may exhibit higher volatility than broader market ETFs due to its focus on small-cap stocks and international markets.
Market Risk
AVDV is subject to market risk, including economic downturns, political instability, and currency fluctuations in international markets. Small-cap stocks may also experience greater price swings than large-cap stocks.
Investor Profile
Ideal Investor Profile
AVDV is suitable for long-term investors seeking international diversification and exposure to small-cap value stocks. Investors should have a moderate to high risk tolerance and an understanding of factor-based investing.
Market Risk
AVDV is best for long-term investors seeking capital appreciation through exposure to undervalued international small-cap equities.
Summary
The Avantis International Small Cap Value ETF (AVDV) offers investors a cost-effective way to gain exposure to a diversified portfolio of international small-cap value stocks. Its evidence-based investment approach, low expense ratio, and dynamic portfolio management make it a compelling option for investors seeking long-term capital appreciation. However, investors should be aware of the inherent risks associated with small-cap stocks and international markets. AVDV is best suited for investors with a moderate to high risk tolerance and a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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.