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Upturn AI Summary
Avantis® U.S. Equity ETF(AVUS)
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 AVUS
10/02/2026: AVUS (3-star) is a SELL. SELL for 3 days. Simulated Profits (8.43%). Updated daily EoD!
AVUS provides broad U.S. equity market exposure while systematically tilting toward stocks with stronger expected returns—specifically those exhibiting value and profitability characteristics. Its primary strength lies in its low-cost, research-driven active management, which aims to improve upon market-cap-weighted index results. It serves as an effective, core long-term equity holding for investors comfortable with deviations from standard benchmarks. The primary risks include systematic market volatility and the potential for temporary underperformance if factors like value fall out of favor. It is well-suited for investors seeking a sophisticated, broadly diversified foundation for their long-term wealth accumulation.
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 captures growth, its systematic value tilt may cause it to underperform pure growth indices during high-multiple rallies. |
| Momentum investor | Mixed fit | It is not a pure momentum strategy, but it may capture momentum effects incidentally through its factor-based rebalancing. |
| Value investor | Strong fit | The fund is specifically designed to overweight value stocks, making it an excellent core holding for value-oriented investors. |
| Dividend/Income investor | Mixed fit | It offers some dividend exposure, but it is not optimized specifically for yield-seeking investors. |
| Low-risk investor | Mixed fit | As a broad equity fund, it carries standard market risk and is not suitable for those seeking capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for broad U.S. equity exposure but desiring a more systematic, factor-tilted approach than a passive index provides.
Suitability
This ETF is best suited for long-term investors holding the fund as a core part of a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a broad-market equity fund, it will experience fluctuations consistent with the overall U.S. stock market. |
| Market risk | Medium / high | The fund is fully invested in equities and is subject to systemic market downturns. |
| Concentration | Low | The fund is highly diversified, holding thousands of stocks, which mitigates single-issuer risk. |
| Tracking/expense | Low | The expense ratio is very low for an active fund, though it does not aim to track a benchmark perfectly. |
| Liquidity | Low | High trading volume in the underlying securities ensures the fund can be bought and sold with minimal impact. |
| Business/sector quality | Low | Broad sector exposure limits the risk associated with any single industry underperforming. |
Risk Analysis
Volatility
AVUS displays moderate volatility, typical of a diversified U.S. equity portfolio, with potential for period-specific spikes based on factor performance.
Market Risk
As a 100% equity-exposed ETF, the primary risk is systematic market decline, which is inherent to U.S. equity investing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 75 | This represents the core of the portfolio, providing exposure to established market leaders. |
| Market capitalization | U.S. Mid-Cap Equities | 15 | Mid-cap stocks are included to provide a blend of stability and growth potential. |
| Market capitalization | U.S. Small-Cap Equities | 10 | Small-cap exposure provides potential for higher expected returns through factor tilting. |
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 21.68% | Avg. Invested days 68 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $14.60B |
| Issuer | Avantis Investors |
| Expense Ratio | 0.15% |
| Distribution Yield | 0.91% |
| Inception | Sep 24, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.87% |
| 1 Year | +21.76% |
| 3 Year | +22.17% |
| 5 Year | +12.86% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.58% |
| 3Y Volatility | 13.27% |
| 3Y Sharpe Ratio | 1.15 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 35.69% |
| Large Cap | 27.85% |
| Mid Cap | 23.05% |
| Small Cap | 9.62% |
| Micro Cap | 3.71% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 31.17% |
| Financial Services | 15.68% |
| Consumer Cyclicals | 10.39% |
| Industrials | 10.20% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.23x |
| Portfolio P/B | 3.54x |
| Portfolio P/S | 2.18x |
| Holdings Turnover | 1.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 5.85% |
| Apple | 5.77% |
| Microsoft | 4.44% |
| Amazon | 3.31% |
| Micron Technology | 2.51% |
Upturn AI Summary
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.
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