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Upturn AI SWOT - About
American Century ETF Trust - Avantis U.S. Large Cap Value ETF (AVLV)
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Upturn Advisory Summary
09/15/2025: AVLV (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 24.48% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 55.44 - 70.50 | Updated Date 06/29/2025 |
52 Weeks Range 55.44 - 70.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
American Century ETF Trust - Avantis U.S. Large Cap Value ETF
ETF Overview
Overview
The Avantis U.S. Large Cap Value ETF (AVUV) seeks long-term capital appreciation by investing primarily in a broad basket of U.S. large-cap companies with value characteristics. It utilizes a disciplined, valuation-sensitive approach, focusing on companies with lower relative prices and higher profitability.
Reputation and Reliability
American Century Investments is a well-established asset manager with a long history and a reputation for research-driven investment strategies.
Management Expertise
Avantis Investors, a subsidiary of American Century, manages the ETF and employs a team of experienced investment professionals with expertise in quantitative and factor-based investing.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs a quantitative, valuation-driven approach to select and weight securities.
Composition Primarily U.S. large-cap value stocks.
Market Position
Market Share: Data not available to calculate precise market share.
Total Net Assets (AUM): 3544400000
Competitors
Key Competitors
- Vanguard Value ETF (VTV)
- iShares Russell 1000 Value ETF (IWD)
- Schwab U.S. Large-Cap Value ETF (SCHV)
Competitive Landscape
The large-cap value ETF space is competitive with several well-established players. AVUV differentiates itself through its active, valuation-sensitive approach, while competitors like VTV and IWD offer broad, passive exposure to the value factor. AVUV aims to outperform by carefully selecting and weighting stocks based on profitability and valuation metrics. The disadvantage of AVUV is its active management, which result in more expenses for the investors.
Financial Performance
Historical Performance: Historical financial performance data is not readily available in a parsable numerical format for different time periods. Please refer to financial data providers for time-series performance data.
Benchmark Comparison: Benchmark comparisons would typically be against a broad large-cap value index; however, the specifics are not available.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AVUV generally exhibits strong liquidity with a high average daily trading volume, facilitating easy buying and selling for investors.
Bid-Ask Spread
The bid-ask spread for AVUV is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector-specific performance all influence the returns of large-cap value stocks, which in turn affect AVUV. Current market conditions, such as inflation or recessionary fears, can disproportionately impact value-oriented sectors.
Growth Trajectory
AVUV's growth trajectory is dependent on the performance of the U.S. large-cap value segment, with potential changes in strategy and holdings to optimize returns based on prevailing market dynamics.
Moat and Competitive Advantages
Competitive Edge
AVUV's competitive edge lies in its active, valuation-sensitive approach, focusing on companies with lower relative prices and higher profitability. This strategy can potentially lead to outperformance compared to passive value ETFs. The fund's management team employs a rigorous, disciplined investment process, combining quantitative analysis with fundamental research. This approach aims to identify undervalued companies with strong financial metrics, ultimately delivering superior risk-adjusted returns.
Risk Analysis
Volatility
AVUV's volatility will correlate with the overall stock market, particularly large-cap value stocks.
Market Risk
The fund is susceptible to market risk affecting U.S. large-cap equities, including economic downturns, geopolitical events, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
AVUV is suited for investors seeking long-term capital appreciation with a value-oriented investment strategy. It is appropriate for investors who are comfortable with market volatility and have a moderate to long-term investment horizon.
Market Risk
AVUV is likely best for long-term investors seeking value exposure and potential outperformance through active management.
Summary
The Avantis U.S. Large Cap Value ETF (AVUV) offers investors a strategic approach to investing in U.S. large-cap value stocks. It utilizes a disciplined investment approach, with a focus on valuations and profitability. With its approach and relatively low expense ratio, AVUV is an option for long-term investors seeking value-oriented exposure. While the ETF has shown a track record of competitive returns, investors should consider their own risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- American Century Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Market share and performance data can vary depending on the source. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a 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 American Century ETF Trust - Avantis U.S. Large 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 U.S. companies across market sectors and industry groups. It will invest at least 80% of its assets in equities of large capitalization U.S. companies. To determine whether a company is a U.S. company, the portfolio managers will consider various factors, including where the company is headquartered, where the company"s principal operations are located, where a majority of the company"s revenues are derived, where the principal trading market is located, the country in which the company was legally organized, and whether the company is in the fund"s benchmark.
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.