Avantis Responsible Emerging Markets Equity ETF (AVSE)

Overview

The Avantis Responsible Emerging Markets Equity ETF (AVSE) seeks long-term capital appreciation by investing in a broad range of emerging market companies, emphasizing those with higher profitability and lower valuations while considering environmental, social, and governance (ESG) factors.

Reputation and Reliability

Avantis Investors is a relatively new but reputable issuer, known for its systematic, value-oriented investment approach and low-cost ETFs. They are backed by a larger financial services firm.

Management Expertise

Avantis Investors has a team of experienced portfolio managers and researchers with expertise in quantitative investing and factor-based strategies.

Goal

To provide long-term capital appreciation by investing in a broad range of emerging market companies with higher profitability and lower valuations.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index but employs a systematic investment process that considers value, profitability, and ESG factors in selecting stocks.

Composition The ETF primarily holds stocks of companies located in emerging market countries.

Market Share: AVSE's market share in the emerging market ESG ETF sector is growing but remains moderate compared to larger, more established funds.

Total Net Assets (AUM): 99265208

Key Competitors

• XSOE
• EEM
• IEMG
• VWO

Competitive Landscape

The emerging markets ETF sector is highly competitive, with several large, established players. AVSE's advantage lies in its responsible investing approach and systematic, factor-based investment process. However, it faces the challenge of attracting investors from larger, more liquid ETFs.

Historical Performance: Historical performance data is needed to be obtained and provided as of the current date.

Benchmark Comparison: Benchmark comparison data is needed to be obtained and provided as of the current date.

Expense Ratio: 0.23

Average Trading Volume

AVSE's average trading volume is moderate, but it's sufficient for most investors.

Bid-Ask Spread

The bid-ask spread is relatively tight, indicating good liquidity and lower trading costs.

Market Environment Factors

Emerging market equities are influenced by global economic growth, trade policies, commodity prices, and geopolitical events. AVSE's ESG focus may attract investors seeking to align their investments with their values.

Growth Trajectory

AVSE's growth trajectory depends on its ability to attract assets from investors seeking responsible emerging market exposure. Changes to strategy and holdings are implemented based on Avantis' systematic investment process.

Competitive Edge

AVSE's competitive edge stems from its systematic investment process that combines value, profitability, and ESG considerations. This approach differentiates it from traditional emerging market ETFs. Avantis' experienced management team and low expense ratio also contribute to its attractiveness. Furthermore, its responsible investing focus appeals to a growing segment of investors.

Volatility

Emerging market equities are generally more volatile than developed market equities. AVSE's volatility is likely to be moderate to high, reflecting the risk of its underlying assets.

Market Risk

Specific risks include currency fluctuations, political instability, and regulatory changes in emerging market countries.

Ideal Investor Profile

The ideal investor is a long-term investor seeking exposure to emerging market equities with a focus on responsible investing. They are comfortable with moderate to high volatility and understand the risks associated with emerging markets.

Market Risk

AVSE is suitable for long-term investors who want to build a diversified portfolio and are looking for both financial returns and positive environmental and social impact.

The Avantis Responsible Emerging Markets Equity ETF offers investors access to a diversified portfolio of emerging market companies with a focus on value, profitability, and ESG factors. It has a low expense ratio and is managed by an experienced team. It appeals to investors seeking long-term capital appreciation while aligning their investments with their values. While emerging markets inherently involve risk, AVSE provides a potentially attractive investment opportunity.

Data Sources:

• Avantis Investors Website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share estimates may vary depending on the source and methodology.