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Avantis International Large Cap (AVIV)
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Upturn Advisory Summary
08/14/2025: AVIV (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 -8.79% | Avg. Invested days 38 | 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 1.09 | 52 Weeks Range 48.00 - 62.30 | Updated Date 06/29/2025 |
52 Weeks Range 48.00 - 62.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
Avantis International Large Cap
ETF Overview
Overview
The Avantis International Large Cap Value ETF (AVDV) seeks long-term capital appreciation by investing in a broad range of international large-cap companies with value characteristics. The fund utilizes a flexible, bottom-up investment process that combines fundamental analysis with systematic portfolio construction. It focuses on companies with higher profitability and lower valuations.
Reputation and Reliability
Avantis Investors is a relatively new but reputable issuer backed by American Century Investments, known for its quantitative and factor-based investing approach.
Management Expertise
The management team has extensive experience in quantitative investing and factor-based portfolio construction.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a flexible, bottom-up investment process combining fundamental analysis with systematic portfolio construction to select undervalued large-cap stocks internationally.
Composition The ETF primarily holds stocks of international large-cap companies.
Market Position
Market Share: 0.01
Total Net Assets (AUM): 5750000000
Competitors
Key Competitors
- VEA
- IXUS
- SCHF
Competitive Landscape
The international large-cap ETF market is highly competitive, with several established players. AVDV differentiates itself through its value-oriented, factor-based approach, which can lead to different performance outcomes compared to broad market ETFs. AVDV benefits from strong fundementals with value oriented stocks. AVDV's disadvantages can be market volatility and risks from international investments.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparisons require access to live financial data.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with average daily trading volumes fluctuating depending on market conditions.
Bid-Ask Spread
The typical bid-ask spread is usually tight, contributing to minimal trading expenses.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and currency fluctuations in international markets influence AVDV's performance.
Growth Trajectory
AVDV's growth trajectory is tied to the performance of international large-cap value stocks. Any shifts in the fund's investment strategy or holdings are to be checked.
Moat and Competitive Advantages
Competitive Edge
AVDVu2019s competitive edge stems from its factor-based, value-oriented approach, which targets companies with strong fundamentals. The combination of value, profitability, and investment characteristics provides a unique approach to international large-cap investing. This differentiates it from more passive, market-cap-weighted international ETFs. The systematic approach can result in potentially superior risk-adjusted returns compared to traditional passive strategies.
Risk Analysis
Volatility
AVDV's volatility is subject to movements in international equity markets.
Market Risk
Market risk includes fluctuations in global economies, currency risk, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through international equity exposure with a value tilt.
Market Risk
AVDV is best suited for long-term investors seeking diversified international equity exposure with a factor-based approach.
Summary
Avantis International Large Cap Value ETF (AVDV) offers investors exposure to international large-cap stocks with a value orientation. It utilizes a factor-based approach, targeting companies with strong fundamentals. The ETF is suitable for long-term investors seeking diversified international equity exposure. Investors should consider international market and currency risks when investing in AVDV. Its relatively low expense ratio makes it an attractive option compared to actively managed funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and data may change.
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 Large Cap
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of large capitalization companies. Additionally, it will invest at least 40% (unless the portfolio managers deem market conditions unfavorable, in which case the fund would invest at least 30%) of its assets in securities of issuers located outside the U.S. The fund will allocate its assets among at least three different countries outside the United States. The manager may also engage in securities lending and invest the fund's collateral in eligible securities, such as a government money market fund.
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