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Upturn AI SWOT - About
Avantis® U.S. Small Cap Value ETF (AVUV)
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Upturn Advisory Summary
09/16/2025: AVUV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 15.04% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 to provide long-term capital appreciation by investing in a broad portfolio of small-cap U.S. companies that are considered to be undervalued. The fund emphasizes companies with lower relative prices and higher profitability.
Reputation and Reliability
Avantis Investors is known for its systematic, value-oriented investment approach and is backed by a reputable parent company, American Century Investments.
Management Expertise
The management team consists of experienced investment professionals with a strong background in quantitative investing and factor-based strategies.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a systematic investment process that emphasizes companies with lower relative prices and higher profitability within the U.S. small-cap universe.
Composition Primarily holds stocks of small-cap U.S. companies considered to be undervalued based on factors such as price-to-book, price-to-earnings, and other value metrics. It also considers profitability and aims for diversification.
Market Position
Market Share: AVUV holds a significant market share within the small-cap value ETF category.
Total Net Assets (AUM): 8970000000
Competitors
Key Competitors
- IJS
- VBR
- IWN
- SPSV
Competitive Landscape
The small-cap value ETF market is competitive, with several established players. AVUV's advantage lies in its emphasis on profitability in addition to traditional value factors. Disadvantages may include higher active management fees compared to passively managed index funds.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison would typically be against a small-cap value index like the Russell 2000 Value Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AVUV generally has a healthy average trading volume, facilitating easy buying and selling for investors.
Bid-Ask Spread
The bid-ask spread for AVUV is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can all impact AVUV's performance. Value investing style can also be in or out of favor.
Growth Trajectory
AVUV's growth is dependent on continued interest in factor-based investing and the performance of small-cap value stocks. Changes in strategy and holdings are disclosed periodically in fund documents.
Moat and Competitive Advantages
Competitive Edge
AVUV's competitive edge lies in its systematic investment process that considers both value and profitability factors, potentially leading to better risk-adjusted returns. Its experienced management team and the backing of American Century Investments add to its appeal. The fund's focus on profitability differentiates it from some traditional value ETFs. This blend may attract investors seeking a more refined approach to small-cap value investing.
Risk Analysis
Volatility
AVUV's volatility is expected to be higher than the overall market due to its focus on small-cap stocks, which tend to be more volatile.
Market Risk
The primary market risk is the potential for underperformance during periods when value stocks are out of favor or when small-cap stocks underperform large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon, seeking capital appreciation through exposure to small-cap value stocks, and comfortable with higher volatility.
Market Risk
AVUV is best suited for long-term investors who understand the risks and potential rewards of investing in small-cap value stocks and are willing to tolerate market fluctuations.
Summary
AVUV offers targeted exposure to U.S. small-cap value stocks, utilizing a systematic investment approach that emphasizes both value and profitability. Backed by Avantis Investors and American Century Investments, the fund has a relatively low expense ratio. It is suitable for long-term investors with a high risk tolerance seeking capital appreciation. While small-cap stocks are inherently volatile, AVUV aims to provide potentially higher returns through its factor-based strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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.