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Upturn AI Summary
Avantis US Small Cap Equity ETF(AVSC)
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 AVSC
10/23/2026: AVSC (2-star) is currently NOT-A-BUY. Pass it for now.
The Avantis US Small Cap Equity ETF (AVSC) provides active exposure to the US small-cap market by systematically targeting companies with attractive value and profitability characteristics. Its primary strengths include a research-driven management team and a disciplined methodology that aims for outperformance over the long term. It is best used as a satellite holding within a broader portfolio to provide style diversification. Investors should remain mindful of the higher volatility inherent in small-cap stocks and the potential for tracking error relative to passive benchmarks. The fund is most suitable for long-term investors who favor an active, factor-based approach.
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 | Mixed fit | While it targets small-cap growth, the value tilt may moderate total growth returns compared to pure growth funds. |
| Momentum investor | Mixed fit | Momentum investors may find the value and profitability focus acts as a headwind during periods of high-growth momentum. |
| Value investor | Strong fit | The fund systematically selects companies with lower valuations, making it an excellent fit for value-oriented investors. |
| Dividend/Income investor | Mixed fit | Small-cap stocks generally offer lower and less consistent dividends compared to large-cap dividend payers. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally not suitable for conservative or low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in the efficacy of factor investing and are comfortable with the inherent volatility of small-cap stocks.
Suitability
Best for long-term investors looking to complement a core large-cap portfolio with a disciplined, factor-tilted small-cap exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks exhibit higher price fluctuations than large-cap benchmarks. |
| Market risk | Medium / high | The fund is fully exposed to systemic market downturns affecting the small-cap segment. |
| Concentration | Medium | While diversified, the fund's factor tilts may lead to specific sector or style concentrations. |
| Tracking/expense | Low | The active strategy aims for alpha, meaning tracking error is an intentional feature rather than a flaw. |
| Liquidity | Medium | Small-cap stocks can occasionally suffer from reduced liquidity during periods of market stress. |
| Business/sector quality | Medium | Small-cap firms often have less robust balance sheets than large-cap enterprises. |
Risk Analysis
Volatility
AVSC exhibits volatility consistent with the small-cap asset class, typically higher than large-cap indices.
Market Risk
The fund faces risks related to the sensitivity of small firms to economic cycles and capital markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Small-Cap Equities | 98 | The fund provides broad exposure to the small-cap segment of the US stock market. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.34% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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