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® Emerging Markets Equity ETF (AVEM)
- 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
07/17/2025: AVEM (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 2.46% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 51.95 - 68.44 | Updated Date 06/30/2025 |
52 Weeks Range 51.95 - 68.44 | Updated Date 06/30/2025 |
Upturn AI SWOT
Avantis® Emerging Markets Equity ETF
ETF Overview
Overview
The Avantisu00ae Emerging Markets Equity ETF (AVEM) seeks long-term capital appreciation by investing in a broad range of emerging market companies, employing a value-oriented and profitability-focused approach.
Reputation and Reliability
Avantis Investors is a relatively new but well-regarded firm known for its systematic, research-driven approach to investing. It is backed by experienced professionals.
Management Expertise
The management team has extensive experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: AVEM does not track a specific index but uses a systematic approach to select and weight companies based on their relative value and profitability.
Composition The ETF holds a diversified portfolio of stocks from emerging market countries.
Market Position
Market Share: AVEM has a growing market share within the emerging markets equity ETF space.
Total Net Assets (AUM): 4650000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The emerging markets ETF space is highly competitive. AVEM differentiates itself through its value and profitability focus, which may lead to different performance outcomes than market-cap weighted ETFs. Advantages include the potential for higher returns from value and quality factors, while disadvantages include potential underperformance during growth-driven market rallies.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data sources. Performance varies depending on the time frame.
Benchmark Comparison: A benchmark comparison would involve comparing AVEM's returns to a broad emerging market index like the MSCI Emerging Markets Index.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
AVEM generally has good liquidity with a healthy average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for AVEM is typically tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Emerging markets are influenced by global economic growth, commodity prices, currency fluctuations, and geopolitical events.
Growth Trajectory
AVEM's growth trajectory depends on the performance of emerging market equities and the ETF's ability to generate alpha through its investment strategy. Changes to strategy and holdings will be reflected in regular portfolio updates.
Moat and Competitive Advantages
Competitive Edge
AVEM's competitive edge lies in its systematic, factor-based approach that emphasizes value and profitability. This strategy seeks to identify undervalued companies with strong financial health, potentially leading to superior long-term returns. The lower expense ratio compared to some actively managed funds is an additional advantage. Avantis's strong research capabilities and experienced management team further contribute to its competitive positioning.
Risk Analysis
Volatility
Volatility can be assessed using standard deviation of returns. Emerging markets are inherently more volatile than developed markets.
Market Risk
Specific risks include political instability, currency risk, regulatory changes, and economic slowdowns in emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to emerging market equities with a preference for a value-oriented strategy.
Market Risk
AVEM is suitable for long-term investors who understand the risks and opportunities associated with emerging markets.
Summary
The Avantisu00ae Emerging Markets Equity ETF offers exposure to emerging market equities through a systematic, value- and profitability-focused approach. Its lower expense ratio and disciplined investment process make it an attractive option for long-term investors. However, it's crucial to consider the inherent risks of emerging market investing and the potential for volatility. The fundu2019s performance will depend on the success of its factor-based strategy and the overall health of the emerging market economies. Investors should compare this ETF with other emerging market options to determine if it aligns with their investment objectives and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors website
- FactSet
- Morningstar
- SEC filings
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. Consult with a qualified financial advisor before making any investment decisions.
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® Emerging Markets 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 companies related to emerging markets across market sectors, industry groups and countries. The fund 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 of companies related to emerging market countries.
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.
