Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Avantis® U.S. Small Cap Value ETF(AVUV)
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 AVUV
10/13/2026: AVUV (5-star) is currently NOT-A-BUY. Pass it for now.
AVUV provides active exposure to U.S. small-cap value stocks by prioritizing both low valuations and high profitability. It is a highly regarded, cost-efficient ETF that often serves as a core factor-based holding for long-term portfolios. Its primary strengths are its rigorous, evidence-based selection process and its ability to avoid low-quality value traps. Investors should be aware of the inherent risks of small-cap investing, including higher volatility and sensitivity to economic downturns. It is most suitable for those seeking long-term growth and factor-tilted exposure rather than short-term traders.
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 the fund focuses on small companies, its value tilt may result in underperformance during periods of strong growth-stock momentum. |
| Momentum investor | Mixed fit | It is a strong fit when the market rotates toward value factors, but it is not specifically designed to capture momentum-based price trends. |
| Value investor | Strong fit | The fund is specifically built to provide exposure to undervalued small-cap stocks with high profitability metrics. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, the primary objective is capital appreciation rather than consistent income generation. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally unsuitable for investors seeking capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified U.S. small-cap equity exposure with a long-term horizon and an appreciation for factor-based value investing.
Suitability
Best suited for long-term investors looking to add a core value-tilt component to their portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically exhibit higher price swings compared to large-cap stocks. |
| Market risk | Medium / high | The fund is fully exposed to general U.S. equity market downturns. |
| Concentration | Medium | While diversified across many stocks, the fund is concentrated in the small-cap segment of the market. |
| Tracking/expense | Low | The low expense ratio ensures that management costs do not significantly drag on returns. |
| Liquidity | Medium | Small-cap stocks can occasionally experience lower liquidity during periods of market stress. |
| Business/sector quality | Medium | The fund intentionally targets value stocks, which may include companies with weaker business models or cyclical risks. |
Risk Analysis
Volatility
AVUV exhibits high historical volatility consistent with small-cap equity funds.
Market Risk
The primary risk is exposure to systemic U.S. equity market corrections and specific small-cap liquidity constraints.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Stocks | 98.5 | The fund focuses on small-capitalization companies which historically offer higher growth potential but carry higher volatility. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small liquidity buffer is maintained for daily operational and trading 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 22.77% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.