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
10/28/2026: AVUV (5-star) is currently NOT-A-BUY. Pass it for now.
The Avantis® U.S. Small Cap Value ETF (AVUV) provides targeted, systematic active exposure to small-cap U.S. companies that exhibit high profitability and deep value characteristics. Its primary strength lies in its intelligent, factor-based construction, which aims to improve upon traditional passive small-cap value indices. It serves as a strong portfolio diversifier for investors looking to capture long-term factor premiums. However, investors must be aware of the inherent risks associated with small-cap equities, including higher volatility and sensitivity to economic cycles. It is best suited for investors with a long-term horizon who are comfortable with the increased risk profile of the small-cap asset class.
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 | Weak fit | This fund focuses on value-oriented stocks rather than companies prioritized for high growth rates. |
| Momentum investor | Mixed fit | While it captures factor premiums, it is not designed to exploit short-term price momentum trends. |
| Value investor | Strong fit | It is specifically engineered to provide deep exposure to undervalued small-cap companies. |
| Dividend/Income investor | Mixed fit | While it may hold dividend-paying stocks, income generation is not the primary objective of the strategy. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally not suitable for low-risk-tolerance portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for systematic exposure to the small-cap value factor, who has a high risk tolerance.
Suitability
AVUV is best suited for long-term investors aiming to diversify a core portfolio with a small-cap value tilt, rather than for short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are historically more volatile than large-cap benchmarks. |
| Market risk | Medium / high | The fund is fully exposed to systemic economic and market downturns. |
| Concentration | Medium | The fund holds a diversified basket but remains focused on the small-cap segment of the U.S. market. |
| Tracking/expense | Low | The low expense ratio minimizes the drag on long-term investment returns. |
| Liquidity | Medium | Small-cap stocks can experience periods of lower liquidity during market stress. |
| Business/sector quality | Medium | The quality screen helps mitigate risks associated with holding distressed or low-profitability businesses. |
Risk Analysis
Volatility
AVUV is subject to higher volatility characteristic of the small-cap equity class, often influenced by market sentiment and economic cycles.
Market Risk
The fund carries substantial market risk as its performance is tied to the U.S. small-cap market, which is more sensitive to economic downturns than large-cap indices.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small Cap Stocks | 98 | The fund focuses on small-capitalization companies which historically offer higher growth potential but carry higher volatility. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Small residual cash is maintained for daily operational liquidity and rebalancing 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 10/28/2026 |
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.