Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Avantis® U.S. Small Cap Value ETF (AVUV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/30/2025: 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 7.17% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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 primarily in a diverse portfolio of U.S. small-cap companies with relatively high value characteristics and profitability. It uses a flexible, market-cap weighted approach to select and weight securities.
Reputation and Reliability
Avantis Investors is a relatively new but well-regarded firm known for its systematic, value-oriented investment strategies. It is backed by a strong team with experience in quantitative investing.
Management Expertise
The fund is managed by a team of experienced investment professionals with expertise in quantitative analysis and portfolio management.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a market-cap weighted strategy that emphasizes small-cap value companies, focusing on firms with high profitability and value characteristics.
Composition Primarily invests in U.S. small-cap stocks. The portfolio is broadly diversified across various sectors within the small-cap universe.
Market Position
Market Share: The fund holds a moderate market share within the small-cap value ETF category.
Total Net Assets (AUM): 8110000000
Competitors
Key Competitors
- IJS
- VBR
- SLYV
Competitive Landscape
The small-cap value ETF market is competitive, with several established players. AVUV distinguishes itself through its flexible, market-cap weighted approach, which may result in higher returns than traditional passive strategies. Its relatively low expense ratio is also an advantage, but performance depends on the effectiveness of its security selection model.
Financial Performance
Historical Performance: The historical performance varies with market conditions and the specific performance of small-cap value stocks. [12.34, 10.56, 15.23, 14.67, 12.12]
Benchmark Comparison: The ETF's performance is typically compared to the Russell 2000 Value Index. The ETF aims to outperform its benchmark through active security selection.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits good liquidity with a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can significantly impact AVUV. Value stocks tend to perform well during periods of economic recovery.
Growth Trajectory
AVUV's growth depends on its ability to attract assets and generate competitive returns. It may adapt its holdings based on changes to their profitability and value characteristics.
Moat and Competitive Advantages
Competitive Edge
AVUV's competitive edge lies in its systematic approach to selecting small-cap value stocks, focusing on profitability and value metrics. Its low expense ratio provides a cost advantage over some competitors. The experienced management team contributes to its appeal. This combination could attract investors looking for a balance between active management and cost efficiency. The investment style of AVUV allows to have a competitive advantage by investing into potentially undervalued small-cap companies.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so AVUV can experience higher volatility.
Market Risk
AVUV is subject to market risk, especially the risks associated with small-cap companies. Economic downturns can disproportionately affect small-cap firms.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation with a tolerance for higher volatility. It suits investors who believe in the long-term potential of small-cap value stocks.
Market Risk
Suitable for long-term investors and those seeking diversification in their small-cap allocation, as well as investors who are believers in active management.
Summary
Avantis U.S. Small Cap Value ETF (AVUV) is designed for investors seeking exposure to U.S. small-cap value stocks with a focus on profitability and value characteristics. Managed by Avantis Investors, it utilizes a market-cap weighted approach to select securities. AVUV presents a viable option for long-term investors seeking capital appreciation but must be aware of the potential volatility associated with small-cap investments. With a competitive expense ratio, the ETF aims to deliver value through active security selection, potentially outperforming its benchmark.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
- Yahoo Finance
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 conditions can change, and investment decisions should be made based on individual circumstances and risk tolerance.
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.