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Upturn AI SWOT - About
Avantis® U.S. Small Cap Value ETF (AVUV)
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Upturn Advisory Summary
10/31/2025: AVUV (1-star) is currently NOT-A-BUY. Pass it for now.
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 11.87% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 73.64 - 106.26 | Updated Date 06/30/2025 |
52 Weeks Range 73.64 - 106.26 | Updated Date 06/30/2025 |
Upturn AI SWOT
Avantis® U.S. Small Cap Value ETF
ETF Overview
Overview
The Avantis U.S. Small Cap Value ETF (AVUV) seeks long-term capital appreciation by investing in a broad portfolio of U.S. small-cap companies with relatively high value characteristics, emphasizing profitability and sustainable growth.
Reputation and Reliability
Avantis Investors, a part of American Century Investments, is known for its systematic, research-driven investment approach.
Management Expertise
The management team employs a disciplined approach, focusing on factor-based investing and rigorous portfolio construction.
Investment Objective
Goal
To seek long-term capital appreciation by investing primarily in a diverse portfolio of small-cap U.S. companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a flexible approach to identify and invest in small-cap companies with attractive value characteristics and strong profitability.
Composition The ETF primarily holds U.S. small-cap stocks, selected based on value and profitability factors. There is limited bond or commodity exposure.
Market Position
Market Share: AVUV has a significant market share in the small-cap value ETF category.
Total Net Assets (AUM): 8740000000
Competitors
Key Competitors
- IJS
- VBR
- SPSV
Competitive Landscape
The small-cap value ETF market is competitive, with AVUV offering a more active and flexible approach compared to passively managed, index-tracking ETFs. AVUV's focus on profitability gives it an edge, while some competitors offer lower expense ratios but may lack the active management strategy.
Financial Performance
Historical Performance: Historical performance data is readily available but needs to be updated from live sources.
Benchmark Comparison: Performance should be benchmarked against the Russell 2000 Value Index to assess the effectiveness of AVUVu2019s strategy.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AVUV demonstrates good liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the performance of small-cap value stocks, which directly impacts AVUV.
Growth Trajectory
AVUV's growth is linked to the increasing popularity of factor-based investing and the potential for small-cap value stocks to outperform during specific economic cycles. No changes to strategy and holdings are found.
Moat and Competitive Advantages
Competitive Edge
AVUV's competitive advantage lies in its active, factor-based approach, focusing on profitability and value. Its systematic investment process driven by research aims to capture higher returns compared to passive strategies. The flexible approach allows AVUV to adapt to changing market conditions and identify undervalued opportunities. American Century's reputation and resources support the ETF's credibility.
Risk Analysis
Volatility
Small-cap value stocks are generally more volatile than large-cap stocks, which translates to potentially higher volatility for AVUV.
Market Risk
AVUV is exposed to market risk associated with small-cap companies, including economic downturns, sector-specific challenges, and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, comfortable with higher volatility, and looking to diversify with small-cap value stocks.
Market Risk
AVUV is suitable for long-term investors seeking potential outperformance in small-cap value, rather than passive index followers.
Summary
The Avantis U.S. Small Cap Value ETF (AVUV) offers a compelling investment option for investors seeking exposure to small-cap value stocks with a focus on profitability. Its active, factor-based approach, driven by research, aims to capture higher returns. While potentially more volatile than broader market ETFs, AVUV provides diversification benefits and potential for long-term capital appreciation. The ETF benefits from American Century's strong reputation and systematic investment process, appealing to sophisticated investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Avantis Investors website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Avantis® U.S. Small 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. small cap companies across market sectors and industry groups. Under normal market conditions, it will invest at least 80% of its assets in securities of small capitalization companies located in the United States. The fund also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
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.